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 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
321+ 3.05% |
$29.7K - $33.7K
|
10.8K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
316+ 11.22% |
$29.2K - $33.2K
|
3.13K
$333K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
310+ 3.45% |
$28.7K - $32.5K
|
9.31K
$989K
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
306+ 3.85% |
$28.3K - $32.1K
|
8.26K
$877K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
300+ 416.67% |
$27.8K - $31.5K
|
372
$39.5K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
300+ 153.85% |
$27.8K - $31.5K
|
495
$52.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
300+ 13.46% |
$27.8K - $31.5K
|
2.53K
$269K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
278+ 0.93% |
$25.7K - $29.2K
|
30K
$3.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
276+ 2.86% |
$25.5K - $29K
|
9.93K
$1.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
267+ 3.86% |
$24.7K - $28K
|
7.19K
$764K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
264+ 194.12% |
$24.4K - $27.7K
|
400
$42.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
255+ 750.0% |
$23.6K - $26.8K
|
289
$30.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
250New |
$23.1K - $26.2K
|
250
$26.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
250New |
$23.1K - $26.2K
|
250
$26.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
250+ 3.18% |
$23.1K - $26.2K
|
8.11K
$861K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
249New |
$23K - $26.1K
|
249
$26.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
245+ 8.95% |
$22.7K - $25.7K
|
2.98K
$317K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
228+ 9.39% |
$21.1K - $23.9K
|
2.66K
$282K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
225+ 0.36% |
$20.8K - $23.6K
|
63.3K
$6.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Puzo Michael J
|
BUY
|
- |
224+ 0.28% |
$20.7K - $23.5K
|
80K
$8.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
219+ 246.07% |
$20.3K - $23K
|
308
$32.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
218+ 0.41% |
$20.2K - $22.9K
|
53.3K
$5.66M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
209+ 5.03% |
$19.3K - $21.9K
|
4.37K
$464K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
207New |
$19.2K - $21.7K
|
207
$22K
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
BUY
|
- |
200+ 4.35% |
$18.5K - $21K
|
4.8K
$510K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
193+ 6.38% |
$17.9K - $20.2K
|
3.22K
$342K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
192+ 5.86% |
$17.8K - $20.1K
|
3.47K
$369K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
189+ 1.06% |
$17.5K - $19.8K
|
18.1K
$1.92M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
188+ 50.81% |
$17.4K - $19.7K
|
558
$59.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
186New |
$17.2K - $19.5K
|
186
$19.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
185+ 7.44% |
$17.1K - $19.4K
|
2.67K
$284K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
184+ 7.69% |
$17K - $19.3K
|
2.58K
$274K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
181+ 10.92% |
$16.7K - $19K
|
1.84K
$195K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
180+ 11.96% |
$16.7K - $18.9K
|
1.69K
$179K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
170+ 33.86% |
$15.7K - $17.8K
|
672
$71.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
169+ 1.42% |
$15.6K - $17.7K
|
12.1K
$1.28M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
163+ 118.12% |
$15.1K - $17.1K
|
301
$32K
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
162+ 0.47% |
$15K - $17K
|
34.3K
$3.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
160+ 800.0% |
$14.8K - $16.8K
|
180
$19.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
156+ 0.1% |
$14.4K - $16.4K
|
154K
$16.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
153+ 3.56% |
$14.2K - $16.1K
|
4.45K
$472K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
152+ 5.64% |
$14.1K - $15.9K
|
2.85K
$302K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
151+ 4.28% |
$14K - $15.8K
|
3.68K
$391K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
150New |
$13.9K - $15.7K
|
150
$15.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
147+ 3.48% |
$13.6K - $15.4K
|
4.38K
$465K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
132+ 93.62% |
$12.2K - $13.8K
|
273
$29K
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
126+ 1.61% |
$11.7K - $13.2K
|
7.98K
$847K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
121+ 1.87% |
$11.2K - $12.7K
|
6.58K
$699K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
118+ 1.61% |
$10.9K - $12.4K
|
7.46K
$793K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
117+ 2.52% |
$10.8K - $12.3K
|
4.76K
$506K
|