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 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.34K- 10.28% |
$222K - $246K
|
20.4K
$2.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-2.47K- 3.32% |
$234K - $260K
|
71.8K
$7.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.55K- 34.95% |
$241K - $268K
|
4.74K
$500K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.55K- 0.27% |
$242K - $268K
|
928K
$97.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.57K- 9.11% |
$243K - $270K
|
25.7K
$2.71M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-2.62K- 3.57% |
$248K - $275K
|
70.7K
$7.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-2.64K- 1.85% |
$250K - $277K
|
140K
$14.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.72K- 1.75% |
$258K - $286K
|
153K
$16.1M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.72K- 1.75% |
$258K - $286K
|
153K
$16.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcw Group Inc
|
SELL
|
- |
-2.74K- 3.59% |
$259K - $288K
|
73.5K
$7.75M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.86K- 39.8% |
$271K - $301K
|
4.32K
$456K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.94K- 2.32% |
$278K - $309K
|
124K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-2.96K- 6.75% |
$280K - $311K
|
40.8K
$4.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-3.07K- 1.56% |
$291K - $323K
|
194K
$20.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.09K- 6.13% |
$293K - $325K
|
47.3K
$4.99M
|
|
|
Dec 13, 2023
Q3 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-3.1K- 17.74% |
$294K - $326K
|
14.4K
$1.52M
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-3.16K- 10.9% |
$299K - $332K
|
25.8K
$2.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-3.26K- 32.96% |
$309K - $343K
|
6.64K
$700K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.32K- 13.1% |
$315K - $349K
|
22K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.43K- 4.46% |
$325K - $360K
|
73.4K
$7.74M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-3.6K- 16.05% |
$341K - $378K
|
18.8K
$1.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.71K- 34.59% |
$351K - $390K
|
7.01K
$740K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.86K- 12.34% |
$366K - $406K
|
27.4K
$2.89M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4.08K- 10.97% |
$386K - $429K
|
33.1K
$3.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Puzo Michael J
|
SELL
|
- |
-4.13K- 5.16% |
$391K - $434K
|
75.9K
$8M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.27K- 10.53% |
$404K - $448K
|
36.2K
$3.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-4.42K- 11.55% |
$419K - $465K
|
33.9K
$3.57M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-4.43K- 31.12% |
$420K - $466K
|
9.81K
$1.03M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.48K- 14.66% |
$425K - $471K
|
26.1K
$2.75M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.58K- 4.03% |
$434K - $481K
|
109K
$11.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-4.59K- 4.98% |
$435K - $482K
|
87.6K
$9.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Somerville Kurt F
|
SELL
|
- |
-4.59K- 3.56% |
$435K - $483K
|
124K
$13.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.75K- 1.54% |
$450K - $499K
|
303K
$32M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.83K- 10.58% |
$457K - $507K
|
40.8K
$4.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-4.83K- 1.17% |
$457K - $508K
|
407K
$42.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-4.87K- 17.32% |
$461K - $511K
|
23.2K
$2.45M
|
|
|
Nov 07, 2023
Q3 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-5.14K- 3.41% |
$487K - $540K
|
146K
$15.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-5.32K- 7.36% |
$504K - $560K
|
67K
$7.07M
|
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-5.37K- 37.14% |
$509K - $565K
|
9.09K
$959K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-5.43K- 50.29% |
$514K - $571K
|
5.37K
$566K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.63K- 20.62% |
$533K - $592K
|
21.7K
$2.29M
|
|
|
Oct 11, 2023
Q3 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-5.7K- 2.95% |
$540K - $599K
|
187K
$19.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.87K- 3.77% |
$556K - $618K
|
150K
$15.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-5.89K- 32.15% |
$557K - $619K
|
12.4K
$1.31M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-6.17K- 10.44% |
$585K - $649K
|
52.9K
$5.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-6.21K- 1.63% |
$588K - $653K
|
375K
$39.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-7.12K- 1.04% |
$675K - $749K
|
675K
$71.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-7.28K- 4.84% |
$689K - $765K
|
143K
$15.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-7.5K- 64.33% |
$710K - $788K
|
4.16K
$439K
|
|
|
Nov 15, 2023
Q3 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-7.5K- 18.37% |
$710K - $788K
|
33.3K
$3.52M
|