Purchases and Sales Made in Q3 2022 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-283- 5.95% |
$21.1K - $24.7K
|
4.47K
$464K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-284- 6.14% |
$21.2K - $24.8K
|
4.34K
$451K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-290- 6.18% |
$21.6K - $25.3K
|
4.4K
$457K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-297- 0.95% |
$22.2K - $25.9K
|
30.9K
$3.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-297- 0.94% |
$22.2K - $25.9K
|
31.4K
$3.26M
|
|
|
Nov 09, 2022
Q3 2022
|
Mqs Management LLC
|
SELL
|
- |
-298- 3.22% |
$22.2K - $26K
|
8.97K
$931K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-304- 95.0% |
$22.7K - $26.5K
|
16
$1.66K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-312- 0.6% |
$23.3K - $27.2K
|
51.3K
$5.32M
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-315- 4.23% |
$23.5K - $27.5K
|
7.14K
$741K
|
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-316- 3.8% |
$23.6K - $27.6K
|
8.01K
$831K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-320- 7.68% |
$23.9K - $27.9K
|
3.85K
$399K
|
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-325- 2.55% |
$24.2K - $28.4K
|
12.4K
$1.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-326- 8.03% |
$24.3K - $28.4K
|
3.74K
$388K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-329- 11.33% |
$24.5K - $28.7K
|
2.57K
$267K
|
|
|
Nov 14, 2022
Q3 2022
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-330- 0.27% |
$24.6K - $28.8K
|
124K
$12.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-330- 1.35% |
$24.6K - $28.8K
|
24.1K
$2.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-337- 3.76% |
$25.1K - $29.4K
|
8.64K
$897K
|
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
SELL
|
- |
-343- 5.74% |
$25.6K - $29.9K
|
5.63K
$585K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-343- 0.03% |
$25.6K - $29.9K
|
984K
$102M
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-345- 1.79% |
$25.7K - $30.1K
|
19K
$1.97M
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-350- 1.01% |
$26.1K - $30.5K
|
34.3K
$3.57M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-355- 3.12% |
$26.5K - $31K
|
11K
$1.14M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-355- 3.12% |
$26.5K - $31K
|
11K
$1.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-365- 28.92% |
$27.2K - $31.8K
|
897
$93.1K
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-366- 2.98% |
$27.3K - $31.9K
|
11.9K
$1.23M
|
|
|
Oct 03, 2022
Q3 2022
|
Somerset Trust CO
|
SELL
|
- |
-375- 2.12% |
$28K - $32.7K
|
17.3K
$1.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-375- 1.51% |
$28K - $32.7K
|
24.5K
$2.55M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-377- 5.28% |
$28.1K - $32.9K
|
6.77K
$702K
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-384- 2.19% |
$28.7K - $33.5K
|
17.1K
$1.78M
|
|
|
Nov 07, 2022
Q3 2022
|
Davidson Trust CO
|
SELL
|
- |
-384- 6.83% |
$28.7K - $33.5K
|
5.24K
$544K
|
|
|
Nov 02, 2022
Q3 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-390- 7.65% |
$29.1K - $34K
|
4.71K
$489K
|
|
|
Oct 17, 2022
Q3 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-400- 8.6% |
$29.8K - $34.9K
|
4.25K
$441K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-404- 5.23% |
$30.1K - $35.3K
|
7.32K
$760K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-415- 5.31% |
$31K - $36.2K
|
7.4K
$769K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-430- 0.5% |
$32.1K - $37.5K
|
85.2K
$8.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-435- 0.1% |
$32.5K - $38K
|
422K
$43.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Notis Mc Conarty Edward
|
SELL
|
- |
-443- 1.0% |
$33.1K - $38.7K
|
43.7K
$4.54M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-443- 7.31% |
$33.1K - $38.7K
|
5.62K
$583K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-447- 7.49% |
$33.4K - $39K
|
5.52K
$573K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-448- 3.72% |
$33.4K - $39.1K
|
11.6K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-455- 0.75% |
$33.9K - $39.7K
|
59.9K
$6.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-458- 8.7% |
$34.2K - $40K
|
4.81K
$499K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-462- 20.9% |
$34.5K - $40.3K
|
1.75K
$181K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-463- 5.65% |
$34.5K - $40.4K
|
7.73K
$803K
|
|
|
Nov 08, 2022
Q3 2022
|
Hemenway Trust CO LLC
|
SELL
|
- |
-468- 0.25% |
$34.9K - $40.8K
|
189K
$19.6M
|
|
|
Oct 06, 2022
Q3 2022
|
Mcdaniel Terry & CO
|
SELL
|
- |
-473- 3.71% |
$35.3K - $41.3K
|
12.3K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-475- 1.01% |
$35.4K - $41.4K
|
46.5K
$4.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-476- 5.0% |
$35.5K - $41.5K
|
9.04K
$939K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-481- 10.91% |
$35.9K - $42K
|
3.93K
$408K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-500- 6.17% |
$37.3K - $43.6K
|
7.6K
$789K
|