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 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-21- 0.59% |
$1.68K - $1.95K
|
3.54K
$463K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-23- 4.12% |
$1.84K - $2.13K
|
535
$70K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-24- 0.31% |
$1.92K - $2.23K
|
7.76K
$1.01M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-24- 0.31% |
$1.92K - $2.23K
|
7.76K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-24- 0.59% |
$1.92K - $2.23K
|
4.07K
$533K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-25- 0.44% |
$2K - $2.32K
|
5.65K
$739K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-25- 0.72% |
$2K - $2.32K
|
3.44K
$450K
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-27- 1.0% |
$2.16K - $2.51K
|
2.67K
$349K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-27- 0.68% |
$2.16K - $2.51K
|
3.93K
$514K
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-28- 52.83% |
$2.24K - $2.6K
|
25
$3.27K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-29- 6.3% |
$2.32K - $2.69K
|
431
$56.4K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-29- 0.07% |
$2.32K - $2.69K
|
43.7K
$5.71M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-29- 22.48% |
$2.32K - $2.69K
|
100
$13.1K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-29- 0.4% |
$2.32K - $2.69K
|
7.23K
$945K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-30- 0.51% |
$2.4K - $2.78K
|
5.89K
$770K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-36- 1.22% |
$2.88K - $3.34K
|
2.91K
$381K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-36- 0.6% |
$2.88K - $3.34K
|
5.93K
$776K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-39- 1.22% |
$3.12K - $3.62K
|
3.15K
$412K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-40- 0.62% |
$3.2K - $3.71K
|
6.39K
$836K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-40- 64.52% |
$3.2K - $3.71K
|
22
$2.88K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-40- 0.49% |
$3.2K - $3.71K
|
8.1K
$1.06M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-40- 0.99% |
$3.2K - $3.71K
|
4K
$523K
|
|
|
May 15, 2023
Q1 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-42- 0.3% |
$3.36K - $3.9K
|
13.9K
$1.82M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43- 0.68% |
$3.44K - $3.99K
|
6.25K
$818K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-45- 0.57% |
$3.6K - $4.18K
|
7.86K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
SELL
|
- |
-46- 1.63% |
$3.68K - $4.27K
|
2.77K
$362K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-50- 0.43% |
$4K - $4.64K
|
11.7K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 0.92% |
$4K - $4.64K
|
5.37K
$702K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-50- 1.86% |
$4K - $4.64K
|
2.64K
$346K
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-52- 0.26% |
$4.16K - $4.83K
|
20.1K
$2.63M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-52- 1.41% |
$4.16K - $4.83K
|
3.62K
$474K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-53- 37.32% |
$4.24K - $4.92K
|
89
$11.6K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-55- 0.12% |
$4.4K - $5.1K
|
45.9K
$6M
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-56- 0.35% |
$4.48K - $5.2K
|
15.8K
$2.06M
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-57- 31.84% |
$4.56K - $5.29K
|
122
$16K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-60- 0.64% |
$4.8K - $5.57K
|
9.35K
$1.22M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-61- 2.55% |
$4.88K - $5.66K
|
2.33K
$305K
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-62- 1.71% |
$4.96K - $5.75K
|
3.57K
$467K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-63- 3.66% |
$5.04K - $5.85K
|
1.66K
$217K
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-64- 2.37% |
$5.12K - $5.94K
|
2.64K
$345K
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
SELL
|
- |
-64- 0.22% |
$5.12K - $5.94K
|
28.5K
$3.73M
|
|
|
Apr 11, 2023
Q1 2023
|
Albert D Mason Inc
|
SELL
|
- |
-64- 0.41% |
$5.12K - $5.94K
|
15.4K
$2.02M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-64- 2.25% |
$5.12K - $5.94K
|
2.79K
$364K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
SELL
|
- |
-65- 2.61% |
$5.2K - $6.03K
|
2.43K
$318K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-67- 4.74% |
$5.36K - $6.22K
|
1.35K
$176K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-70- 15.87% |
$5.6K - $6.5K
|
371
$48.5K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-73- 2.04% |
$5.84K - $6.78K
|
3.5K
$458K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-74- 3.12% |
$5.92K - $6.87K
|
2.3K
$301K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-75- 21.25% |
$6K - $6.96K
|
278
$36.4K
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-79- 1.96% |
$6.32K - $7.33K
|
3.95K
$517K
|