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 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
716+ 20.2% |
$66.2K - $75.1K
|
4.26K
$441K
|
|
|
Aug 14, 2023
Q2 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
707+ 7.36% |
$65.4K - $74.2K
|
10.3K
$1.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
697+ 8.98% |
$64.5K - $73.1K
|
8.46K
$874K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
697+ 8.98% |
$64.5K - $73.1K
|
8.46K
$874K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
689+ 8.51% |
$63.7K - $72.3K
|
8.78K
$908K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
683+ 3.95% |
$63.2K - $71.7K
|
18K
$1.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
681+ 16.64% |
$63K - $71.4K
|
4.77K
$494K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
680+ 17.48% |
$62.9K - $71.3K
|
4.57K
$473K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
664+ 16.15% |
$61.4K - $69.7K
|
4.78K
$494K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
623+ 6.49% |
$57.6K - $65.4K
|
10.2K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
619+ 2.41% |
$57.3K - $64.9K
|
26.3K
$2.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
614+ 0.47% |
$56.8K - $64.4K
|
131K
$13.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
602+ 8.9% |
$55.7K - $63.2K
|
7.36K
$761K
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
596+ 13.73% |
$55.1K - $62.5K
|
4.94K
$510K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
589+ 8.93% |
$54.5K - $61.8K
|
7.18K
$743K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
576+ 13.2% |
$53.3K - $60.4K
|
4.94K
$511K
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
562+ 7.17% |
$52K - $59K
|
8.4K
$869K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
559+ 15.8% |
$51.7K - $58.6K
|
4.1K
$424K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
532+ 3.39% |
$49.2K - $55.8K
|
16.2K
$1.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
523+ 9.11% |
$48.4K - $54.9K
|
6.27K
$648K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
519+ 2.38% |
$48K - $54.4K
|
22.4K
$2.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
518+ 1.49% |
$47.9K - $54.3K
|
35.2K
$3.64M
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
513+ 17.63% |
$47.5K - $53.8K
|
3.42K
$354K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
504+ 4.24% |
$46.6K - $52.9K
|
12.4K
$1.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
499+ 12.81% |
$46.2K - $52.4K
|
4.39K
$454K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
484+ 13.5% |
$44.8K - $50.8K
|
4.07K
$421K
|
|
|
Jul 20, 2023
Q2 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
475+ 15.39% |
$43.9K - $49.8K
|
3.56K
$368K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
475+ 6.38% |
$43.9K - $49.8K
|
7.92K
$819K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
473+ 4.87% |
$43.8K - $49.6K
|
10.2K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
469+ 3.03% |
$43.4K - $49.2K
|
16K
$1.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
467+ 76.68% |
$43.2K - $49K
|
1.08K
$111K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
466New |
$43.1K - $48.9K
|
466
$48.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
457+ 1.25% |
$42.3K - $47.9K
|
36.9K
$3.82M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
424+ 6.94% |
$39.2K - $44.5K
|
6.54K
$676K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
414+ 10.09% |
$38.3K - $43.4K
|
4.52K
$467K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
408+ 0.05% |
$37.7K - $42.8K
|
903K
$93.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
403+ 20.55% |
$37.3K - $42.3K
|
2.36K
$244K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
399+ 18.73% |
$36.9K - $41.9K
|
2.53K
$262K
|
|
|
Jul 19, 2023
Q2 2023
|
Hartford Investment Management CO
|
BUY
|
- |
388+ 7.32% |
$35.9K - $40.7K
|
5.69K
$588K
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
387+ 1.98% |
$35.8K - $40.6K
|
20K
$2.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
384+ 13.11% |
$35.5K - $40.3K
|
3.31K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
373+ 3.22% |
$34.5K - $39.1K
|
11.9K
$1.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
370New |
$34.2K - $38.8K
|
370
$38.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
359+ 4.39% |
$33.2K - $37.7K
|
8.54K
$883K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
355+ 4.59% |
$32.8K - $37.2K
|
8.08K
$836K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
337+ 10.37% |
$31.2K - $35.4K
|
3.59K
$371K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
328+ 11.27% |
$30.3K - $34.4K
|
3.24K
$335K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
323+ 97.58% |
$29.9K - $33.9K
|
654
$67.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
322+ 0.23% |
$29.8K - $33.8K
|
143K
$14.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
321+ 3.05% |
$29.7K - $33.7K
|
10.8K
$1.12M
|