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
|
Sanders Capital, LLC
West Palm Beach, FL |
SELL
|
- |
-1.74K- 0.15% |
$130K - $152K
|
1.13M
$118M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.76K- 19.57% |
$131K - $153K
|
7.23K
$754K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.77K- 37.58% |
$132K - $154K
|
2.93K
$306K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.79K- 15.91% |
$133K - $156K
|
9.45K
$986K
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
SELL
|
- |
-1.83K- 4.8% |
$136K - $160K
|
36.3K
$3.78M
|
|
|
Nov 01, 2022
Q3 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.85K- 3.86% |
$138K - $161K
|
46.1K
$4.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-1.88K- 40.44% |
$140K - $164K
|
2.77K
$288K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.9K- 0.45% |
$141K - $165K
|
421K
$43.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.91K- 1.33% |
$143K - $167K
|
142K
$14.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.91K- 30.23% |
$143K - $167K
|
4.41K
$460K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.98K- 7.09% |
$148K - $173K
|
25.9K
$2.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Broderick Brian C
|
SELL
|
- |
-1.98K- 6.11% |
$148K - $173K
|
30.4K
$3.17M
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-1.99K- 2.2% |
$148K - $173K
|
88.1K
$9.19M
|
|
|
Nov 07, 2022
Q3 2022
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-2K- 34.55% |
$149K - $175K
|
3.79K
$395K
|
|
|
Nov 10, 2022
Q3 2022
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-2.02K- 7.88% |
$151K - $177K
|
23.7K
$2.47M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.03K- 1.0% |
$152K - $177K
|
201K
$21M
|
|
|
Nov 09, 2022
Q3 2022
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-2.05K- 1.11% |
$153K - $179K
|
182K
$19M
|
|
|
Oct 11, 2022
Q3 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-2.07K- 7.38% |
$154K - $180K
|
26K
$2.71M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2.09K- 8.67% |
$156K - $183K
|
22.1K
$2.3M
|
|
|
Oct 17, 2022
Q3 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-2.13K- 32.71% |
$159K - $186K
|
4.37K
$456K
|
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.17K- 2.58% |
$162K - $189K
|
81.7K
$8.52M
|
|
|
Nov 08, 2022
Q3 2022
|
Kidder Stephen W
|
SELL
|
- |
-2.18K- 6.95% |
$162K - $190K
|
29.1K
$3.04M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.28K- 21.78% |
$170K - $199K
|
8.17K
$852K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-2.32K- 11.32% |
$173K - $202K
|
18.2K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.34K- 34.96% |
$175K - $205K
|
4.36K
$455K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.37K- 9.12% |
$177K - $207K
|
23.6K
$2.46M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.37KClosed |
$177K - $207K
|
0
$0
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.39KClosed |
$178K - $209K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.4K- 0.83% |
$179K - $210K
|
289K
$30.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.41K- 25.9% |
$180K - $211K
|
6.91K
$720K
|
|
|
Oct 06, 2022
Q3 2022
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-2.43K- 9.76% |
$181K - $212K
|
22.4K
$2.34M
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.46K- 1.05% |
$183K - $214K
|
232K
$24.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.48K- 5.39% |
$185K - $216K
|
43.5K
$4.54M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.5K- 3.76% |
$186K - $218K
|
64K
$6.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.51K- 0.85% |
$187K - $219K
|
294K
$30.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.51K- 2.5% |
$188K - $219K
|
98.1K
$10.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.63K- 0.66% |
$197K - $230K
|
397K
$41.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-2.68K- 15.9% |
$200K - $234K
|
14.2K
$1.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.73K- 15.39% |
$204K - $238K
|
15K
$1.56M
|
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
SELL
|
- |
-2.75K- 5.6% |
$205K - $240K
|
46.3K
$4.83M
|
|
|
Feb 21, 2023
Q3 2022
|
Dgs Capital Management, LLC
|
SELL
|
- |
-2.76K- 20.91% |
$206K - $241K
|
10.4K
$1.09M
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.84K- 59.51% |
$212K - $248K
|
1.93K
$202K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.85K- 1.55% |
$212K - $249K
|
181K
$18.9M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.85K- 1.55% |
$212K - $249K
|
181K
$18.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-2.89K- 18.26% |
$216K - $253K
|
13K
$1.35M
|
|
|
Oct 26, 2022
Q3 2022
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-2.98K- 16.75% |
$222K - $260K
|
14.8K
$1.55M
|
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-2.99K- 0.87% |
$223K - $261K
|
340K
$35.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.02K- 41.9% |
$225K - $263K
|
4.19K
$437K
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.03K- 10.61% |
$226K - $264K
|
25.5K
$2.66M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.09K- 9.79% |
$231K - $270K
|
28.5K
$2.97M
|