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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-506- 0.72% |
$47.9K - $53.2K
|
70K
$7.27M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-506- 5.93% |
$47.9K - $53.2K
|
8.03K
$834K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-506- 16.66% |
$47.9K - $53.2K
|
2.53K
$263K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-510- 54.26% |
$48.3K - $53.6K
|
430
$44.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-511- 3.19% |
$48.4K - $53.7K
|
15.5K
$1.61M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-514- 11.75% |
$48.7K - $54K
|
3.86K
$401K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-517- 8.59% |
$49K - $54.4K
|
5.5K
$571K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-525- 7.13% |
$49.7K - $55.2K
|
6.84K
$710K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-528- 17.13% |
$50K - $55.5K
|
2.56K
$265K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-532- 3.73% |
$50.4K - $55.9K
|
13.7K
$1.43M
|
|
|
Oct 23, 2023
Q3 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-545- 2.74% |
$51.6K - $57.3K
|
19.3K
$2.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-545- 1.02% |
$51.6K - $57.3K
|
53K
$5.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-550- 11.7% |
$52.1K - $57.8K
|
4.15K
$431K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-560- 4.58% |
$53K - $58.9K
|
11.7K
$1.21M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-567- 21.88% |
$53.7K - $59.6K
|
2.02K
$210K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-573- 4.74% |
$54.3K - $60.2K
|
11.5K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-575- 10.58% |
$54.5K - $60.4K
|
4.86K
$505K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-582- 8.16% |
$55.1K - $61.2K
|
6.55K
$680K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-599- 3.72% |
$56.7K - $63K
|
15.5K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-611- 2.17% |
$57.9K - $64.2K
|
27.6K
$2.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-620- 2.9% |
$58.7K - $65.2K
|
20.8K
$2.16M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-623- 14.62% |
$59K - $65.5K
|
3.64K
$378K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-632- 4.35% |
$59.9K - $66.4K
|
13.9K
$1.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-650- 63.41% |
$61.6K - $68.3K
|
375
$38.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-651- 3.27% |
$61.7K - $68.4K
|
19.3K
$2M
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-686- 19.51% |
$65K - $72.1K
|
2.83K
$294K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-700- 1.83% |
$66.3K - $73.6K
|
37.6K
$3.91M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-707- 16.39% |
$67K - $74.3K
|
3.61K
$374K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-710- 4.48% |
$67.3K - $74.6K
|
15.1K
$1.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-724- 0.74% |
$68.6K - $76.1K
|
97.1K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-753- 1.44% |
$71.3K - $79.2K
|
51.5K
$5.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-756- 6.38% |
$71.6K - $79.5K
|
11.1K
$1.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-761- 1.49% |
$72.1K - $80K
|
50.2K
$5.22M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-764- 1.15% |
$72.4K - $80.3K
|
65.7K
$6.82M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-776- 8.51% |
$73.5K - $81.6K
|
8.35K
$866K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-781- 18.97% |
$74K - $82.1K
|
3.34K
$346K
|
|
|
Oct 10, 2023
Q3 2023
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-792- 1.83% |
$75K - $83.3K
|
42.5K
$4.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-800- 11.07% |
$75.8K - $84.1K
|
6.42K
$667K
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-819- 1.49% |
$77.6K - $86.1K
|
54.1K
$5.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-826- 6.39% |
$78.2K - $86.8K
|
12.1K
$1.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-850- 1.99% |
$80.5K - $89.4K
|
41.8K
$4.34M
|
|
|
Oct 19, 2023
Q3 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-865- 25.44% |
$81.9K - $90.9K
|
2.54K
$263K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-888- 7.53% |
$84.1K - $93.4K
|
10.9K
$1.13M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-900- 7.31% |
$85.3K - $94.6K
|
11.4K
$1.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-904- 20.42% |
$85.6K - $95K
|
3.52K
$366K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-916- 1.34% |
$86.8K - $96.3K
|
67.7K
$7.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-922- 4.52% |
$87.3K - $96.9K
|
19.5K
$2.02M
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-931- 4.79% |
$88.2K - $97.9K
|
18.5K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-940- 2.19% |
$89K - $98.8K
|
42.1K
$4.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-946- 13.6% |
$89.6K - $99.5K
|
6.01K
$624K
|