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 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-7.28K- 10.25% |
$582K - $675K
|
63.7K
$6.65M
|
|
|
May 05, 2023
Q1 2023
|
Zevin Asset Management LLC
|
SELL
|
- |
-7.35K- 8.18% |
$588K - $682K
|
82.5K
$8.61M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-7.7K- 5.47% |
$617K - $715K
|
133K
$13.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.01K- 24.32% |
$721K - $836K
|
28K
$2.92M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-9.18K- 55.7% |
$734K - $852K
|
7.3K
$761K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-9.89K- 0.52% |
$791K - $918K
|
1.88M
$196M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-10.1K- 21.77% |
$811K - $941K
|
36.4K
$3.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-10.3K- 5.78% |
$823K - $954K
|
168K
$17.5M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10.3K- 5.78% |
$823K - $954K
|
168K
$17.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-10.9K- 37.65% |
$874K - $1.01M
|
18.1K
$1.89M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-11.8K- 8.11% |
$942K - $1.09M
|
133K
$13.9M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.8K- 3.67% |
$948K - $1.1M
|
311K
$32.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-12.4K- 5.61% |
$989K - $1.15M
|
208K
$21.7M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-12.8K- 1.87% |
$1.03M - $1.19M
|
673K
$70.2M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.6K- 32.55% |
$1.25M - $1.45M
|
32.4K
$3.37M
|
|
|
May 09, 2023
Q1 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-16.5K- 5.28% |
$1.32M - $1.53M
|
296K
$30.9M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-17.3K- 50.53% |
$1.38M - $1.6M
|
16.9K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-17.3K- 98.89% |
$1.38M - $1.6M
|
194
$20.2K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-17.5K- 27.41% |
$1.4M - $1.62M
|
46.2K
$4.82M
|
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-19.8K- 54.11% |
$1.58M - $1.84M
|
16.8K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-20.6K- 88.06% |
$1.65M - $1.92M
|
2.8K
$292K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-20.7K- 9.68% |
$1.65M - $1.92M
|
193K
$20.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Employees Retirement System Of Texas
|
SELL
|
- |
-21.1K- 42.2% |
$1.69M - $1.96M
|
28.9K
$3.01M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22K- 6.85% |
$1.76M - $2.04M
|
299K
$31.2M
|
|
|
May 04, 2023
Q1 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-22.2K- 13.32% |
$1.78M - $2.06M
|
145K
$15.1M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-23.1K- 45.02% |
$1.85M - $2.14M
|
28.2K
$2.94M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24.2K- 6.81% |
$1.94M - $2.25M
|
332K
$34.6M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-24.4K- 87.97% |
$1.95M - $2.27M
|
3.34K
$348K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-24.7K- 5.66% |
$1.97M - $2.29M
|
411K
$42.9M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-27.3K- 11.76% |
$2.18M - $2.53M
|
205K
$21.3M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-29.6K- 33.85% |
$2.37M - $2.75M
|
57.9K
$6.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-32.3K- 10.59% |
$2.59M - $3M
|
273K
$28.5M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-33.7K- 98.8% |
$2.7M - $3.13M
|
408
$42.5K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-34.8K- 10.36% |
$2.78M - $3.23M
|
301K
$31.4M
|
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-34.8K- 77.33% |
$2.79M - $3.23M
|
10.2K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-35.3K- 55.57% |
$2.82M - $3.28M
|
28.2K
$2.94M
|
|
|
May 05, 2023
Q1 2023
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-38.5K- 43.78% |
$3.08M - $3.58M
|
49.5K
$5.16M
|
|
|
May 03, 2023
Q1 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-39.6K- 25.09% |
$3.17M - $3.67M
|
118K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-41.6K- 99.58% |
$3.33M - $3.86M
|
174
$18.1K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-42.2K- 4.79% |
$3.37M - $3.91M
|
838K
$87.4M
|
|
|
May 11, 2023
Q1 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-45K- 10.78% |
$3.6M - $4.18M
|
372K
$38.8M
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-54.6K- 47.34% |
$4.37M - $5.07M
|
60.8K
$6.34M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-54.9K- 80.24% |
$4.39M - $5.09M
|
13.5K
$1.41M
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-55.5K- 52.97% |
$4.44M - $5.15M
|
49.3K
$5.14M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-56K- 39.93% |
$4.48M - $5.19M
|
84.2K
$8.78M
|
|
|
May 17, 2023
Q1 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-60.9K- 23.86% |
$4.87M - $5.65M
|
194K
$20.2M
|
|
|
May 15, 2023
Q1 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-81.6K- 8.29% |
$6.53M - $7.57M
|
903K
$94.1M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-103K- 32.39% |
$8.23M - $9.55M
|
215K
$22.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-105K- 95.99% |
$8.4M - $9.74M
|
4.38K
$457K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-106K- 2.33% |
$8.51M - $9.87M
|
4.46M
$465M
|