Purchases and Sales Made in Q3 2021 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.69K+ 8.79% |
$220K - $256K
|
33.3K
$3.33M
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.69KNew |
$220K - $255K
|
2.69K
$268K
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.57K+ 53.62% |
$210K - $245K
|
7.37K
$737K
|
|
|
Oct 13, 2021
Q3 2021
|
Five Oceans Advisors
|
BUY
|
- |
2.47KNew |
$202K - $235K
|
2.47K
$247K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.45KNew |
$200K - $233K
|
2.45K
$245K
|
|
|
Nov 09, 2021
Q3 2021
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
2.4K+ 1.87% |
$196K - $228K
|
131K
$13.1M
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.4K+ 7.53% |
$196K - $228K
|
34.2K
$3.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.39K+ 71.94% |
$195K - $227K
|
5.71K
$571K
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
BUY
|
- |
2.39K+ 7.51% |
$195K - $227K
|
34.2K
$3.42M
|
|
|
Oct 12, 2021
Q3 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.34K+ 4.06% |
$191K - $223K
|
59.9K
$5.99M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
2.3K+ 87.31% |
$188K - $219K
|
4.93K
$493K
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
2.26K+ 18.82% |
$184K - $215K
|
14.2K
$1.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
2.2K+ 24.51% |
$180K - $209K
|
11.2K
$1.12M
|
|
|
Oct 12, 2021
Q3 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.15K+ 9.58% |
$176K - $205K
|
24.6K
$2.46M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
2.13K+ 4.95% |
$174K - $202K
|
45.1K
$4.51M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
2.12K+ 18.03% |
$174K - $202K
|
13.9K
$1.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.05K+ 47.68% |
$168K - $195K
|
6.35K
$635K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.05K+ 11.1% |
$168K - $195K
|
20.5K
$2.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.03K+ 0.77% |
$166K - $193K
|
266K
$26.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
2K+ 48.67% |
$164K - $190K
|
6.11K
$611K
|
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.96K+ 33.75% |
$160K - $186K
|
7.75K
$774K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.95K+ 6.97% |
$159K - $185K
|
29.9K
$2.99M
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.94K+ 2.33% |
$158K - $184K
|
85.2K
$8.51M
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.91K+ 12.93% |
$156K - $181K
|
16.7K
$1.66M
|
|
|
Nov 04, 2021
Q3 2021
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.88K+ 4.05% |
$154K - $179K
|
48.2K
$4.82M
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.86K+ 10.15% |
$152K - $177K
|
20.1K
$2.01M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.79K+ 17.33% |
$146K - $170K
|
12.1K
$1.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.76K+ 35.4% |
$144K - $167K
|
6.73K
$673K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.72K+ 19.66% |
$141K - $164K
|
10.5K
$1.05M
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
1.69K+ 4.43% |
$138K - $161K
|
39.9K
$3.99M
|
|
|
Nov 10, 2021
Q3 2021
|
Notis Mc Conarty Edward
|
BUY
|
- |
1.69K+ 3.81% |
$138K - $160K
|
45.9K
$4.59M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
1.68K+ 28.57% |
$137K - $160K
|
7.56K
$756K
|
|
|
Nov 04, 2021
Q3 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.65K+ 23.82% |
$135K - $157K
|
8.57K
$857K
|
|
|
Oct 07, 2021
Q3 2021
|
Somerset Trust CO
|
BUY
|
- |
1.63K+ 8.29% |
$133K - $155K
|
21.3K
$2.13M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.53K+ 50.08% |
$125K - $145K
|
4.57K
$457K
|
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
BUY
|
- |
1.47K+ 10.37% |
$120K - $140K
|
15.7K
$1.56M
|
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.44K+ 2.21% |
$118K - $137K
|
66.6K
$6.66M
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
BUY
|
- |
1.41K+ 1.39% |
$115K - $134K
|
103K
$10.3M
|
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 2.26% |
$112K - $130K
|
61.8K
$6.18M
|
|
|
Oct 22, 2021
Q3 2021
|
Ddd Partners, LLC
|
BUY
|
- |
1.37K+ 0.91% |
$112K - $130K
|
151K
$15.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.34K+ 1.49% |
$110K - $128K
|
91.5K
$9.15M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.33K+ 84.67% |
$108K - $126K
|
2.89K
$289K
|
|
|
Nov 12, 2021
Q3 2021
|
Ativo Capital Management LLC
Chicago, IL |
BUY
|
- |
1.3K+ 9.81% |
$106K - $124K
|
14.5K
$1.45M
|
|
|
Oct 15, 2021
Q3 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
1.27K+ 1.96% |
$104K - $121K
|
66.3K
$6.63M
|
|
|
Oct 06, 2021
Q3 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.25K+ 10.75% |
$102K - $119K
|
12.9K
$1.29M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
1.25K+ 3.31% |
$102K - $119K
|
38.9K
$3.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.19K+ 148.25% |
$97K - $113K
|
1.99K
$199K
|
|
|
Nov 10, 2021
Q3 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.19K+ 9.2% |
$96.9K - $113K
|
14.1K
$1.41M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.18K+ 42.03% |
$96.7K - $112K
|
3.99K
$399K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
1.16K+ 28.49% |
$95.2K - $111K
|
5.25K
$525K
|