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
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
16.9KNew |
$1.26M - $1.47M
|
16.9K
$1.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
16.4K+ 11.43% |
$1.22M - $1.43M
|
160K
$16.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
16.1K+ 32.85% |
$1.2M - $1.41M
|
65.1K
$6.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
15.3K+ 31.67% |
$1.14M - $1.34M
|
63.8K
$6.65M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
15.1K+ 43.12% |
$1.13M - $1.32M
|
50.2K
$5.23M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.9K+ 15.51% |
$1.11M - $1.3M
|
111K
$11.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
14.6K+ 71.39% |
$1.09M - $1.28M
|
35.1K
$3.66M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
14.4KNew |
$1.08M - $1.26M
|
14.4K
$1.5M
|
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.1K+ 294.49% |
$1.05M - $1.23M
|
18.8K
$1.96M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
13.2K+ 7.7% |
$986K - $1.15M
|
185K
$19.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
12.8KNew |
$954K - $1.12M
|
12.8K
$1.33M
|
|
|
Nov 08, 2022
Q3 2022
|
Zevin Asset Management LLC
|
BUY
|
- |
12.6K+ 16.53% |
$942K - $1.1M
|
89K
$9.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
11.6K+ 68.76% |
$864K - $1.01M
|
28.4K
$2.97M
|
|
|
Nov 09, 2022
Q3 2022
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
11.4K+ 200.0% |
$851K - $995K
|
17.1K
$1.78M
|
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
11.4KNew |
$850K - $994K
|
11.4K
$1.19M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
11.3K+ 1226.62% |
$846K - $989K
|
12.3K
$1.28M
|
|
|
Nov 03, 2022
Q3 2022
|
Privium Fund Management B.V.
|
BUY
|
- |
11.3KNew |
$839K - $982K
|
11.3K
$1.17M
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.1K+ 201.33% |
$827K - $967K
|
16.6K
$1.73M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10.3KNew |
$771K - $901K
|
10.3K
$1.08M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
10K+ 2.12% |
$749K - $876K
|
484K
$50.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.98K+ 24.69% |
$744K - $870K
|
50.4K
$5.25M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
9.69KNew |
$723K - $845K
|
9.69K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
9.67KNew |
$722K - $844K
|
9.67K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.21K+ 9.51% |
$687K - $804K
|
106K
$11.1M
|
|
|
Oct 19, 2022
Q3 2022
|
John G Ullman & Associates Inc
|
BUY
|
- |
9.18K+ 4.86% |
$685K - $801K
|
198K
$20.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
9.01K+ 9.31% |
$672K - $786K
|
106K
$11M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
8.38K+ 8.64% |
$625K - $731K
|
105K
$11M
|
|
|
Nov 08, 2022
Q3 2022
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
8.29K+ 33.95% |
$618K - $723K
|
32.7K
$3.41M
|
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
7.8KNew |
$582K - $681K
|
7.8K
$813K
|
|
|
Nov 15, 2022
Q3 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
7.74KNew |
$577K - $675K
|
7.74K
$807K
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.61KNew |
$568K - $664K
|
7.61K
$794K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.39K+ 1.94% |
$552K - $645K
|
389K
$40.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
7.16KNew |
$534K - $625K
|
7.16K
$746K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
6.99K+ 5.09% |
$522K - $610K
|
144K
$15M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
6.88KNew |
$513K - $600K
|
6.88K
$717K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.22KNew |
$464K - $543K
|
6.22K
$649K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.96KNew |
$444K - $520K
|
5.96K
$621K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
5.93K+ 14.06% |
$442K - $517K
|
48.1K
$5.01M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.83K+ 26.62% |
$435K - $509K
|
27.7K
$2.89M
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
5.57KNew |
$415K - $486K
|
5.57K
$581K
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.38KNew |
$401K - $469K
|
5.38K
$561K
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5.37KNew |
$400K - $468K
|
5.37K
$560K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
5.34K+ 5.56% |
$398K - $466K
|
101K
$10.6M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.15K+ 30.81% |
$384K - $449K
|
21.9K
$2.28M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
5.07K+ 15.52% |
$378K - $442K
|
37.7K
$3.93M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.84K+ 1.64% |
$361K - $422K
|
300K
$31.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.81K+ 27.48% |
$359K - $419K
|
22.3K
$2.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
4.78K+ 0.55% |
$357K - $417K
|
872K
$90.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
4.7K+ 1.66% |
$351K - $410K
|
287K
$29.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.62K+ 178.68% |
$344K - $403K
|
7.2K
$751K
|