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 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
342+ 4.21% |
$32.4K - $36K
|
8.47K
$879K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
342+ 0.77% |
$32.4K - $36K
|
45K
$4.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
341+ 3.15% |
$32.3K - $35.8K
|
11.2K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
333+ 0.64% |
$31.5K - $35K
|
52.5K
$5.45M
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
332+ 13.39% |
$31.5K - $34.9K
|
2.81K
$292K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
330+ 1.32% |
$31.3K - $34.7K
|
25.3K
$2.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
323+ 2.74% |
$30.6K - $34K
|
12.1K
$1.26M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
322+ 15.55% |
$30.5K - $33.9K
|
2.39K
$248K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
319+ 9.1% |
$30.2K - $33.5K
|
3.83K
$397K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
314+ 12.67% |
$29.7K - $33K
|
2.79K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
310New |
$29.4K - $32.6K
|
310
$32.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
307+ 1.39% |
$29.1K - $32.3K
|
22.3K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
307+ 0.69% |
$29.1K - $32.3K
|
45K
$4.67M
|
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
303+ 9.14% |
$28.7K - $31.9K
|
3.62K
$375K
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
300+ 3.63% |
$28.4K - $31.5K
|
8.56K
$888K
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
300+ 5.31% |
$28.4K - $31.5K
|
5.95K
$618K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
299+ 1.31% |
$28.3K - $31.4K
|
23.2K
$2.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
298+ 3.38% |
$28.2K - $31.3K
|
9.11K
$945K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
298+ 3.38% |
$28.2K - $31.3K
|
9.11K
$945K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
295+ 23.08% |
$27.9K - $31K
|
1.57K
$163K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
288+ 7.14% |
$27.3K - $30.3K
|
4.32K
$449K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
280+ 14.0% |
$26.5K - $29.4K
|
2.28K
$237K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
279New |
$26.4K - $29.3K
|
279
$29K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
273+ 5.7% |
$25.9K - $28.7K
|
5.06K
$525K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
272+ 7.77% |
$25.8K - $28.6K
|
3.77K
$392K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
264+ 1.91% |
$25K - $27.8K
|
14.1K
$1.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
257+ 5.38% |
$24.3K - $27K
|
5.03K
$522K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
256+ 0.68% |
$24.3K - $26.9K
|
38K
$3.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
255+ 7.79% |
$24.2K - $26.8K
|
3.53K
$366K
|
|
|
Nov 08, 2023
Q3 2023
|
Wulff, Hansen & Co.
|
BUY
|
- |
250+ 8.49% |
$23.7K - $26.3K
|
3.2K
$332K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
250New |
$23.7K - $26.3K
|
250
$26K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
250+ 0.86% |
$23.7K - $26.3K
|
29.3K
$3.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
250+ 0.49% |
$23.7K - $26.3K
|
51.1K
$5.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
247+ 3.12% |
$23.4K - $26K
|
8.17K
$848K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
242+ 13.17% |
$22.9K - $25.4K
|
2.08K
$216K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
237+ 8.92% |
$22.5K - $24.9K
|
2.89K
$300K
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
234+ 1.0% |
$22.2K - $24.6K
|
23.7K
$2.46M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
232+ 11.24% |
$22K - $24.4K
|
2.3K
$238K
|
|
|
Nov 08, 2023
Q3 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
230+ 7.34% |
$21.8K - $24.2K
|
3.36K
$349K
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
227+ 8.5% |
$21.5K - $23.9K
|
2.9K
$301K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
225+ 6.09% |
$21.3K - $23.7K
|
3.92K
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
225+ 8.62% |
$21.3K - $23.7K
|
2.84K
$294K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
221+ 1.67% |
$20.9K - $23.2K
|
13.5K
$1.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
220+ 9.57% |
$20.8K - $23.1K
|
2.52K
$261K
|
|
|
Jul 09, 2024
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
219+ 4.89% |
$20.7K - $23K
|
4.69K
$487K
|
|
|
Nov 01, 2023
Q3 2023
|
Heron Bay Capital Management
|
BUY
|
- |
215+ 10.7% |
$20.4K - $22.6K
|
2.23K
$231K
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
214+ 8.11% |
$20.3K - $22.5K
|
2.85K
$296K
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
212+ 3.14% |
$20.1K - $22.3K
|
6.96K
$722K
|
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
205+ 0.11% |
$19.4K - $21.6K
|
192K
$19.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
203+ 7.59% |
$19.2K - $21.3K
|
2.88K
$299K
|