Purchases and Sales Made in Q1 2023 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.09M+ 514.89% |
$567M - $658M
|
8.46M
$821M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.19M+ 782280.62% |
$255M - $296M
|
3.19M
$310M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.77M+ 147.56% |
$222M - $257M
|
4.65M
$451M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.77M+ 147.56% |
$222M - $257M
|
4.65M
$451M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.24M+ 19.39% |
$98.9M - $115M
|
7.6M
$738M
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.11M+ 156.64% |
$88.5M - $103M
|
1.81M
$176M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
934K+ 7115.83% |
$74.8M - $86.7M
|
947K
$92M
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
689KNew |
$55.1M - $63.9M
|
689K
$66.9M
|
|
|
May 15, 2023
Q1 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
672K+ 24.12% |
$53.8M - $62.4M
|
3.46M
$336M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
512K+ 62.86% |
$41M - $47.5M
|
1.33M
$129M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
420KNew |
$33.6M - $39M
|
420K
$40.8M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
393KNew |
$31.5M - $36.5M
|
393K
$38.2M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
330K+ 867.18% |
$26.4M - $30.6M
|
368K
$35.7M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
280K+ 4.18% |
$22.4M - $26M
|
6.98M
$678M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
264K+ 10.72% |
$21.2M - $24.5M
|
2.73M
$265M
|
|
|
May 10, 2023
Q1 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
238K+ 1635.14% |
$19.1M - $22.1M
|
253K
$24.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
216K+ 8316.49% |
$17.3M - $20M
|
218K
$21.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
204KNew |
$16.3M - $18.9M
|
204K
$19.8M
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
180K+ 3.01% |
$14.4M - $16.7M
|
6.17M
$599M
|
|
|
May 10, 2023
Q1 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
171K+ 919.03% |
$13.7M - $15.9M
|
190K
$18.4M
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
171KNew |
$13.7M - $15.8M
|
171K
$16.6M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
156K+ 229.04% |
$12.5M - $14.5M
|
225K
$21.8M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
147K+ 57.05% |
$11.7M - $13.6M
|
403K
$39.2M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
141K+ 943.19% |
$11.3M - $13.1M
|
156K
$15.2M
|
|
|
May 15, 2023
Q1 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
132KNew |
$10.6M - $12.2M
|
132K
$12.8M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
126K+ 1.95% |
$10.1M - $11.7M
|
6.61M
$642M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
119K+ 67.41% |
$9.52M - $11M
|
296K
$28.7M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
106KNew |
$8.51M - $9.86M
|
106K
$10.3M
|
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
100K+ 43.15% |
$8.04M - $9.33M
|
333K
$32.4M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
85.9K+ 5.61% |
$6.87M - $7.97M
|
1.62M
$157M
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
81.9KNew |
$6.55M - $7.6M
|
81.9K
$7.95M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
64.3KNew |
$5.14M - $5.96M
|
64.3K
$6.24M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
63.1K+ 18.84% |
$5.05M - $5.85M
|
398K
$38.6M
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
61KNew |
$4.88M - $5.66M
|
61K
$5.92M
|
|
|
May 15, 2023
Q1 2023
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
60KNew |
$4.8M - $5.57M
|
60K
$5.82M
|
|
|
May 12, 2023
Q1 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
57.4KNew |
$4.59M - $5.33M
|
57.4K
$5.57M
|
|
|
Apr 25, 2023
Q1 2023
|
Garland Capital Management Inc
|
BUY
|
- |
53.9KNew |
$4.31M - $5M
|
53.9K
$5.23M
|
|
|
Apr 14, 2023
Q1 2023
|
Scharf Investments, LLC
|
BUY
|
- |
50.7K+ 3.22% |
$4.06M - $4.7M
|
1.63M
$158M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
49.7K+ 1078.08% |
$3.98M - $4.61M
|
54.3K
$5.27M
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
46.8KNew |
$3.75M - $4.34M
|
46.8K
$4.54M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
33.6K+ 93.51% |
$2.69M - $3.12M
|
69.5K
$6.75M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
29.7K+ 6.1% |
$2.38M - $2.76M
|
517K
$50.2M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
28.8KNew |
$2.31M - $2.68M
|
28.8K
$2.8M
|
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
28.5K+ 5.5% |
$2.28M - $2.64M
|
546K
$53M
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
27.8KNew |
$2.22M - $2.58M
|
27.8K
$2.7M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
26.3K+ 4.18% |
$2.11M - $2.44M
|
656K
$63.7M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
25.4K+ 8.48% |
$2.03M - $2.36M
|
325K
$31.6M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
24.4KNew |
$1.95M - $2.27M
|
24.4K
$2.37M
|
|
|
Sep 27, 2024
Q1 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
24.1K+ 42.49% |
$1.93M - $2.24M
|
80.8K
$7.85M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
23.3KNew |
$1.86M - $2.16M
|
23.3K
$2.26M
|