Purchases and Sales Made in Q3 2023 in Novartis Ag (NVS)

NVS Quotes by TradingView

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 02, 2023 Q3 2023
Beck Bode, LLC

BUY
 -
4.43K
+ 10.46%
$419K - $465K
46.7K $4.85M
Nov 13, 2023 Q3 2023
Rathbones Group PLC

Liverpool, X0
BUY
 -
4.2K
+ 6.93%
$398K - $441K
64.8K $6.73M
Nov 13, 2023 Q3 2023
Hrt Financial LP

New York, NY
BUY
 -
4.18K
New
$396K - $439K
4.18K $434K
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
4.17K
+ 22.6%
$395K - $439K
22.6K $2.35M
Oct 13, 2023 Q3 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
4.15K
New
$393K - $437K
4.15K $431K
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
4K
New
$379K - $421K
4K $415K
Oct 13, 2023 Q3 2023
Summit Global Investments

Bountiful, UT
BUY
 -
3.96K
+ 12.52%
$375K - $416K
35.6K $3.7M
Nov 14, 2023 Q3 2023
Scotia Capital Inc.

BUY
 -
3.92K
+ 9.61%
$372K - $413K
44.8K $4.65M
Nov 14, 2023 Q3 2023
Balyasny Asset Management LLC

Chicago, IL
BUY
 -
3.92K
New
$371K - $412K
3.92K $406K
Nov 09, 2023 Q3 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
3.81K
+ 12.68%
$361K - $400K
33.8K $3.51M
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
3.71K
+ 108.9%
$351K - $390K
7.12K $739K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
3.69K
+ 1.99%
$350K - $388K
190K $19.7M
Nov 08, 2023 Q3 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
3.65K
+ 3.13%
$346K - $384K
120K $12.5M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
3.63K
+ 0.8%
$344K - $382K
458K $47.5M
Nov 14, 2023 Q3 2023
Seven Eight Capital, LP

BUY
 -
3.58K
New
$339K - $376K
3.58K $371K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
3.44K
+ 11.1%
$326K - $362K
34.5K $3.58M
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
3.44K
+ 157.54%
$326K - $362K
5.62K $584K
Nov 08, 2023 Q3 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
3.35K
+ 6.96%
$317K - $352K
51.4K $5.34M
Oct 31, 2023 Q3 2023
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
3.34K
New
$317K - $351K
3.34K $347K
Nov 13, 2023 Q3 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
3.33K
+ 14.02%
$316K - $351K
27.1K $2.81M
Oct 17, 2023 Q3 2023
1900 Wealth Management LLC

BUY
 -
3.23K
+ 79.63%
$306K - $339K
7.28K $755K
Nov 13, 2023 Q3 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
3.04K
New
$288K - $320K
3.04K $316K
Nov 14, 2023 Q3 2023
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
2.98K
+ 93.72%
$283K - $314K
6.17K $640K
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
2.96K
New
$281K - $311K
2.96K $307K
Nov 02, 2023 Q3 2023
Compass Ion Advisors, LLC

BUY
 -
2.94K
New
$278K - $309K
2.94K $305K
Nov 02, 2023 Q3 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
2.8K
New
$265K - $294K
2.8K $291K
Nov 13, 2023 Q3 2023
Belmont Capital, LLC

BUY
 -
2.79K
+ 1020.15%
$264K - $293K
3.06K $317K
Oct 16, 2023 Q3 2023
Buttonwood Financial Advisors Inc.

BUY
 -
2.78K
New
$263K - $292K
2.78K $288K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.72K
+ 3.14%
$257K - $286K
89.4K $9.28M
Oct 30, 2023 Q3 2023
Klingman & Associates, LLC

BUY
 -
2.72K
New
$257K - $285K
2.72K $282K
Oct 10, 2023 Q3 2023
New England Research & Management, Inc.

BUY
 -
2.7K
New
$255K - $283K
2.7K $280K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
2.69K
+ 5.06%
$255K - $282K
55.8K $5.79M
Nov 14, 2023 Q3 2023
Southeast Asset Advisors Inc.

Thomasville, GA
BUY
 -
2.68K
New
$254K - $282K
2.68K $279K
Nov 13, 2023 Q3 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
2.65K
New
$251K - $278K
2.65K $275K
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
2.63K
New
$249K - $276K
2.63K $273K
Nov 14, 2023 Q3 2023
Aristotle Capital Management, LLC

Los Angeles, CA
BUY
 -
2.59K
+ 0.44%
$246K - $273K
589K $61.2M
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
2.57K
New
$243K - $270K
2.57K $266K
Nov 14, 2023 Q3 2023
Naviter Wealth, LLC

BUY
 -
2.47K
+ 8.06%
$234K - $260K
33.1K $3.44M
Oct 13, 2023 Q3 2023
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
2.46K
New
$233K - $258K
2.46K $255K
Oct 27, 2023 Q3 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
2.41K
New
$228K - $253K
2.41K $250K
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
2.4K
+ 17.09%
$227K - $252K
16.4K $1.71M
Oct 19, 2023 Q3 2023
Connecticut Wealth Management, LLC

BUY
 -
2.37K
New
$225K - $249K
2.37K $246K
Oct 20, 2023 Q3 2023
In Track Investment Management Inc

BUY
 -
2.35K
New
$223K - $247K
2.35K $244K
Nov 07, 2023 Q3 2023
Zevin Asset Management LLC

BUY
 -
2.34K
+ 2.81%
$222K - $246K
85.7K $8.89M
Nov 13, 2023 Q3 2023
Oak Associates LTD

Akron, OH
BUY
 -
2.31K
+ 1.58%
$218K - $242K
148K $15.4M
Oct 24, 2023 Q3 2023
Capital Advisors Inc

BUY
 -
2.3K
New
$218K - $242K
2.3K $239K
Oct 23, 2023 Q3 2023
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
2.27K
+ 0.31%
$215K - $238K
733K $76.1M
Nov 08, 2023 Q3 2023
Financial Security Advisor, Inc.

Virginia Beach, VA
BUY
 -
2.26K
New
$214K - $237K
2.26K $235K
Nov 07, 2023 Q3 2023
Boston Partners

Boston, MA
BUY
 -
2.25K
+ 8.13%
$213K - $237K
29.9K $3.11M

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