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
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
1.14M+ 167.55% |
$108M - $120M
|
1.83M
$190M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
687K+ 50.39% |
$65.1M - $72.2M
|
2.05M
$213M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
544K+ 63.0% |
$51.6M - $57.2M
|
1.41M
$146M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
485KNew |
$45.9M - $51M
|
485K
$50.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
470K+ 142.54% |
$44.5M - $49.4M
|
800K
$83M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
282K+ 11.98% |
$26.7M - $29.6M
|
2.64M
$274M
|
|
|
Nov 14, 2023
Q3 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
244KNew |
$23.1M - $25.6M
|
244K
$25.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
180KNew |
$17M - $18.9M
|
180K
$18.7M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
146K+ 48.57% |
$13.9M - $15.4M
|
448K
$46.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
130KNew |
$12.3M - $13.6M
|
130K
$13.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
97.5KNew |
$9.24M - $10.3M
|
97.5K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Integral Health Asset Management, LLC
|
BUY
|
- |
97K+ 94.17% |
$9.19M - $10.2M
|
200K
$20.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
91.3KNew |
$8.65M - $9.6M
|
91.3K
$9.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
91K+ 58.19% |
$8.62M - $9.57M
|
247K
$25.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
85.1K+ 10.92% |
$8.06M - $8.94M
|
864K
$89.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
78K+ 157.41% |
$7.39M - $8.2M
|
128K
$13.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
73.6K+ 30.86% |
$6.97M - $7.73M
|
312K
$32.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
64.5KNew |
$6.11M - $6.78M
|
64.5K
$6.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
58.8KNew |
$5.57M - $6.18M
|
58.8K
$6.1M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
58.6K+ 690.67% |
$5.55M - $6.16M
|
67.1K
$6.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
58.4K+ 3.25% |
$5.53M - $6.14M
|
1.86M
$193M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
57.6K+ 48.29% |
$5.45M - $6.05M
|
177K
$18.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
51.4K+ 2.07% |
$4.87M - $5.4M
|
2.54M
$264M
|
|
|
Nov 09, 2023
Q3 2023
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
51.1KNew |
$4.84M - $5.37M
|
51.1K
$5.31M
|
|
|
Nov 21, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
47.4KNew |
$4.49M - $4.99M
|
47.4K
$4.92M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
43.5K+ 18.28% |
$4.13M - $4.58M
|
282K
$29.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
37.6K+ 190.3% |
$3.56M - $3.95M
|
57.3K
$5.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
35.6KNew |
$3.37M - $3.75M
|
35.6K
$3.7M
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
35KNew |
$3.32M - $3.68M
|
35K
$3.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
31.7KNew |
$3M - $3.33M
|
31.7K
$3.29M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
29.6K+ 8.36% |
$2.81M - $3.12M
|
384K
$39.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
29.3K+ 15.33% |
$2.77M - $3.08M
|
220K
$22.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
29KNew |
$2.75M - $3.05M
|
29K
$3.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
29KNew |
$2.75M - $3.05M
|
29K
$3.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
28.1K+ 5.74% |
$2.66M - $2.95M
|
518K
$53.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
27.5K+ 0.45% |
$2.61M - $2.9M
|
6.21M
$645M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
26.9K+ 12.95% |
$2.55M - $2.83M
|
235K
$24.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
24.3KNew |
$2.3M - $2.55M
|
24.3K
$2.52M
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
24.2K+ 40.82% |
$2.29M - $2.54M
|
83.5K
$8.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
BUY
|
- |
22.1KNew |
$2.09M - $2.32M
|
22.1K
$2.29M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21.7K+ 156.37% |
$2.05M - $2.28M
|
35.5K
$3.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21.2K+ 191.37% |
$2.01M - $2.23M
|
32.3K
$3.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
20.2K+ 62.78% |
$1.92M - $2.13M
|
52.4K
$5.44M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.4K+ 7.39% |
$1.84M - $2.04M
|
283K
$29.3M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
18.6KNew |
$1.77M - $1.96M
|
18.6K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
17.8K+ 5.71% |
$1.69M - $1.87M
|
329K
$34.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
17.7KNew |
$1.68M - $1.86M
|
17.7K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
17.3KNew |
$1.64M - $1.82M
|
17.3K
$1.8M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16.9K+ 11.64% |
$1.6M - $1.77M
|
162K
$16.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
16.5K+ 0.26% |
$1.57M - $1.74M
|
6.27M
$651M
|