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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2021
Q3 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 12.35% |
$94K - $109K
|
10.5K
$1.04M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.13K+ 14.32% |
$92.1K - $107K
|
8.99K
$891K
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
1.12K+ 34.05% |
$91.8K - $107K
|
4.42K
$438K
|
|
|
Nov 05, 2021
Q3 2021
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
1.12K+ 0.29% |
$91.3K - $106K
|
382K
$37.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.11K+ 33.75% |
$90.5K - $105K
|
4.39K
$435K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.1K+ 58.17% |
$90K - $105K
|
2.99K
$296K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.1K+ 31.66% |
$89.5K - $104K
|
4.55K
$451K
|
|
|
Oct 08, 2021
Q3 2021
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.09K+ 35.91% |
$88.8K - $103K
|
4.11K
$407K
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.08K+ 35.78% |
$88.6K - $103K
|
4.11K
$408K
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.08K+ 16.0% |
$88.2K - $103K
|
7.82K
$775K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.04K+ 85.7% |
$84.8K - $98.7K
|
2.25K
$223K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
1.03K+ 256.33% |
$84.5K - $98.3K
|
1.44K
$142K
|
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
988+ 11.25% |
$80.8K - $94K
|
9.77K
$968K
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
939+ 26.03% |
$76.8K - $89.3K
|
4.55K
$451K
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
936+ 7.23% |
$76.5K - $89.1K
|
13.9K
$1.38M
|
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
919+ 0.63% |
$75.2K - $87.4K
|
147K
$14.6M
|
|
|
Oct 21, 2021
Q3 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
900+ 4.17% |
$73.6K - $85.6K
|
22.5K
$2.23M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
867+ 18.23% |
$70.9K - $82.5K
|
5.62K
$557K
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
856+ 34.71% |
$70K - $81.4K
|
3.32K
$329K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
852+ 1234.78% |
$69.7K - $81.1K
|
921
$91.3K
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
820+ 4.05% |
$67.1K - $78K
|
21.1K
$2.09M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
818+ 32.04% |
$66.9K - $77.8K
|
3.37K
$334K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
814+ 5.47% |
$66.6K - $77.4K
|
15.7K
$1.56M
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
813+ 13.46% |
$66.5K - $77.3K
|
6.85K
$679K
|
|
|
Oct 12, 2021
Q3 2021
|
Violich Capital Management, Inc.
|
BUY
|
- |
800+ 20.3% |
$65.4K - $76.1K
|
4.74K
$470K
|
|
|
Nov 08, 2021
Q3 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
797+ 17.67% |
$65.2K - $75.8K
|
5.31K
$526K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
781+ 2.67% |
$63.9K - $74.3K
|
30.1K
$2.98M
|
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
BUY
|
- |
781+ 0.87% |
$63.9K - $74.3K
|
90.5K
$8.97M
|
|
|
Nov 02, 2021
Q3 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
775+ 8.78% |
$63.4K - $73.7K
|
9.6K
$952K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
773+ 7.6% |
$63.2K - $73.5K
|
10.9K
$1.08M
|
|
|
Oct 29, 2021
Q3 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
771+ 4.99% |
$63.1K - $73.4K
|
16.2K
$1.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
757+ 1.15% |
$61.9K - $72K
|
66.5K
$6.59M
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
754+ 12.98% |
$61.7K - $71.7K
|
6.56K
$650K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
754+ 4.11% |
$61.7K - $71.7K
|
19.1K
$1.89M
|
|
|
Nov 16, 2021
Q3 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
752+ 16.0% |
$61.5K - $71.5K
|
5.45K
$540K
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
750+ 13.65% |
$61.3K - $71.4K
|
6.25K
$619K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
740+ 14.93% |
$60.5K - $70.4K
|
5.7K
$564K
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
BUY
|
- |
712+ 12.62% |
$58.2K - $67.7K
|
6.35K
$629K
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
692+ 3.57% |
$56.6K - $65.8K
|
20.1K
$1.99M
|
|
|
Nov 03, 2021
Q3 2021
|
Sepio Capital, LP
|
BUY
|
- |
689+ 1.18% |
$56.3K - $65.6K
|
58.9K
$5.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
661+ 26.59% |
$54.1K - $62.9K
|
3.15K
$312K
|
|
|
Nov 05, 2021
Q3 2021
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
650+ 2.72% |
$53.2K - $61.8K
|
24.6K
$2.43M
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
647+ 8.84% |
$52.9K - $61.6K
|
7.97K
$790K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
644+ 5.93% |
$52.7K - $61.3K
|
11.5K
$1.14M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
636+ 2.44% |
$52K - $60.5K
|
26.7K
$2.64M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
616+ 8.68% |
$50.4K - $58.6K
|
7.72K
$765K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
605+ 9.09% |
$49.5K - $57.6K
|
7.26K
$719K
|
|
|
Nov 09, 2021
Q3 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
601+ 0.43% |
$49.1K - $57.2K
|
139K
$13.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
595+ 27.87% |
$48.7K - $56.6K
|
2.73K
$270K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
576New |
$47.1K - $54.8K
|
576
$57.1K
|