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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.4K- 7.11% |
$222K - $251K
|
31.3K
$3.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.4K- 38.39% |
$222K - $252K
|
3.85K
$409K
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-2.42K- 35.18% |
$223K - $253K
|
4.45K
$473K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.59K- 0.84% |
$240K - $272K
|
308K
$32.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-2.68K- 4.34% |
$248K - $281K
|
59.1K
$6.28M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.76K- 5.96% |
$255K - $289K
|
43.5K
$4.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.93K- 1.91% |
$271K - $308K
|
150K
$16M
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-3K- 42.2% |
$278K - $315K
|
4.11K
$437K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-3.05K- 4.39% |
$282K - $320K
|
66.5K
$7.06M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-3.07K- 3.22% |
$284K - $322K
|
92.2K
$9.8M
|
|
|
Aug 21, 2023
Q2 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-3.11K- 1.65% |
$288K - $326K
|
185K
$19.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.2K- 57.53% |
$296K - $335K
|
2.36K
$251K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.33K- 6.69% |
$308K - $349K
|
46.5K
$4.94M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-3.41K- 8.39% |
$315K - $357K
|
37.2K
$3.95M
|
|
|
Jul 21, 2023
Q2 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-3.42K- 2.22% |
$317K - $359K
|
151K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.57K- 63.34% |
$330K - $374K
|
2.06K
$219K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.6K- 3.61% |
$333K - $378K
|
96.2K
$10.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-3.68K- 8.89% |
$341K - $386K
|
37.7K
$4.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.73K- 39.89% |
$345K - $391K
|
5.62K
$597K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-3.83K- 45.75% |
$354K - $401K
|
4.54K
$482K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.85K- 55.53% |
$356K - $404K
|
3.08K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-3.92K- 28.77% |
$363K - $412K
|
9.72K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.03K- 1.3% |
$373K - $423K
|
307K
$32.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-4.37K- 19.42% |
$404K - $458K
|
18.1K
$1.93M
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-4.39K- 3.19% |
$406K - $461K
|
133K
$14.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-4.43K- 2.33% |
$409K - $464K
|
185K
$19.7M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.43K- 1.2% |
$410K - $464K
|
364K
$38.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-4.49K- 0.65% |
$416K - $471K
|
683K
$72.5M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-4.5K- 40.32% |
$416K - $472K
|
6.66K
$708K
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-4.5K- 11.37% |
$416K - $472K
|
35.1K
$3.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-4.52K- 3.39% |
$418K - $474K
|
129K
$13.7M
|
|
|
Jul 09, 2024
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4.63K- 50.87% |
$429K - $486K
|
4.48K
$476K
|
|
|
Jul 12, 2024
Q2 2023
|
Cardinal Capital Management
|
SELL
|
- |
-4.84K- 10.59% |
$448K - $508K
|
40.9K
$4.34M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-4.88K- 94.94% |
$452K - $512K
|
260
$27.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-5.03K- 7.58% |
$465K - $527K
|
61.3K
$6.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.05K- 2.64% |
$467K - $530K
|
186K
$19.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-5.15K- 20.57% |
$476K - $540K
|
19.9K
$2.11M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
SELL
|
- |
-5.28K- 32.85% |
$489K - $554K
|
10.8K
$1.15M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-5.41K- 31.38% |
$500K - $567K
|
11.8K
$1.26M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6K- 94.63% |
$555K - $629K
|
340
$36.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-6.5K- 3.19% |
$602K - $682K
|
197K
$20.9M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-6.76K- 19.98% |
$626K - $709K
|
27.1K
$2.88M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.92K- 65.87% |
$640K - $726K
|
3.59K
$381K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.5K- 4.7% |
$694K - $787K
|
152K
$16.1M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.59K- 28.92% |
$703K - $797K
|
18.7K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-8.44K- 15.89% |
$781K - $885K
|
44.7K
$4.75M
|
|
|
Sep 27, 2024
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-8.47K- 10.47% |
$783K - $888K
|
72.4K
$7.69M
|
|
|
Jul 19, 2023
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-8.47K- 10.47% |
$783K - $888K
|
72.4K
$7.69M
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-8.53K- 27.55% |
$789K - $894K
|
22.4K
$2.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.04K- 38.34% |
$837K - $949K
|
14.5K
$1.55M
|