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 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
42+ 16.03% |
$3.89K - $4.41K
|
304
$32.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
40+ 0.63% |
$3.7K - $4.2K
|
6.43K
$678K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
39+ 1.95% |
$3.61K - $4.09K
|
2.04K
$215K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
38New |
$3.52K - $3.99K
|
38
$4.01K
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
37New |
$3.42K - $3.88K
|
37
$3.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
37+ 0.23% |
$3.42K - $3.88K
|
16.3K
$1.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30+ 0.23% |
$2.78K - $3.15K
|
13.1K
$1.38M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
27+ 6.41% |
$2.5K - $2.83K
|
448
$47.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
27+ 0.4% |
$2.5K - $2.83K
|
6.82K
$719K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
25+ 1.04% |
$2.31K - $2.62K
|
2.43K
$256K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
24New |
$2.22K - $2.52K
|
24
$2.53K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
23+ 0.29% |
$2.13K - $2.41K
|
8.08K
$853K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
23+ 34.33% |
$2.13K - $2.41K
|
90
$9.49K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
22+ 1.75% |
$2.04K - $2.31K
|
1.28K
$135K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
22+ 0.62% |
$2.04K - $2.31K
|
3.55K
$375K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
20New |
$1.85K - $2.1K
|
20
$2.11K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
19+ 8.92% |
$1.76K - $1.99K
|
232
$24.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
19+ 0.41% |
$1.76K - $1.99K
|
4.64K
$489K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
18New |
$1.67K - $1.89K
|
18
$1.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
16+ 0.3% |
$1.48K - $1.68K
|
5.41K
$571K
|
|
|
Jul 19, 2023
Q2 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
16+ 0.14% |
$1.48K - $1.68K
|
11.1K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
16+ 3.71% |
$1.48K - $1.68K
|
447
$47.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.58% |
$1.39K - $1.57K
|
2.62K
$276K
|
|
|
Aug 11, 2023
Q2 2023
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
BUY
|
- |
14+ 0.03% |
$1.3K - $1.47K
|
51.7K
$5.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
14+ 0.64% |
$1.3K - $1.47K
|
2.22K
$234K
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
13+ 0.33% |
$1.2K - $1.36K
|
3.91K
$412K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
10+ 1.9% |
$925 - $1.05K
|
535
$56.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 9.9% |
$925 - $1.05K
|
111
$11.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9+ 9.78% |
$833 - $944
|
101
$10.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 2.16% |
$740 - $839
|
379
$40K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
7+ 0.3% |
$648 - $734
|
2.35K
$248K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
6+ 0.07% |
$555 - $629
|
8.03K
$847K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
5+ 0.02% |
$463 - $525
|
27.7K
$2.92M
|
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
4+ 0.07% |
$370 - $420
|
6.05K
$638K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
3+ 0.05% |
$278 - $315
|
6.06K
$639K
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
3+ 0.0% |
$278 - $315
|
106K
$11.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.04% |
$185 - $210
|
4.64K
$489K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.54% |
$185 - $210
|
372
$39.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 0.16% |
$185 - $210
|
1.27K
$133K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1+ 0.01% |
$92.5 - $105
|
7.63K
$805K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.04% |
$92.5 - $105
|
2.66K
$281K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.36% |
$92.5 - $105
|
279
$29.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-1- 0.03% |
$92.5 - $105
|
3.4K
$359K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3- 9.09% |
$278 - $315
|
30
$3.16K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3- 0.1% |
$278 - $315
|
3K
$316K
|
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-5- 0.17% |
$463 - $525
|
2.97K
$313K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-5- 0.53% |
$463 - $525
|
944
$99.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-7- 0.25% |
$648 - $734
|
2.79K
$294K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8- 0.37% |
$740 - $839
|
2.18K
$230K
|