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 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.42K+ 37.6% |
$107K - $131K
|
5.19K
$539K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.4K+ 9.7% |
$106K - $129K
|
15.8K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
1.25K+ 31.87% |
$94.2K - $115K
|
5.16K
$536K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.24K+ 15.95% |
$93.3K - $114K
|
8.98K
$932K
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.2K+ 9.9% |
$90.7K - $111K
|
13.3K
$1.38M
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
1.2K+ 25.45% |
$90.4K - $111K
|
5.9K
$612K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.19K+ 17.19% |
$90.1K - $110K
|
8.14K
$844K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.18K+ 9.44% |
$89K - $109K
|
13.7K
$1.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
1.18K+ 0.88% |
$88.8K - $109K
|
135K
$14M
|
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.15K+ 0.82% |
$86.7K - $106K
|
141K
$14.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.09K+ 4.01% |
$82.7K - $101K
|
28.4K
$2.94M
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.08K+ 10.34% |
$81.4K - $99.7K
|
11.5K
$1.19M
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.05K+ 18.47% |
$79.5K - $97.3K
|
6.75K
$701K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
1.02K+ 0.71% |
$77.2K - $94.6K
|
145K
$15.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.01K+ 8.46% |
$76.4K - $93.5K
|
13K
$1.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
990+ 29.99% |
$74.8K - $91.6K
|
4.29K
$445K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
950+ 3.83% |
$71.8K - $87.9K
|
25.7K
$2.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Zevin Asset Management LLC
|
BUY
|
- |
937+ 1.05% |
$70.8K - $86.7K
|
89.9K
$9.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
929New |
$70.2K - $86K
|
929
$96.4K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
922+ 0.46% |
$69.7K - $85.3K
|
202K
$21M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
914New |
$69.1K - $84.6K
|
914
$94.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
902+ 1.51% |
$68.1K - $83.5K
|
60.8K
$6.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
901+ 1.21% |
$68.1K - $83.4K
|
75.5K
$7.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
890+ 2.84% |
$67.2K - $82.3K
|
32.3K
$3.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
889+ 20.15% |
$67.2K - $82.3K
|
5.3K
$550K
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
889+ 1.12% |
$67.2K - $82.3K
|
80.2K
$8.33M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
BUY
|
- |
886+ 5.17% |
$66.9K - $82K
|
18K
$1.87M
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
879+ 15.51% |
$66.4K - $81.3K
|
6.55K
$680K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
876New |
$66.2K - $81K
|
876
$90.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
868+ 24.72% |
$65.6K - $80.3K
|
4.38K
$455K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
865+ 15.57% |
$65.4K - $80K
|
6.42K
$667K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
861+ 3.02% |
$65K - $79.7K
|
29.3K
$3.05M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
850+ 27.38% |
$64.2K - $78.6K
|
3.96K
$411K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
847+ 28.37% |
$64K - $78.4K
|
3.83K
$398K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
847+ 23.43% |
$64K - $78.4K
|
4.46K
$463K
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
826+ 1.64% |
$62.4K - $76.4K
|
51.2K
$5.31M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
807+ 19.23% |
$61K - $74.7K
|
5K
$519K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
785+ 14.24% |
$59.3K - $72.6K
|
6.3K
$654K
|
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
778+ 7.74% |
$58.8K - $72K
|
10.8K
$1.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
776+ 5.24% |
$58.6K - $71.8K
|
15.6K
$1.62M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
764+ 6.48% |
$57.7K - $70.7K
|
12.5K
$1.3M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
760+ 3.0% |
$57.4K - $70.3K
|
26.1K
$2.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
709+ 2.96% |
$53.6K - $65.6K
|
24.7K
$2.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
700+ 4.48% |
$52.9K - $64.8K
|
16.3K
$1.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
698+ 0.65% |
$52.7K - $64.6K
|
108K
$11.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
690+ 1.66% |
$52.1K - $63.8K
|
42.2K
$4.39M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
678+ 2.88% |
$51.2K - $62.7K
|
24.2K
$2.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
660+ 15.72% |
$49.9K - $61.1K
|
4.86K
$504K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
648+ 1.01% |
$49K - $60K
|
64.7K
$6.72M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
645+ 10.99% |
$48.7K - $59.7K
|
6.51K
$676K
|