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 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-63- 1.32% |
$5.83K - $6.61K
|
4.7K
$526K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-64- 2.44% |
$5.92K - $6.71K
|
2.56K
$286K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-64- 0.78% |
$5.92K - $6.71K
|
8.17K
$914K
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-65- 2.69% |
$6.01K - $6.82K
|
2.35K
$263K
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-68- 1.72% |
$6.29K - $7.13K
|
3.88K
$434K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-68- 1.31% |
$6.29K - $7.13K
|
5.14K
$575K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-70- 0.44% |
$6.48K - $7.34K
|
15.9K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-71- 2.12% |
$6.57K - $7.45K
|
3.27K
$366K
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-71- 0.4% |
$6.57K - $7.45K
|
17.5K
$1.96M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-71- 1.63% |
$6.57K - $7.45K
|
4.29K
$480K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-72- 0.84% |
$6.66K - $7.55K
|
8.49K
$949K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-74- 0.65% |
$6.85K - $7.76K
|
11.3K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-75- 2.36% |
$6.94K - $7.87K
|
3.1K
$347K
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-77- 3.0% |
$7.12K - $8.08K
|
2.49K
$278K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-77- 6.35% |
$7.12K - $8.08K
|
1.14K
$127K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-78- 0.83% |
$7.22K - $8.18K
|
9.28K
$1.04M
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-80- 1.31% |
$7.4K - $8.39K
|
6.04K
$676K
|
|
|
Aug 08, 2023
Q2 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-80- 1.23% |
$7.4K - $8.39K
|
6.42K
$719K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-80- 16.46% |
$7.4K - $8.39K
|
406
$45.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-80- 1.27% |
$7.4K - $8.39K
|
6.2K
$693K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-85- 0.36% |
$7.86K - $8.92K
|
23.5K
$2.63M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-85- 1.12% |
$7.86K - $8.92K
|
7.49K
$838K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-85- 1.98% |
$7.86K - $8.92K
|
4.2K
$470K
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-85- 0.82% |
$7.86K - $8.92K
|
10.3K
$1.16M
|
|
|
May 19, 2025
Q2 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-86- 2.36% |
$7.96K - $9.02K
|
3.55K
$397K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-86- 2.34% |
$7.96K - $9.02K
|
3.59K
$402K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-87- 0.83% |
$8.05K - $9.13K
|
10.4K
$1.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-87- 6.46% |
$8.05K - $9.13K
|
1.26K
$141K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-92- 2.92% |
$8.51K - $9.65K
|
3.06K
$342K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-93- 0.9% |
$8.6K - $9.76K
|
10.3K
$1.15M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-96- 31.58% |
$8.88K - $10.1K
|
208
$23.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-96- 0.47% |
$8.88K - $10.1K
|
20.4K
$2.28M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-97- 0.18% |
$8.97K - $10.2K
|
54.2K
$6.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-98- 1.36% |
$9.07K - $10.3K
|
7.13K
$798K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-98- 2.99% |
$9.07K - $10.3K
|
3.18K
$356K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-100- 3.02% |
$9.25K - $10.5K
|
3.21K
$359K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-100- 4.35% |
$9.25K - $10.5K
|
2.2K
$246K
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 0.76% |
$9.25K - $10.5K
|
13K
$1.46M
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-102- 1.65% |
$9.44K - $10.7K
|
6.1K
$682K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-103- 6.97% |
$9.53K - $10.8K
|
1.38K
$154K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-104- 3.95% |
$9.62K - $10.9K
|
2.53K
$283K
|
|
|
Aug 08, 2023
Q2 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-106- 4.76% |
$9.81K - $11.1K
|
2.12K
$238K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-108- 0.88% |
$9.99K - $11.3K
|
12.2K
$1.37M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-110- 4.87% |
$10.2K - $11.5K
|
2.15K
$240K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-111- 1.55% |
$10.3K - $11.6K
|
7.03K
$787K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-112- 2.73% |
$10.4K - $11.7K
|
3.99K
$446K
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-117- 3.02% |
$10.8K - $12.3K
|
3.76K
$421K
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-118- 0.47% |
$10.9K - $12.4K
|
25K
$2.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-119- 4.92% |
$11K - $12.5K
|
2.3K
$257K
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-120- 1.2% |
$11.1K - $12.6K
|
9.9K
$1.11M
|