Purchases and Sales Made in Q2 2023 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q2 2023. The information is specifically focused on institutions that hold shares of NOVARTIS AG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.3K- 3.8% |
$120K - $136K
|
32.9K
$3.6M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 12.89% |
$121K - $137K
|
8.82K
$965K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.31K- 11.7% |
$121K - $138K
|
9.91K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.34K- 8.38% |
$124K - $140K
|
14.6K
$1.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.37K- 3.26% |
$127K - $144K
|
40.6K
$4.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.37K- 23.96% |
$127K - $144K
|
4.36K
$477K
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
SELL
|
- |
-1.4K- 4.47% |
$130K - $147K
|
29.9K
$3.27M
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.4K- 6.66% |
$130K - $147K
|
19.6K
$2.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.42K- 3.56% |
$131K - $148K
|
38.3K
$4.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.42K- 31.86% |
$131K - $149K
|
3.03K
$332K
|
|
|
Aug 08, 2023
Q2 2023
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-1.42K- 7.12% |
$131K - $149K
|
18.5K
$2.03M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.46K- 13.77% |
$135K - $153K
|
9.12K
$997K
|
|
|
Aug 11, 2023
Q2 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-1.47K- 6.41% |
$136K - $154K
|
21.4K
$2.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.5K- 31.15% |
$139K - $157K
|
3.32K
$362K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.58K- 4.96% |
$146K - $165K
|
30.2K
$3.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.61K- 1.59% |
$149K - $169K
|
99.5K
$10.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.62K- 22.99% |
$150K - $170K
|
5.43K
$593K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-1.62K- 3.54% |
$150K - $170K
|
44.2K
$4.84M
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.67K- 5.69% |
$154K - $175K
|
27.6K
$3.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.67K- 26.05% |
$154K - $175K
|
4.73K
$517K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.67K- 3.93% |
$155K - $175K
|
40.8K
$4.47M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.69K- 7.84% |
$157K - $178K
|
19.9K
$2.18M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1.71K- 2.28% |
$158K - $180K
|
73.3K
$8.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-1.72K- 2.04% |
$159K - $180K
|
82.5K
$9.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.73K- 39.48% |
$160K - $181K
|
2.65K
$290K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.75K- 3.16% |
$162K - $184K
|
53.6K
$5.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.76K- 19.43% |
$163K - $184K
|
7.29K
$797K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.76K- 0.67% |
$163K - $185K
|
262K
$28.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-1.77K- 1.81% |
$164K - $186K
|
96.1K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.78K- 2.01% |
$165K - $187K
|
87K
$9.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.79K- 1.27% |
$166K - $188K
|
139K
$15.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.8K- 12.11% |
$167K - $189K
|
13.1K
$1.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-1.81K- 5.88% |
$167K - $190K
|
28.9K
$3.17M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-1.88K- 8.09% |
$174K - $198K
|
21.4K
$2.34M
|
|
|
Jul 21, 2023
Q2 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.9K- 2.36% |
$176K - $199K
|
78.5K
$8.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.91K- 12.88% |
$177K - $200K
|
12.9K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Page Arthur B
|
SELL
|
- |
-1.92K- 7.22% |
$178K - $201K
|
24.6K
$2.7M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.92K- 0.95% |
$178K - $202K
|
200K
$21.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-1.96K- 1.45% |
$181K - $206K
|
133K
$14.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.98K- 41.42% |
$183K - $208K
|
2.8K
$306K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-1.98K- 13.88% |
$184K - $208K
|
12.3K
$1.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-2K- 43.22% |
$185K - $210K
|
2.63K
$287K
|
|
|
Jul 27, 2023
Q2 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-2.08K- 34.3% |
$192K - $218K
|
3.98K
$435K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.14K- 5.28% |
$198K - $224K
|
38.3K
$4.19M
|
|
|
Aug 28, 2023
Q2 2023
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-2.14K- 14.38% |
$198K - $224K
|
12.7K
$1.39M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.15K- 7.86% |
$198K - $225K
|
25.2K
$2.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-2.21K- 21.0% |
$204K - $232K
|
8.31K
$908K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-2.25K- 32.8% |
$208K - $236K
|
4.6K
$503K
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.26K- 48.52% |
$209K - $237K
|
2.4K
$262K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.32K- 4.84% |
$215K - $243K
|
45.6K
$4.99M
|