Purchases and Sales Made in Q3 2023 in Novartis Ag (NVS)

NVS Quotes by TradingView

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 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
98
+ 54.44%
$9.28K - $10.3K
278 $29.5K
Nov 15, 2023 Q3 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
97
New
$9.19K - $10.2K
97 $10.3K
Oct 13, 2023 Q3 2023
Harbor Investment Advisory, LLC

BUY
 -
93
+ 5.25%
$8.81K - $9.78K
1.87K $198K
Nov 14, 2023 Q3 2023
Marietta Investment Partners LLC

Milwaukee, WI
BUY
 -
90
+ 0.67%
$8.53K - $9.46K
13.5K $1.43M
Nov 03, 2023 Q3 2023
D.B. Root & Company, LLC

BUY
 -
90
+ 1.98%
$8.53K - $9.46K
4.63K $492K
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
87
+ 1.32%
$8.24K - $9.15K
6.66K $708K
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
86
+ 46.24%
$8.15K - $9.04K
272 $28.9K
Nov 01, 2023 Q3 2023
Hyman Charles D

BUY
 -
79
+ 2.31%
$7.48K - $8.31K
3.5K $372K
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
75
New
$7.1K - $7.88K
75 $7.97K
Oct 10, 2023 Q3 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
68
+ 0.3%
$6.44K - $7.15K
22.4K $2.38M
Oct 10, 2023 Q3 2023
Thomasville National Bank

BUY
 -
66
+ 1.09%
$6.25K - $6.94K
6.11K $649K
Oct 25, 2023 Q3 2023
Signature Estate & Investment Advisors LLC

BUY
 -
66
+ 2.19%
$6.25K - $6.94K
3.07K $327K
Oct 12, 2023 Q3 2023
Hall Laurie J Trustee

BUY
 -
65
+ 0.23%
$6.16K - $6.83K
27.8K $2.95M
Oct 11, 2023 Q3 2023
Rosenberg Matthew Hamilton

BUY
 -
60
+ 4.74%
$5.68K - $6.31K
1.33K $141K
Nov 07, 2023 Q3 2023
Mv Capital Management, Inc.

BUY
 -
60
New
$5.68K - $6.31K
60 $6.38K
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
58
New
$5.49K - $6.1K
58 $6.16K
Oct 12, 2023 Q3 2023
Toth Financial Advisory Corp

BUY
 -
54
New
$5.12K - $5.68K
54 $5.74K
Oct 10, 2023 Q3 2023
First Hawaiian Bank

BUY
 -
54
+ 0.2%
$5.12K - $5.68K
27.1K $2.88M
Nov 14, 2023 Q3 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
51
+ 0.42%
$4.83K - $5.36K
12.3K $1.31M
Dec 07, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
50
New
$4.74K - $5.26K
50 $5.31K
Oct 12, 2023 Q3 2023
Northwest Investment Counselors, LLC

BUY
 -
50
+ 16.45%
$4.74K - $5.26K
354 $37.6K
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
50
+ 19.23%
$4.74K - $5.26K
310 $32.9K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
50
+ 102.04%
$4.74K - $5.26K
99 $10.5K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
49
New
$4.64K - $5.15K
49 $5.21K
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
46
+ 0.24%
$4.36K - $4.84K
19.4K $2.06M
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
45
+ 0.15%
$4.26K - $4.73K
30.5K $3.24M
Nov 14, 2023 Q3 2023
Wealth Dimensions Group, Ltd.

BUY
 -
45
+ 1.99%
$4.26K - $4.73K
2.31K $245K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
44
+ 14.01%
$4.17K - $4.63K
358 $38K
Nov 01, 2023 Q3 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
43
+ 0.46%
$4.07K - $4.52K
9.48K $1.01M
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
43
New
$4.07K - $4.52K
43 $4.57K
Nov 13, 2023 Q3 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
42
+ 1.5%
$3.98K - $4.42K
2.84K $302K
Oct 13, 2023 Q3 2023
Psi Advisors, LLC

BUY
 -
42
+ 34.71%
$3.98K - $4.42K
163 $17.3K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
41
New
$3.88K - $4.31K
41 $4.36K
Nov 13, 2023 Q3 2023
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
40
+ 0.06%
$3.79K - $4.21K
69.3K $7.36M
Nov 15, 2023 Q3 2023
Studio Investment Management LLC

Chicago, IL
BUY
 -
40
New
$3.79K - $4.21K
40 $4.25K
Nov 14, 2023 Q3 2023
Wimmer Associates 1, LLC

Pasadena, CA
BUY
 -
40
+ 1.26%
$3.79K - $4.21K
3.2K $340K
Nov 01, 2023 Q3 2023
Bourgeon Capital Management LLC

BUY
 -
36
+ 10.29%
$3.41K - $3.78K
386 $41K
Oct 31, 2023 Q3 2023
Enterprise Financial Services Corp

Clayton, MO
BUY
 -
35
+ 1.13%
$3.32K - $3.68K
3.13K $333K
Oct 13, 2023 Q3 2023
Financial Management Professionals, Inc.

BUY
 -
33
+ 11.42%
$3.13K - $3.47K
322 $34.2K
Oct 26, 2023 Q3 2023
Hills Bank & Trust CO

BUY
 -
33
+ 2.31%
$3.13K - $3.47K
1.46K $155K
Nov 09, 2023 Q3 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
33
+ 10.71%
$3.13K - $3.47K
341 $36.2K
Nov 14, 2023 Q3 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
32
+ 1.45%
$3.03K - $3.36K
2.25K $239K
Nov 06, 2023 Q3 2023
Argonautica Private Wealth Management, Inc

Wellesley, MA
BUY
 -
30
+ 0.85%
$2.84K - $3.15K
3.58K $380K
Nov 15, 2023 Q3 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
29
+ 6.92%
$2.75K - $3.05K
448 $47.6K
Nov 07, 2023 Q3 2023
Keystone Financial Services

BUY
 -
29
+ 0.48%
$2.75K - $3.05K
6.08K $646K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
29
New
$2.75K - $3.05K
29 $3.08K
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
28
+ 0.52%
$2.65K - $2.94K
5.44K $578K
Oct 20, 2023 Q3 2023
Lantz Financial LLC

BUY
 -
28
+ 0.38%
$2.65K - $2.94K
7.45K $792K
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

BUY
 -
26
+ 1.11%
$2.46K - $2.73K
2.37K $252K

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