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 |
|---|---|---|---|---|---|---|---|
|
Sep 20, 2023
Q1 2023
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
23K+ 3.46% |
$1.84M - $2.13M
|
688K
$71.7M
|
|
|
May 12, 2023
Q1 2023
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
22.9K+ 10.27% |
$1.83M - $2.12M
|
246K
$25.6M
|
|
|
May 15, 2023
Q1 2023
|
Iszo Capital Management LP
New York, NY |
BUY
|
- |
22KNew |
$1.76M - $2.04M
|
22K
$2.29M
|
|
|
May 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
22K+ 7.58% |
$1.76M - $2.04M
|
312K
$32.6M
|
|
|
May 15, 2023
Q1 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
20.5K+ 49.84% |
$1.64M - $1.9M
|
61.6K
$6.43M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19.3KNew |
$1.54M - $1.79M
|
19.3K
$2.01M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18K+ 8.21% |
$1.44M - $1.67M
|
238K
$24.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
15.3KNew |
$1.23M - $1.42M
|
15.3K
$1.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
15.3KNew |
$1.22M - $1.42M
|
15.3K
$1.6M
|
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
14.7KNew |
$1.18M - $1.37M
|
14.7K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
14.7KNew |
$1.17M - $1.36M
|
14.7K
$1.53M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
14K+ 206.8% |
$1.12M - $1.3M
|
20.7K
$2.16M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13.8K+ 12.29% |
$1.11M - $1.29M
|
127K
$13.2M
|
|
|
Sep 07, 2023
Q1 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
13.6KNew |
$1.09M - $1.26M
|
13.6K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
13.6K+ 82.33% |
$1.09M - $1.26M
|
30K
$3.13M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
13.4K+ 4.07% |
$1.07M - $1.24M
|
342K
$35.7M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.9K+ 1.63% |
$1.04M - $1.2M
|
806K
$84.1M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.8K+ 0.6% |
$1.02M - $1.19M
|
2.16M
$225M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
11.4KNew |
$911K - $1.06M
|
11.4K
$1.19M
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$839K - $973K
|
10.5K
$1.09M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.4K+ 258.73% |
$836K - $969K
|
14.5K
$1.51M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.3K+ 9.08% |
$825K - $956K
|
124K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$811K - $940K
|
10.1K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
9.98KNew |
$799K - $926K
|
9.98K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.68K+ 252.57% |
$775K - $898K
|
13.5K
$1.41M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
9.61KNew |
$769K - $891K
|
9.61K
$1M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
9.38KNew |
$750K - $870K
|
9.38K
$978K
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
8.73KNew |
$698K - $810K
|
8.73K
$910K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.52K+ 2.07% |
$682K - $791K
|
420K
$43.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.51K+ 17.55% |
$681K - $790K
|
57K
$5.94M
|
|
|
May 11, 2023
Q1 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
7.81KNew |
$625K - $725K
|
7.81K
$815K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.81K+ 5.26% |
$625K - $725K
|
156K
$16.3M
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
7.75K+ 1.38% |
$621K - $720K
|
571K
$59.6M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.66K+ 173.49% |
$613K - $711K
|
12.1K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
7.46K+ 22.11% |
$597K - $692K
|
41.2K
$4.3M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
7.32KNew |
$586K - $680K
|
7.32K
$764K
|
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
7.3KNew |
$585K - $678K
|
7.3K
$762K
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7.2K+ 1.72% |
$576K - $668K
|
426K
$44.4M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.93K+ 2.67% |
$554K - $643K
|
267K
$27.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.58K+ 55.62% |
$526K - $611K
|
18.4K
$1.92M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.52K+ 18.17% |
$522K - $605K
|
42.4K
$4.42M
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
6.39K+ 4.68% |
$511K - $593K
|
143K
$14.9M
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
6.23K+ 27.1% |
$499K - $579K
|
29.2K
$3.05M
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
6.14KNew |
$491K - $570K
|
6.14K
$640K
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
6.01K+ 7.96% |
$481K - $557K
|
81.5K
$8.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.72KNew |
$457K - $531K
|
5.72K
$596K
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
5.7K+ 5.04% |
$456K - $529K
|
119K
$12.4M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.61K+ 2.28% |
$449K - $521K
|
252K
$26.3M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
5.51KNew |
$441K - $511K
|
5.51K
$574K
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
5.27K+ 47.19% |
$422K - $489K
|
16.4K
$1.71M
|