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 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.25K+ 10.97% |
$420K - $487K
|
53.1K
$5.54M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.16K+ 5.45% |
$413K - $479K
|
99.8K
$10.4M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.78KNew |
$383K - $444K
|
4.78K
$498K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
4.5KNew |
$360K - $418K
|
4.5K
$469K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
4.45K+ 111275.0% |
$356K - $413K
|
4.46K
$465K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.33K+ 37.26% |
$347K - $402K
|
16K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.29K+ 3.89% |
$343K - $398K
|
114K
$11.9M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.27K+ 33.15% |
$342K - $397K
|
17.2K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Tcw Group Inc
|
BUY
|
- |
4.08K+ 5.65% |
$326K - $379K
|
76.3K
$7.95M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.05K+ 13.34% |
$324K - $376K
|
34.4K
$3.59M
|
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
4K+ 5.59% |
$320K - $372K
|
75.6K
$7.88M
|
|
|
May 15, 2023
Q1 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
3.98K+ 5.91% |
$318K - $369K
|
71.3K
$7.43M
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3.85K+ 7.81% |
$308K - $357K
|
53.1K
$5.54M
|
|
|
Apr 14, 2023
Q1 2023
|
Bristol John W & CO Inc
|
BUY
|
- |
3.82K+ 0.56% |
$306K - $354K
|
687K
$71.6M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.67K+ 3.91% |
$294K - $341K
|
97.5K
$10.2M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
3.6KNew |
$288K - $334K
|
3.6K
$375K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.55KNew |
$284K - $329K
|
3.55K
$370K
|
|
|
May 12, 2023
Q1 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.52K+ 16.35% |
$281K - $326K
|
25K
$2.61M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
3.52KNew |
$281K - $326K
|
3.52K
$367K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.5K+ 9.44% |
$280K - $325K
|
40.6K
$4.24M
|
|
|
May 08, 2023
Q1 2023
|
Cambiar Investors LLC
|
BUY
|
- |
3.5K+ 1.15% |
$280K - $325K
|
308K
$32.1M
|
|
|
May 10, 2023
Q1 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
3.4KNew |
$272K - $316K
|
3.4K
$355K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.17K+ 2.33% |
$253K - $294K
|
139K
$14.5M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.14K+ 28.31% |
$251K - $292K
|
14.2K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.09K+ 107.68% |
$247K - $286K
|
5.95K
$620K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3KNew |
$240K - $279K
|
3K
$313K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.99KNew |
$239K - $278K
|
2.99K
$312K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.99KNew |
$239K - $277K
|
2.99K
$311K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
2.98KNew |
$239K - $277K
|
2.98K
$311K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.86K+ 64.42% |
$229K - $266K
|
7.31K
$762K
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
2.83KNew |
$226K - $263K
|
2.83K
$295K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.83KNew |
$226K - $263K
|
2.83K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.81K+ 0.11% |
$225K - $261K
|
2.54M
$265M
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
2.7K+ 18.63% |
$216K - $251K
|
17.2K
$1.79M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.62K+ 266.67% |
$209K - $243K
|
3.6K
$375K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.61KNew |
$209K - $242K
|
2.61K
$272K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
2.57K+ 96.47% |
$206K - $238K
|
5.23K
$545K
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.57KNew |
$205K - $238K
|
2.57K
$268K
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
2.53KNew |
$203K - $235K
|
2.53K
$264K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.53KNew |
$203K - $235K
|
2.53K
$264K
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.49KNew |
$199K - $231K
|
2.49K
$259K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.45K+ 6.86% |
$196K - $227K
|
38.2K
$3.98M
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2.43KNew |
$194K - $226K
|
2.43K
$253K
|
|
|
Apr 20, 2023
Q1 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
2.4KNew |
$192K - $223K
|
2.4K
$250K
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2.4KNew |
$192K - $223K
|
2.4K
$250K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.36K+ 2563.04% |
$189K - $219K
|
2.45K
$255K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.33KNew |
$186K - $216K
|
2.33K
$243K
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.27KNew |
$182K - $210K
|
2.27K
$237K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.24KNew |
$179K - $207K
|
2.24K
$233K
|
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.23KNew |
$178K - $207K
|
2.23K
$232K
|