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 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
100+ 200.0% |
$7.56K - $9.25K
|
150
$15.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
100New |
$7.56K - $9.25K
|
100
$10.4K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
100New |
$7.56K - $9.25K
|
100
$10.4K
|
|
|
Feb 13, 2023
Q4 2022
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
100+ 1.94% |
$7.56K - $9.25K
|
5.26K
$546K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
100New |
$7.56K - $9.25K
|
100
$10.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
98+ 3.39% |
$7.4K - $9.07K
|
2.99K
$310K
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
98+ 2.05% |
$7.4K - $9.07K
|
4.88K
$507K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
97New |
$7.33K - $8.97K
|
97
$10.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
97+ 4.66% |
$7.33K - $8.97K
|
2.18K
$226K
|
|
|
Jan 11, 2023
Q4 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
96+ 0.4% |
$7.25K - $8.88K
|
23.8K
$2.48M
|
|
|
Feb 01, 2023
Q4 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
95+ 2.12% |
$7.18K - $8.79K
|
4.57K
$474K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
89+ 1.11% |
$6.72K - $8.23K
|
8.11K
$842K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
87+ 1.13% |
$6.57K - $8.05K
|
7.82K
$812K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
86+ 39.63% |
$6.5K - $7.96K
|
303
$31.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
85+ 1.81% |
$6.42K - $7.86K
|
4.79K
$497K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
84+ 2.75% |
$6.35K - $7.77K
|
3.14K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
BUY
|
- |
81+ 1.55% |
$6.12K - $7.49K
|
5.32K
$552K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
80+ 34.78% |
$6.04K - $7.4K
|
310
$32.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
79+ 3.47% |
$5.97K - $7.31K
|
2.36K
$245K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
79+ 0.69% |
$5.97K - $7.31K
|
11.5K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
79+ 0.35% |
$5.97K - $7.31K
|
22.4K
$2.32M
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
76+ 0.96% |
$5.74K - $7.03K
|
8K
$831K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
76+ 1.03% |
$5.74K - $7.03K
|
7.46K
$774K
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
75+ 0.34% |
$5.67K - $6.94K
|
22.1K
$2.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Puzo Michael J
|
BUY
|
- |
75+ 0.1% |
$5.67K - $6.94K
|
77.8K
$8.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
75+ 0.86% |
$5.67K - $6.94K
|
8.83K
$916K
|
|
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
74+ 0.18% |
$5.59K - $6.85K
|
41.1K
$4.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
74+ 2.27% |
$5.59K - $6.85K
|
3.34K
$347K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
71+ 6.11% |
$5.36K - $6.57K
|
1.23K
$128K
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
71+ 2.19% |
$5.36K - $6.57K
|
3.31K
$343K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
70+ 2.55% |
$5.29K - $6.48K
|
2.81K
$292K
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
69+ 0.44% |
$5.21K - $6.38K
|
15.8K
$1.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
69+ 15.83% |
$5.21K - $6.38K
|
505
$52.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
69+ 0.73% |
$5.21K - $6.38K
|
9.52K
$988K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
65New |
$4.91K - $6.01K
|
65
$6.75K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
63+ 79.75% |
$4.76K - $5.83K
|
142
$14.7K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
59+ 0.72% |
$4.46K - $5.46K
|
8.23K
$855K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
54+ 0.04% |
$4.08K - $5K
|
132K
$13.7M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
53New |
$4K - $4.9K
|
53
$5.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
51New |
$3.85K - $4.72K
|
51
$5.29K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
48+ 0.67% |
$3.63K - $4.44K
|
7.26K
$753K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
47+ 0.65% |
$3.55K - $4.35K
|
7.27K
$755K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
45+ 0.03% |
$3.4K - $4.16K
|
143K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
44+ 0.25% |
$3.32K - $4.07K
|
17.4K
$1.81M
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
41+ 0.9% |
$3.1K - $3.79K
|
4.61K
$478K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
40+ 10.81% |
$3.02K - $3.7K
|
410
$42.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
39+ 1.24% |
$2.95K - $3.61K
|
3.19K
$331K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
35+ 34.65% |
$2.64K - $3.24K
|
136
$14.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
34New |
$2.57K - $3.15K
|
34
$3.53K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
33+ 1.11% |
$2.49K - $3.05K
|
3K
$312K
|