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 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-476- 15.4% |
$38.1K - $44.2K
|
2.62K
$273K
|
|
|
May 08, 2023
Q1 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-480- 14.01% |
$38.4K - $44.5K
|
2.95K
$307K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-481- 15.37% |
$38.5K - $44.6K
|
2.65K
$276K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-484- 2.33% |
$38.7K - $44.9K
|
20.3K
$2.11M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-485- 0.99% |
$38.8K - $45K
|
48.3K
$5.04M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-490- 12.8% |
$39.2K - $45.5K
|
3.34K
$348K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-493- 1.56% |
$39.5K - $45.8K
|
31.1K
$3.24M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-500- 4.01% |
$40K - $46.4K
|
12K
$1.25M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-500- 3.67% |
$40K - $46.4K
|
13.1K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-512- 3.03% |
$41K - $47.5K
|
16.4K
$1.71M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-516- 12.1% |
$41.3K - $47.9K
|
3.75K
$391K
|
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-522- 0.62% |
$41.8K - $48.4K
|
84.2K
$8.78M
|
|
|
May 10, 2023
Q1 2023
|
Broderick Brian C
|
SELL
|
- |
-525- 1.84% |
$42K - $48.7K
|
28K
$2.91M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-537- 17.5% |
$43K - $49.8K
|
2.53K
$264K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-560- 5.83% |
$44.8K - $52K
|
9.04K
$943K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-565- 4.29% |
$45.2K - $52.4K
|
12.6K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-571- 12.8% |
$45.7K - $53K
|
3.89K
$406K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-592- 3.6% |
$47.4K - $54.9K
|
15.8K
$1.65M
|
|
|
Apr 06, 2023
Q1 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-600- 2.6% |
$48K - $55.7K
|
22.5K
$2.35M
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-600- 4.93% |
$48K - $55.7K
|
11.6K
$1.21M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-600- 12.35% |
$48K - $55.7K
|
4.26K
$444K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-602- 7.83% |
$48.2K - $55.9K
|
7.09K
$739K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-607- 11.71% |
$48.6K - $56.3K
|
4.58K
$477K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-608- 0.97% |
$48.7K - $56.4K
|
61.8K
$6.44M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-625- 9.63% |
$50K - $58K
|
5.86K
$611K
|
|
|
May 05, 2023
Q1 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-627- 22.31% |
$50.2K - $58.2K
|
2.18K
$228K
|
|
|
Apr 28, 2023
Q1 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-629- 1.18% |
$50.3K - $58.4K
|
52.6K
$5.49M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-647- 5.86% |
$51.8K - $60K
|
10.4K
$1.08M
|
|
|
May 03, 2023
Q1 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-673- 2.24% |
$53.9K - $62.5K
|
29.3K
$3.06M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-679- 10.57% |
$54.3K - $63K
|
5.74K
$599K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-700- 75.35% |
$56K - $65K
|
229
$23.9K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-704- 9.92% |
$56.3K - $65.3K
|
6.39K
$667K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-707- 57.06% |
$56.6K - $65.6K
|
532
$55.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-714- 16.84% |
$57.1K - $66.3K
|
3.53K
$368K
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
SELL
|
- |
-719- 4.96% |
$57.5K - $66.7K
|
13.8K
$1.44M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-731- 23.31% |
$58.5K - $67.8K
|
2.41K
$251K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-731- 5.35% |
$58.5K - $67.8K
|
12.9K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-740- 7.75% |
$59.2K - $68.7K
|
8.81K
$918K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-746- 4.31% |
$59.7K - $69.2K
|
16.6K
$1.73M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-778- 10.27% |
$62.3K - $72.2K
|
6.79K
$708K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-797- 4.1% |
$63.8K - $74K
|
18.6K
$1.94M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-800- 11.03% |
$64K - $74.2K
|
6.46K
$673K
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-801- 9.26% |
$64.1K - $74.3K
|
7.85K
$818K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-825- 14.77% |
$66K - $76.6K
|
4.76K
$497K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-829- 1.28% |
$66.3K - $76.9K
|
63.8K
$6.65M
|
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-850- 2.69% |
$68K - $78.9K
|
30.8K
$3.21M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-869- 3.25% |
$69.5K - $80.7K
|
25.9K
$2.7M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-872- 10.59% |
$69.8K - $80.9K
|
7.36K
$768K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-876- 12.54% |
$70.1K - $81.3K
|
6.11K
$637K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-906- 3.77% |
$72.5K - $84.1K
|
23.1K
$2.41M
|