Purchases and Sales Made in Q4 2021 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-458- 3.15% |
$36.5K - $40.4K
|
14.1K
$1.46M
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-474- 6.61% |
$37.8K - $41.8K
|
6.69K
$695K
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-474- 8.86% |
$37.8K - $41.8K
|
4.88K
$506K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-481Closed |
$38.3K - $42.4K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-484- 6.6% |
$38.6K - $42.7K
|
6.85K
$711K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-488- 0.73% |
$38.9K - $43K
|
66.1K
$6.86M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-489- 6.18% |
$39K - $43.1K
|
7.43K
$771K
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-496- 22.7% |
$39.5K - $43.7K
|
1.69K
$175K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-497- 10.77% |
$39.6K - $43.8K
|
4.12K
$427K
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-500Closed |
$39.9K - $44.1K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-500Closed |
$39.9K - $44.1K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-500- 18.32% |
$39.9K - $44.1K
|
2.23K
$231K
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-508- 4.33% |
$40.5K - $44.8K
|
11.2K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-513- 15.84% |
$40.9K - $45.2K
|
2.73K
$283K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-514Closed |
$41K - $45.3K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-517- 20.99% |
$41.2K - $45.6K
|
1.95K
$202K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-517- 14.15% |
$41.2K - $45.6K
|
3.14K
$326K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-519Closed |
$41.4K - $45.7K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-520- 3.18% |
$41.4K - $45.8K
|
15.8K
$1.64M
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-523- 29.78% |
$41.7K - $46.1K
|
1.23K
$128K
|
|
|
Feb 02, 2022
Q4 2021
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-525- 3.49% |
$41.8K - $46.3K
|
14.5K
$1.51M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-538Closed |
$42.9K - $47.4K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-541- 17.46% |
$43.1K - $47.7K
|
2.56K
$265K
|
|
|
Feb 11, 2022
Q4 2021
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-546- 7.7% |
$43.5K - $48.1K
|
6.54K
$679K
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-550- 37.93% |
$43.8K - $48.5K
|
900
$93.4K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-551- 43.49% |
$43.9K - $48.6K
|
716
$74.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-555- 8.73% |
$44.2K - $48.9K
|
5.8K
$602K
|
|
|
Jan 21, 2022
Q4 2021
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-560- 8.29% |
$44.6K - $49.4K
|
6.2K
$643K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-561Closed |
$44.7K - $49.4K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-576Closed |
$45.9K - $50.8K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-580- 3.03% |
$46.2K - $51.1K
|
18.6K
$1.93M
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-588- 24.37% |
$46.9K - $51.8K
|
1.83K
$189K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-594- 18.28% |
$47.3K - $52.3K
|
2.66K
$276K
|
|
|
Feb 14, 2022
Q4 2021
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-600Closed |
$47.8K - $52.9K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-600Closed |
$47.8K - $52.9K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-601- 17.13% |
$47.9K - $53K
|
2.91K
$302K
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-601- 0.61% |
$47.9K - $53K
|
98.1K
$10.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-601- 9.15% |
$47.9K - $53K
|
5.97K
$619K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-632- 86.34% |
$50.4K - $55.7K
|
100
$10.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Mckinley Capital Management LLC
|
SELL
|
- |
-638- 3.43% |
$50.8K - $56.2K
|
18K
$1.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-647- 17.33% |
$51.6K - $57K
|
3.09K
$320K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-653- 0.25% |
$52K - $57.5K
|
264K
$27.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-653- 4.89% |
$52K - $57.5K
|
12.7K
$1.32M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-655- 4.79% |
$52.2K - $57.7K
|
13K
$1.35M
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-667- 10.97% |
$53.2K - $58.8K
|
5.41K
$562K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-668- 3.36% |
$53.2K - $58.9K
|
19.2K
$1.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-673- 5.55% |
$53.6K - $59.3K
|
11.5K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-681- 93.42% |
$54.3K - $60K
|
48
$4.98K
|
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-684- 23.45% |
$54.5K - $60.3K
|
2.23K
$232K
|
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-685- 17.12% |
$54.6K - $60.4K
|
3.32K
$344K
|