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
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
636+ 6.08% |
$48K - $58.8K
|
11.1K
$1.15M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
627+ 24.62% |
$47.4K - $58K
|
3.17K
$329K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
624+ 5.4% |
$47.1K - $57.7K
|
12.2K
$1.27M
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
616+ 0.75% |
$46.5K - $57K
|
82.5K
$8.56M
|
|
|
Jan 12, 2023
Q4 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
599+ 13.7% |
$45.3K - $55.4K
|
4.97K
$516K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
562New |
$42.5K - $52K
|
562
$58.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
552+ 3.17% |
$41.7K - $51.1K
|
18K
$1.86M
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
545+ 4.18% |
$41.2K - $50.4K
|
13.6K
$1.41M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
528+ 1.21% |
$39.9K - $48.9K
|
44.2K
$4.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
508+ 2.13% |
$38.4K - $47K
|
24.3K
$2.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
504+ 105.66% |
$38.1K - $46.6K
|
981
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
500+ 80.65% |
$37.8K - $46.3K
|
1.12K
$116K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
483+ 14.42% |
$36.5K - $44.7K
|
3.83K
$398K
|
|
|
Jan 31, 2023
Q4 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
473+ 0.59% |
$35.7K - $43.8K
|
80.2K
$8.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
465+ 3.06% |
$35.1K - $43K
|
15.7K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
460New |
$34.8K - $42.6K
|
460
$47.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
458New |
$34.6K - $42.4K
|
458
$47.5K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
457New |
$34.5K - $42.3K
|
457
$47.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
452+ 12.89% |
$34.1K - $41.8K
|
3.96K
$411K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
450+ 1.56% |
$34K - $41.6K
|
29.3K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
450New |
$34K - $41.6K
|
450
$46.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
450+ 13.95% |
$34K - $41.6K
|
3.68K
$382K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
438New |
$33.1K - $40.5K
|
438
$45.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
419+ 2.62% |
$31.7K - $38.8K
|
16.4K
$1.7M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
415+ 11.76% |
$31.4K - $38.4K
|
3.94K
$409K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
406New |
$30.7K - $37.6K
|
406
$42.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
399+ 6.23% |
$30.1K - $36.9K
|
6.8K
$706K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
393+ 13.95% |
$29.7K - $36.4K
|
3.21K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
389New |
$29.4K - $36K
|
389
$40.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
387+ 0.36% |
$29.2K - $35.8K
|
109K
$11.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
383+ 1.94% |
$28.9K - $35.4K
|
20.2K
$2.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
380+ 1.61% |
$28.7K - $35.2K
|
24K
$2.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
380+ 2.28% |
$28.7K - $35.2K
|
17.1K
$1.77M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
375+ 12.53% |
$28.3K - $34.7K
|
3.37K
$350K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
370+ 5.05% |
$28K - $34.2K
|
7.69K
$798K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
364New |
$27.5K - $33.7K
|
364
$37.8K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
362+ 2.65% |
$27.3K - $33.5K
|
14K
$1.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
360+ 1.22% |
$27.2K - $33.3K
|
29.8K
$3.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
355+ 1.08% |
$26.8K - $32.8K
|
33.3K
$3.45M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
355+ 5.54% |
$26.8K - $32.8K
|
6.76K
$702K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
350New |
$26.4K - $32.4K
|
350
$36.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
343+ 29.8% |
$25.9K - $31.7K
|
1.49K
$155K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
340+ 7.52% |
$25.7K - $31.5K
|
4.86K
$505K
|
|
|
Feb 14, 2023
Q4 2022
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
329+ 0.27% |
$24.9K - $30.4K
|
124K
$12.9M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
328New |
$24.8K - $30.3K
|
328
$34K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
323+ 2018.75% |
$24.4K - $29.9K
|
339
$35.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
323+ 23.12% |
$24.4K - $29.9K
|
1.72K
$179K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
300+ 6.73% |
$22.7K - $27.8K
|
4.76K
$494K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
300New |
$22.7K - $27.8K
|
300
$31.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
291+ 1.55% |
$22K - $26.9K
|
19.1K
$1.98M
|