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 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-898- 8.21% |
$67K - $78.4K
|
10K
$1.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-900- 1.99% |
$67.1K - $78.5K
|
44.3K
$4.61M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-909- 5.43% |
$67.8K - $79.3K
|
15.8K
$1.65M
|
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
SELL
|
- |
-910- 3.86% |
$67.9K - $79.4K
|
22.7K
$2.37M
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-911- 43.95% |
$68K - $79.5K
|
1.16K
$121K
|
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
SELL
|
- |
-912- 5.42% |
$68K - $79.6K
|
15.9K
$1.66M
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-915- 8.89% |
$68.3K - $79.8K
|
9.38K
$978K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-920- 5.61% |
$68.6K - $80.3K
|
15.5K
$1.61M
|
|
|
Nov 08, 2022
Q3 2022
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-925- 1.93% |
$69K - $80.7K
|
47K
$4.91M
|
|
|
Oct 28, 2022
Q3 2022
|
Northeast Investment Management
|
SELL
|
- |
-930- 3.06% |
$69.4K - $81.2K
|
29.5K
$3.07M
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-931- 18.78% |
$69.5K - $81.2K
|
4.03K
$420K
|
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-932- 0.86% |
$69.5K - $81.3K
|
107K
$11.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-951- 18.47% |
$71K - $83K
|
4.2K
$438K
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-965- 2.39% |
$72K - $84.2K
|
39.4K
$4.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-972- 0.68% |
$72.5K - $84.8K
|
141K
$14.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1K- 19.23% |
$74.6K - $87.3K
|
4.2K
$438K
|
|
|
Oct 31, 2022
Q3 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-1K- 5.46% |
$74.6K - $87.3K
|
17.3K
$1.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1K- 16.14% |
$74.9K - $87.6K
|
5.22K
$544K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.02K- 16.65% |
$75.8K - $88.7K
|
5.09K
$530K
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.05K- 2.14% |
$78K - $91.2K
|
47.7K
$4.97M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.06K- 3.85% |
$79.3K - $92.8K
|
26.5K
$2.77M
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.07K- 20.65% |
$79.5K - $92.9K
|
4.09K
$427K
|
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.07K- 11.93% |
$80.1K - $93.7K
|
7.93K
$827K
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.11K- 17.56% |
$82.7K - $96.7K
|
5.2K
$542K
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.11K- 17.56% |
$82.7K - $96.7K
|
5.2K
$542K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.11K- 12.49% |
$82.7K - $96.8K
|
7.77K
$810K
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.13K- 14.94% |
$83.9K - $98.2K
|
6.4K
$668K
|
|
|
Nov 09, 2022
Q3 2022
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-1.13K- 4.53% |
$84.3K - $98.6K
|
23.8K
$2.49M
|
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.15K- 15.6% |
$85.8K - $100K
|
6.22K
$649K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.15K- 24.17% |
$86K - $101K
|
3.62K
$377K
|
|
|
Nov 08, 2022
Q3 2022
|
Somerville Kurt F
|
SELL
|
- |
-1.16K- 0.74% |
$86.2K - $101K
|
154K
$16M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.19K- 7.05% |
$88.6K - $104K
|
15.6K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.19K- 13.58% |
$89K - $104K
|
7.59K
$792K
|
|
|
Nov 14, 2022
Q3 2022
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-1.24K- 12.4% |
$92.4K - $108K
|
8.75K
$912K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.25K- 24.18% |
$93.1K - $109K
|
3.91K
$408K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-1.31K- 1.94% |
$97.5K - $114K
|
65.9K
$6.87M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.32K- 8.79% |
$98.3K - $115K
|
13.7K
$1.42M
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.32K- 11.27% |
$98.8K - $116K
|
10.4K
$1.09M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.37K- 63.98% |
$102K - $120K
|
773
$80.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.38K- 17.79% |
$103K - $120K
|
6.38K
$665K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.39K- 0.74% |
$104K - $121K
|
187K
$19.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-1.41K- 0.52% |
$105K - $123K
|
268K
$28M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.42K- 97.46% |
$106K - $124K
|
37
$3.86K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.46K- 90.98% |
$109K - $128K
|
145
$15.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.5K- 1.83% |
$112K - $131K
|
80.5K
$8.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.53K- 11.49% |
$114K - $133K
|
11.8K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.54K- 4.44% |
$115K - $134K
|
33.1K
$3.46M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.63K- 19.48% |
$122K - $142K
|
6.74K
$703K
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-1.65K- 3.19% |
$123K - $144K
|
49.9K
$5.21M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.67K- 2.53% |
$124K - $145K
|
64.1K
$6.68M
|