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 14, 2023
Q4 2022
|
First Light Asset Management, LLC
Edina, MN |
BUY
|
- |
4.12KNew |
$311K - $381K
|
4.12K
$428K
|
|
|
Feb 14, 2023
Q4 2022
|
Ddd Partners, LLC
|
BUY
|
- |
4.05K+ 2.09% |
$306K - $374K
|
198K
$20.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.95KNew |
$298K - $365K
|
3.95K
$410K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.88K+ 12.11% |
$293K - $359K
|
35.9K
$3.72M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.86K+ 17.65% |
$292K - $357K
|
25.7K
$2.67M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.84K+ 479.65% |
$290K - $355K
|
4.64K
$482K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.84K+ 23.09% |
$290K - $355K
|
20.5K
$2.12M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
3.82K+ 0.79% |
$289K - $353K
|
488K
$50.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
3.8K+ 19.79% |
$287K - $352K
|
23K
$2.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.76KNew |
$284K - $348K
|
3.76K
$391K
|
|
|
Feb 14, 2023
Q4 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
3.67K+ 33.86% |
$277K - $339K
|
14.5K
$1.51M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.57K+ 46.85% |
$269K - $330K
|
11.2K
$1.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
3.56KNew |
$269K - $329K
|
3.56K
$369K
|
|
|
Jan 17, 2023
Q4 2022
|
Bristol John W & CO Inc
|
BUY
|
- |
3.54K+ 0.52% |
$267K - $327K
|
683K
$70.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
3.52K+ 10.51% |
$266K - $326K
|
37.1K
$3.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
3.52K+ 25.26% |
$266K - $326K
|
17.5K
$1.81M
|
|
|
Feb 24, 2023
Q4 2022
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
3.51KNew |
$265K - $324K
|
3.51K
$364K
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
3.5K+ 97.19% |
$264K - $323K
|
7.09K
$736K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3.48KNew |
$263K - $322K
|
3.48K
$361K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.44K+ 14.57% |
$260K - $318K
|
27K
$2.81M
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
3.44KNew |
$260K - $318K
|
3.44K
$357K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.44KNew |
$260K - $318K
|
3.44K
$357K
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.4KNew |
$257K - $314K
|
3.4K
$353K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
3.35K+ 28.45% |
$253K - $310K
|
15.1K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.28KNew |
$248K - $303K
|
3.28K
$340K
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.26KNew |
$246K - $301K
|
3.26K
$338K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
3.23KNew |
$244K - $299K
|
3.23K
$336K
|
|
|
Feb 09, 2023
Q4 2022
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
3.21KNew |
$243K - $297K
|
3.21K
$334K
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.21K+ 2.86% |
$243K - $297K
|
115K
$12M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.21KNew |
$242K - $297K
|
3.21K
$333K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.2K+ 8.84% |
$242K - $296K
|
39.4K
$4.09M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3.18KNew |
$240K - $294K
|
3.18K
$330K
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3.17KNew |
$240K - $294K
|
3.17K
$329K
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3.15KNew |
$238K - $291K
|
3.15K
$327K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.13KNew |
$236K - $290K
|
3.13K
$325K
|
|
|
Feb 13, 2023
Q4 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
3.12K+ 1.09% |
$236K - $289K
|
290K
$30.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.11KNew |
$235K - $288K
|
3.11K
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.09KNew |
$234K - $286K
|
3.09K
$321K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.09K+ 14.89% |
$234K - $286K
|
23.8K
$2.48M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.06K+ 11.81% |
$231K - $283K
|
29K
$3.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
BUY
|
- |
3.03K+ 6.44% |
$229K - $280K
|
50.1K
$5.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
3.02KNew |
$228K - $279K
|
3.02K
$313K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.99KNew |
$226K - $276K
|
2.99K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.96KNew |
$224K - $274K
|
2.96K
$308K
|
|
|
Feb 01, 2023
Q4 2022
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2.95KNew |
$223K - $273K
|
2.95K
$307K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.95KNew |
$223K - $273K
|
2.95K
$306K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.87K+ 20.92% |
$216K - $265K
|
16.6K
$1.72M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.84KNew |
$214K - $263K
|
2.84K
$295K
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.81K+ 35.03% |
$212K - $260K
|
10.8K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.8KNew |
$212K - $259K
|
2.8K
$291K
|