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 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.46KNew |
$196K - $217K
|
2.46K
$255K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
2.45KNew |
$196K - $216K
|
2.45K
$255K
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.45KNew |
$195K - $216K
|
2.45K
$254K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
2.45KNew |
$195K - $215K
|
2.45K
$254K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.41K+ 5.79% |
$192K - $212K
|
43.9K
$4.56M
|
|
|
Feb 07, 2022
Q4 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
2.41KNew |
$192K - $212K
|
2.41K
$250K
|
|
|
Feb 15, 2022
Q4 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.39KNew |
$190K - $211K
|
2.39K
$248K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.38KNew |
$190K - $210K
|
2.38K
$247K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.36K+ 36.93% |
$188K - $208K
|
8.74K
$907K
|
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.35K+ 2.84% |
$187K - $207K
|
85K
$8.83M
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
2.35KNew |
$187K - $207K
|
2.35K
$244K
|
|
|
Feb 07, 2022
Q4 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.34KNew |
$187K - $206K
|
2.34K
$243K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.34KNew |
$186K - $206K
|
2.34K
$243K
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.34KNew |
$186K - $206K
|
2.34K
$243K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.34KNew |
$186K - $206K
|
2.34K
$243K
|
|
|
Feb 14, 2022
Q4 2021
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
2.3KNew |
$183K - $203K
|
2.3K
$239K
|
|
|
Jan 24, 2022
Q4 2021
|
Ddd Partners, LLC
|
BUY
|
- |
2.29K+ 1.51% |
$182K - $201K
|
153K
$15.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.27KNew |
$181K - $200K
|
2.27K
$236K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
2.21K+ 2.49% |
$176K - $194K
|
90.8K
$9.42M
|
|
|
Feb 10, 2022
Q4 2021
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
2.2K+ 1.68% |
$175K - $194K
|
133K
$13.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
2.19K+ 2.45% |
$174K - $193K
|
91.5K
$9.5M
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
2.14K+ 13.67% |
$170K - $189K
|
17.8K
$1.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.1K+ 85.65% |
$167K - $185K
|
4.54K
$471K
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2.09K+ 21.76% |
$167K - $184K
|
11.7K
$1.21M
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.05K+ 20.89% |
$163K - $181K
|
11.9K
$1.23M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.04KNew |
$162K - $180K
|
2.04K
$212K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.04K+ 18.59% |
$162K - $179K
|
13K
$1.35M
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
2.01K+ 4.69% |
$160K - $177K
|
44.7K
$4.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.98K+ 2.38% |
$157K - $174K
|
84.9K
$8.81M
|
|
|
Jan 21, 2022
Q4 2021
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.78K+ 2.0% |
$141K - $156K
|
90.6K
$9.41M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.74K+ 6.52% |
$139K - $153K
|
28.4K
$2.95M
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.69K+ 12.17% |
$135K - $149K
|
15.6K
$1.62M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.68K+ 36.91% |
$134K - $148K
|
6.25K
$649K
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.66K+ 30.3% |
$132K - $146K
|
7.13K
$741K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.65K+ 21.1% |
$131K - $145K
|
9.46K
$982K
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.64K+ 49.5% |
$131K - $144K
|
4.95K
$514K
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
1.63KNew |
$130K - $143K
|
1.63K
$169K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.61K+ 1.89% |
$128K - $142K
|
86.8K
$9.01M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.57KNew |
$125K - $138K
|
1.57K
$163K
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
1.56KNew |
$124K - $137K
|
1.56K
$162K
|
|
|
Jan 21, 2022
Q4 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.56K+ 13.9% |
$124K - $137K
|
12.7K
$1.32M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.53K+ 14.66% |
$122K - $135K
|
11.9K
$1.24M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.5KNew |
$119K - $132K
|
1.5K
$155K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.46K+ 13.93% |
$116K - $128K
|
11.9K
$1.24M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.43K+ 12.01% |
$114K - $126K
|
13.3K
$1.38M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.4K+ 0.38% |
$112K - $124K
|
367K
$38.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.4K+ 52.1% |
$112K - $123K
|
4.08K
$424K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
1.39KNew |
$111K - $123K
|
1.39K
$144K
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.37K+ 49.98% |
$109K - $121K
|
4.11K
$427K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
1.35K+ 5.16% |
$108K - $119K
|
27.6K
$2.86M
|