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 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
16K+ 97.17% |
$1.48M - $1.68M
|
32.4K
$3.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
15.6K+ 2.74% |
$1.45M - $1.64M
|
587K
$62.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.2K+ 13.29% |
$1.41M - $1.59M
|
130K
$13.8M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
14.9K+ 111.06% |
$1.37M - $1.56M
|
28.2K
$3M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.7K+ 5.15% |
$1.36M - $1.55M
|
301K
$32M
|
|
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
BUY
|
- |
14.4K+ 17.13% |
$1.34M - $1.52M
|
98.8K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.1K+ 19.4% |
$1.3M - $1.48M
|
86.6K
$9.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.7K+ 370.96% |
$1.27M - $1.44M
|
17.4K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
13.4KNew |
$1.24M - $1.4M
|
13.4K
$1.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
12.8KNew |
$1.18M - $1.34M
|
12.8K
$1.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
12.6K+ 123.96% |
$1.17M - $1.32M
|
22.8K
$2.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
11.8KNew |
$1.09M - $1.24M
|
11.8K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
11.7KNew |
$1.08M - $1.22M
|
11.7K
$1.24M
|
|
|
Jul 20, 2023
Q2 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
11.1K+ 200.0% |
$1.03M - $1.17M
|
16.7K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 4.41% |
$1.03M - $1.17M
|
263K
$28M
|
|
|
Aug 14, 2023
Q2 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
11.1K+ 33.95% |
$1.03M - $1.16M
|
43.8K
$4.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
11K+ 5.84% |
$1.02M - $1.15M
|
199K
$21.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
10.7KNew |
$991K - $1.12M
|
10.7K
$1.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
10.4K+ 1963.53% |
$966K - $1.1M
|
11K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.2K+ 11.03% |
$939K - $1.06M
|
102K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
10KNew |
$925K - $1.05M
|
10K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.63K+ 2.33% |
$891K - $1.01M
|
423K
$45M
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
9.58K+ 15.34% |
$887K - $1.01M
|
72.1K
$7.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
9.17K+ 9.41% |
$849K - $962K
|
107K
$11.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.06K+ 2.73% |
$838K - $950K
|
341K
$36.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.99K+ 46.67% |
$832K - $943K
|
28.2K
$3M
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
8.84KNew |
$818K - $927K
|
8.84K
$939K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
8.11K+ 52.14% |
$751K - $851K
|
23.7K
$2.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.91K+ 3.33% |
$732K - $830K
|
246K
$26.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.9K+ 66.41% |
$730K - $828K
|
19.8K
$2.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
7.78K+ 12.8% |
$720K - $816K
|
68.6K
$7.29M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
7.03KNew |
$650K - $737K
|
7.03K
$746K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
6.95KNew |
$643K - $729K
|
6.95K
$739K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.93K+ 28.39% |
$641K - $727K
|
31.3K
$3.33M
|
|
|
Jul 07, 2023
Q2 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.68KNew |
$618K - $700K
|
6.68K
$709K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.62K+ 24.21% |
$612K - $695K
|
34K
$3.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.55KNew |
$606K - $687K
|
6.55K
$696K
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
6.45K+ 121.75% |
$597K - $677K
|
11.8K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.45K+ 10.35% |
$597K - $677K
|
68.8K
$7.31M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
6.37KNew |
$590K - $669K
|
6.37K
$677K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.33K+ 24.45% |
$585K - $664K
|
32.2K
$3.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.18K+ 78.74% |
$572K - $649K
|
14K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.92KNew |
$547K - $621K
|
5.92K
$629K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.67K+ 13.38% |
$525K - $595K
|
48.1K
$5.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
5.64KNew |
$522K - $591K
|
5.64K
$599K
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
5.61KNew |
$519K - $588K
|
5.61K
$596K
|
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.28K+ 72.34% |
$489K - $554K
|
12.6K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.27K+ 39.97% |
$488K - $553K
|
18.5K
$1.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.2K+ 7.25% |
$481K - $545K
|
76.8K
$8.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.03K+ 35.97% |
$465K - $528K
|
19K
$2.02M
|