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 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 2.63% |
$480 - $557
|
234
$25.9K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 1.65% |
$480 - $557
|
370
$40.9K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5+ 0.01% |
$400 - $464
|
44.9K
$4.97M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5+ 0.11% |
$400 - $464
|
4.37K
$483K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
4+ 0.08% |
$320 - $371
|
4.76K
$526K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 3.3% |
$240 - $278
|
94
$10.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$240 - $278
|
2.95K
$326K
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3+ 0.02% |
$240 - $278
|
14.9K
$1.65M
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2+ 0.01% |
$160 - $186
|
25K
$2.77M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 1.1% |
$80 - $92.8
|
92
$10.2K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.31% |
$80 - $92.8
|
322
$35.6K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.07% |
$80 - $92.8
|
1.38K
$153K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 0.39% |
$160 - $186
|
513
$56.7K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 50.0% |
$240 - $278
|
3
$332
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-4- 0.14% |
$320 - $371
|
2.83K
$313K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-5- 3.85% |
$400 - $464
|
125
$13.8K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-5- 3.82% |
$400 - $464
|
126
$13.9K
|
|
|
May 08, 2023
Q1 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-6- 0.06% |
$480 - $557
|
9.65K
$1.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-7- 0.28% |
$560 - $650
|
2.51K
$277K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-8- 0.29% |
$640 - $742
|
2.76K
$305K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-9- 0.11% |
$720 - $835
|
8.17K
$903K
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-10- 0.11% |
$800 - $928
|
9.49K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-10- 0.1% |
$800 - $928
|
10.5K
$1.16M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-10- 0.02% |
$800 - $928
|
63.1K
$6.97M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-10- 0.23% |
$800 - $928
|
4.36K
$482K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-11- 0.37% |
$880 - $1.02K
|
2.98K
$329K
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-12- 0.05% |
$960 - $1.11K
|
22.1K
$2.44M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-12- 16.9% |
$960 - $1.11K
|
59
$6.52K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-13- 8.61% |
$1.04K - $1.21K
|
138
$15.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-13- 2.86% |
$1.04K - $1.21K
|
441
$48.8K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-15- 5.56% |
$1.2K - $1.39K
|
255
$28.2K
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-15- 0.27% |
$1.2K - $1.39K
|
5.61K
$620K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-15- 0.72% |
$1.2K - $1.39K
|
2.06K
$228K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-15- 0.05% |
$1.2K - $1.39K
|
33.2K
$3.67M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-16- 5.8% |
$1.28K - $1.48K
|
260
$28.7K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-17- 0.39% |
$1.36K - $1.58K
|
4.36K
$482K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-17- 4.89% |
$1.36K - $1.58K
|
331
$36.6K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-17- 0.41% |
$1.36K - $1.58K
|
4.1K
$453K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-18- 0.53% |
$1.44K - $1.67K
|
3.4K
$376K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-18- 0.39% |
$1.44K - $1.67K
|
4.61K
$510K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-20- 0.67% |
$1.6K - $1.86K
|
2.94K
$325K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-20- 0.2% |
$1.6K - $1.86K
|
9.81K
$1.08M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-20- 11.56% |
$1.6K - $1.86K
|
153
$16.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-21- 0.13% |
$1.68K - $1.95K
|
16.4K
$1.81M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-21- 0.59% |
$1.68K - $1.95K
|
3.54K
$391K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-23- 4.12% |
$1.84K - $2.13K
|
535
$59.1K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-24- 0.31% |
$1.92K - $2.23K
|
7.76K
$858K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-24- 0.59% |
$1.92K - $2.23K
|
4.07K
$450K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-24- 0.31% |
$1.92K - $2.23K
|
7.76K
$858K
|