Purchases and Sales Made in Q1 2023 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-166- 93.26% |
$13.3K - $15.4K
|
12
$1.24K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-168- 0.99% |
$13.4K - $15.6K
|
16.8K
$1.74M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-169- 5.63% |
$13.5K - $15.7K
|
2.84K
$293K
|
|
|
May 12, 2023
Q1 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-170- 1.88% |
$13.6K - $15.8K
|
8.87K
$918K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-170- 2.18% |
$13.6K - $15.8K
|
7.63K
$789K
|
|
|
May 05, 2023
Q1 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-175- 1.5% |
$14K - $16.2K
|
11.5K
$1.19M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-180- 9.65% |
$14.4K - $16.7K
|
1.69K
$174K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-185- 36.63% |
$14.8K - $17.2K
|
320
$33.1K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-193- 65.87% |
$15.4K - $17.9K
|
100
$10.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-200- 6.77% |
$16K - $18.6K
|
2.75K
$285K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-200- 6.34% |
$16K - $18.6K
|
2.95K
$305K
|
|
|
Apr 13, 2023
Q1 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-200- 2.5% |
$16K - $18.6K
|
7.81K
$808K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-204- 6.54% |
$16.3K - $18.9K
|
2.91K
$301K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-209- 25.3% |
$16.7K - $19.4K
|
617
$63.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-213- 14.43% |
$17K - $19.8K
|
1.26K
$131K
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-214- 2.67% |
$17.1K - $19.9K
|
7.81K
$808K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-216- 0.67% |
$17.3K - $20K
|
31.8K
$3.29M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-219- 0.92% |
$17.5K - $20.3K
|
23.6K
$2.44M
|
|
|
Apr 12, 2023
Q1 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-222- 0.87% |
$17.8K - $20.6K
|
25.2K
$2.61M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-225- 2.24% |
$18K - $20.9K
|
9.84K
$1.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-226- 4.52% |
$18.1K - $21K
|
4.78K
$494K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-227- 5.61% |
$18.2K - $21.1K
|
3.82K
$395K
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-227- 5.46% |
$18.2K - $21.1K
|
3.93K
$407K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-227- 1.84% |
$18.2K - $21.1K
|
12.1K
$1.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-229- 8.48% |
$18.3K - $21.3K
|
2.47K
$256K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-240- 1.17% |
$19.2K - $22.3K
|
20.3K
$2.1M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-240- 6.67% |
$19.2K - $22.3K
|
3.36K
$347K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-248- 3.08% |
$19.8K - $23K
|
7.81K
$807K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-249- 1.42% |
$19.9K - $23.1K
|
17.3K
$1.79M
|
|
|
May 08, 2023
Q1 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-250- 0.19% |
$20K - $23.2K
|
135K
$13.9M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-255- 1.01% |
$20.4K - $23.7K
|
25.1K
$2.6M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-255- 8.18% |
$20.4K - $23.7K
|
2.86K
$296K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-256- 7.39% |
$20.5K - $23.8K
|
3.21K
$332K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-259- 42.6% |
$20.7K - $24K
|
349
$36.1K
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-264- 8.32% |
$21.1K - $24.5K
|
2.91K
$301K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-264- 5.37% |
$21.1K - $24.5K
|
4.66K
$481K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-264- 66.0% |
$21.1K - $24.5K
|
136
$14.1K
|
|
|
May 03, 2023
Q1 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-267- 7.47% |
$21.4K - $24.8K
|
3.31K
$342K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-276- 5.41% |
$22.1K - $25.6K
|
4.82K
$499K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-278- 3.84% |
$22.2K - $25.8K
|
6.95K
$719K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-280- 9.11% |
$22.4K - $26K
|
2.8K
$289K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-283- 2.97% |
$22.6K - $26.3K
|
9.24K
$955K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-283- 2.33% |
$22.6K - $26.3K
|
11.9K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-286- 3.15% |
$22.9K - $26.5K
|
8.79K
$908K
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-286- 6.42% |
$22.9K - $26.5K
|
4.17K
$431K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-288- 1.8% |
$23K - $26.7K
|
15.7K
$1.62M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-293- 1.34% |
$23.4K - $27.2K
|
21.6K
$2.24M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-298- 9.66% |
$23.8K - $27.7K
|
2.79K
$288K
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-300- 3.39% |
$24K - $27.8K
|
8.56K
$885K
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-300- 94.64% |
$24K - $27.8K
|
17
$1.76K
|