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 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 0.14% |
$74.6 - $87.3
|
696
$72.6K
|
|
Oct 13, 2022
Q3 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$149 - $175
|
6.78K
$707K
|
|
Nov 14, 2022
Q3 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-2- 0.01% |
$149 - $175
|
14.6K
$1.53M
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-2- 0.06% |
$149 - $175
|
3.21K
$334K
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3- 0.03% |
$224 - $262
|
9.81K
$1.02M
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-3- 1.36% |
$224 - $262
|
217
$22.6K
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-4- 5.33% |
$298 - $349
|
71
$7.4K
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-4- 0.13% |
$298 - $349
|
2.99K
$312K
|
|
Nov 14, 2022
Q3 2022
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-5- 0.1% |
$373 - $436
|
5.16K
$538K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6- 0.96% |
$448 - $524
|
620
$64.7K
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-7- 0.12% |
$522 - $611
|
5.8K
$604K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- 0.2% |
$522 - $611
|
3.45K
$360K
|
|
Oct 14, 2022
Q3 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-10- 0.37% |
$746 - $873
|
2.7K
$282K
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-12- 0.02% |
$895 - $1.05K
|
63.5K
$6.62M
|
|
Nov 14, 2022
Q3 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-12- 0.08% |
$895 - $1.05K
|
15.3K
$1.6M
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-14- 0.84% |
$1.04K - $1.22K
|
1.65K
$172K
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
SELL
|
- |
-17- 0.05% |
$1.27K - $1.48K
|
32K
$3.34M
|
|
Nov 04, 2022
Q3 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-17- 22.08% |
$1.27K - $1.48K
|
60
$6.26K
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-22- 0.62% |
$1.64K - $1.92K
|
3.53K
$368K
|
|
Nov 14, 2022
Q3 2022
|
Mckinley Capital Management LLC
|
SELL
|
- |
-24- 0.14% |
$1.79K - $2.09K
|
16.9K
$1.76M
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-24- 0.9% |
$1.79K - $2.09K
|
2.64K
$275K
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-25- 1.79% |
$1.87K - $2.18K
|
1.37K
$143K
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-25- 2.29% |
$1.87K - $2.18K
|
1.07K
$111K
|
|
Nov 09, 2022
Q3 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-25- 0.44% |
$1.87K - $2.18K
|
5.62K
$586K
|
|
Oct 25, 2022
Q3 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-25- 14.71% |
$1.87K - $2.18K
|
145
$15.1K
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-26- 50.0% |
$1.94K - $2.27K
|
26
$2.71K
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-27- 4.12% |
$2.01K - $2.36K
|
629
$65.6K
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-28- 0.05% |
$2.09K - $2.44K
|
59.6K
$6.22M
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-29- 0.25% |
$2.16K - $2.53K
|
11.5K
$1.2M
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-30- 0.52% |
$2.24K - $2.62K
|
5.76K
$600K
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-34- 0.29% |
$2.54K - $2.97K
|
11.8K
$1.23M
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-35- 1.1% |
$2.61K - $3.05K
|
3.15K
$328K
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-35- 0.6% |
$2.61K - $3.05K
|
5.78K
$603K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-39- 11.78% |
$2.91K - $3.4K
|
292
$30.4K
|
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
SELL
|
- |
-43- 1.18% |
$3.21K - $3.75K
|
3.6K
$375K
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-48- 13.15% |
$3.58K - $4.19K
|
317
$33.1K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-50- 0.61% |
$3.73K - $4.36K
|
8.17K
$852K
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-54- 30.17% |
$4.03K - $4.71K
|
125
$13K
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-55- 1.24% |
$4.1K - $4.8K
|
4.38K
$457K
|
|
Oct 13, 2022
Q3 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-55- 1.82% |
$4.1K - $4.8K
|
2.97K
$310K
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-56- 1.85% |
$4.18K - $4.89K
|
2.97K
$309K
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-57- 1.72% |
$4.25K - $4.97K
|
3.27K
$341K
|
|
Nov 14, 2022
Q3 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-58- 1.86% |
$4.33K - $5.06K
|
3.06K
$319K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-60- 1.37% |
$4.48K - $5.24K
|
4.32K
$450K
|
|
Nov 14, 2022
Q3 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-60- 0.6% |
$4.48K - $5.24K
|
9.86K
$1.03M
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-60- 1.42% |
$4.48K - $5.24K
|
4.16K
$434K
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-60- 29.7% |
$4.48K - $5.24K
|
142
$14.8K
|
|
Nov 07, 2022
Q3 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-65- 0.68% |
$4.85K - $5.67K
|
9.47K
$987K
|