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 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
116+ 0.96% |
$10.7K - $12.2K
|
12.3K
$1.3M
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
106+ 2.17% |
$9.81K - $11.1K
|
4.99K
$530K
|
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
104+ 4.64% |
$9.62K - $10.9K
|
2.35K
$249K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
103+ 0.87% |
$9.53K - $10.8K
|
12K
$1.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
102+ 1.66% |
$9.44K - $10.7K
|
6.24K
$663K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
102+ 3.89% |
$9.44K - $10.7K
|
2.72K
$289K
|
|
|
Jul 26, 2023
Q2 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
100+ 0.72% |
$9.25K - $10.5K
|
14.1K
$1.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
100+ 3.5% |
$9.25K - $10.5K
|
2.96K
$314K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
100+ 1.59% |
$9.25K - $10.5K
|
6.4K
$680K
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
100+ 3.52% |
$9.25K - $10.5K
|
2.94K
$313K
|
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
100+ 3.26% |
$9.25K - $10.5K
|
3.16K
$336K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
99+ 1.21% |
$9.16K - $10.4K
|
8.27K
$878K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
99+ 49.5% |
$9.16K - $10.4K
|
299
$31.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
91+ 8.01% |
$8.42K - $9.55K
|
1.23K
$130K
|
|
|
Aug 11, 2023
Q2 2023
|
Kidder Stephen W
|
BUY
|
- |
90+ 0.32% |
$8.33K - $9.44K
|
28.1K
$2.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
90+ 3.22% |
$8.33K - $9.44K
|
2.89K
$307K
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
90+ 1.23% |
$8.33K - $9.44K
|
7.41K
$788K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
90+ 0.4% |
$8.33K - $9.44K
|
22.9K
$2.43M
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
BUY
|
- |
88+ 1.76% |
$8.14K - $9.23K
|
5.07K
$539K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
87+ 2.22% |
$8.05K - $9.13K
|
4.01K
$427K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
86+ 37.72% |
$7.96K - $9.02K
|
314
$33.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
86+ 1.42% |
$7.96K - $9.02K
|
6.15K
$653K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
86+ 1.17% |
$7.96K - $9.02K
|
7.45K
$791K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
86+ 3.81% |
$7.96K - $9.02K
|
2.34K
$249K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
86New |
$7.96K - $9.02K
|
86
$9.14K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
85+ 3.83% |
$7.86K - $8.92K
|
2.3K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
79New |
$7.31K - $8.29K
|
79
$8.39K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
77+ 6.82% |
$7.12K - $8.08K
|
1.21K
$128K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
72+ 3.07% |
$6.66K - $7.55K
|
2.42K
$257K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
71+ 1.19% |
$6.57K - $7.45K
|
6.02K
$640K
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
68+ 2.36% |
$6.29K - $7.13K
|
2.95K
$314K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
68+ 0.35% |
$6.29K - $7.13K
|
19.2K
$2.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
65+ 270.83% |
$6.01K - $6.82K
|
89
$9.46K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
58+ 1.78% |
$5.37K - $6.08K
|
3.32K
$352K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
58+ 0.95% |
$5.37K - $6.08K
|
6.14K
$652K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
58+ 0.62% |
$5.37K - $6.08K
|
9.43K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
57+ 2.07% |
$5.27K - $5.98K
|
2.82K
$299K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
56+ 4.57% |
$5.18K - $5.87K
|
1.28K
$136K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
56+ 1.97% |
$5.18K - $5.87K
|
2.89K
$308K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
56+ 1.37% |
$5.18K - $5.87K
|
4.13K
$439K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
55+ 1.84% |
$5.09K - $5.77K
|
3.04K
$323K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
55+ 1.94% |
$5.09K - $5.77K
|
2.88K
$306K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
54+ 0.58% |
$5K - $5.67K
|
9.45K
$1M
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
54+ 0.19% |
$5K - $5.67K
|
28.6K
$3.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
49New |
$4.53K - $5.14K
|
49
$5.21K
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
49+ 2.02% |
$4.53K - $5.14K
|
2.48K
$263K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
49+ 0.91% |
$4.53K - $5.14K
|
5.42K
$576K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
45+ 1.52% |
$4.16K - $4.72K
|
3.01K
$319K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
44+ 1.67% |
$4.07K - $4.62K
|
2.68K
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
43+ 1.81% |
$3.98K - $4.51K
|
2.42K
$257K
|