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 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
1.72K+ 11.5% |
$159K - $180K
|
16.6K
$1.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.63K+ 11.24% |
$151K - $171K
|
16.1K
$1.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.61K+ 53.75% |
$149K - $169K
|
4.6K
$485K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.58KNew |
$146K - $166K
|
1.58K
$166K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.54K+ 13.11% |
$142K - $161K
|
13.2K
$1.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.52K+ 29.14% |
$141K - $160K
|
6.75K
$712K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.51K+ 1.43% |
$140K - $159K
|
108K
$11.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.51K+ 1.84% |
$140K - $158K
|
83.7K
$8.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.5K+ 7.34% |
$139K - $157K
|
22K
$2.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.49K+ 19.2% |
$138K - $157K
|
9.28K
$978K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.49K+ 854.6% |
$138K - $156K
|
1.66K
$175K
|
|
|
Aug 04, 2023
Q2 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
1.4K+ 0.45% |
$130K - $147K
|
312K
$32.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.39K+ 52.36% |
$128K - $146K
|
4.04K
$426K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.37K+ 5.76% |
$127K - $144K
|
25.2K
$2.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
1.32K+ 10.2% |
$122K - $139K
|
14.3K
$1.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.31K+ 11.48% |
$121K - $138K
|
12.7K
$1.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.3K+ 7.18% |
$120K - $136K
|
19.4K
$2.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.29K+ 29.89% |
$119K - $135K
|
5.59K
$589K
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.27K+ 44.81% |
$118K - $134K
|
4.12K
$434K
|
|
|
Aug 11, 2023
Q2 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
1.26K+ 4.19% |
$116K - $132K
|
31.3K
$3.3M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.22K+ 4.15% |
$113K - $128K
|
30.6K
$3.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.21K+ 4.01% |
$112K - $127K
|
31.3K
$3.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.19K+ 3.89% |
$110K - $124K
|
31.6K
$3.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.13K+ 3.27% |
$104K - $118K
|
35.5K
$3.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.08K+ 15.19% |
$99.6K - $113K
|
8.17K
$861K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
1.07K+ 27.37% |
$99.2K - $112K
|
4.99K
$526K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.05K+ 34.45% |
$96.7K - $110K
|
4.08K
$430K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.02K+ 1.63% |
$94.5K - $107K
|
63.5K
$6.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.01K+ 40.05% |
$93.8K - $106K
|
3.55K
$374K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1KNew |
$92.6K - $105K
|
1K
$106K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
989+ 34.27% |
$91.5K - $104K
|
3.88K
$409K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
981+ 26.83% |
$90.8K - $103K
|
4.64K
$489K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
946+ 31.68% |
$87.5K - $99.2K
|
3.93K
$415K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
933+ 26.56% |
$86.3K - $97.9K
|
4.45K
$469K
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
919+ 41.27% |
$85K - $96.4K
|
3.15K
$332K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
900+ 3.42% |
$83.3K - $94.4K
|
27.2K
$2.87M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
872New |
$80.7K - $91.5K
|
872
$92K
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
867+ 6.25% |
$80.2K - $91K
|
14.7K
$1.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
819+ 20.64% |
$75.8K - $85.9K
|
4.79K
$505K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
808+ 5.19% |
$74.8K - $84.8K
|
16.4K
$1.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
805+ 0.98% |
$74.5K - $84.5K
|
83.3K
$8.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
782+ 10.35% |
$72.4K - $82K
|
8.34K
$880K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
762+ 9.47% |
$70.5K - $79.9K
|
8.81K
$929K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
762+ 9.47% |
$70.5K - $79.9K
|
8.81K
$929K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
755+ 7.94% |
$69.9K - $79.2K
|
10.3K
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
742+ 3.97% |
$68.6K - $77.8K
|
19.4K
$2.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
737+ 26.24% |
$68.2K - $77.3K
|
3.55K
$374K
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
736+ 14.16% |
$68.1K - $77.2K
|
5.93K
$626K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
735+ 11.33% |
$68K - $77.1K
|
7.22K
$762K
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
731+ 9.87% |
$67.6K - $76.7K
|
8.14K
$859K
|