Purchases and Sales Made in Q2 2023 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-7- 0.25% |
$648 - $734
|
2.79K
$312K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8- 0.37% |
$740 - $839
|
2.18K
$244K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-9- 11.39% |
$833 - $944
|
70
$7.83K
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-9- 0.18% |
$833 - $944
|
4.99K
$559K
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-10- 0.11% |
$925 - $1.05K
|
9.48K
$1.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-10- 0.03% |
$925 - $1.05K
|
33.2K
$3.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-12- 0.28% |
$1.11K - $1.26K
|
4.24K
$474K
|
|
|
Jul 21, 2023
Q2 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-12- 0.1% |
$1.11K - $1.26K
|
11.5K
$1.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-12- 0.39% |
$1.11K - $1.26K
|
3.09K
$345K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15- 2.92% |
$1.39K - $1.57K
|
498
$55.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15- 0.14% |
$1.39K - $1.57K
|
10.4K
$1.16M
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
SELL
|
- |
-15- 1.68% |
$1.39K - $1.57K
|
880
$98.4K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-16- 0.68% |
$1.48K - $1.68K
|
2.32K
$260K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-17- 0.52% |
$1.57K - $1.78K
|
3.23K
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcw Group Inc
|
SELL
|
- |
-17- 0.02% |
$1.57K - $1.78K
|
76.2K
$8.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-18- 0.48% |
$1.67K - $1.89K
|
3.73K
$417K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-19- 0.83% |
$1.76K - $1.99K
|
2.26K
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-20- 0.62% |
$1.85K - $2.1K
|
3.19K
$357K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-23- 0.86% |
$2.13K - $2.41K
|
2.64K
$296K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-23- 23.0% |
$2.13K - $2.41K
|
77
$8.61K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-23- 0.08% |
$2.13K - $2.41K
|
28.2K
$3.15M
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-24- 0.94% |
$2.22K - $2.52K
|
2.52K
$282K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-24- 0.35% |
$2.22K - $2.52K
|
6.93K
$775K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-25- 60.98% |
$2.31K - $2.62K
|
16
$1.79K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-26- 1.95% |
$2.41K - $2.73K
|
1.31K
$147K
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-26- 0.25% |
$2.41K - $2.73K
|
10.6K
$1.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-28- 0.23% |
$2.59K - $2.94K
|
11.9K
$1.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-30- 0.94% |
$2.78K - $3.15K
|
3.18K
$355K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-31- 1.39% |
$2.87K - $3.25K
|
2.2K
$247K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-31- 1.25% |
$2.87K - $3.25K
|
2.44K
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-32- 0.3% |
$2.96K - $3.36K
|
10.7K
$1.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-33- 0.41% |
$3.05K - $3.46K
|
7.98K
$893K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-34- 1.43% |
$3.15K - $3.57K
|
2.34K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-36- 0.21% |
$3.33K - $3.78K
|
16.9K
$1.89M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-40- 54.79% |
$3.7K - $4.2K
|
33
$3.69K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-44- 0.52% |
$4.07K - $4.62K
|
8.47K
$948K
|
|
|
Jul 20, 2023
Q2 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-45- 0.15% |
$4.16K - $4.72K
|
29.5K
$3.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-46- 1.68% |
$4.26K - $4.83K
|
2.7K
$301K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-47- 0.64% |
$4.35K - $4.93K
|
7.3K
$817K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-50- 1.64% |
$4.63K - $5.25K
|
3K
$336K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-50- 1.27% |
$4.63K - $5.25K
|
3.88K
$435K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-50- 1.75% |
$4.63K - $5.25K
|
2.8K
$313K
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-50- 0.51% |
$4.63K - $5.25K
|
9.76K
$1.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-52- 0.21% |
$4.81K - $5.46K
|
25.1K
$2.81M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-53- 1.34% |
$4.9K - $5.56K
|
3.9K
$436K
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-55- 2.0% |
$5.09K - $5.77K
|
2.7K
$302K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-58- 1.98% |
$5.37K - $6.08K
|
2.87K
$321K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-60- 1.08% |
$5.55K - $6.29K
|
5.52K
$617K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-60- 41.38% |
$5.55K - $6.29K
|
85
$9.51K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-61- 1.48% |
$5.64K - $6.4K
|
4.05K
$453K
|