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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.42K- 8.62% |
$113K - $131K
|
15K
$1.55M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.42K- 15.81% |
$114K - $132K
|
7.57K
$783K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.5K- 29.08% |
$120K - $139K
|
3.66K
$378K
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-1.52K- 23.4% |
$122K - $141K
|
4.99K
$516K
|
|
|
May 11, 2023
Q1 2023
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-1.53K- 7.11% |
$122K - $142K
|
19.9K
$2.06M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-1.6K- 16.86% |
$128K - $148K
|
7.89K
$816K
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.63K- 6.45% |
$130K - $151K
|
23.6K
$2.44M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.64K- 1.25% |
$131K - $152K
|
130K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.74K- 3.05% |
$139K - $162K
|
55.3K
$5.72M
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 29.24% |
$140K - $163K
|
4.25K
$439K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.82K- 20.26% |
$146K - $169K
|
7.16K
$741K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.84K- 13.59% |
$147K - $171K
|
11.7K
$1.21M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.88K- 97.26% |
$151K - $175K
|
53
$5.48K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.9K- 18.2% |
$152K - $177K
|
8.56K
$885K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.93K- 7.13% |
$154K - $179K
|
25.1K
$2.6M
|
|
|
May 02, 2023
Q1 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-1.95K- 23.02% |
$156K - $181K
|
6.5K
$673K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.96K- 2.16% |
$157K - $182K
|
88.8K
$9.18M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2K- 38.04% |
$160K - $185K
|
3.25K
$336K
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2K- 43.8% |
$160K - $186K
|
2.57K
$265K
|
|
|
May 10, 2023
Q1 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-2.01K- 6.67% |
$161K - $187K
|
28.1K
$2.91M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.03K- 7.16% |
$163K - $188K
|
26.3K
$2.72M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
SELL
|
- |
-2.04K- 26.89% |
$163K - $189K
|
5.55K
$574K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.07K- 3.67% |
$165K - $192K
|
54.2K
$5.61M
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-2.08K- 42.56% |
$166K - $193K
|
2.8K
$290K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-2.1K- 99.95% |
$168K - $195K
|
1
$103
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-2.18K- 2.23% |
$174K - $202K
|
95.3K
$9.86M
|
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-2.28K- 6.27% |
$183K - $212K
|
34.2K
$3.53M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.31K- 17.05% |
$185K - $214K
|
11.2K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.35K- 0.75% |
$188K - $218K
|
311K
$32.1M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.36K- 96.24% |
$189K - $219K
|
92
$9.51K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.36K- 9.22% |
$189K - $219K
|
23.3K
$2.41M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.38K- 45.87% |
$191K - $221K
|
2.81K
$291K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-2.4K- 75.54% |
$192K - $223K
|
777
$80.3K
|
|
|
May 09, 2023
Q1 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-2.41K- 8.01% |
$193K - $224K
|
27.7K
$2.86M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.44K- 17.75% |
$195K - $226K
|
11.3K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-2.61K- 33.41% |
$209K - $242K
|
5.2K
$537K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.62K- 0.91% |
$210K - $243K
|
287K
$29.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-2.63K- 3.86% |
$211K - $244K
|
65.5K
$6.78M
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.69K- 2.59% |
$215K - $250K
|
101K
$10.5M
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-2.7K- 38.98% |
$216K - $251K
|
4.23K
$438K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.72K- 14.6% |
$218K - $253K
|
15.9K
$1.65M
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.73K- 53.11% |
$219K - $254K
|
2.41K
$250K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.8K- 33.4% |
$224K - $260K
|
5.59K
$578K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.82K- 17.6% |
$226K - $262K
|
13.2K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.82K- 1.45% |
$226K - $262K
|
191K
$19.8M
|
|
|
May 11, 2023
Q1 2023
|
Arnhold LLC
|
SELL
|
- |
-3K- 19.19% |
$240K - $278K
|
12.6K
$1.31M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.05K- 20.7% |
$244K - $283K
|
11.7K
$1.21M
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-3.08K- 26.8% |
$247K - $286K
|
8.42K
$871K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.09K- 9.67% |
$247K - $287K
|
28.8K
$2.98M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.1K- 1.71% |
$248K - $287K
|
178K
$18.4M
|