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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
56+ 2.12% |
$4.48K - $5.2K
|
2.69K
$298K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
56+ 0.41% |
$4.48K - $5.2K
|
13.6K
$1.51M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
55+ 0.19% |
$4.4K - $5.1K
|
29.4K
$3.25M
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
50+ 1.72% |
$4K - $4.64K
|
2.96K
$327K
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
50+ 1.79% |
$4K - $4.64K
|
2.85K
$315K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
50+ 2.04% |
$4K - $4.64K
|
2.5K
$277K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
48+ 35.29% |
$3.84K - $4.45K
|
184
$20.3K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
47+ 0.2% |
$3.76K - $4.36K
|
23.3K
$2.58M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
46+ 1.13% |
$3.68K - $4.27K
|
4.1K
$454K
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
43+ 1.27% |
$3.44K - $3.99K
|
3.42K
$379K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
42+ 135.48% |
$3.36K - $3.9K
|
73
$8.07K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
41+ 1.78% |
$3.28K - $3.81K
|
2.34K
$259K
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
41+ 0.39% |
$3.28K - $3.81K
|
10.6K
$1.17M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
39+ 1.7% |
$3.12K - $3.62K
|
2.34K
$258K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
38+ 17.51% |
$3.04K - $3.53K
|
255
$28.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
38+ 38.0% |
$3.04K - $3.53K
|
138
$15.3K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
37+ 2.7% |
$2.96K - $3.43K
|
1.41K
$156K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
35+ 3.83% |
$2.8K - $3.25K
|
949
$105K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
34+ 0.15% |
$2.72K - $3.16K
|
22.5K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
34+ 1.46% |
$2.72K - $3.16K
|
2.37K
$262K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
33New |
$2.64K - $3.06K
|
33
$3.65K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
31New |
$2.48K - $2.88K
|
31
$3.43K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
31+ 0.67% |
$2.48K - $2.88K
|
4.64K
$513K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
30New |
$2.4K - $2.78K
|
30
$3.32K
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
29+ 1.16% |
$2.32K - $2.69K
|
2.53K
$280K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
27+ 0.29% |
$2.16K - $2.51K
|
9.3K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
26+ 0.91% |
$2.08K - $2.41K
|
2.87K
$317K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
25+ 0.11% |
$2K - $2.32K
|
23.2K
$2.56M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
24+ 0.34% |
$1.92K - $2.23K
|
7.05K
$779K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
23+ 34.33% |
$1.84K - $2.13K
|
90
$9.95K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
19+ 0.7% |
$1.52K - $1.76K
|
2.74K
$303K
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
18+ 0.65% |
$1.44K - $1.67K
|
2.8K
$309K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
18New |
$1.44K - $1.67K
|
18
$1.99K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
17+ 0.55% |
$1.36K - $1.58K
|
3.1K
$343K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
16+ 64.0% |
$1.28K - $1.48K
|
41
$4.53K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
16+ 1.69% |
$1.28K - $1.48K
|
961
$106K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
16+ 1.21% |
$1.28K - $1.48K
|
1.34K
$148K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
14+ 0.54% |
$1.12K - $1.3K
|
2.62K
$290K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
14New |
$1.12K - $1.3K
|
14
$1.55K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
14+ 0.38% |
$1.12K - $1.3K
|
3.68K
$407K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13+ 0.29% |
$1.04K - $1.21K
|
4.57K
$505K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
12+ 1.73% |
$960 - $1.11K
|
706
$78.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
12+ 0.42% |
$960 - $1.11K
|
2.89K
$319K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
12New |
$960 - $1.11K
|
12
$1.33K
|
|
|
May 12, 2023
Q1 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
11+ 0.5% |
$880 - $1.02K
|
2.23K
$246K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
11New |
$880 - $1.02K
|
11
$1.22K
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
9+ 0.23% |
$720 - $835
|
3.94K
$436K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8+ 1.94% |
$640 - $742
|
421
$46.5K
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
7+ 0.22% |
$560 - $650
|
3.24K
$358K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 0.74% |
$560 - $650
|
949
$105K
|