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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
569+ 0.98% |
$42.5K - $49.7K
|
58.4K
$6.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
555+ 2.58% |
$41.4K - $48.4K
|
22.1K
$2.34M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
554+ 2.13% |
$41.3K - $48.3K
|
26.6K
$2.82M
|
|
|
Nov 01, 2022
Q3 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
548+ 3.0% |
$40.9K - $47.8K
|
18.8K
$2M
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
541+ 10.01% |
$40.4K - $47.2K
|
5.95K
$632K
|
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
533+ 14.39% |
$39.8K - $46.5K
|
4.24K
$450K
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
518+ 1.57% |
$38.6K - $45.2K
|
33.6K
$3.57M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
500+ 6.51% |
$37.3K - $43.6K
|
8.18K
$870K
|
|
|
Nov 16, 2022
Q3 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
500+ 4.67% |
$37.3K - $43.6K
|
11.2K
$1.19M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
500+ 18.15% |
$37.3K - $43.6K
|
3.26K
$346K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
485+ 32.27% |
$36.2K - $42.3K
|
1.99K
$211K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
477New |
$35.6K - $41.6K
|
477
$50.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
476+ 0.34% |
$35.5K - $41.5K
|
139K
$14.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
475+ 7.71% |
$35.4K - $41.4K
|
6.64K
$705K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
441+ 3.86% |
$32.9K - $38.5K
|
11.9K
$1.26M
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
426+ 327.69% |
$31.8K - $37.2K
|
556
$59.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
399+ 13.0% |
$29.8K - $34.8K
|
3.47K
$369K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
394+ 8.53% |
$29.4K - $34.4K
|
5.01K
$533K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
391+ 3.22% |
$29.2K - $34.1K
|
12.5K
$1.33M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
391+ 6.5% |
$29.2K - $34.1K
|
6.4K
$680K
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
386+ 14.25% |
$28.8K - $33.7K
|
3.09K
$329K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
383+ 5.42% |
$28.6K - $33.4K
|
7.44K
$791K
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
380+ 14.73% |
$28.4K - $33.2K
|
2.96K
$314K
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
373+ 2.71% |
$27.8K - $32.5K
|
14.1K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
363+ 2.7% |
$27.1K - $31.7K
|
13.8K
$1.47M
|
|
|
Oct 21, 2022
Q3 2022
|
Value Partners Investments Inc.
|
BUY
|
- |
361+ 11.9% |
$26.9K - $31.5K
|
3.4K
$361K
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
360+ 23.92% |
$26.9K - $31.4K
|
1.87K
$198K
|
|
|
Oct 14, 2022
Q3 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
337+ 4.21% |
$25.1K - $29.4K
|
8.34K
$886K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
325+ 5.86% |
$24.2K - $28.4K
|
5.87K
$624K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
320New |
$23.9K - $27.9K
|
320
$34K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
319+ 1.91% |
$23.8K - $27.8K
|
17K
$1.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
316+ 5.86% |
$23.6K - $27.6K
|
5.71K
$607K
|
|
|
Nov 04, 2022
Q3 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
308+ 0.45% |
$23K - $26.9K
|
68.4K
$7.27M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
303+ 13.5% |
$22.6K - $26.4K
|
2.55K
$271K
|
|
|
Oct 12, 2022
Q3 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
300+ 4.26% |
$22.4K - $26.2K
|
7.35K
$780K
|
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
290+ 1.13% |
$21.6K - $25.3K
|
26K
$2.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
289+ 5.33% |
$21.6K - $25.2K
|
5.72K
$607K
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
280+ 8.0% |
$20.9K - $24.4K
|
3.78K
$401K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
279+ 6.09% |
$20.8K - $24.3K
|
4.86K
$517K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
272+ 9.54% |
$20.3K - $23.7K
|
3.12K
$332K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
271+ 9.78% |
$20.2K - $23.6K
|
3.04K
$323K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
271+ 1.7% |
$20.2K - $23.6K
|
16.3K
$1.73M
|
|
|
Nov 15, 2022
Q3 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
270+ 1.18% |
$20.1K - $23.6K
|
23.2K
$2.46M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
269+ 8.13% |
$20.1K - $23.5K
|
3.58K
$380K
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
260+ 2.77% |
$19.4K - $22.7K
|
9.64K
$1.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
257+ 0.08% |
$19.2K - $22.4K
|
326K
$34.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
246+ 4.0% |
$18.4K - $21.5K
|
6.39K
$679K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
231+ 3.44% |
$17.2K - $20.2K
|
6.94K
$738K
|
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
230+ 8.58% |
$17.2K - $20.1K
|
2.91K
$309K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
226+ 1.68% |
$16.9K - $19.7K
|
13.7K
$1.46M
|