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 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-125- 3.68% |
$11.6K - $13.1K
|
3.28K
$345K
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-127- 1.27% |
$11.8K - $13.3K
|
9.85K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-128- 0.9% |
$11.8K - $13.4K
|
14.1K
$1.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-128- 1.45% |
$11.8K - $13.4K
|
8.68K
$915K
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-132- 5.93% |
$12.2K - $13.8K
|
2.09K
$221K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-133- 95.68% |
$12.3K - $14K
|
6
$633
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-138- 1.64% |
$12.8K - $14.5K
|
8.28K
$874K
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-141- 1.79% |
$13K - $14.8K
|
7.74K
$817K
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-142- 3.34% |
$13.1K - $14.9K
|
4.11K
$433K
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-143- 1.27% |
$13.2K - $15K
|
11.1K
$1.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-144- 3.07% |
$13.3K - $15.1K
|
4.55K
$480K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-145- 3.03% |
$13.4K - $15.2K
|
4.63K
$489K
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-150- 5.73% |
$13.9K - $15.7K
|
2.47K
$260K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-150- 0.82% |
$13.9K - $15.7K
|
18.2K
$1.92M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-150- 17.5% |
$13.9K - $15.7K
|
707
$74.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-150- 1.81% |
$13.9K - $15.7K
|
8.13K
$857K
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-153- 4.58% |
$14.2K - $16.1K
|
3.18K
$336K
|
|
|
Aug 02, 2023
Q2 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-157- 0.3% |
$14.5K - $16.5K
|
52.5K
$5.54M
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-161- 0.25% |
$14.9K - $16.9K
|
65.4K
$6.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-162- 3.46% |
$15K - $17K
|
4.52K
$477K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-164- 91.62% |
$15.2K - $17.2K
|
15
$1.58K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-165- 3.67% |
$15.3K - $17.3K
|
4.33K
$457K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-169- 4.82% |
$15.6K - $17.7K
|
3.33K
$352K
|
|
|
Aug 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-170- 4.23% |
$15.7K - $17.8K
|
3.85K
$406K
|
|
|
Aug 11, 2023
Q2 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-172- 1.52% |
$15.9K - $18K
|
11.2K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-173- 0.76% |
$16K - $18.1K
|
22.5K
$2.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-175- 0.21% |
$16.2K - $18.4K
|
81.7K
$8.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-181- 4.88% |
$16.7K - $19K
|
3.53K
$372K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-194- 4.31% |
$17.9K - $20.4K
|
4.31K
$454K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-195- 3.01% |
$18K - $20.5K
|
6.28K
$663K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-195- 3.64% |
$18K - $20.5K
|
5.17K
$545K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-195- 0.96% |
$18K - $20.5K
|
20.1K
$2.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-196- 5.49% |
$18.1K - $20.6K
|
3.37K
$356K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-196- 7.03% |
$18.1K - $20.6K
|
2.59K
$273K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-199- 1.26% |
$18.4K - $20.9K
|
15.6K
$1.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-200- 1.44% |
$18.5K - $21K
|
13.7K
$1.45M
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-200- 3.47% |
$18.5K - $21K
|
5.56K
$586K
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-200- 3.76% |
$18.5K - $21K
|
5.12K
$540K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-200- 8.81% |
$18.5K - $21K
|
2.07K
$218K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-200- 1.95% |
$18.5K - $21K
|
10.1K
$1.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-202- 2.66% |
$18.7K - $21.2K
|
7.4K
$781K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-203- 15.88% |
$18.8K - $21.3K
|
1.08K
$113K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-210- 7.47% |
$19.4K - $22K
|
2.6K
$274K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-211- 3.37% |
$19.5K - $22.1K
|
6.05K
$639K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-217- 1.48% |
$20.1K - $22.8K
|
14.5K
$1.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-219- 13.28% |
$20.3K - $23K
|
1.43K
$151K
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-225- 5.73% |
$20.8K - $23.6K
|
3.7K
$391K
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-228- 1.45% |
$21.1K - $23.9K
|
15.5K
$1.64M
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-230- 4.19% |
$21.3K - $24.1K
|
5.26K
$555K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-234- 1.94% |
$21.6K - $24.5K
|
11.8K
$1.25M
|