Purchases and Sales Made in Q3 2023 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-22Closed |
$2.08K - $2.31K
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-22- 0.62% |
$2.08K - $2.31K
|
3.53K
$412K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-22- 0.34% |
$2.08K - $2.31K
|
6.47K
$756K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-24- 4.09% |
$2.27K - $2.52K
|
563
$65.8K
|
|
|
Nov 28, 2023
Q3 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-24- 1.15% |
$2.27K - $2.52K
|
2.07K
$242K
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-25- 0.27% |
$2.37K - $2.63K
|
9.28K
$1.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-30- 1.29% |
$2.84K - $3.15K
|
2.29K
$267K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-30- 0.72% |
$2.84K - $3.15K
|
4.12K
$482K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-30- 9.77% |
$2.84K - $3.15K
|
277
$32.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-30- 1.1% |
$2.84K - $3.15K
|
2.69K
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-30- 0.89% |
$2.84K - $3.15K
|
3.34K
$391K
|
|
|
Nov 13, 2023
Q3 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-34- 0.78% |
$3.22K - $3.57K
|
4.34K
$507K
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-36- 0.47% |
$3.41K - $3.78K
|
7.71K
$900K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
SELL
|
- |
-36- 0.46% |
$3.41K - $3.78K
|
7.75K
$906K
|
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-36- 0.45% |
$3.41K - $3.78K
|
7.94K
$928K
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-36- 1.57% |
$3.41K - $3.78K
|
2.25K
$263K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-39- 1.23% |
$3.69K - $4.1K
|
3.14K
$367K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-40- 1.08% |
$3.79K - $4.21K
|
3.65K
$427K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-42- 0.27% |
$3.98K - $4.42K
|
15.6K
$1.82M
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-43- 1.82% |
$4.07K - $4.52K
|
2.32K
$271K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-45- 0.25% |
$4.26K - $4.73K
|
18K
$2.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-45- 4.77% |
$4.26K - $4.73K
|
899
$105K
|
|
|
Nov 14, 2023
Q3 2023
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-45- 0.87% |
$4.26K - $4.73K
|
5.12K
$598K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-47- 1.61% |
$4.45K - $4.94K
|
2.87K
$335K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-49- 1.36% |
$4.64K - $5.15K
|
3.54K
$414K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-50- 0.85% |
$4.74K - $5.26K
|
5.86K
$685K
|
|
|
Oct 30, 2023
Q3 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-50- 1.51% |
$4.74K - $5.26K
|
3.26K
$381K
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-50- 0.06% |
$4.74K - $5.26K
|
81.6K
$9.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-53- 0.49% |
$5.02K - $5.57K
|
10.7K
$1.25M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-54- 0.31% |
$5.12K - $5.68K
|
17.3K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-55- 63.95% |
$5.21K - $5.78K
|
31
$3.62K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-57- 56.44% |
$5.4K - $5.99K
|
44
$5.14K
|
|
|
Feb 13, 2025
Q3 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-58- 1.45% |
$5.49K - $6.1K
|
3.93K
$459K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-58- 1.35% |
$5.49K - $6.1K
|
4.25K
$496K
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-59- 0.09% |
$5.59K - $6.2K
|
63.2K
$7.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-59- 0.18% |
$5.59K - $6.2K
|
31.9K
$3.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-60- 2.63% |
$5.68K - $6.31K
|
2.22K
$259K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-60- 0.59% |
$5.68K - $6.31K
|
10.2K
$1.19M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-60- 1.2% |
$5.68K - $6.31K
|
4.93K
$576K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-60- 13.42% |
$5.68K - $6.31K
|
387
$45.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-60- 0.99% |
$5.68K - $6.31K
|
5.98K
$698K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-60- 1.88% |
$5.68K - $6.31K
|
3.13K
$365K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-61- 1.09% |
$5.78K - $6.41K
|
5.56K
$650K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-62- 1.69% |
$5.87K - $6.52K
|
3.62K
$422K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-65- 0.8% |
$6.16K - $6.83K
|
8.1K
$947K
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-65- 1.03% |
$6.16K - $6.83K
|
6.22K
$726K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-66- 1.57% |
$6.25K - $6.94K
|
4.13K
$483K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-69- 0.49% |
$6.54K - $7.25K
|
14.2K
$1.65M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-69- 1.79% |
$6.54K - $7.25K
|
3.78K
$442K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-70- 0.71% |
$6.63K - $7.36K
|
9.86K
$1.15M
|