Purchases and Sales Made in Q3 2023 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
203+ 7.59% |
$19.2K - $21.3K
|
2.88K
$303K
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
200+ 3.91% |
$18.9K - $21K
|
5.32K
$561K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
196+ 2.23% |
$18.6K - $20.6K
|
8.98K
$947K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
193+ 0.55% |
$18.3K - $20.3K
|
35.4K
$3.73M
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
185+ 7.33% |
$17.5K - $19.4K
|
2.71K
$286K
|
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
185+ 1.67% |
$17.5K - $19.4K
|
11.3K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
180+ 0.41% |
$17.1K - $18.9K
|
44.4K
$4.68M
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
177+ 2.15% |
$16.8K - $18.6K
|
8.42K
$888K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
BUY
|
- |
172+ 0.9% |
$16.3K - $18.1K
|
19.3K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
172+ 5.73% |
$16.3K - $18.1K
|
3.17K
$335K
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
168+ 7.91% |
$15.9K - $17.7K
|
2.29K
$242K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
165+ 2.16% |
$15.6K - $17.3K
|
7.79K
$821K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
161New |
$15.3K - $16.9K
|
161
$17K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
159+ 69.13% |
$15.1K - $16.7K
|
389
$41K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
158+ 7.63% |
$15K - $16.6K
|
2.23K
$235K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
157+ 1.33% |
$14.9K - $16.5K
|
12K
$1.26M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
154+ 6.09% |
$14.6K - $16.2K
|
2.68K
$283K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
150+ 3.41% |
$14.2K - $15.8K
|
4.54K
$479K
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
150+ 2.02% |
$14.2K - $15.8K
|
7.56K
$798K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
145+ 7.15% |
$13.7K - $15.2K
|
2.17K
$229K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
144+ 3.54% |
$13.6K - $15.1K
|
4.21K
$444K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
142+ 1.37% |
$13.5K - $14.9K
|
10.5K
$1.11M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
138+ 862.5% |
$13.1K - $14.5K
|
154
$16.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
137+ 1.14% |
$13K - $14.4K
|
12.1K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
133New |
$12.6K - $14K
|
133
$14K
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
130+ 0.16% |
$12.3K - $13.7K
|
81.3K
$8.57M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
129+ 2.86% |
$12.2K - $13.6K
|
4.65K
$490K
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
128+ 4.33% |
$12.1K - $13.5K
|
3.08K
$325K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
128+ 5.59% |
$12.1K - $13.5K
|
2.42K
$255K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
126+ 2.77% |
$11.9K - $13.2K
|
4.68K
$493K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
125New |
$11.8K - $13.1K
|
125
$13.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
125+ 0.38% |
$11.8K - $13.1K
|
33K
$3.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
122+ 2.44% |
$11.6K - $12.8K
|
5.12K
$540K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
119+ 495.83% |
$11.3K - $12.5K
|
143
$15.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
117+ 3.58% |
$11.1K - $12.3K
|
3.39K
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
116+ 2.89% |
$11K - $12.2K
|
4.13K
$436K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
115+ 9.54% |
$10.9K - $12.1K
|
1.32K
$139K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
112New |
$10.6K - $11.8K
|
112
$11.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
112+ 0.71% |
$10.6K - $11.8K
|
15.9K
$1.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
110+ 110.0% |
$10.4K - $11.6K
|
210
$22.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
110+ 3.37% |
$10.4K - $11.6K
|
3.37K
$355K
|
|
|
Nov 14, 2023
Q3 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
110+ 0.15% |
$10.4K - $11.6K
|
72.2K
$7.61M
|
|
|
Oct 26, 2023
Q3 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
106+ 2.98% |
$10K - $11.1K
|
3.67K
$387K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
105+ 5.56% |
$9.95K - $11K
|
2K
$210K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
100+ 36.36% |
$9.47K - $10.5K
|
375
$39.6K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
100New |
$9.47K - $10.5K
|
100
$10.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
100+ 3.15% |
$9.47K - $10.5K
|
3.28K
$345K
|
|
|
Nov 08, 2023
Q3 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
100+ 0.36% |
$9.47K - $10.5K
|
28.2K
$2.98M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
98+ 3.44% |
$9.28K - $10.3K
|
2.94K
$311K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
98+ 1.31% |
$9.28K - $10.3K
|
7.56K
$797K
|