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 07, 2022
Q3 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-3.1K- 8.35% |
$232K - $271K
|
34K
$3.55M
|
|
Nov 04, 2022
Q3 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-3.13K- 3.65% |
$234K - $273K
|
82.7K
$8.63M
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.17K- 12.09% |
$236K - $277K
|
23K
$2.4M
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.22K- 21.48% |
$240K - $281K
|
11.8K
$1.23M
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-3.28KClosed |
$244K - $286K
|
0
$0
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.28K- 14.26% |
$245K - $286K
|
19.7K
$2.06M
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.28K- 1.78% |
$245K - $286K
|
181K
$18.9M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.47K- 12.84% |
$259K - $302K
|
23.5K
$2.45M
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-3.48KClosed |
$259K - $303K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-3.53K- 43.57% |
$263K - $308K
|
4.57K
$476K
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
SELL
|
- |
-3.58K- 10.14% |
$267K - $313K
|
31.8K
$3.31M
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.65K- 31.47% |
$272K - $318K
|
7.94K
$828K
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.66K- 5.2% |
$273K - $319K
|
66.7K
$6.96M
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.66K- 33.26% |
$273K - $319K
|
7.35K
$766K
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-3.84K- 9.71% |
$286K - $335K
|
35.7K
$3.72M
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.85K- 2.85% |
$287K - $336K
|
132K
$13.7M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.92K- 5.68% |
$293K - $342K
|
65.2K
$6.8M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-4.01K- 1.14% |
$299K - $350K
|
348K
$36.3M
|
|
Nov 14, 2022
Q3 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-4.23K- 16.61% |
$315K - $369K
|
21.2K
$2.21M
|
|
Nov 14, 2022
Q3 2022
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-4.27K- 44.5% |
$319K - $373K
|
5.33K
$556K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.32K- 19.71% |
$322K - $377K
|
17.6K
$1.84M
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4.56K- 19.58% |
$340K - $398K
|
18.7K
$1.95M
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.57K- 36.83% |
$341K - $399K
|
7.83K
$817K
|
|
Nov 14, 2022
Q3 2022
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-4.63K- 10.25% |
$345K - $404K
|
40.5K
$4.22M
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-4.85K- 44.85% |
$362K - $423K
|
5.96K
$621K
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-4.86K- 4.48% |
$363K - $424K
|
104K
$10.8M
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-4.96K- 41.54% |
$370K - $433K
|
6.99K
$729K
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-5.05K- 10.7% |
$376K - $440K
|
42.1K
$4.39M
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5.09K- 25.77% |
$380K - $444K
|
14.7K
$1.53M
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-5.14K- 64.02% |
$384K - $449K
|
2.89K
$301K
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.2K- 12.4% |
$388K - $454K
|
36.8K
$3.83M
|
|
Oct 20, 2022
Q3 2022
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-5.41K- 1.94% |
$403K - $472K
|
274K
$28.6M
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.8K- 27.87% |
$433K - $506K
|
15K
$1.56M
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.88K- 9.1% |
$439K - $513K
|
58.7K
$6.12M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.89K- 6.2% |
$440K - $514K
|
89.2K
$9.3M
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-6.52K- 66.56% |
$486K - $569K
|
3.27K
$341K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-6.68K- 9.03% |
$498K - $583K
|
67.3K
$7.01M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.7K- 3.09% |
$500K - $584K
|
210K
$21.9M
|
|
Nov 08, 2022
Q3 2022
|
Puzo Michael J
|
SELL
|
- |
-6.76K- 8.0% |
$504K - $590K
|
77.7K
$8.11M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.78K- 40.59% |
$506K - $592K
|
9.92K
$1.03M
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-7.16K- 1.68% |
$535K - $625K
|
420K
$43.8M
|
|
Nov 14, 2022
Q3 2022
|
Bahl & Gaynor Inc
|
SELL
|
- |
-7.61K- 6.65% |
$568K - $664K
|
107K
$11.1M
|
|
Oct 26, 2022
Q3 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-7.66K- 14.86% |
$572K - $669K
|
43.9K
$4.58M
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-8.01K- 33.33% |
$597K - $699K
|
16K
$1.67M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-8.09K- 0.83% |
$604K - $706K
|
966K
$101M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.06K- 88.73% |
$676K - $791K
|
1.15K
$120K
|
|
Nov 14, 2022
Q3 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-9.21K- 1.55% |
$687K - $803K
|
586K
$61.1M
|
|
Nov 14, 2022
Q3 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-9.54K- 15.04% |
$712K - $832K
|
53.9K
$5.62M
|
|
Nov 14, 2022
Q3 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-9.54K- 15.04% |
$712K - $832K
|
53.9K
$5.62M
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10.1K- 12.07% |
$754K - $882K
|
73.6K
$7.67M
|