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 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-476- 4.4% |
$44K - $49.9K
|
10.3K
$1.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-480- 7.51% |
$44.4K - $50.4K
|
5.91K
$628K
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-484- 24.4% |
$44.8K - $50.8K
|
1.5K
$159K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-498- 12.28% |
$46.1K - $52.2K
|
3.56K
$378K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-500- 50.0% |
$46.3K - $52.5K
|
500
$53.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-500- 1.5% |
$46.3K - $52.5K
|
32.8K
$3.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-506- 5.85% |
$46.8K - $53.1K
|
8.15K
$866K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-506- 5.14% |
$46.8K - $53.1K
|
9.33K
$991K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-507- 1.76% |
$46.9K - $53.2K
|
28.3K
$3.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-510- 17.32% |
$47.2K - $53.5K
|
2.43K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-516- 4.68% |
$47.7K - $54.1K
|
10.5K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Dempze Nancy E
|
SELL
|
- |
-517- 2.2% |
$47.8K - $54.2K
|
23K
$2.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-531- 1.37% |
$49.1K - $55.7K
|
38.2K
$4.06M
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-539- 3.29% |
$49.9K - $56.5K
|
15.8K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-541- 20.41% |
$50.1K - $56.8K
|
2.11K
$224K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-543- 2.91% |
$50.2K - $57K
|
18.1K
$1.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-556- 4.04% |
$51.4K - $58.3K
|
13.2K
$1.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
SELL
|
- |
-564- 1.36% |
$52.2K - $59.2K
|
40.9K
$4.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-569- 13.98% |
$52.6K - $59.7K
|
3.5K
$372K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-570- 14.48% |
$52.7K - $59.8K
|
3.37K
$358K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-575- 4.57% |
$53.2K - $60.3K
|
12K
$1.27M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-578- 51.89% |
$53.5K - $60.6K
|
536
$57K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-578- 51.89% |
$53.5K - $60.6K
|
536
$57K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-579- 1.1% |
$53.6K - $60.7K
|
52.2K
$5.54M
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-584- 10.72% |
$54K - $61.3K
|
4.86K
$517K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-589- 7.62% |
$54.5K - $61.8K
|
7.14K
$758K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-605- 7.67% |
$56K - $63.5K
|
7.28K
$774K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-611- 5.36% |
$56.5K - $64.1K
|
10.8K
$1.15M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-611- 82.57% |
$56.5K - $64.1K
|
129
$13.7K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-623- 16.99% |
$57.6K - $65.4K
|
3.04K
$323K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-625- 7.05% |
$57.8K - $65.6K
|
8.25K
$876K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-646- 2.08% |
$59.8K - $67.8K
|
30.4K
$3.23M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-648- 5.01% |
$60K - $68K
|
12.3K
$1.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-649- 3.84% |
$60K - $68.1K
|
16.2K
$1.73M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-650- 35.33% |
$60.1K - $68.2K
|
1.19K
$126K
|
|
|
Aug 14, 2023
Q2 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-650- 5.14% |
$60.1K - $68.2K
|
12K
$1.28M
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-652- 23.4% |
$60.3K - $68.4K
|
2.13K
$227K
|
|
|
Aug 08, 2023
Q2 2023
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-663- 5.45% |
$61.3K - $69.6K
|
11.5K
$1.22M
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-668- 8.06% |
$61.8K - $70.1K
|
7.62K
$810K
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-678- 2.93% |
$62.7K - $71.1K
|
22.5K
$2.39M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-679- 3.48% |
$62.8K - $71.2K
|
18.9K
$2M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-686- 71.38% |
$63.5K - $72K
|
275
$29.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-688- 3.42% |
$63.7K - $72.2K
|
19.4K
$2.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-688- 4.12% |
$63.7K - $72.2K
|
16K
$1.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
SELL
|
- |
-690- 21.92% |
$63.8K - $72.4K
|
2.46K
$261K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-691- 10.86% |
$63.9K - $72.5K
|
5.67K
$603K
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-697- 4.31% |
$64.5K - $73.1K
|
15.5K
$1.65M
|
|
|
Jul 20, 2023
Q2 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-700- 14.98% |
$64.8K - $73.4K
|
3.97K
$422K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-725- 11.23% |
$67.1K - $76.1K
|
5.73K
$609K
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-728- 1.02% |
$67.4K - $76.4K
|
70.5K
$7.49M
|