Purchases and Sales Made in Q1 2023 in Novartis Ag (NVS)

NVS Quotes by TradingView

This table provides information about the institutional ownership of Novartis Ag (NVS) during Q1 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
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-81
- 2.15%
$6.48K - $7.52K
3.69K $423K
May 15, 2023 Q1 2023
Lazard Asset Management LLC

New York, NY
SELL
 -
-82
- 1.25%
$6.56K - $7.61K
6.49K $743K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-83
- 0.13%
$6.64K - $7.7K
62.5K $7.16M
May 04, 2023 Q1 2023
Edge Capital Group, LLC

SELL
 -
-84
- 2.67%
$6.72K - $7.8K
3.06K $350K
Jul 19, 2024 Q1 2023
Pathway Financial Advisers, LLC

Auburn, IN
SELL
 -
-84
- 11.48%
$6.72K - $7.8K
648 $74.2K
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

SELL
 -
-86
- 3.44%
$6.88K - $7.98K
2.42K $277K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-89
- 4.34%
$7.12K - $8.26K
1.96K $225K
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

SELL
 -
-91
- 0.81%
$7.28K - $8.45K
11.1K $1.27M
May 12, 2023 Q1 2023
Regions Financial Corp

SELL
 -
-93
- 1.44%
$7.44K - $8.63K
6.36K $729K
May 09, 2023 Q1 2023
Armor Investment Advisors, LLC

SELL
 -
-93
- 1.11%
$7.44K - $8.63K
8.29K $949K
May 10, 2023 Q1 2023
Zions Bancorporation, N.A.

SELL
 -
-95
- 7.27%
$7.6K - $8.82K
1.21K $139K
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
SELL
 -
-98
- 0.95%
$7.84K - $9.1K
10.2K $1.16M
May 03, 2023 Q1 2023
Wealth Spring Partners, LLC

Long Beach, CA
SELL
 -
-98
- 3.28%
$7.84K - $9.1K
2.89K $331K
May 08, 2023 Q1 2023
Roberts Glore & CO Inc

Deerfield, IL
SELL
 -
-100
- 0.59%
$8K - $9.28K
17K $1.94M
May 11, 2023 Q1 2023
Paradigm Asset Management CO LLC

SELL
 -
-100
- 2.37%
$8K - $9.28K
4.11K $471K
May 31, 2023 Q1 2023
Coastline Trust CO

SELL
 -
-100
- 0.61%
$8K - $9.28K
16.2K $1.85M
Apr 07, 2023 Q1 2023
Armstrong Advisory Group, Inc

Needham, MA
SELL
 -
-100
- 88.5%
$8K - $9.28K
13 $1.49K
Apr 18, 2023 Q1 2023
Cardinal Capital Management

SELL
 -
-100
- 0.24%
$8K - $9.28K
41.4K $4.75M
May 02, 2023 Q1 2023
Rossmore Private Capital

Glastonbury, CT
SELL
 -
-100
- 1.71%
$8K - $9.28K
5.74K $657K
May 17, 2023 Q1 2023
Physicians Financial Services, Inc.

Raleigh, NC
SELL
 -
-100
- 0.71%
$8K - $9.28K
14K $1.6M
May 12, 2023 Q1 2023
Blue Fin Capital, Inc.

SELL
 -
-101
- 4.1%
$8.08K - $9.37K
2.36K $271K
May 15, 2023 Q1 2023
Crawford Investment Counsel Inc

Atlanta, GA
SELL
 -
-102
- 4.35%
$8.16K - $9.47K
2.24K $257K
Apr 21, 2023 Q1 2023
Janiczek Wealth Management, LLC

SELL
 -
-104
- 8.43%
$8.32K - $9.65K
1.13K $129K
Apr 17, 2023 Q1 2023
Dakota Community Bank & Trust Na

Hebron, ND
SELL
 -
-105
- 4.51%
$8.4K - $9.75K
2.23K $255K
May 25, 2023 Q1 2023
Cypress Asset Management Inc

Houston, TX
SELL
 -
-105
- 1.25%
$8.4K - $9.75K
8.28K $948K
May 08, 2023 Q1 2023
Cannell & Co.

