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 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-729- 6.08% |
$67.4K - $76.5K
|
11.3K
$1.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-738- 26.03% |
$68.3K - $77.4K
|
2.1K
$223K
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-740- 2.09% |
$68.5K - $77.6K
|
34.6K
$3.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-741- 9.88% |
$68.6K - $77.7K
|
6.76K
$718K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-748- 3.21% |
$69.2K - $78.5K
|
22.6K
$2.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-750- 3.22% |
$69.4K - $78.7K
|
22.6K
$2.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-751- 2.68% |
$69.5K - $78.8K
|
27.3K
$2.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-760- 2.91% |
$70.3K - $79.7K
|
25.4K
$2.69M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-762- 5.08% |
$70.5K - $79.9K
|
14.2K
$1.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-762- 2.79% |
$70.5K - $79.9K
|
26.6K
$2.82M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-769- 12.21% |
$71.1K - $80.7K
|
5.53K
$588K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-786- 1.63% |
$72.7K - $82.5K
|
47.5K
$5.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-790- 23.51% |
$73.1K - $82.9K
|
2.57K
$273K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-793- 3.41% |
$73.4K - $83.2K
|
22.5K
$2.39M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-804- 3.42% |
$74.4K - $84.3K
|
22.7K
$2.41M
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
SELL
|
- |
-829- 10.95% |
$76.7K - $87K
|
6.74K
$717K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-840- 2.35% |
$77.7K - $88.1K
|
34.9K
$3.71M
|
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-842- 1.11% |
$77.9K - $88.3K
|
74.8K
$7.94M
|
|
|
Jul 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-854- 11.19% |
$79K - $89.6K
|
6.78K
$720K
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-855- 9.73% |
$79.1K - $89.7K
|
7.93K
$843K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-861- 4.41% |
$79.7K - $90.3K
|
18.7K
$1.98M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-861- 5.71% |
$79.7K - $90.3K
|
14.2K
$1.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-869- 4.3% |
$80.4K - $91.2K
|
19.3K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-878- 5.73% |
$81.2K - $92.1K
|
14.4K
$1.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-925- 7.91% |
$85.6K - $97K
|
10.8K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-955- 14.94% |
$88.4K - $100K
|
5.44K
$578K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-962- 2.23% |
$89K - $101K
|
42.1K
$4.47M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-974- 21.74% |
$90.1K - $102K
|
3.51K
$373K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-987- 31.78% |
$91.3K - $104K
|
2.12K
$225K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-1K- 6.17% |
$92.8K - $105K
|
15.3K
$1.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.01K- 3.34% |
$93K - $105K
|
29K
$3.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.01K- 2.31% |
$93.3K - $106K
|
42.7K
$4.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.01K- 4.98% |
$93.4K - $106K
|
19.3K
$2.05M
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.02K- 0.53% |
$94.4K - $107K
|
193K
$20.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.06K- 2.68% |
$97.7K - $111K
|
38.3K
$4.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.07K- 6.54% |
$99K - $112K
|
15.3K
$1.62M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.08K- 38.15% |
$100K - $114K
|
1.75K
$186K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-1.1K- 31.85% |
$101K - $115K
|
2.35K
$249K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.1K- 1.73% |
$102K - $115K
|
62.6K
$6.66M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.13K- 2.19% |
$105K - $119K
|
50.4K
$5.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.14K- 1.84% |
$105K - $119K
|
60.6K
$6.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.14K- 19.44% |
$105K - $120K
|
4.72K
$502K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.17K- 1.71% |
$109K - $123K
|
67.5K
$7.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.2K- 22.03% |
$111K - $126K
|
4.25K
$451K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.24K- 4.23% |
$115K - $130K
|
28.1K
$2.99M
|
|
|
Jul 06, 2023
Q2 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-1.25K- 6.68% |
$116K - $131K
|
17.5K
$1.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.25K- 7.57% |
$116K - $132K
|
15.3K
$1.63M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.27K- 1.99% |
$117K - $133K
|
62.5K
$6.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.29K- 31.24% |
$119K - $135K
|
2.83K
$301K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.3K- 3.8% |
$120K - $136K
|
32.9K
$3.5M
|