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 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.99K+ 7.76% |
$461K - $523K
|
69.2K
$7.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.93K+ 1.81% |
$456K - $517K
|
278K
$28.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.88K+ 1877.69% |
$452K - $512K
|
5.14K
$532K
|
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
4.81K+ 2.57% |
$445K - $505K
|
192K
$19.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
4.78KNew |
$442K - $501K
|
4.78K
$494K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4.58K+ 129.14% |
$424K - $480K
|
8.12K
$840K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
4.52K+ 452200.0% |
$418K - $474K
|
4.52K
$468K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.47K+ 12.41% |
$414K - $469K
|
40.5K
$4.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.47K+ 61.14% |
$413K - $469K
|
11.8K
$1.22M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.23K+ 27.65% |
$391K - $444K
|
19.5K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.1KNew |
$379K - $430K
|
4.1K
$424K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
4.09KNew |
$379K - $430K
|
4.09K
$423K
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
4.08KNew |
$378K - $428K
|
4.08K
$422K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.06K+ 9.05% |
$376K - $426K
|
49K
$5.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
4K+ 15.02% |
$370K - $420K
|
30.6K
$3.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.92K+ 2.03% |
$362K - $411K
|
197K
$20.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.73K+ 18.61% |
$345K - $391K
|
23.8K
$2.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.69KNew |
$341K - $387K
|
3.69K
$381K
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.68KNew |
$341K - $386K
|
3.68K
$381K
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.68KNew |
$341K - $386K
|
3.68K
$381K
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.6K+ 12.69% |
$333K - $377K
|
31.9K
$3.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.53K+ 1.72% |
$326K - $370K
|
208K
$21.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.49K+ 13.15% |
$323K - $366K
|
30K
$3.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
3.48KNew |
$322K - $365K
|
3.48K
$360K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.45K+ 1.53% |
$319K - $362K
|
228K
$23.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.42K+ 46.84% |
$316K - $359K
|
10.7K
$1.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.41KNew |
$315K - $357K
|
3.41K
$352K
|
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
3.35KNew |
$310K - $351K
|
3.35K
$346K
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.34KNew |
$309K - $351K
|
3.34K
$346K
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
3.33K+ 35.79% |
$308K - $349K
|
12.6K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.32KNew |
$307K - $348K
|
3.32K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.27KNew |
$303K - $343K
|
3.27K
$338K
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
3.26K+ 8.02% |
$302K - $342K
|
43.9K
$4.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.23K+ 34.98% |
$299K - $339K
|
12.5K
$1.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.2K+ 75.15% |
$296K - $336K
|
7.46K
$771K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.18K+ 21.97% |
$294K - $334K
|
17.7K
$1.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.16K+ 16.97% |
$292K - $332K
|
21.8K
$2.25M
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3.1KNew |
$287K - $325K
|
3.1K
$321K
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.01KNew |
$278K - $316K
|
3.01K
$311K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.96K+ 11.83% |
$274K - $311K
|
28K
$2.89M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.93K+ 2.58% |
$271K - $308K
|
117K
$12.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.9KNew |
$268K - $304K
|
2.9K
$300K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.82K+ 15.87% |
$261K - $296K
|
20.6K
$2.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.79KNew |
$258K - $293K
|
2.79K
$288K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.77K+ 24.95% |
$256K - $290K
|
13.9K
$1.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.7KNew |
$249K - $283K
|
2.7K
$279K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.62K+ 23.48% |
$243K - $275K
|
13.8K
$1.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.61K+ 57.01% |
$241K - $274K
|
7.18K
$743K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.61K+ 45.59% |
$241K - $273K
|
8.32K
$861K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.59K+ 15.07% |
$239K - $271K
|
19.8K
$2.04M
|