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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-500- 20.88% |
$37.3K - $43.6K
|
1.9K
$197K
|
|
Nov 02, 2022
Q3 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-512- 4.64% |
$38.2K - $44.7K
|
10.5K
$1.09M
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-513- 5.92% |
$38.3K - $44.8K
|
8.16K
$847K
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-522- 5.73% |
$38.9K - $45.5K
|
8.58K
$891K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-525- 0.24% |
$39.2K - $45.8K
|
214K
$22.2M
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-535- 12.84% |
$39.9K - $46.7K
|
3.63K
$377K
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-543- 6.22% |
$40.5K - $47.4K
|
8.18K
$850K
|
|
Oct 21, 2022
Q3 2022
|
Cardinal Capital Management
|
SELL
|
- |
-546- 1.29% |
$40.7K - $47.6K
|
41.8K
$4.34M
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-555- 13.61% |
$41.4K - $48.4K
|
3.52K
$366K
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-564- 13.65% |
$42.1K - $49.2K
|
3.57K
$370K
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-570- 6.23% |
$42.5K - $49.7K
|
8.57K
$890K
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-580- 5.31% |
$43.3K - $50.6K
|
10.3K
$1.07M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-585- 1.96% |
$43.6K - $51K
|
29.3K
$3.04M
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-587- 3.42% |
$43.8K - $51.2K
|
16.6K
$1.72M
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-597- 10.01% |
$44.5K - $52.1K
|
5.37K
$557K
|
|
Apr 26, 2023
Q3 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-608Closed |
$45.4K - $53.1K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-624- 15.45% |
$46.6K - $54.5K
|
3.41K
$354K
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-629- 8.33% |
$46.9K - $54.9K
|
6.92K
$718K
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
SELL
|
- |
-635- 5.35% |
$47.4K - $55.4K
|
11.2K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-643- 6.81% |
$48K - $56.1K
|
8.8K
$913K
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-644- 8.02% |
$48K - $56.2K
|
7.38K
$766K
|
|
Oct 18, 2022
Q3 2022
|
Hall Capital Management CO Inc
|
SELL
|
- |
-647- 9.38% |
$48.3K - $56.5K
|
6.25K
$649K
|
|
Nov 08, 2022
Q3 2022
|
Page Arthur B
|
SELL
|
- |
-650- 2.42% |
$48.5K - $56.7K
|
26.2K
$2.72M
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-658- 3.3% |
$49.1K - $57.4K
|
19.3K
$2M
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-688- 1.46% |
$51.3K - $60K
|
46.5K
$4.82M
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-722- 3.51% |
$53.9K - $63K
|
19.8K
$2.06M
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-724- 54.48% |
$54K - $63.2K
|
605
$62.8K
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-725- 18.74% |
$54.1K - $63.3K
|
3.14K
$326K
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-730- 5.37% |
$54.5K - $63.7K
|
12.9K
$1.33M
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
SELL
|
- |
-750- 8.47% |
$56K - $65.4K
|
8.1K
$841K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-766- 8.58% |
$57.2K - $66.8K
|
8.16K
$847K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-771- 9.43% |
$57.5K - $67.3K
|
7.4K
$769K
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-771- 68.9% |
$57.5K - $67.3K
|
348
$36.1K
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-781- 9.16% |
$58.3K - $68.2K
|
7.75K
$804K
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
SELL
|
- |
-787- 21.94% |
$58.7K - $68.7K
|
2.8K
$291K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-799- 6.02% |
$59.6K - $69.7K
|
12.5K
$1.3M
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-815- 17.46% |
$60.8K - $71.1K
|
3.85K
$400K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-823- 32.22% |
$61.4K - $71.8K
|
1.73K
$180K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-823- 1.44% |
$61.4K - $71.8K
|
56.4K
$5.86M
|
|
Nov 14, 2022
Q3 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-835- 5.78% |
$62.3K - $72.9K
|
13.6K
$1.41M
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-846- 2.0% |
$63.1K - $73.8K
|
41.6K
$4.31M
|
|
Nov 10, 2022
Q3 2022
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-847- 12.04% |
$63.2K - $73.9K
|
6.19K
$643K
|
|
Oct 12, 2022
Q3 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-856- 1.23% |
$63.9K - $74.7K
|
68.7K
$7.13M
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-858- 2.95% |
$64K - $74.9K
|
28.2K
$2.93M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-868- 2.17% |
$64.8K - $75.7K
|
39.1K
$4.06M
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-874- 12.02% |
$65.2K - $76.3K
|
6.4K
$664K
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-880- 8.85% |
$65.7K - $76.8K
|
9.07K
$941K
|
|
Oct 31, 2022
Q3 2022
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-886- 0.55% |
$66.1K - $77.3K
|
161K
$16.7M
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-892- 6.0% |
$66.6K - $77.8K
|
14K
$1.45M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-896- 3.31% |
$66.9K - $78.2K
|
26.2K
$2.72M
|