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 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
338+ 11.64% |
$26.9K - $29.8K
|
3.24K
$336K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
335+ 0.38% |
$26.7K - $29.5K
|
88.9K
$9.23M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
334+ 4.05% |
$26.6K - $29.4K
|
8.58K
$891K
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
333+ 4.03% |
$26.5K - $29.3K
|
8.6K
$893K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
326+ 12.85% |
$26K - $28.7K
|
2.86K
$297K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
318+ 3.94% |
$25.3K - $28K
|
8.39K
$871K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
314New |
$25K - $27.7K
|
314
$32.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
313+ 161.34% |
$24.9K - $27.6K
|
507
$52.6K
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
313+ 2.47% |
$24.9K - $27.6K
|
13K
$1.35M
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
310+ 3.89% |
$24.7K - $27.3K
|
8.28K
$859K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
310New |
$24.7K - $27.3K
|
310
$32.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
303+ 1.08% |
$24.1K - $26.7K
|
28.4K
$2.95M
|
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
300+ 3.09% |
$23.9K - $26.4K
|
10K
$1.04M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
287New |
$22.9K - $25.3K
|
287
$29.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
287+ 1.77% |
$22.9K - $25.3K
|
16.5K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
280+ 4.15% |
$22.3K - $24.7K
|
7.03K
$729K
|
|
|
Feb 07, 2022
Q4 2021
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
268+ 10.66% |
$21.4K - $23.6K
|
2.78K
$289K
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
264+ 0.2% |
$21K - $23.3K
|
130K
$13.5M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
262+ 0.87% |
$20.9K - $23.1K
|
30.3K
$3.15M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
262New |
$20.9K - $23.1K
|
262
$27.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
262+ 3.31% |
$20.9K - $23.1K
|
8.17K
$848K
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
260+ 4.46% |
$20.7K - $22.9K
|
6.1K
$633K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
249+ 33.56% |
$19.8K - $21.9K
|
991
$103K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
246+ 7.8% |
$19.6K - $21.7K
|
3.4K
$353K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Agricole S A
|
BUY
|
- |
243New |
$19.4K - $21.4K
|
243
$25.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
240+ 2.34% |
$19.1K - $21.2K
|
10.5K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
237+ 0.16% |
$18.9K - $20.9K
|
149K
$15.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
234+ 7.82% |
$18.6K - $20.6K
|
3.23K
$335K
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
233New |
$18.6K - $20.5K
|
233
$24.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
205+ 3.73% |
$16.3K - $18.1K
|
5.7K
$592K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
203+ 2.02% |
$16.2K - $17.9K
|
10.2K
$1.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
200+ 1.4% |
$15.9K - $17.6K
|
14.4K
$1.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
200+ 6.09% |
$15.9K - $17.6K
|
3.48K
$362K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
200+ 2000.0% |
$15.9K - $17.6K
|
210
$21.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
200New |
$15.9K - $17.6K
|
200
$20.8K
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
200New |
$15.9K - $17.6K
|
200
$20.8K
|
|
|
Jan 07, 2022
Q4 2021
|
Somerset Trust CO
|
BUY
|
- |
199+ 0.93% |
$15.9K - $17.5K
|
21.5K
$2.23M
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
197New |
$15.7K - $17.4K
|
197
$20.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
BUY
|
- |
197+ 5.94% |
$15.7K - $17.4K
|
3.51K
$364K
|
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
193+ 0.86% |
$15.4K - $17K
|
22.7K
$2.36M
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
185+ 1.62% |
$14.7K - $16.3K
|
11.6K
$1.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
184+ 2.38% |
$14.7K - $16.2K
|
7.93K
$823K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
181+ 1.54% |
$14.4K - $16K
|
11.9K
$1.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
180+ 1.03% |
$14.3K - $15.9K
|
17.7K
$1.84M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
175+ 22.04% |
$13.9K - $15.4K
|
969
$101K
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
172+ 2.94% |
$13.7K - $15.2K
|
6.01K
$624K
|
|
|
Feb 14, 2022
Q4 2021
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
170+ 1.31% |
$13.5K - $15K
|
13.2K
$1.37M
|
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
BUY
|
- |
170+ 2.15% |
$13.5K - $15K
|
8.07K
$837K
|
|
|
Jan 18, 2022
Q4 2021
|
Cardinal Capital Management
|
BUY
|
- |
169+ 0.42% |
$13.5K - $14.9K
|
40.5K
$4.21M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
166+ 2.15% |
$13.2K - $14.6K
|
7.88K
$818K
|