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 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
159+ 0.39% |
$12.7K - $14.8K
|
40.5K
$4.22M
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
155+ 5.13% |
$12.4K - $14.4K
|
3.17K
$331K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
150+ 0.45% |
$12K - $13.9K
|
33.3K
$3.48M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
148+ 5.95% |
$11.8K - $13.7K
|
2.64K
$275K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
146+ 1.43% |
$11.7K - $13.6K
|
10.3K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
138+ 5.27% |
$11K - $12.8K
|
2.76K
$288K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
136+ 5.48% |
$10.9K - $12.6K
|
2.62K
$273K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
134+ 1.99% |
$10.7K - $12.4K
|
6.88K
$718K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
133+ 11.84% |
$10.6K - $12.3K
|
1.26K
$131K
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
128+ 3.58% |
$10.2K - $11.9K
|
3.71K
$387K
|
|
|
May 12, 2023
Q1 2023
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
120+ 4.82% |
$9.6K - $11.1K
|
2.61K
$272K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
120+ 1.76% |
$9.6K - $11.1K
|
6.92K
$722K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
119+ 1.47% |
$9.52K - $11K
|
8.23K
$858K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
118+ 0.75% |
$9.44K - $11K
|
15.8K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
117+ 0.3% |
$9.36K - $10.9K
|
39.4K
$4.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
117+ 3.11% |
$9.36K - $10.9K
|
3.88K
$405K
|
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
115+ 2.35% |
$9.2K - $10.7K
|
5K
$522K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
114+ 3.64% |
$9.12K - $10.6K
|
3.24K
$338K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
112+ 0.38% |
$8.96K - $10.4K
|
29.3K
$3.06M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
112+ 1.08% |
$8.96K - $10.4K
|
10.5K
$1.09M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
106+ 10.44% |
$8.48K - $9.84K
|
1.12K
$117K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
106+ 2.68% |
$8.48K - $9.84K
|
4.06K
$423K
|
|
|
May 15, 2023
Q1 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
105+ 2.0% |
$8.4K - $9.75K
|
5.36K
$559K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
BUY
|
- |
104+ 2.51% |
$8.32K - $9.65K
|
4.24K
$442K
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
103+ 2.72% |
$8.24K - $9.56K
|
3.89K
$406K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
100New |
$8K - $9.28K
|
100
$10.4K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
100+ 12.69% |
$8K - $9.28K
|
888
$92.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
100+ 3.12% |
$8K - $9.28K
|
3.3K
$344K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
100+ 0.68% |
$8K - $9.28K
|
14.8K
$1.55M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
96+ 46.15% |
$7.68K - $8.91K
|
304
$31.7K
|
|
|
May 12, 2023
Q1 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
96+ 1.55% |
$7.68K - $8.91K
|
6.28K
$655K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
96+ 0.19% |
$7.68K - $8.91K
|
49.8K
$5.19M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
94+ 2.63% |
$7.52K - $8.72K
|
3.67K
$382K
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
94+ 1.21% |
$7.52K - $8.72K
|
7.84K
$818K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
92+ 1.24% |
$7.36K - $8.54K
|
7.5K
$782K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
85+ 2.43% |
$6.8K - $7.89K
|
3.59K
$374K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
84+ 3.42% |
$6.72K - $7.8K
|
2.54K
$265K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
83+ 2.07% |
$6.64K - $7.7K
|
4.09K
$427K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
82+ 0.51% |
$6.56K - $7.61K
|
16.3K
$1.7M
|
|
|
May 01, 2023
Q1 2023
|
Dillon & Associates Inc
|
BUY
|
- |
80+ 0.96% |
$6.4K - $7.42K
|
8.45K
$881K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
80New |
$6.4K - $7.42K
|
80
$8.34K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
79New |
$6.32K - $7.33K
|
79
$8.24K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
79New |
$6.32K - $7.33K
|
79
$8.24K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
78+ 0.0% |
$6.24K - $7.24K
|
4.85M
$506M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
66+ 2.06% |
$5.28K - $6.13K
|
3.27K
$341K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
66+ 1.1% |
$5.28K - $6.13K
|
6.08K
$634K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
63+ 165.79% |
$5.04K - $5.85K
|
101
$10.5K
|
|
|
May 01, 2023
Q1 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
61+ 2.02% |
$4.88K - $5.66K
|
3.09K
$322K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
58+ 1.88% |
$4.64K - $5.38K
|
3.15K
$328K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
56New |
$4.48K - $5.2K
|
56
$5.84K
|