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 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-931- 4.79% |
$88.2K - $97.9K
|
18.5K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-940- 2.19% |
$89K - $98.8K
|
42.1K
$4.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-946- 13.6% |
$89.6K - $99.5K
|
6.01K
$634K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-950- 3.39% |
$90K - $99.9K
|
27.1K
$2.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-957- 9.28% |
$90.7K - $101K
|
9.35K
$986K
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-961- 11.44% |
$91K - $101K
|
7.44K
$785K
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-1K- 6.93% |
$94.7K - $105K
|
13.4K
$1.42M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.01K- 3.05% |
$95.2K - $106K
|
31.9K
$3.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.07K- 0.06% |
$101K - $113K
|
1.72M
$182M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.08K- 1.12% |
$103K - $114K
|
96.1K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.11K- 5.53% |
$106K - $117K
|
19K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.12K- 5.8% |
$106K - $118K
|
18.1K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-1.14K- 1.19% |
$108K - $120K
|
94.9K
$10M
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.19K- 32.38% |
$113K - $125K
|
2.49K
$263K
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.19K- 32.38% |
$113K - $125K
|
2.49K
$263K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.2K- 9.6% |
$113K - $126K
|
11.3K
$1.19M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.21K- 5.35% |
$115K - $128K
|
21.5K
$2.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.23K- 29.44% |
$116K - $129K
|
2.94K
$310K
|
|
|
Nov 08, 2023
Q3 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.26K- 13.02% |
$120K - $133K
|
8.43K
$889K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.29K- 2.06% |
$122K - $135K
|
61.2K
$6.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.3K- 0.32% |
$123K - $137K
|
399K
$42.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.34K- 5.32% |
$127K - $141K
|
23.9K
$2.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.35K- 2.15% |
$128K - $142K
|
61.3K
$6.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.37K- 8.97% |
$130K - $144K
|
13.9K
$1.47M
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-1.4K- 4.68% |
$133K - $147K
|
28.5K
$3.01M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.42K- 9.5% |
$135K - $150K
|
13.6K
$1.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.43K- 8.29% |
$135K - $150K
|
15.8K
$1.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Albert D Mason Inc
|
SELL
|
- |
-1.48K- 9.88% |
$140K - $156K
|
13.5K
$1.42M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.49K- 11.24% |
$141K - $156K
|
11.7K
$1.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
SELL
|
- |
-1.55K- 5.41% |
$147K - $163K
|
27K
$2.85M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 1.42% |
$147K - $163K
|
108K
$11.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.57K- 10.77% |
$148K - $165K
|
13K
$1.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-1.59K- 1.92% |
$150K - $167K
|
80.9K
$8.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.6K- 16.12% |
$151K - $168K
|
8.31K
$877K
|
|
|
Oct 31, 2023
Q3 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.6K- 2.04% |
$151K - $168K
|
76.9K
$8.11M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.6K- 25.71% |
$152K - $168K
|
4.62K
$488K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.68K- 10.22% |
$159K - $176K
|
14.7K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.74K- 6.93% |
$165K - $183K
|
23.4K
$2.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-1.8K- 1.36% |
$171K - $189K
|
131K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.81K- 41.39% |
$171K - $190K
|
2.56K
$270K
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.85K- 1.33% |
$176K - $195K
|
137K
$14.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.9K- 11.91% |
$180K - $200K
|
14.1K
$1.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-2.01K- 1.57% |
$191K - $212K
|
127K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Page Arthur B
|
SELL
|
- |
-2.02K- 8.21% |
$192K - $213K
|
22.6K
$2.39M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.08K- 4.2% |
$197K - $218K
|
47.4K
$5M
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-2.22K- 2.09% |
$210K - $233K
|
104K
$11M
|
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-2.25K- 1.21% |
$213K - $236K
|
183K
$19.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Privium Fund Management B.V.
|
SELL
|
- |
-2.27K- 17.13% |
$215K - $239K
|
11K
$1.16M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.29K- 5.38% |
$217K - $241K
|
40.3K
$4.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.29K- 2.63% |
$217K - $241K
|
84.7K
$8.93M
|