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 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
2.25K+ 8.13% |
$213K - $237K
|
29.9K
$3.18M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.22K+ 17.91% |
$210K - $233K
|
14.6K
$1.55M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.21KNew |
$209K - $232K
|
2.21K
$234K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
2.12KNew |
$201K - $223K
|
2.12K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.1KNew |
$199K - $221K
|
2.1K
$223K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.08KNew |
$197K - $218K
|
2.08K
$221K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.07KNew |
$196K - $217K
|
2.07K
$220K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.06K+ 4.74% |
$195K - $217K
|
45.5K
$4.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.02KNew |
$191K - $212K
|
2.02K
$214K
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
2K+ 4.56% |
$190K - $210K
|
45.9K
$4.88M
|
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
2KNew |
$189K - $210K
|
2K
$213K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.98KNew |
$187K - $208K
|
1.98K
$210K
|
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.97KNew |
$187K - $207K
|
1.97K
$210K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.97KNew |
$187K - $207K
|
1.97K
$210K
|
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
1.97KNew |
$187K - $207K
|
1.97K
$209K
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.97KNew |
$187K - $207K
|
1.97K
$209K
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.97KNew |
$186K - $207K
|
1.97K
$209K
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.95K+ 23.92% |
$184K - $205K
|
10.1K
$1.07M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
1.94K+ 11.66% |
$184K - $204K
|
18.6K
$1.97M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.9K+ 9.78% |
$180K - $200K
|
21.3K
$2.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.89K+ 14.8% |
$179K - $198K
|
14.6K
$1.55M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.87K+ 88.06% |
$177K - $196K
|
3.99K
$423K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.86K+ 19.67% |
$176K - $195K
|
11.3K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.86K+ 58.96% |
$176K - $195K
|
5K
$531K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.85K+ 3.78% |
$175K - $194K
|
50.8K
$5.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.81K+ 58.58% |
$171K - $190K
|
4.9K
$520K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.78K+ 2.8% |
$168K - $187K
|
65.3K
$6.94M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.74KNew |
$165K - $183K
|
1.74K
$185K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.73K+ 4.88% |
$164K - $182K
|
37.3K
$3.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.66KNew |
$157K - $175K
|
1.66K
$176K
|
|
|
Nov 02, 2023
Q3 2023
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
1.6K+ 8.64% |
$152K - $168K
|
20.1K
$2.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.47K+ 40.49% |
$139K - $154K
|
5.09K
$541K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
1.46K+ 29.35% |
$139K - $154K
|
6.45K
$686K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.46K+ 8.98% |
$138K - $153K
|
17.7K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
1.45K+ 14.38% |
$137K - $152K
|
11.5K
$1.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.44K+ 5.03% |
$137K - $152K
|
30.1K
$3.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Broderick Brian C
|
BUY
|
- |
1.43K+ 5.16% |
$135K - $150K
|
29K
$3.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.42K+ 1.32% |
$135K - $150K
|
109K
$11.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
1.41K+ 214.83% |
$133K - $148K
|
2.06K
$219K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.4K+ 19.97% |
$133K - $148K
|
8.44K
$896K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.36K+ 17.42% |
$129K - $143K
|
9.2K
$977K
|
|
|
Nov 13, 2023
Q3 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
1.31K+ 8.09% |
$124K - $138K
|
17.5K
$1.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.29K+ 4.61% |
$122K - $136K
|
29.3K
$3.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.29K+ 32.83% |
$122K - $136K
|
5.22K
$555K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.28K+ 55.48% |
$121K - $134K
|
3.58K
$380K
|
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.27K+ 6.36% |
$120K - $133K
|
21.2K
$2.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.27K+ 0.83% |
$120K - $133K
|
155K
$16.5M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.26K+ 64.93% |
$119K - $133K
|
3.2K
$340K
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.25K+ 12.13% |
$119K - $132K
|
11.6K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.22K+ 3.59% |
$116K - $128K
|
35.2K
$3.74M
|