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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-300- 2.58% |
$24K - $27.8K
|
11.3K
$1.25M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-303- 4.48% |
$24.2K - $28.1K
|
6.46K
$714K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-305- 89.97% |
$24.4K - $28.3K
|
34
$3.76K
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-310- 9.97% |
$24.8K - $28.8K
|
2.8K
$309K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-315- 4.64% |
$25.2K - $29.2K
|
6.48K
$716K
|
|
|
May 11, 2023
Q1 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-318- 1.89% |
$25.4K - $29.5K
|
16.5K
$1.82M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-319- 12.48% |
$25.5K - $29.6K
|
2.24K
$247K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-322- 2.76% |
$25.8K - $29.9K
|
11.3K
$1.25M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-329- 2.08% |
$26.3K - $30.5K
|
15.5K
$1.71M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-338- 10.65% |
$27.1K - $31.4K
|
2.84K
$314K
|
|
|
May 05, 2023
Q1 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-338- 2.06% |
$27.1K - $31.4K
|
16.1K
$1.78M
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-339- 0.41% |
$27.1K - $31.5K
|
82.2K
$9.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-340- 11.48% |
$27.2K - $31.6K
|
2.62K
$290K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-345- 2.08% |
$27.6K - $32K
|
16.2K
$1.79M
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-347- 11.28% |
$27.8K - $32.2K
|
2.73K
$302K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-350- 4.81% |
$28K - $32.5K
|
6.93K
$767K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-352- 3.91% |
$28.2K - $32.7K
|
8.66K
$957K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-357- 11.92% |
$28.6K - $33.1K
|
2.64K
$292K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-363- 0.12% |
$29.1K - $33.7K
|
303K
$33.5M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-364- 0.84% |
$29.1K - $33.8K
|
43K
$4.75M
|
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-368- 0.46% |
$29.5K - $34.2K
|
80.1K
$8.86M
|
|
|
May 01, 2023
Q1 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-370- 4.62% |
$29.6K - $34.3K
|
7.63K
$844K
|
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-372- 1.78% |
$29.8K - $34.5K
|
20.5K
$2.27M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-382- 5.08% |
$30.6K - $35.5K
|
7.14K
$790K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-383- 90.76% |
$30.7K - $35.5K
|
39
$4.31K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-384- 2.52% |
$30.7K - $35.6K
|
14.8K
$1.64M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-387- 1.46% |
$31K - $35.9K
|
26.2K
$2.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-388- 3.75% |
$31.1K - $36K
|
9.95K
$1.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-399- 7.16% |
$31.9K - $37K
|
5.17K
$572K
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-400- 10.74% |
$32K - $37.1K
|
3.33K
$368K
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-405- 12.6% |
$32.4K - $37.6K
|
2.81K
$311K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-405- 8.05% |
$32.4K - $37.6K
|
4.63K
$512K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-405- 6.2% |
$32.4K - $37.6K
|
6.12K
$677K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-407- 9.37% |
$32.6K - $37.8K
|
3.94K
$435K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-410- 14.63% |
$32.8K - $38.1K
|
2.39K
$264K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-420- 3.23% |
$33.6K - $39K
|
12.6K
$1.39M
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-429- 7.24% |
$34.3K - $39.8K
|
5.49K
$607K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-430- 12.45% |
$34.4K - $39.9K
|
3.02K
$334K
|
|
|
May 15, 2023
Q1 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-430- 0.14% |
$34.4K - $39.9K
|
310K
$34.3M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-432- 1.13% |
$34.6K - $40.1K
|
37.7K
$4.17M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-440- 68.75% |
$35.2K - $40.8K
|
200
$22.1K
|
|
|
May 10, 2023
Q1 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-440- 1.01% |
$35.2K - $40.8K
|
43.2K
$4.78M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-447- 3.03% |
$35.8K - $41.5K
|
14.3K
$1.58M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-448- 8.48% |
$35.9K - $41.6K
|
4.84K
$535K
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-450- 12.31% |
$36K - $41.8K
|
3.21K
$354K
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-450- 12.51% |
$36K - $41.8K
|
3.15K
$348K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-453- 6.96% |
$36.3K - $42K
|
6.06K
$670K
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-461- 0.33% |
$36.9K - $42.8K
|
141K
$15.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-466- 3.76% |
$37.3K - $43.2K
|
11.9K
$1.32M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-476- 15.4% |
$38.1K - $44.2K
|
2.62K
$289K
|