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 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2.26K+ 7.03% |
$169K - $197K
|
34.4K
$3.57M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.24K+ 2.37% |
$167K - $195K
|
96.8K
$10M
|
|
|
Oct 25, 2022
Q3 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
2.24K+ 5.1% |
$167K - $195K
|
46.2K
$4.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.19K+ 0.62% |
$164K - $191K
|
355K
$36.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.08K+ 32.03% |
$155K - $181K
|
8.56K
$889K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.04K+ 6.08% |
$152K - $178K
|
35.5K
$3.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
2K+ 48.67% |
$149K - $175K
|
6.11K
$634K
|
|
|
Nov 14, 2022
Q3 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
2K+ 13.56% |
$149K - $174K
|
16.7K
$1.74M
|
|
|
Oct 27, 2022
Q3 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
1.9K+ 8.67% |
$142K - $166K
|
23.8K
$2.47M
|
|
|
Nov 07, 2022
Q3 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.88K+ 25.45% |
$140K - $164K
|
9.27K
$962K
|
|
|
Feb 17, 2023
Q3 2022
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
1.82K+ 0.16% |
$136K - $159K
|
1.13M
$117M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
1.78K+ 4.25% |
$133K - $155K
|
43.7K
$4.53M
|
|
|
Oct 13, 2022
Q3 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.77K+ 2.21% |
$132K - $155K
|
81.9K
$8.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.73K+ 1.26% |
$129K - $151K
|
139K
$14.5M
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
1.73K+ 13.89% |
$129K - $151K
|
14.2K
$1.47M
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.67K+ 6.12% |
$124K - $146K
|
28.9K
$3M
|
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.65K+ 14.49% |
$123K - $144K
|
13K
$1.35M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.64K+ 41.53% |
$122K - $143K
|
5.58K
$579K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.61K+ 1.43% |
$120K - $140K
|
114K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.58K+ 27.87% |
$118K - $137K
|
7.23K
$750K
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.54K+ 10.9% |
$115K - $134K
|
15.6K
$1.62M
|
|
|
Nov 08, 2022
Q3 2022
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
1.5K+ 7.49% |
$112K - $131K
|
21.5K
$2.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.48K+ 16.5% |
$111K - $129K
|
10.5K
$1.09M
|
|
|
Nov 07, 2022
Q3 2022
|
Td Asset Management Inc
|
BUY
|
- |
1.48K+ 11.26% |
$110K - $129K
|
14.6K
$1.52M
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.47K+ 19.18% |
$109K - $128K
|
9.1K
$945K
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.42K+ 15.2% |
$106K - $124K
|
10.8K
$1.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
1.42K+ 0.85% |
$106K - $124K
|
168K
$17.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1.41K+ 19.01% |
$105K - $123K
|
8.82K
$916K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.41K+ 7.28% |
$105K - $123K
|
20.8K
$2.15M
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
1.39K+ 4.41% |
$104K - $121K
|
32.9K
$3.42M
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
1.36K+ 47.21% |
$102K - $119K
|
4.25K
$442K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.35K+ 50.81% |
$101K - $118K
|
4K
$416K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
1.34K+ 0.95% |
$100K - $117K
|
143K
$14.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.3K+ 38.16% |
$96.6K - $113K
|
4.69K
$487K
|
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.29K+ 8.88% |
$95.9K - $112K
|
15.8K
$1.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
1.29K+ 20.17% |
$95.9K - $112K
|
7.66K
$795K
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
BUY
|
- |
1.28K+ 5.01% |
$95.8K - $112K
|
26.9K
$2.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.25K+ 9.82% |
$93K - $109K
|
13.9K
$1.45M
|
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.23K+ 5.3% |
$91.8K - $107K
|
24.4K
$2.54M
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1.2K+ 39.83% |
$89.5K - $105K
|
4.21K
$437K
|
|
|
Oct 25, 2022
Q3 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.19K+ 0.88% |
$89.1K - $104K
|
137K
$14.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Optas, LLC
|
BUY
|
- |
1.18K+ 45.37% |
$87.7K - $103K
|
3.77K
$391K
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.17K+ 11.29% |
$87.1K - $102K
|
11.5K
$1.19M
|
|
|
Nov 09, 2022
Q3 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
1.17K+ 4.76% |
$87.1K - $102K
|
25.7K
$2.67M
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.15K+ 4.15% |
$85.8K - $100K
|
28.9K
$3M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.14K+ 2.95% |
$85.2K - $99.7K
|
39.9K
$4.14M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.13K+ 11.94% |
$84K - $98.3K
|
10.6K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.11K+ 33.38% |
$82.5K - $96.5K
|
4.42K
$459K
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
1.1K+ 5.49% |
$82.1K - $96K
|
21.2K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.09K+ 3.52% |
$81.2K - $94.9K
|
32K
$3.32M
|