New York, NY
SELL
 -
-105
- 2.19%
$8.4K - $9.75K
4.69K $537K
Apr 25, 2023 Q1 2023
Ledyard National Bank

SELL
 -
-105
- 4.37%
$8.4K - $9.75K
2.3K $263K
May 01, 2023 Q1 2023
Narwhal Capital Management

SELL
 -
-106
- 0.19%
$8.48K - $9.84K
55.2K $6.32M
May 24, 2023 Q1 2023
Old North State Trust, LLC

Greensboro, NC
SELL
 -
-106
- 9.46%
$8.48K - $9.84K
1.02K $116K
Apr 19, 2023 Q1 2023
Marcum Wealth, LLC

SELL
 -
-110
- 3.87%
$8.8K - $10.2K
2.74K $313K
May 15, 2023 Q1 2023
Hutner Capital Management Inc

Manchester, VT
SELL
 -
-118
- 4.92%
$9.44K - $11K
2.28K $261K
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-118
- 2.89%
$9.44K - $11K
3.97K $454K
May 12, 2023 Q1 2023
Prio Wealth Limited Partnership

Boston, MA
SELL
 -
-121
- 5.06%
$9.68K - $11.2K
2.27K $260K
May 17, 2023 Q1 2023
Headinvest, LLC

Portland, ME
SELL
 -
-123
- 0.66%
$9.84K - $11.4K
18.6K $2.14M
May 16, 2023 Q1 2023
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-125
- 50.4%
$10K - $11.6K
123 $14.1K
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-130
- 3.5%
$10.4K - $12.1K
3.58K $410K
Oct 28, 2024 Q1 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
SELL
 -
-133
- 95.68%
$10.6K - $12.3K
6 $687
Apr 18, 2023 Q1 2023
Core Alternative Capital

SELL
 -
-135
- 87.1%
$10.8K - $12.5K
20 $2.29K
May 24, 2023 Q1 2023
Verity Asset Management, Inc.

Durham, NC
SELL
 -
-135
- 5.64%
$10.8K - $12.5K
2.26K $258K
May 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-136
- 2.84%
$10.9K - $12.6K
4.65K $533K
May 10, 2023 Q1 2023
Summit X, LLC

Chesterfield, MO
SELL
 -
-137
- 5.72%
$11K - $12.7K
2.26K $259K
May 01, 2023 Q1 2023
Vigilant Capital Management, LLC

SELL
 -
-137
- 5.81%
$11K - $12.7K
2.22K $254K
May 08, 2023 Q1 2023
Means Investment Co., Inc.

SELL
 -
-139
- 1.7%
$11.1K - $12.9K
8.06K $923K
Apr 26, 2023 Q1 2023
Sugarloaf Wealth Management, LLC

SELL
 -
-145
- 21.14%
$11.6K - $13.5K
541 $62K
Apr 11, 2023 Q1 2023
Professional Advisory Services Inc

SELL
 -
-150
- 5.4%
$12K - $13.9K
2.63K $301K
Jun 09, 2023 Q1 2023
Laraway Financial Advisors Inc

Saint Cloud, MN
SELL
 -
-150
- 5.42%
$12K - $13.9K
2.62K $300K
May 19, 2023 Q1 2023
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-154
Closed
$12.3K - $14.3K
0 $0
May 04, 2023 Q1 2023
Intellectus Partners, LLC

San Francisco, CA
SELL
 -
-157
- 2.4%
$12.6K - $14.6K
6.39K $732K
Apr 20, 2023 Q1 2023
Institute For Wealth Management, Llc.

SELL
 -
-161
- 3.45%
$12.9K - $14.9K
4.5K $515K

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