Purchases and Sales Made in Q3 2022 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-135- 1.62% |
$10.1K - $11.8K
|
8.19K
$870K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-135- 1.62% |
$10.1K - $11.8K
|
8.19K
$870K
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-135- 0.61% |
$10.1K - $11.8K
|
22K
$2.33M
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-137- 14.61% |
$10.2K - $12K
|
801
$85.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-138- 4.95% |
$10.3K - $12K
|
2.65K
$282K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-142- 4.07% |
$10.6K - $12.4K
|
3.35K
$356K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-146- 1.14% |
$10.9K - $12.7K
|
12.6K
$1.34M
|
|
|
Nov 02, 2022
Q3 2022
|
Kendall Capital Management
|
SELL
|
- |
-152- 4.62% |
$11.3K - $13.3K
|
3.14K
$334K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-153- 1.1% |
$11.4K - $13.4K
|
13.7K
$1.46M
|
|
|
Nov 07, 2022
Q3 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-159- 0.91% |
$11.9K - $13.9K
|
17.4K
$1.84M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-160Closed |
$11.9K - $14K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-165- 2.15% |
$12.3K - $14.4K
|
7.51K
$798K
|
|
|
Oct 31, 2022
Q3 2022
|
West Coast Financial LLC
|
SELL
|
- |
-165- 4.24% |
$12.3K - $14.4K
|
3.73K
$396K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-166- 0.78% |
$12.4K - $14.5K
|
21.2K
$2.25M
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-170- 13.79% |
$12.7K - $14.8K
|
1.06K
$113K
|
|
|
Oct 21, 2022
Q3 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-171- 0.86% |
$12.8K - $14.9K
|
19.8K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-172- 0.94% |
$12.8K - $15K
|
18.1K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-173- 4.46% |
$12.9K - $15.1K
|
3.71K
$394K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-174- 4.74% |
$13K - $15.2K
|
3.5K
$372K
|
|
|
Nov 14, 2022
Q3 2022
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-175- 4.83% |
$13.1K - $15.3K
|
3.45K
$366K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-176- 5.67% |
$13.1K - $15.4K
|
2.93K
$311K
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-180- 5.29% |
$13.4K - $15.7K
|
3.23K
$343K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-182- 3.95% |
$13.6K - $15.9K
|
4.42K
$470K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-182- 1.42% |
$13.6K - $15.9K
|
12.6K
$1.34M
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-187- 0.11% |
$14K - $16.3K
|
171K
$18.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-188- 4.29% |
$14K - $16.4K
|
4.2K
$446K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-191- 4.67% |
$14.3K - $16.7K
|
3.9K
$414K
|
|
|
Oct 21, 2022
Q3 2022
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-196- 0.36% |
$14.6K - $17.1K
|
54K
$5.73M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-196- 31.21% |
$14.6K - $17.1K
|
432
$45.9K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-196- 4.02% |
$14.6K - $17.1K
|
4.68K
$498K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-198- 34.98% |
$14.8K - $17.3K
|
368
$39.1K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-199- 6.21% |
$14.8K - $17.4K
|
3K
$319K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-199- 2.15% |
$14.8K - $17.4K
|
9.07K
$964K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-200- 12.85% |
$14.9K - $17.5K
|
1.36K
$144K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-200- 66.67% |
$14.9K - $17.5K
|
100
$10.6K
|
|
|
Nov 29, 2022
Q3 2022
|
Salem Capital Management Inc
|
SELL
|
- |
-200- 1.21% |
$14.9K - $17.5K
|
16.4K
$1.74M
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-200- 3.62% |
$14.9K - $17.5K
|
5.32K
$565K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-210- 1.16% |
$15.7K - $18.3K
|
17.8K
$1.89M
|
|
|
Nov 16, 2022
Q3 2022
|
Tealwood Asset Management Inc
|
SELL
|
- |
-211- 0.79% |
$15.7K - $18.4K
|
26.3K
$2.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-215- 2.3% |
$16K - $18.8K
|
9.15K
$972K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-216- 5.64% |
$16.1K - $18.8K
|
3.61K
$384K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
SELL
|
- |
-223- 5.66% |
$16.6K - $19.5K
|
3.72K
$395K
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-223- 3.32% |
$16.6K - $19.5K
|
6.5K
$691K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-226- 11.61% |
$16.9K - $19.7K
|
1.72K
$183K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-235Closed |
$17.5K - $20.5K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Dempze Nancy E
|
SELL
|
- |
-240- 1.02% |
$17.9K - $20.9K
|
23.2K
$2.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Beddow Capital Management Inc
|
SELL
|
- |
-250- 4.45% |
$18.7K - $21.8K
|
5.37K
$570K
|
|
|
Nov 14, 2022
Q3 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-256- 5.87% |
$19.1K - $22.3K
|
4.11K
$436K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-260- 53.83% |
$19.4K - $22.7K
|
223
$23.7K
|
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-269- 1.36% |
$20.1K - $23.5K
|
19.4K
$2.07M
|