Purchases and Sales Made in Q3 2023 in Novartis Ag (NVS)

NVS Quotes by TradingView

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
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
642
New
$60.8K - $67.5K
642 $68.2K
Nov 09, 2023 Q3 2023
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
640
+ 0.56%
$60.6K - $67.3K
115K $12.2M
Jan 25, 2024 Q3 2023
Delphi Management Inc /Ma/

Boston, MA
BUY
 -
636
+ 5.0%
$60.2K - $66.9K
13.4K $1.42M
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
634
+ 4.49%
$60.1K - $66.7K
14.7K $1.57M
Nov 13, 2023 Q3 2023
Smart Money Group LLC

BUY
 -
630
+ 12.76%
$59.7K - $66.2K
5.57K $591K
Nov 07, 2023 Q3 2023
Pinnacle West Asset Management, Inc.

Casper, WY
BUY
 -
625
+ 19.08%
$59.2K - $65.7K
3.9K $414K
Nov 08, 2023 Q3 2023
Ipswich Investment Management Co., Inc.

BUY
 -
620
+ 3.16%
$58.7K - $65.2K
20.2K $2.15M
Nov 14, 2023 Q3 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
615
+ 18.52%
$58.3K - $64.7K
3.94K $418K
Nov 03, 2023 Q3 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
612
+ 30.65%
$58K - $64.3K
2.61K $277K
Oct 30, 2023 Q3 2023
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
593
+ 27.75%
$56.2K - $62.3K
2.73K $290K
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
580
+ 8.07%
$54.9K - $61K
7.76K $825K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
579
+ 16.33%
$54.8K - $60.9K
4.13K $438K
Nov 14, 2023 Q3 2023
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
575
+ 13.12%
$54.5K - $60.4K
4.96K $527K
Aug 28, 2024 Q3 2023
Centennial Bank/Ar/

Conway, AR
BUY
 -
561
+ 2244.0%
$53.1K - $59K
586 $62.3K
Oct 27, 2023 Q3 2023
Patten & Patten Inc

BUY
 -
560
+ 1.52%
$53K - $58.9K
37.5K $3.98M
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
BUY
 -
525
+ 21.6%
$49.7K - $55.2K
2.96K $314K
Nov 17, 2023 Q3 2023
Diversified Trust CO

BUY
 -
517
+ 11.23%
$49K - $54.4K
5.12K $544K
Nov 06, 2023 Q3 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
513
+ 6.16%
$48.6K - $53.9K
8.84K $939K
Oct 27, 2023 Q3 2023
Allspring Global Investments Holdings, LLC

BUY
 -
506
New
$47.9K - $53.2K
506 $53.8K
Nov 14, 2023 Q3 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
502
+ 21.49%
$47.6K - $52.8K
2.84K $302K
Nov 13, 2023 Q3 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
500
+ 333.33%
$47.4K - $52.6K
650 $69.1K
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
483
+ 0.18%
$45.8K - $50.8K
262K $27.9M
Oct 23, 2023 Q3 2023
Vicus Capital

State College, PA
BUY
 -
483
+ 15.87%
$45.8K - $50.8K
3.53K $375K
Oct 17, 2023 Q3 2023
Perennial Advisors, LLC

New York, NY
BUY
 -
471
+ 1.36%
$44.6K - $49.5K
35.1K $3.73M
Oct 17, 2023 Q3 2023
Btc Capital Management, Inc.

BUY
 -
462
+ 4.16%
$43.8K - $48.6K
11.6K $1.23M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
458
+ 3.5%
$43.4K - $48.1K
13.5K $1.44M
Nov 14, 2023 Q3 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
450
+ 0.84%
$42.6K - $47.3K
53.7K $5.71M
Jan 30, 2024 Q3 2023
Dgs Capital Management, LLC

BUY
 -
445
+ 5.37%
$42.2K - $46.8K
8.73K $928K
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
440
+ 21.41%
$41.7K - $46.3K
2.5K $265K
Nov 09, 2023 Q3 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
413
+ 2.3%
$39.1K - $43.4K
18.4K $1.95M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
411
+ 3.13%
$38.9K - $43.2K
13.5K $1.44M
Nov 14, 2023 Q3 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
410
+ 16.19%
$38.8K - $43.1K
2.94K $313K
Oct 19, 2023 Q3 2023
Aaron Wealth Advisors LLC

BUY
 -
408
+ 9.18%
$38.6K - $42.9K
4.85K $516K
Oct 11, 2023 Q3 2023
Perkins Coie Trust CO

BUY
 -
400
+ 310.08%
$37.9K - $42.1K
529 $56.2K
Nov 14, 2023 Q3 2023
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
397
+ 3.84%
$37.6K - $41.7K
10.7K $1.14M
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
386
+ 1.72%
$36.6K - $40.6K
22.9K $2.43M
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
384
New
$36.4K - $40.4K
384 $40.8K
Oct 26, 2023 Q3 2023
Sage Rhino Capital LLC

BUY
 -
384
+ 5.34%
$36.4K - $40.4K
7.57K $805K
Oct 27, 2023 Q3 2023
Whittier Trust CO

BUY
 -
381
+ 0.8%
$36.1K - $40.1K
47.9K $5.09M
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
378
+ 0.25%
$35.8K - $39.7K
152K $16.2M
Nov 13, 2023 Q3 2023
Capital Research Global Investors

Los Angeles, CA
BUY
 -
374
+ 0.04%
$35.4K - $39.3K
904K $96M
Nov 08, 2023 Q3 2023
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
372
+ 8.02%
$35.2K - $39.1K
5.01K $533K
Oct 27, 2023 Q3 2023
Angeles Wealth Management, LLC

BUY
 -
365
+ 12.63%
$34.6K - $38.4K
3.25K $346K
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
361
+ 14.93%
$34.2K - $38K
2.78K $295K
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
360
+ 4.44%
$34.1K - $37.8K
8.47K $900K
May 01, 2024 Q3 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
350
+ 35.0%
$33.2K - $36.8K
1.35K $143K
Nov 09, 2023 Q3 2023
King Wealth

Saratoga Springs, NY
BUY
 -
350
+ 11.29%
$33.2K - $36.8K
3.45K $367K
Nov 03, 2023 Q3 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
350
+ 35.0%
$33.2K - $36.8K
1.35K $143K
Oct 16, 2023 Q3 2023
Rothschild Investment Corp

BUY
 -
347
+ 2.27%
$32.9K - $36.5K
15.6K $1.66M

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