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 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
512+ 4.12% |
$41K - $47.5K
|
13K
$1.35M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
509+ 3.64% |
$40.7K - $47.2K
|
14.5K
$1.51M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
500+ 22.36% |
$40K - $46.4K
|
2.74K
$285K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
495+ 3.05% |
$39.6K - $45.9K
|
16.7K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
491+ 1.68% |
$39.3K - $45.6K
|
29.8K
$3.1M
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
484+ 32.27% |
$38.7K - $44.9K
|
1.98K
$207K
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
484+ 32.27% |
$38.7K - $44.9K
|
1.98K
$207K
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
479+ 6.75% |
$38.3K - $44.5K
|
7.57K
$790K
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
468+ 2.45% |
$37.5K - $43.4K
|
19.6K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
466+ 1.57% |
$37.3K - $43.2K
|
30.1K
$3.14M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
453+ 6.6% |
$36.3K - $42K
|
7.32K
$763K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
448+ 12.88% |
$35.9K - $41.6K
|
3.93K
$410K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
446+ 53.61% |
$35.7K - $41.4K
|
1.28K
$133K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
445+ 2.94% |
$35.6K - $41.3K
|
15.6K
$1.62M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
427+ 3.98% |
$34.2K - $39.6K
|
11.2K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
427New |
$34.2K - $39.6K
|
427
$44.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
425+ 2833.33% |
$34K - $39.4K
|
440
$45.9K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
420+ 0.4% |
$33.6K - $39K
|
106K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
419+ 5.93% |
$33.5K - $38.9K
|
7.48K
$780K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
407+ 99.27% |
$32.6K - $37.8K
|
817
$85.2K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
403+ 0.22% |
$32.3K - $37.4K
|
188K
$19.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
402+ 402.0% |
$32.2K - $37.3K
|
502
$52.3K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
400+ 6.25% |
$32K - $37.1K
|
6.8K
$709K
|
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
400+ 17.58% |
$32K - $37.1K
|
2.68K
$279K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
396+ 10.33% |
$31.7K - $36.8K
|
4.23K
$441K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
395+ 7.44% |
$31.6K - $36.7K
|
5.71K
$595K
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
391+ 1.49% |
$31.3K - $36.3K
|
26.6K
$2.78M
|
|
|
May 10, 2023
Q1 2023
|
Dempze Nancy E
|
BUY
|
- |
388+ 1.68% |
$31.1K - $36K
|
23.5K
$2.45M
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
385+ 0.28% |
$30.8K - $35.7K
|
138K
$14.3M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
380+ 974.36% |
$30.4K - $35.3K
|
419
$43.7K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
376+ 0.4% |
$30.1K - $34.9K
|
94.8K
$9.89M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
376+ 13.59% |
$30.1K - $34.9K
|
3.14K
$328K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
370New |
$29.6K - $34.3K
|
370
$38.6K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
365+ 0.59% |
$29.2K - $33.9K
|
62.4K
$6.5M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
350New |
$28K - $32.5K
|
350
$36.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
350+ 14.05% |
$28K - $32.5K
|
2.84K
$296K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
350+ 21.21% |
$28K - $32.5K
|
2K
$209K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
348+ 0.68% |
$27.9K - $32.3K
|
51.5K
$5.37M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
345+ 4.24% |
$27.6K - $32K
|
8.48K
$884K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
334+ 14.04% |
$26.7K - $31K
|
2.71K
$283K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
334+ 8.44% |
$26.7K - $31K
|
4.29K
$448K
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
330+ 7.69% |
$26.4K - $30.6K
|
4.62K
$482K
|
|
|
May 12, 2023
Q1 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
312+ 12.46% |
$25K - $29K
|
2.82K
$294K
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
310+ 0.88% |
$24.8K - $28.8K
|
35.3K
$3.69M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
308+ 6.28% |
$24.6K - $28.6K
|
5.21K
$543K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
307+ 3.9% |
$24.6K - $28.5K
|
8.18K
$853K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
302+ 36.21% |
$24.2K - $28K
|
1.14K
$118K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
301+ 2.09% |
$24.1K - $27.9K
|
14.7K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
293+ 5.49% |
$23.4K - $27.2K
|
5.63K
$587K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
283+ 3.89% |
$22.6K - $26.3K
|
7.56K
$788K
|