Purchases and Sales Made in Q4 2022 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.86K- 7.68% |
$216K - $265K
|
34.4K
$3.58M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.89K- 25.7% |
$218K - $267K
|
8.36K
$867K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.9K- 41.95% |
$219K - $268K
|
4.01K
$416K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.04K- 4.56% |
$230K - $281K
|
63.7K
$6.61M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.05K- 40.18% |
$230K - $282K
|
4.54K
$471K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.24K- 11.19% |
$244K - $299K
|
25.7K
$2.67M
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-3.36K- 6.72% |
$254K - $310K
|
46.6K
$4.84M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.39K- 1.87% |
$256K - $314K
|
178K
$18.5M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.39K- 1.87% |
$256K - $314K
|
178K
$18.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.43K- 2.46% |
$259K - $317K
|
136K
$14.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.45K- 14.65% |
$260K - $319K
|
20.1K
$2.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-3.51K- 5.32% |
$265K - $324K
|
62.4K
$6.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-3.51K- 3.98% |
$265K - $325K
|
84.8K
$8.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-3.63K- 96.41% |
$274K - $336K
|
135
$14K
|
|
|
Feb 08, 2023
Q4 2022
|
John G Ullman & Associates Inc
|
SELL
|
- |
-3.68K- 1.86% |
$278K - $341K
|
194K
$20.2M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.82K- 96.12% |
$288K - $353K
|
154
$16K
|
|
|
Feb 08, 2023
Q4 2022
|
Hemenway Trust CO LLC
|
SELL
|
- |
-3.83K- 2.03% |
$289K - $354K
|
185K
$19.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-3.98K- 3.92% |
$300K - $368K
|
97.5K
$10.1M
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-4.14K- 34.84% |
$313K - $383K
|
7.75K
$804K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.29K- 14.33% |
$324K - $396K
|
25.6K
$2.66M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-4.33K- 45.67% |
$327K - $401K
|
5.16K
$535K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.41K- 7.56% |
$333K - $408K
|
53.9K
$5.59M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-4.43K- 1.91% |
$335K - $410K
|
228K
$23.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4.57K- 26.44% |
$345K - $423K
|
12.7K
$1.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-4.6K- 1.09% |
$347K - $425K
|
417K
$43.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.66K- 41.97% |
$352K - $431K
|
6.44K
$669K
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
SELL
|
- |
-4.74K- 42.12% |
$358K - $438K
|
6.51K
$676K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.03K- 22.86% |
$380K - $465K
|
17K
$1.76M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-5.03KClosed |
$380K - $466K
|
0
$0
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-5.52K- 11.97% |
$417K - $511K
|
40.6K
$4.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-5.69K- 61.45% |
$430K - $527K
|
3.57K
$371K
|
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-6.46K- 24.89% |
$488K - $598K
|
19.5K
$2.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.72K- 2.17% |
$508K - $622K
|
303K
$31.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.13K- 8.22% |
$614K - $752K
|
90.7K
$9.42M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-8.32K- 9.44% |
$628K - $769K
|
79.8K
$8.28M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.52K- 2.03% |
$644K - $789K
|
412K
$42.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
SELL
|
- |
-8.87K- 20.66% |
$670K - $821K
|
34.1K
$3.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-8.91K- 9.45% |
$673K - $824K
|
85.3K
$8.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.26K- 2.2% |
$700K - $857K
|
412K
$42.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-9.29K- 2.88% |
$702K - $859K
|
313K
$32.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-9.34K- 5.05% |
$706K - $864K
|
176K
$18.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-9.37K- 15.73% |
$708K - $867K
|
50.2K
$5.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-9.52K- 61.29% |
$719K - $881K
|
6.01K
$624K
|
|
|
Feb 03, 2023
Q4 2022
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-9.71K- 5.8% |
$733K - $898K
|
158K
$16.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Somerville Kurt F
|
SELL
|
- |
-10.3K- 6.69% |
$778K - $952K
|
144K
$14.9M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-10.4K- 1.08% |
$787K - $964K
|
956K
$99.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-10.5K- 17.03% |
$796K - $974K
|
51.3K
$5.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-11.5K- 54.43% |
$867K - $1.06M
|
9.6K
$997K
|
|
|
Feb 02, 2023
Q4 2022
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-11.5K- 67.43% |
$872K - $1.07M
|
5.57K
$579K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12K- 3.99% |
$908K - $1.11M
|
289K
$30M
|