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 14, 2023
Q2 2023
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
2.47K+ 1.99% |
$228K - $259K
|
127K
$13.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
BUY
|
- |
2.41KNew |
$223K - $253K
|
2.41K
$254K
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.41KNew |
$223K - $253K
|
2.41K
$254K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.4K+ 29.79% |
$222K - $252K
|
10.5K
$1.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.4K+ 308.88% |
$222K - $252K
|
3.18K
$335K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.36KNew |
$218K - $248K
|
2.36K
$249K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.34K+ 8.16% |
$217K - $246K
|
31K
$3.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.3KNew |
$213K - $241K
|
2.3K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2.29KNew |
$212K - $240K
|
2.29K
$242K
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.29KNew |
$212K - $240K
|
2.29K
$241K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.25K+ 40.21% |
$208K - $236K
|
7.83K
$826K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.21KNew |
$205K - $232K
|
2.21K
$233K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.2K+ 4.66% |
$204K - $231K
|
49.5K
$5.22M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.18KNew |
$201K - $228K
|
2.18K
$229K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.16KNew |
$200K - $226K
|
2.16K
$228K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.14KNew |
$198K - $224K
|
2.14K
$225K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.14KNew |
$198K - $224K
|
2.14K
$225K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.14K+ 16.75% |
$198K - $224K
|
14.9K
$1.57M
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
2.11KNew |
$196K - $222K
|
2.11K
$223K
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
2.1KNew |
$194K - $220K
|
2.1K
$221K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.08KNew |
$192K - $218K
|
2.08K
$219K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.07KNew |
$192K - $217K
|
2.07K
$219K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.07KNew |
$192K - $217K
|
2.07K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
2.06KNew |
$191K - $216K
|
2.06K
$217K
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.06KNew |
$191K - $216K
|
2.06K
$217K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
2.06KNew |
$190K - $216K
|
2.06K
$217K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.06KNew |
$190K - $216K
|
2.06K
$217K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.05K+ 22.71% |
$190K - $215K
|
11.1K
$1.17M
|
|
|
Jul 31, 2023
Q2 2023
|
F
|
BUY
|
- |
2.05KNew |
$190K - $215K
|
2.05K
$216K
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.03KNew |
$188K - $213K
|
2.03K
$214K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.02K+ 18.24% |
$187K - $212K
|
13.1K
$1.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
2.02KNew |
$186K - $211K
|
2.02K
$213K
|
|
|
Jul 12, 2023
Q2 2023
|
Heron Bay Capital Management
|
BUY
|
- |
2.01KNew |
$186K - $211K
|
2.01K
$212K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2KNew |
$185K - $210K
|
2K
$211K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2KNew |
$185K - $210K
|
2K
$211K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2KNew |
$185K - $210K
|
2K
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2KNew |
$185K - $209K
|
2K
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.99KNew |
$184K - $209K
|
1.99K
$210K
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.99KNew |
$184K - $209K
|
1.99K
$210K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.97K+ 12.07% |
$182K - $207K
|
18.3K
$1.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1.9K+ 52.71% |
$175K - $199K
|
5.49K
$579K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.9K+ 52.71% |
$175K - $199K
|
5.49K
$579K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.89K+ 9.13% |
$175K - $198K
|
22.6K
$2.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.88K+ 24.04% |
$174K - $197K
|
9.69K
$1.02M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.84K+ 16.58% |
$170K - $193K
|
12.9K
$1.36M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.83K+ 7.0% |
$170K - $192K
|
28K
$2.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1.82K+ 4.64% |
$168K - $191K
|
41K
$4.33M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
1.81K+ 1.36% |
$168K - $190K
|
135K
$14.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.76K+ 31.32% |
$162K - $184K
|
7.36K
$777K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
BUY
|
- |
1.74K+ 28.66% |
$161K - $182K
|
7.79K
$821K
|