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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Garland Capital Management Inc
|
SELL
|
- |
-75- 0.14% |
$7.1K - $7.88K
|
54.7K
$5.77M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-80- 2.16% |
$7.58K - $8.41K
|
3.62K
$382K
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-82- 2.81% |
$7.77K - $8.62K
|
2.84K
$299K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-84- 2.36% |
$7.96K - $8.83K
|
3.47K
$366K
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-85- 1.04% |
$8.05K - $8.94K
|
8.06K
$851K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-85- 2.44% |
$8.05K - $8.94K
|
3.39K
$358K
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-86- 0.21% |
$8.15K - $9.04K
|
40.9K
$4.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-88- 7.75% |
$8.34K - $9.25K
|
1.05K
$110K
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-88- 0.57% |
$8.34K - $9.25K
|
15.4K
$1.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-89- 0.28% |
$8.43K - $9.36K
|
31.2K
$3.29M
|
|
|
Oct 13, 2023
Q3 2023
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-92- 0.8% |
$8.72K - $9.67K
|
11.4K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-97- 1.56% |
$9.19K - $10.2K
|
6.1K
$644K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-98- 0.24% |
$9.28K - $10.3K
|
41K
$4.33M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-98- 4.51% |
$9.28K - $10.3K
|
2.08K
$219K
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-100- 3.53% |
$9.47K - $10.5K
|
2.73K
$288K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-100- 1.54% |
$9.47K - $10.5K
|
6.38K
$673K
|
|
|
Nov 13, 2023
Q3 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-100- 0.68% |
$9.47K - $10.5K
|
14.5K
$1.53M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-100- 8.4% |
$9.47K - $10.5K
|
1.09K
$115K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-100- 1.64% |
$9.47K - $10.5K
|
6K
$633K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-106- 1.73% |
$10K - $11.1K
|
6.03K
$636K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-108- 2.8% |
$10.2K - $11.4K
|
3.75K
$396K
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-108- 1.73% |
$10.2K - $11.4K
|
6.13K
$647K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-110- 4.1% |
$10.4K - $11.6K
|
2.57K
$271K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-111- 3.42% |
$10.5K - $11.7K
|
3.13K
$330K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-112- 1.39% |
$10.6K - $11.8K
|
7.97K
$841K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-116- 1.18% |
$11K - $12.2K
|
9.71K
$1.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-120- 1.77% |
$11.4K - $12.6K
|
6.66K
$702K
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-120- 2.36% |
$11.4K - $12.6K
|
4.95K
$523K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-120- 3.53% |
$11.4K - $12.6K
|
3.28K
$346K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-121- 1.72% |
$11.5K - $12.7K
|
6.92K
$729K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-125- 5.3% |
$11.8K - $13.1K
|
2.23K
$236K
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-127- 1.26% |
$12K - $13.4K
|
9.99K
$1.05M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-129- 4.62% |
$12.2K - $13.6K
|
2.66K
$281K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-132- 2.57% |
$12.5K - $13.9K
|
5.01K
$528K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-135- 2.86% |
$12.8K - $14.2K
|
4.59K
$484K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-136- 0.54% |
$12.9K - $14.3K
|
24.9K
$2.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-137- 2.39% |
$13K - $14.4K
|
5.59K
$590K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-139- 55.82% |
$13.2K - $14.6K
|
110
$11.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-147- 3.58% |
$13.9K - $15.5K
|
3.96K
$418K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-148- 3.1% |
$14K - $15.6K
|
4.63K
$488K
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-150- 1.88% |
$14.2K - $15.8K
|
7.83K
$826K
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-150- 0.68% |
$14.2K - $15.8K
|
21.9K
$2.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-150- 4.23% |
$14.2K - $15.8K
|
3.39K
$358K
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-151- 0.18% |
$14.3K - $15.9K
|
83.5K
$8.81M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-152- 3.55% |
$14.4K - $16K
|
4.14K
$436K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-152- 0.44% |
$14.4K - $16K
|
34.8K
$3.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-160- 0.64% |
$15.2K - $16.8K
|
24.7K
$2.6M
|
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-169- 7.2% |
$16K - $17.8K
|
2.18K
$230K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-174- 3.75% |
$16.5K - $18.3K
|
4.47K
$471K
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
SELL
|
- |
-175- 7.12% |
$16.6K - $18.4K
|
2.28K
$241K
|