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 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-912- 8.59% |
$73K - $84.6K
|
9.71K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-917- 7.84% |
$73.4K - $85.1K
|
10.8K
$1.19M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-934- 7.66% |
$74.7K - $86.7K
|
11.3K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-940- 8.58% |
$75.2K - $87.2K
|
10K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-942- 54.08% |
$75.4K - $87.4K
|
800
$88.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-950- 2.94% |
$76K - $88.2K
|
31.3K
$3.46M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-967- 7.46% |
$77.4K - $89.7K
|
12K
$1.33M
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-985- 10.67% |
$78.8K - $91.4K
|
8.24K
$911K
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-991- 2.44% |
$79.3K - $92K
|
39.6K
$4.38M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-992- 30.61% |
$79.4K - $92.1K
|
2.25K
$249K
|
|
|
May 04, 2023
Q1 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-994- 4.09% |
$79.5K - $92.3K
|
23.3K
$2.58M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1K- 21.31% |
$80K - $92.8K
|
3.69K
$408K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-1.02K- 2.41% |
$82K - $95K
|
41.4K
$4.58M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.03K- 27.13% |
$82K - $95.1K
|
2.75K
$304K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.03K- 30.53% |
$82.5K - $95.7K
|
2.35K
$259K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.06K- 1.57% |
$84.7K - $98.2K
|
66.3K
$7.33M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.06K- 6.08% |
$84.7K - $98.2K
|
16.3K
$1.81M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.06K- 5.81% |
$85.2K - $98.7K
|
17.2K
$1.91M
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1.07K- 14.53% |
$85.7K - $99.4K
|
6.3K
$696K
|
|
|
May 15, 2023
Q1 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-1.08K- 1.09% |
$86.3K - $100K
|
97.8K
$10.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.09K- 4.39% |
$87.6K - $102K
|
23.8K
$2.64M
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.1K- 9.52% |
$87.7K - $102K
|
10.4K
$1.15M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.1K- 14.49% |
$88K - $102K
|
6.49K
$718K
|
|
|
May 10, 2023
Q1 2023
|
Kidder Stephen W
|
SELL
|
- |
-1.1K- 3.78% |
$88K - $102K
|
28K
$3.1M
|
|
|
May 09, 2023
Q1 2023
|
Beddow Capital Management Inc
|
SELL
|
- |
-1.13K- 20.97% |
$90K - $104K
|
4.24K
$469K
|
|
|
May 10, 2023
Q1 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-1.13K- 7.24% |
$90.4K - $105K
|
14.5K
$1.6M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.13K- 34.01% |
$90.4K - $105K
|
2.19K
$242K
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.16K- 2.87% |
$92.6K - $107K
|
39.2K
$4.33M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.18K- 11.7% |
$94K - $109K
|
8.87K
$981K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.18K- 30.69% |
$94.4K - $110K
|
2.67K
$295K
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-1.18K- 5.71% |
$94.7K - $110K
|
19.5K
$2.16M
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.2K- 1.11% |
$95.7K - $111K
|
106K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.2K- 9.97% |
$96K - $111K
|
10.8K
$1.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.24K- 18.24% |
$99.6K - $115K
|
5.58K
$616K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.24K- 24.11% |
$99.6K - $115K
|
3.92K
$433K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.25K- 3.57% |
$100K - $116K
|
33.8K
$3.74M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.28K- 22.95% |
$102K - $118K
|
4.29K
$474K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.28K- 32.51% |
$103K - $119K
|
2.66K
$294K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.29K- 2.97% |
$104K - $120K
|
42.3K
$4.67M
|
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-1.3K- 21.98% |
$104K - $120K
|
4.6K
$509K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.3K- 6.8% |
$104K - $120K
|
17.8K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.3K- 1.78% |
$104K - $121K
|
71.6K
$7.92M
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
SELL
|
- |
-1.32K- 10.04% |
$105K - $122K
|
11.8K
$1.3M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.32K- 5.3% |
$105K - $122K
|
23.5K
$2.6M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.32K- 8.03% |
$105K - $122K
|
15.1K
$1.67M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.36K- 24.79% |
$109K - $126K
|
4.12K
$455K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.39K- 8.2% |
$111K - $129K
|
15.6K
$1.72M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.39K- 93.31% |
$112K - $129K
|
100
$11.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.42K- 8.62% |
$113K - $131K
|
15K
$1.66M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.42K- 15.81% |
$114K - $132K
|
7.57K
$837K
|