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 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-9.15K- 80.79% |
$846K - $960K
|
2.18K
$229K
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-9.85K- 8.28% |
$911K - $1.03M
|
109K
$11.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-9.86K- 59.55% |
$912K - $1.03M
|
6.7K
$706K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-9.89K- 11.74% |
$915K - $1.04M
|
74.3K
$7.84M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.92K- 1.8% |
$918K - $1.04M
|
543K
$57.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10K- 74.31% |
$929K - $1.05M
|
3.47K
$366K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.3K- 8.32% |
$954K - $1.08M
|
114K
$12M
|
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-10.8K- 1.26% |
$995K - $1.13M
|
840K
$88.6M
|
|
|
Aug 15, 2023
Q2 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-11.1K- 66.67% |
$1.03M - $1.17M
|
5.57K
$588K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-11.7K- 2.97% |
$1.08M - $1.22M
|
381K
$40.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-11.8K- 7.06% |
$1.09M - $1.24M
|
156K
$16.4M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-11.8K- 7.06% |
$1.09M - $1.24M
|
156K
$16.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-12.2K- 83.22% |
$1.13M - $1.28M
|
2.46K
$259K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-12.4K- 21.69% |
$1.14M - $1.3M
|
44.6K
$4.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12.7K- 7.53% |
$1.17M - $1.33M
|
156K
$16.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-13K- 1.94% |
$1.21M - $1.37M
|
660K
$69.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-13.1K- 6.28% |
$1.21M - $1.37M
|
195K
$20.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Somerville Kurt F
|
SELL
|
- |
-15.4K- 10.69% |
$1.43M - $1.62M
|
129K
$13.6M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-15.9K- 21.18% |
$1.47M - $1.67M
|
59.3K
$6.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.2K- 11.35% |
$1.5M - $1.7M
|
127K
$13.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-17.9K- 36.32% |
$1.66M - $1.88M
|
31.4K
$3.31M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-18K- 11.24% |
$1.66M - $1.88M
|
142K
$15M
|
|
|
Aug 11, 2023
Q2 2023
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-20.2K- 8.2% |
$1.87M - $2.11M
|
226K
$23.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20.3K- 7.63% |
$1.88M - $2.13M
|
246K
$26M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-20.5K- 3.13% |
$1.9M - $2.15M
|
636K
$67M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-20.9K- 4.04% |
$1.93M - $2.19M
|
497K
$52.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-22.5K- 7.48% |
$2.08M - $2.36M
|
278K
$29.3M
|
|
|
Sep 20, 2023
Q2 2023
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-23K- 3.34% |
$2.13M - $2.41M
|
665K
$70.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-23.4K- 6.83% |
$2.16M - $2.45M
|
319K
$33.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-23.9K- 11.14% |
$2.21M - $2.51M
|
191K
$20.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-24K- 5.85% |
$2.22M - $2.52M
|
387K
$40.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-26.1K- 18.03% |
$2.41M - $2.74M
|
119K
$12.5M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-28.1K- 48.67% |
$2.6M - $2.95M
|
29.7K
$3.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-30.2K- 64.53% |
$2.79M - $3.17M
|
16.6K
$1.75M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.7K- 16.39% |
$2.84M - $3.22M
|
156K
$16.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-31K- 17.55% |
$2.87M - $3.25M
|
146K
$15.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-33.1K- 54.35% |
$3.07M - $3.48M
|
27.8K
$2.93M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-43.8K- 14.47% |
$4.05M - $4.59M
|
259K
$27.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-44.9K- 12.05% |
$4.15M - $4.71M
|
327K
$34.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-49.9K- 1.12% |
$4.62M - $5.24M
|
4.41M
$465M
|
|
|
Jul 31, 2023
Q2 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-51.8K- 16.82% |
$4.79M - $5.43M
|
256K
$27M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-52.6K- 6.33% |
$4.87M - $5.52M
|
779K
$82.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-55.3K- 90.95% |
$5.11M - $5.8M
|
5.5K
$580K
|
|
|
Aug 14, 2023
Q2 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-56.1K- 10.27% |
$5.19M - $5.88M
|
490K
$51.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-57K- 48.19% |
$5.27M - $5.97M
|
61.2K
$6.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Sanders Capital, LLC
West Palm Beach, FL |
SELL
|
- |
-57.8K- 5.11% |
$5.35M - $6.07M
|
1.07M
$113M
|
|
|
Jul 31, 2023
Q2 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-57.9K- 19.54% |
$5.36M - $6.08M
|
239K
$25.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-63.6K- 35.69% |
$5.89M - $6.67M
|
115K
$12.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-72.2K- 18.13% |
$6.68M - $7.57M
|
326K
$34.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-86.8K- 4.61% |
$8.03M - $9.11M
|
1.8M
$190M
|