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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-235- 8.66% |
$21.7K - $24.7K
|
2.48K
$261K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-236- 8.16% |
$21.8K - $24.8K
|
2.66K
$280K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-244- 0.96% |
$22.6K - $25.6K
|
25.1K
$2.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-246- 1.06% |
$22.8K - $25.8K
|
22.9K
$2.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-250- 0.66% |
$23.1K - $26.2K
|
37.4K
$3.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-250- 0.58% |
$23.1K - $26.2K
|
43K
$4.53M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-253- 35.84% |
$23.4K - $26.5K
|
453
$47.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-259- 6.29% |
$24K - $27.2K
|
3.86K
$407K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-267- 6.99% |
$24.7K - $28K
|
3.56K
$375K
|
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-268- 1.63% |
$24.8K - $28.1K
|
16.2K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-277- 10.59% |
$25.6K - $29.1K
|
2.34K
$247K
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
SELL
|
- |
-278- 0.5% |
$25.7K - $29.2K
|
54.9K
$5.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-280- 5.41% |
$25.9K - $29.4K
|
4.89K
$516K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-284- 3.8% |
$26.3K - $29.8K
|
7.2K
$759K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-298- 2.01% |
$27.6K - $31.3K
|
14.5K
$1.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-298- 9.89% |
$27.6K - $31.3K
|
2.71K
$286K
|
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
SELL
|
- |
-300- 10.83% |
$27.8K - $31.5K
|
2.47K
$261K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-300- 6.31% |
$27.8K - $31.5K
|
4.46K
$470K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-300- 6.5% |
$27.8K - $31.5K
|
4.31K
$455K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-304- 0.31% |
$28.1K - $31.9K
|
97.8K
$10.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-310- 4.56% |
$28.7K - $32.5K
|
6.49K
$685K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-326- 58.63% |
$30.2K - $34.2K
|
230
$24.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-330- 2.48% |
$30.5K - $34.6K
|
13K
$1.37M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-334- 12.63% |
$30.9K - $35K
|
2.31K
$244K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-334- 2.79% |
$30.9K - $35K
|
11.7K
$1.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-353- 10.79% |
$32.7K - $37K
|
2.92K
$308K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-354- 0.82% |
$32.8K - $37.1K
|
42.6K
$4.49M
|
|
|
Jul 26, 2023
Q2 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-355- 1.41% |
$32.8K - $37.2K
|
24.9K
$2.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Broderick Brian C
|
SELL
|
- |
-360- 1.29% |
$33.3K - $37.8K
|
27.6K
$2.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-363- 4.96% |
$33.6K - $38.1K
|
6.96K
$734K
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-365- 0.45% |
$33.8K - $38.3K
|
81.1K
$8.56M
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-373- 3.56% |
$34.5K - $39.1K
|
10.1K
$1.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-375- 13.34% |
$34.7K - $39.3K
|
2.44K
$257K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-375- 1.28% |
$34.7K - $39.3K
|
29K
$3.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-375- 0.91% |
$34.7K - $39.3K
|
40.8K
$4.31M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-384- 4.92% |
$35.5K - $40.3K
|
7.42K
$783K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-394- 14.1% |
$36.5K - $41.3K
|
2.4K
$253K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-396- 0.41% |
$36.6K - $41.5K
|
97.2K
$10.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-405- 5.88% |
$37.5K - $42.5K
|
6.48K
$683K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-406- 49.69% |
$37.6K - $42.6K
|
411
$43.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-410- 8.48% |
$37.9K - $43K
|
4.43K
$467K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-414- 2.46% |
$38.3K - $43.4K
|
16.4K
$1.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-418- 15.28% |
$38.7K - $43.9K
|
2.32K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-420- 9.02% |
$38.9K - $44.1K
|
4.24K
$447K
|
|
|
Jul 25, 2023
Q2 2023
|
Albert D Mason Inc
|
SELL
|
- |
-437- 2.83% |
$40.4K - $45.8K
|
15K
$1.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-450- 11.04% |
$41.6K - $47.2K
|
3.63K
$382K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-453- 2.02% |
$41.9K - $47.5K
|
22K
$2.32M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-456- 7.02% |
$42.2K - $47.8K
|
6.04K
$637K
|
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-475- 20.08% |
$43.9K - $49.8K
|
1.89K
$199K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-476- 4.4% |
$44K - $49.9K
|
10.3K
$1.09M
|