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 15, 2023 Q3 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
97
New
$9.19K - $10.2K
97 $10.1K
Oct 13, 2023 Q3 2023
Harbor Investment Advisory, LLC

BUY
 -
93
+ 5.25%
$8.81K - $9.78K
1.87K $194K
Nov 03, 2023 Q3 2023
D.B. Root & Company, LLC

BUY
 -
90
+ 1.98%
$8.53K - $9.46K
4.63K $480K
Nov 14, 2023 Q3 2023
Marietta Investment Partners LLC

Milwaukee, WI
BUY
 -
90
+ 0.67%
$8.53K - $9.46K
13.5K $1.4M
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
87
+ 1.32%
$8.24K - $9.15K
6.66K $692K
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
86
+ 46.24%
$8.15K - $9.04K
272 $28.2K
Nov 01, 2023 Q3 2023
Hyman Charles D

BUY
 -
79
+ 2.31%
$7.48K - $8.31K
3.5K $364K
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
75
New
$7.1K - $7.88K
75 $7.79K
Oct 10, 2023 Q3 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
68
+ 0.3%
$6.44K - $7.15K
22.4K $2.33M
Oct 27, 2023 Q3 2023
Td Asset Management Inc

BUY
 -
67
+ 0.51%
$6.35K - $7.04K
13.3K $1.38M
Oct 10, 2023 Q3 2023
Thomasville National Bank

BUY
 -
66
+ 1.09%
$6.25K - $6.94K
6.11K $634K
Oct 12, 2023 Q3 2023
Hall Laurie J Trustee

BUY
 -
65
+ 0.23%
$6.16K - $6.83K
27.8K $2.88M
Nov 07, 2023 Q3 2023
Mv Capital Management, Inc.

BUY
 -
60
New
$5.68K - $6.31K
60 $6.23K
Oct 11, 2023 Q3 2023
Rosenberg Matthew Hamilton

BUY
 -
60
+ 4.74%
$5.68K - $6.31K
1.33K $138K
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
58
New
$5.49K - $6.1K
58 $6.02K
Oct 12, 2023 Q3 2023
Toth Financial Advisory Corp

BUY
 -
54
New
$5.12K - $5.68K
54 $5.61K
Oct 10, 2023 Q3 2023
First Hawaiian Bank

BUY
 -
54
+ 0.2%
$5.12K - $5.68K
27.1K $2.82M
Nov 14, 2023 Q3 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
51
+ 0.42%
$4.83K - $5.36K
12.3K $1.28M
Dec 07, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
50
New
$4.74K - $5.26K
50 $5.19K
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
50
+ 19.23%
$4.74K - $5.26K
310 $32.2K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
50
+ 102.04%
$4.74K - $5.26K
99 $10.3K
Oct 12, 2023 Q3 2023
Northwest Investment Counselors, LLC

BUY
 -
50
+ 16.45%
$4.74K - $5.26K
354 $36.7K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
49
New
$4.64K - $5.15K
49 $5.09K
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
46
+ 0.24%
$4.36K - $4.84K
19.4K $2.01M
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
45
+ 0.15%
$4.26K - $4.73K
30.5K $3.16M
Nov 14, 2023 Q3 2023
Wealth Dimensions Group, Ltd.

BUY
 -
45
+ 1.99%
$4.26K - $4.73K
2.31K $239K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
44
+ 14.01%
$4.17K - $4.63K
358 $37.2K
Nov 01, 2023 Q3 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
43
+ 0.46%
$4.07K - $4.52K
9.48K $984K
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
43
New
$4.07K - $4.52K
43 $4.46K
Oct 13, 2023 Q3 2023
Psi Advisors, LLC

BUY
 -
42
+ 34.71%
$3.98K - $4.42K
163 $16.9K
Nov 13, 2023 Q3 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
42
+ 1.5%
$3.98K - $4.42K
2.84K $295K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
41
New
$3.88K - $4.31K
41 $4.26K
Nov 14, 2023 Q3 2023
Wimmer Associates 1, LLC

Pasadena, CA
BUY
 -
40
+ 1.26%
$3.79K - $4.21K
3.2K $333K
Nov 15, 2023 Q3 2023
Studio Investment Management LLC

Chicago, IL
BUY
 -
40
New
$3.79K - $4.21K
40 $4.15K
Nov 13, 2023 Q3 2023
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
40
+ 0.06%
$3.79K - $4.21K
69.3K $7.19M
Nov 01, 2023 Q3 2023
Bourgeon Capital Management LLC

BUY
 -
36
+ 10.29%
$3.41K - $3.78K
386 $40.1K
Oct 31, 2023 Q3 2023
Enterprise Financial Services Corp

Clayton, MO
BUY
 -
35
+ 1.13%
$3.32K - $3.68K
3.13K $325K
Nov 09, 2023 Q3 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
33
+ 10.71%
$3.13K - $3.47K
341 $35.4K
Oct 26, 2023 Q3 2023
Hills Bank & Trust CO

BUY
 -
33
+ 2.31%
$3.13K - $3.47K
1.46K $152K
Oct 13, 2023 Q3 2023
Financial Management Professionals, Inc.

BUY
 -
33
+ 11.42%
$3.13K - $3.47K
322 $33.4K
Nov 14, 2023 Q3 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
32
+ 1.45%
$3.03K - $3.36K
2.25K $233K
Nov 06, 2023 Q3 2023
Argonautica Private Wealth Management, Inc

Wellesley, MA
BUY
 -
30
+ 0.85%
$2.84K - $3.15K
3.58K $371K
Nov 07, 2023 Q3 2023
Keystone Financial Services

BUY
 -
29
+ 0.48%
$2.75K - $3.05K
6.08K $632K
Nov 15, 2023 Q3 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
29
+ 6.92%
$2.75K - $3.05K
448 $46.5K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
29
New
$2.75K - $3.05K
29 $3.01K
Oct 20, 2023 Q3 2023
Lantz Financial LLC

BUY
 -
28
+ 0.38%
$2.65K - $2.94K
7.45K $773K
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
28
+ 0.52%
$2.65K - $2.94K
5.44K $565K
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

BUY
 -
26
+ 1.11%
$2.46K - $2.73K
2.37K $246K
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
26
+ 1.08%
$2.46K - $2.73K
2.43K $252K

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