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 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
270+ 3.62% |
$21.6K - $25.1K
|
7.73K
$772K
|
|
|
May 12, 2023
Q1 2023
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
269+ 0.22% |
$21.5K - $25K
|
124K
$12.4M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
266+ 0.63% |
$21.3K - $24.7K
|
42.5K
$4.25M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
265+ 0.89% |
$21.2K - $24.6K
|
30K
$3M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
265+ 2.84% |
$21.2K - $24.6K
|
9.61K
$960K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
259+ 2.8% |
$20.7K - $24K
|
9.51K
$951K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
258New |
$20.6K - $23.9K
|
258
$25.8K
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
257+ 7.89% |
$20.6K - $23.9K
|
3.51K
$351K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
255New |
$20.4K - $23.7K
|
255
$25.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
252New |
$20.2K - $23.4K
|
252
$25.2K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
250+ 33.33% |
$20K - $23.2K
|
1K
$100K
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
250+ 4.54% |
$20K - $23.2K
|
5.76K
$576K
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
238+ 2.2% |
$19K - $22.1K
|
11.1K
$1.11M
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
231+ 1.42% |
$18.5K - $21.4K
|
16.6K
$1.65M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
228New |
$18.2K - $21.2K
|
228
$22.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
227+ 0.43% |
$18.2K - $21.1K
|
52.7K
$5.27M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
221+ 1.88% |
$17.7K - $20.5K
|
12K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
220+ 0.68% |
$17.6K - $20.4K
|
32.7K
$3.27M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
218+ 1.74% |
$17.4K - $20.2K
|
12.8K
$1.27M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
215+ 2.09% |
$17.2K - $20K
|
10.5K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
211+ 4.07% |
$16.9K - $19.6K
|
5.39K
$539K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
206+ 5.58% |
$16.5K - $19.1K
|
3.9K
$389K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
204+ 2.61% |
$16.3K - $18.9K
|
8.02K
$802K
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
204+ 7.95% |
$16.3K - $18.9K
|
2.77K
$277K
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
199+ 1.14% |
$15.9K - $18.5K
|
17.6K
$1.76M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
193New |
$15.4K - $17.9K
|
193
$19.3K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
192+ 2.35% |
$15.4K - $17.8K
|
8.36K
$836K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
190+ 44.71% |
$15.2K - $17.6K
|
615
$61.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
187+ 0.69% |
$15K - $17.4K
|
27.3K
$2.73M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
186+ 3.46% |
$14.9K - $17.3K
|
5.55K
$555K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
185+ 2.02% |
$14.8K - $17.2K
|
9.36K
$936K
|
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
185+ 8.49% |
$14.8K - $17.2K
|
2.37K
$236K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
183+ 0.6% |
$14.6K - $17K
|
30.5K
$3.04M
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
181+ 1.14% |
$14.5K - $16.8K
|
16.1K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
178+ 5.29% |
$14.2K - $16.5K
|
3.55K
$354K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
178+ 2.92% |
$14.2K - $16.5K
|
6.27K
$626K
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
BUY
|
- |
177+ 4.25% |
$14.2K - $16.4K
|
4.34K
$434K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
175New |
$14K - $16.2K
|
175
$17.5K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
175+ 2.36% |
$14K - $16.2K
|
7.61K
$760K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
173+ 1.57% |
$13.8K - $16.1K
|
11.2K
$1.12M
|
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
173+ 6.38% |
$13.8K - $16.1K
|
2.89K
$289K
|
|
|
May 02, 2023
Q1 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
172+ 0.21% |
$13.8K - $16K
|
80.4K
$8.04M
|
|
|
May 10, 2023
Q1 2023
|
Page Arthur B
|
BUY
|
- |
170+ 0.64% |
$13.6K - $15.8K
|
26.6K
$2.66M
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
170+ 4.67% |
$13.6K - $15.8K
|
3.81K
$381K
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
168+ 1.9% |
$13.4K - $15.6K
|
9K
$899K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
167+ 0.83% |
$13.4K - $15.5K
|
20.3K
$2.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
BUY
|
- |
167+ 2.84% |
$13.4K - $15.5K
|
6.05K
$605K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
161+ 2.09% |
$12.9K - $14.9K
|
7.85K
$785K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
160+ 2.02% |
$12.8K - $14.8K
|
8.07K
$806K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
160+ 8.12% |
$12.8K - $14.8K
|
2.13K
$213K
|