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 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.2K+ 9.36% |
$176K - $204K
|
25.7K
$2.71M
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.2KNew |
$176K - $204K
|
2.2K
$232K
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.2KNew |
$176K - $204K
|
2.2K
$232K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.2K+ 24.71% |
$176K - $204K
|
11.1K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.15K+ 12.65% |
$172K - $200K
|
19.2K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.12K+ 4.69% |
$170K - $197K
|
47.3K
$4.99M
|
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
2.08K+ 1.12% |
$166K - $193K
|
187K
$19.7M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.05K+ 45.21% |
$164K - $191K
|
6.59K
$695K
|
|
|
May 03, 2023
Q1 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
2K+ 17.78% |
$160K - $186K
|
13.3K
$1.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.98K+ 10.97% |
$159K - $184K
|
20K
$2.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.98K+ 7.41% |
$158K - $184K
|
28.7K
$3.03M
|
|
|
May 15, 2023
Q1 2023
|
Ddd Partners, LLC
|
BUY
|
- |
1.97K+ 0.99% |
$157K - $182K
|
200K
$21.1M
|
|
|
May 10, 2023
Q1 2023
|
Puzo Michael J
|
BUY
|
- |
1.96K+ 2.52% |
$157K - $182K
|
79.8K
$8.41M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.94K+ 5.68% |
$155K - $180K
|
36K
$3.8M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.88K+ 7.61% |
$150K - $174K
|
26.5K
$2.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.79K+ 17.73% |
$143K - $166K
|
11.9K
$1.25M
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
1.78K+ 6.85% |
$142K - $165K
|
27.7K
$2.92M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.7K+ 18.21% |
$136K - $158K
|
11.1K
$1.17M
|
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.67K+ 17.33% |
$134K - $155K
|
11.3K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.67K+ 1.19% |
$134K - $155K
|
142K
$15M
|
|
|
May 15, 2023
Q1 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.66K+ 2.72% |
$132K - $154K
|
62.5K
$6.59M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.65K+ 32.21% |
$132K - $153K
|
6.76K
$713K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.63K+ 5.08% |
$131K - $151K
|
33.7K
$3.56M
|
|
|
May 11, 2023
Q1 2023
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
BUY
|
- |
1.58K+ 3.16% |
$127K - $147K
|
51.7K
$5.45M
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.54K+ 1.01% |
$123K - $143K
|
154K
$16.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
1.53K+ 0.09% |
$123K - $142K
|
1.76M
$186M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.5KNew |
$120K - $139K
|
1.5K
$158K
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.5K+ 7.69% |
$120K - $139K
|
21K
$2.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.48KNew |
$118K - $137K
|
1.48K
$156K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.47K+ 30.3% |
$118K - $137K
|
6.34K
$668K
|
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
1.47K+ 6.19% |
$118K - $136K
|
25.2K
$2.66M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.47K+ 49.11% |
$117K - $136K
|
4.45K
$469K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.44K+ 5.55% |
$115K - $133K
|
27.3K
$2.88M
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.37K+ 3.37% |
$110K - $127K
|
42K
$4.43M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.36K+ 43.35% |
$108K - $126K
|
4.48K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.35K+ 11.46% |
$108K - $125K
|
13.1K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.32K+ 3.84% |
$106K - $123K
|
35.8K
$3.77M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
1.32K+ 23.87% |
$106K - $123K
|
6.85K
$722K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.3K+ 57.01% |
$104K - $121K
|
3.59K
$378K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.28K+ 19.91% |
$103K - $119K
|
7.73K
$815K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.26K+ 3.83% |
$101K - $117K
|
34.2K
$3.61M
|
|
|
May 09, 2023
Q1 2023
|
Thornburg Investment Management Inc
|
BUY
|
- |
1.24K+ 20.09% |
$99.2K - $115K
|
7.41K
$782K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.23KNew |
$98.1K - $114K
|
1.23K
$129K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.22K+ 5.46% |
$97.7K - $113K
|
23.6K
$2.49M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.18K+ 47.8% |
$94.8K - $110K
|
3.66K
$386K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.17K+ 12.51% |
$93.6K - $109K
|
10.5K
$1.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.14K+ 32.64% |
$91.5K - $106K
|
4.65K
$490K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
1.14K+ 6.3% |
$90.8K - $105K
|
19.2K
$2.02M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
1.12K+ 807.19% |
$89.8K - $104K
|
1.26K
$133K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.11K+ 10.7% |
$88.4K - $103K
|
11.4K
$1.21M
|