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 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.1KNew |
$88K - $102K
|
1.1K
$115K
|
|
|
May 11, 2023
Q1 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
1.09K+ 4.55% |
$87.5K - $101K
|
25.1K
$2.62M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.08K+ 626.16% |
$86.2K - $100K
|
1.25K
$130K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
1.07K+ 17.01% |
$85.7K - $99.4K
|
7.37K
$768K
|
|
|
May 11, 2023
Q1 2023
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
1.02K+ 0.58% |
$81.4K - $94.4K
|
177K
$18.4M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.02K+ 4.04% |
$81.2K - $94.2K
|
26.1K
$2.72M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1K+ 36.06% |
$80.1K - $92.9K
|
3.78K
$394K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
1K+ 53.79% |
$80K - $92.8K
|
2.86K
$298K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1K+ 14.74% |
$80K - $92.8K
|
7.78K
$812K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
1K+ 16.37% |
$80K - $92.8K
|
7.11K
$741K
|
|
|
May 11, 2023
Q1 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
959+ 13.72% |
$76.7K - $89K
|
7.95K
$829K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
950New |
$76K - $88.2K
|
950
$99.1K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
926+ 29.46% |
$74.1K - $85.9K
|
4.07K
$424K
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
910+ 5.02% |
$72.8K - $84.5K
|
19K
$1.99M
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
895New |
$71.6K - $83.1K
|
895
$93.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
883+ 7.71% |
$70.7K - $82K
|
12.3K
$1.29M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
878New |
$70.3K - $81.5K
|
878
$91.6K
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
BUY
|
- |
865+ 2.88% |
$69.2K - $80.3K
|
30.9K
$3.23M
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
844+ 38.02% |
$67.5K - $78.3K
|
3.06K
$320K
|
|
|
May 12, 2023
Q1 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
828+ 10.77% |
$66.3K - $76.8K
|
8.52K
$888K
|
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
820+ 34.38% |
$65.6K - $76.1K
|
3.21K
$334K
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
818+ 31.71% |
$65.5K - $75.9K
|
3.4K
$354K
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
800+ 400.0% |
$64K - $74.2K
|
1K
$104K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
786+ 239.63% |
$62.9K - $72.9K
|
1.11K
$116K
|
|
|
May 10, 2023
Q1 2023
|
Somerville Kurt F
|
BUY
|
- |
785+ 0.55% |
$62.8K - $72.9K
|
144K
$15.1M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
772+ 14.02% |
$61.8K - $71.6K
|
6.28K
$655K
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
736+ 13.84% |
$58.9K - $68.3K
|
6.05K
$631K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
734+ 3.48% |
$58.7K - $68.1K
|
21.8K
$2.28M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
729+ 4.06% |
$58.3K - $67.7K
|
18.7K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
Ativo Capital Management LLC
Chicago, IL |
BUY
|
- |
710+ 6.2% |
$56.8K - $65.9K
|
12.2K
$1.27M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
705+ 9.6% |
$56.4K - $65.4K
|
8.05K
$839K
|
|
|
May 10, 2023
Q1 2023
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
670+ 0.06% |
$53.6K - $62.2K
|
1.13M
$118M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
663+ 19.23% |
$53.1K - $61.5K
|
4.11K
$429K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
658+ 9.84% |
$52.7K - $61.1K
|
7.35K
$766K
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
657+ 14.09% |
$52.6K - $61K
|
5.32K
$555K
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
650+ 6.75% |
$52K - $60.3K
|
10.3K
$1.07M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
650+ 16.07% |
$52K - $60.3K
|
4.7K
$490K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
642New |
$51.4K - $59.6K
|
642
$66.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
611+ 473.64% |
$48.9K - $56.7K
|
740
$77.2K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
583+ 5.83% |
$46.7K - $54.1K
|
10.6K
$1.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
576+ 4.01% |
$46.1K - $53.5K
|
14.9K
$1.56M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
575+ 6.64% |
$46K - $53.4K
|
9.24K
$964K
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
568+ 2.57% |
$45.5K - $52.7K
|
22.7K
$2.37M
|
|
|
Apr 27, 2023
Q1 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
568+ 24.05% |
$45.5K - $52.7K
|
2.93K
$306K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
567+ 0.5% |
$45.4K - $52.6K
|
114K
$11.8M
|
|
|
May 01, 2023
Q1 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
560+ 1.93% |
$44.8K - $52K
|
29.5K
$3.08M
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
550+ 20.3% |
$44K - $51K
|
3.26K
$340K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
543+ 0.14% |
$43.5K - $50.4K
|
400K
$41.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
540+ 4.05% |
$43.2K - $50.1K
|
13.9K
$1.45M
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
519+ 0.76% |
$41.5K - $48.2K
|
68.7K
$7.16M
|