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
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
220+ 0.74% |
$16.4K - $19.2K
|
29.9K
$3.12M
|
|
|
Oct 11, 2022
Q3 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
218+ 0.93% |
$16.3K - $19K
|
23.7K
$2.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
210+ 4.24% |
$15.7K - $18.3K
|
5.16K
$538K
|
|
|
Nov 14, 2022
Q3 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
203+ 4.79% |
$15.1K - $17.7K
|
4.44K
$463K
|
|
|
Nov 01, 2022
Q3 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
200+ 7.66% |
$14.9K - $17.5K
|
2.81K
$293K
|
|
|
Oct 19, 2022
Q3 2022
|
Cullinan Associates Inc
|
BUY
|
- |
200+ 4.44% |
$14.9K - $17.5K
|
4.7K
$490K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
200New |
$14.9K - $17.5K
|
200
$20.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
194+ 1.15% |
$14.5K - $16.9K
|
17K
$1.77M
|
|
|
Nov 14, 2022
Q3 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
185+ 2.26% |
$13.8K - $16.1K
|
8.38K
$874K
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
179+ 1.04% |
$13.4K - $15.6K
|
17.4K
$1.81M
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
178+ 1.61% |
$13.3K - $15.5K
|
11.2K
$1.17M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
177+ 6.11% |
$13.2K - $15.4K
|
3.08K
$321K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
173New |
$12.9K - $15.1K
|
173
$18K
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
172New |
$12.8K - $15K
|
172
$17.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
170+ 0.52% |
$12.7K - $14.8K
|
32.8K
$3.42M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
170+ 3.34% |
$12.7K - $14.8K
|
5.26K
$549K
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
BUY
|
- |
163+ 5.08% |
$12.2K - $14.2K
|
3.37K
$351K
|
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
160+ 1.86% |
$11.9K - $14K
|
8.75K
$913K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
155+ 3.08% |
$11.6K - $13.5K
|
5.19K
$541K
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
155New |
$11.6K - $13.5K
|
155
$16.2K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
152+ 226.87% |
$11.3K - $13.3K
|
219
$22.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
144+ 7.43% |
$10.7K - $12.6K
|
2.08K
$217K
|
|
|
Oct 18, 2022
Q3 2022
|
Belmont Capital, LLC
|
BUY
|
- |
141New |
$10.5K - $12.3K
|
141
$14.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
139+ 4.67% |
$10.4K - $12.1K
|
3.11K
$325K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
138+ 38.33% |
$10.3K - $12K
|
498
$51.9K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
135+ 3.74% |
$10.1K - $11.8K
|
3.74K
$390K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
132+ 42.72% |
$9.85K - $11.5K
|
441
$46K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
130+ 0.48% |
$9.7K - $11.3K
|
27.3K
$2.84M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
127+ 1.74% |
$9.48K - $11.1K
|
7.45K
$776K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
120+ 226.42% |
$8.95K - $10.5K
|
173
$18K
|
|
|
Oct 27, 2022
Q3 2022
|
Tcw Group Inc
|
BUY
|
- |
120+ 0.17% |
$8.95K - $10.5K
|
72.2K
$7.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
115+ 3.29% |
$8.58K - $10K
|
3.61K
$376K
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
BUY
|
- |
115+ 74.19% |
$8.58K - $10K
|
270
$28.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
113+ 1.46% |
$8.43K - $9.86K
|
7.87K
$821K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
112+ 8.72% |
$8.36K - $9.77K
|
1.4K
$146K
|
|
|
Nov 14, 2022
Q3 2022
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
111+ 1.21% |
$8.28K - $9.69K
|
9.28K
$968K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
102New |
$7.61K - $8.9K
|
102
$10.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
100+ 4.31% |
$7.46K - $8.73K
|
2.42K
$252K
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
100+ 3.22% |
$7.46K - $8.73K
|
3.2K
$334K
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
BUY
|
- |
100+ 5.75% |
$7.46K - $8.73K
|
1.84K
$192K
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
100+ 4.82% |
$7.46K - $8.73K
|
2.18K
$227K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
100+ 200.0% |
$7.46K - $8.73K
|
150
$15.6K
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
BUY
|
- |
96+ 1.46% |
$7.16K - $8.38K
|
6.68K
$696K
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
90+ 2.36% |
$6.71K - $7.85K
|
3.91K
$408K
|
|
|
Oct 12, 2022
Q3 2022
|
Albert D Mason Inc
|
BUY
|
- |
90+ 0.58% |
$6.71K - $7.85K
|
15.5K
$1.62M
|
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
83+ 1.52% |
$6.19K - $7.24K
|
5.56K
$579K
|
|
|
Oct 18, 2022
Q3 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
81+ 1.67% |
$6.04K - $7.07K
|
4.93K
$514K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
80New |
$5.97K - $6.98K
|
80
$8.34K
|
|
|
Nov 01, 2022
Q3 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
76+ 0.66% |
$5.67K - $6.63K
|
11.6K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
73+ 0.57% |
$5.45K - $6.37K
|
12.8K
$1.34M
|