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 14, 2023
Q3 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-287- 1.51% |
$27.2K - $30.2K
|
18.8K
$1.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-288- 3.09% |
$27.3K - $30.3K
|
9.04K
$954K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-289- 5.25% |
$27.4K - $30.4K
|
5.22K
$551K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-293- 1.91% |
$27.8K - $30.8K
|
15K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-296- 3.49% |
$28K - $31.1K
|
8.18K
$863K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-300- 0.71% |
$28.4K - $31.5K
|
41.8K
$4.41M
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-300- 4.49% |
$28.4K - $31.5K
|
6.38K
$672K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-301- 1.0% |
$28.5K - $31.6K
|
29.9K
$3.16M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-305- 0.5% |
$28.9K - $32.1K
|
61K
$6.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-310- 5.63% |
$29.4K - $32.6K
|
5.19K
$548K
|
|
|
Nov 14, 2023
Q3 2023
|
Dempze Nancy E
|
SELL
|
- |
-310- 1.35% |
$29.4K - $32.6K
|
22.6K
$2.39M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-319- 13.31% |
$30.2K - $33.5K
|
2.08K
$219K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-325- 2.72% |
$30.8K - $34.2K
|
11.6K
$1.23M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-325- 5.37% |
$30.8K - $34.2K
|
5.73K
$604K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-327- 1.2% |
$31K - $34.4K
|
26.9K
$2.84M
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-330- 12.23% |
$31.3K - $34.7K
|
2.37K
$250K
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-330- 1.31% |
$31.3K - $34.7K
|
24.8K
$2.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-332- 8.1% |
$31.5K - $34.9K
|
3.77K
$397K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-334- 2.3% |
$31.6K - $35.1K
|
14.2K
$1.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-335- 12.17% |
$31.7K - $35.2K
|
2.42K
$255K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-340- 2.33% |
$32.2K - $35.7K
|
14.3K
$1.51M
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-343- 0.14% |
$32.5K - $36.1K
|
237K
$25M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-347- 8.01% |
$32.9K - $36.5K
|
3.99K
$421K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-350- 1.92% |
$33.2K - $36.8K
|
17.9K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-360- 2.85% |
$34.1K - $37.8K
|
12.3K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-368- 4.91% |
$34.9K - $38.7K
|
7.12K
$751K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-368- 0.68% |
$34.9K - $38.7K
|
53.9K
$5.68M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-372- 7.6% |
$35.2K - $39.1K
|
4.52K
$477K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-375- 1.29% |
$35.5K - $39.4K
|
28.6K
$3.02M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-375- 8.2% |
$35.5K - $39.4K
|
4.2K
$443K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-385- 3.22% |
$36.5K - $40.5K
|
11.6K
$1.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-392- 9.83% |
$37.1K - $41.2K
|
3.6K
$379K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-393- 5.38% |
$37.2K - $41.3K
|
6.91K
$729K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-400- 64.83% |
$37.9K - $42.1K
|
217
$22.9K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-400- 9.88% |
$37.9K - $42.1K
|
3.65K
$385K
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-400- 14.14% |
$37.9K - $42.1K
|
2.43K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-407- 5.47% |
$38.6K - $42.8K
|
7.04K
$742K
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-413- 7.63% |
$39.1K - $43.4K
|
5K
$527K
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-423- 3.27% |
$40.1K - $44.5K
|
12.5K
$1.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-434- 5.26% |
$41.1K - $45.6K
|
7.81K
$824K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-438- 87.95% |
$41.5K - $46K
|
60
$6.33K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-442- 2.34% |
$41.9K - $46.5K
|
18.4K
$1.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-454- 13.7% |
$43K - $47.7K
|
2.86K
$302K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-455- 1.71% |
$43.1K - $47.8K
|
26.1K
$2.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-460- 0.88% |
$43.6K - $48.4K
|
52K
$5.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-464- 2.83% |
$44K - $48.8K
|
15.9K
$1.68M
|
|
|
Oct 31, 2023
Q3 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-473- 8.44% |
$44.8K - $49.7K
|
5.13K
$541K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-491- 0.73% |
$46.5K - $51.6K
|
67K
$7.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-496- 5.03% |
$47K - $52.1K
|
9.36K
$987K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-497- 21.02% |
$47.1K - $52.2K
|
1.87K
$197K
|