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 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-83- 0.13% |
$6.64K - $7.7K
|
62.5K
$6.49M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-84- 11.48% |
$6.72K - $7.8K
|
648
$67.3K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-84- 2.67% |
$6.72K - $7.8K
|
3.06K
$317K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-86- 3.44% |
$6.88K - $7.98K
|
2.42K
$251K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-89- 4.34% |
$7.12K - $8.26K
|
1.96K
$204K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-91- 0.81% |
$7.28K - $8.45K
|
11.1K
$1.15M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-93- 1.11% |
$7.44K - $8.63K
|
8.29K
$861K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-93- 1.44% |
$7.44K - $8.63K
|
6.36K
$661K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-94- 1.26% |
$7.52K - $8.72K
|
7.35K
$763K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-95- 7.27% |
$7.6K - $8.82K
|
1.21K
$126K
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-98- 3.28% |
$7.84K - $9.1K
|
2.89K
$300K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-98- 0.95% |
$7.84K - $9.1K
|
10.2K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 2.37% |
$8K - $9.28K
|
4.11K
$427K
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-100- 0.59% |
$8K - $9.28K
|
17K
$1.76M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-100- 0.61% |
$8K - $9.28K
|
16.2K
$1.68M
|
|
|
May 17, 2023
Q1 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-100- 0.71% |
$8K - $9.28K
|
14K
$1.45M
|
|
|
Apr 18, 2023
Q1 2023
|
Cardinal Capital Management
|
SELL
|
- |
-100- 0.24% |
$8K - $9.28K
|
41.4K
$4.3M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-100- 88.5% |
$8K - $9.28K
|
13
$1.35K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-100- 1.71% |
$8K - $9.28K
|
5.74K
$595K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-101- 4.1% |
$8.08K - $9.37K
|
2.36K
$245K
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-102- 4.35% |
$8.16K - $9.47K
|
2.24K
$233K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-104- 8.43% |
$8.32K - $9.65K
|
1.13K
$117K
|
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-105- 2.19% |
$8.4K - $9.75K
|
4.69K
$486K
|
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-105- 1.25% |
$8.4K - $9.75K
|
8.28K
$859K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-105- 4.37% |
$8.4K - $9.75K
|
2.3K
$239K
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-105- 4.51% |
$8.4K - $9.75K
|
2.23K
$231K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-106- 9.46% |
$8.48K - $9.84K
|
1.02K
$105K
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
SELL
|
- |
-106- 0.19% |
$8.48K - $9.84K
|
55.2K
$5.73M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-110- 3.87% |
$8.8K - $10.2K
|
2.74K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-118- 4.92% |
$9.44K - $11K
|
2.28K
$237K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-118- 2.89% |
$9.44K - $11K
|
3.97K
$412K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-121- 5.06% |
$9.68K - $11.2K
|
2.27K
$236K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-123- 0.66% |
$9.84K - $11.4K
|
18.6K
$1.94M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-125- 50.4% |
$10K - $11.6K
|
123
$12.8K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-130- 3.5% |
$10.4K - $12.1K
|
3.58K
$372K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-133- 95.68% |
$10.6K - $12.3K
|
6
$623
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-135- 87.1% |
$10.8K - $12.5K
|
20
$2.08K
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-135- 5.64% |
$10.8K - $12.5K
|
2.26K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-136- 2.84% |
$10.9K - $12.6K
|
4.65K
$483K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-137- 5.81% |
$11K - $12.7K
|
2.22K
$230K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-137- 5.72% |
$11K - $12.7K
|
2.26K
$234K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-139- 1.7% |
$11.1K - $12.9K
|
8.06K
$837K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-145- 21.14% |
$11.6K - $13.5K
|
541
$56.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-150- 5.4% |
$12K - $13.9K
|
2.63K
$273K
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-150- 5.42% |
$12K - $13.9K
|
2.62K
$272K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-154Closed |
$12.3K - $14.3K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-157- 2.4% |
$12.6K - $14.6K
|
6.39K
$663K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-161- 3.45% |
$12.9K - $14.9K
|
4.5K
$467K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-163- 5.79% |
$13K - $15.1K
|
2.65K
$275K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-166- 93.26% |
$13.3K - $15.4K
|
12
$1.25K
|