Purchases and Sales Made in Q4 2021 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-40- 1.07% |
$3.19K - $3.53K
|
3.7K
$364K
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-42- 0.81% |
$3.35K - $3.7K
|
5.15K
$507K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-45Closed |
$3.59K - $3.97K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-46Closed |
$3.67K - $4.05K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-47- 13.86% |
$3.75K - $4.14K
|
292
$28.7K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-48- 58.54% |
$3.83K - $4.23K
|
34
$3.35K
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-50- 1.59% |
$3.99K - $4.41K
|
3.09K
$304K
|
|
|
Jan 27, 2022
Q4 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-50- 0.57% |
$3.99K - $4.41K
|
8.66K
$853K
|
|
|
Mar 21, 2022
Q4 2021
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-50- 0.09% |
$3.99K - $4.41K
|
56K
$5.51M
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-55- 0.6% |
$4.38K - $4.85K
|
9.06K
$892K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-60- 1.33% |
$4.78K - $5.29K
|
4.45K
$438K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-66- 1.85% |
$5.26K - $5.82K
|
3.51K
$345K
|
|
|
Feb 10, 2022
Q4 2021
|
Td Asset Management Inc
|
SELL
|
- |
-66- 0.49% |
$5.26K - $5.82K
|
13.4K
$1.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-66- 0.98% |
$5.26K - $5.82K
|
6.67K
$657K
|
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-70- 1.15% |
$5.58K - $6.17K
|
6K
$591K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-71- 0.54% |
$5.66K - $6.26K
|
13.1K
$1.29M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-74- 2.47% |
$5.9K - $6.52K
|
2.92K
$287K
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-75- 6.0% |
$5.98K - $6.61K
|
1.18K
$116K
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-76- 2.22% |
$6.06K - $6.7K
|
3.34K
$329K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-77- 0.46% |
$6.14K - $6.79K
|
16.6K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-77- 2.62% |
$6.14K - $6.79K
|
2.87K
$282K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-79- 0.5% |
$6.3K - $6.96K
|
15.6K
$1.54M
|
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-80- 2.58% |
$6.38K - $7.05K
|
3.02K
$298K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-80Closed |
$6.38K - $7.05K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-81Closed |
$6.46K - $7.14K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-85Closed |
$6.77K - $7.49K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
SELL
|
- |
-87- 1.56% |
$6.93K - $7.67K
|
5.47K
$539K
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
SELL
|
- |
-90Closed |
$7.17K - $7.93K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-91- 0.76% |
$7.25K - $8.02K
|
11.9K
$1.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-93- 4.56% |
$7.41K - $8.2K
|
1.95K
$192K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-94- 1.11% |
$7.49K - $8.28K
|
8.39K
$826K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-94- 0.63% |
$7.49K - $8.28K
|
14.7K
$1.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-95- 0.22% |
$7.57K - $8.37K
|
42.5K
$4.18M
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-97- 1.95% |
$7.73K - $8.55K
|
4.88K
$481K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-99- 2.17% |
$7.89K - $8.72K
|
4.47K
$440K
|
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-100- 76.92% |
$7.97K - $8.81K
|
30
$2.95K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-100- 0.87% |
$7.97K - $8.81K
|
11.4K
$1.13M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-100- 5.0% |
$7.97K - $8.81K
|
1.9K
$187K
|
|
|
Feb 09, 2022
Q4 2021
|
Ckw Financial Group
|
SELL
|
- |
-100- 6.02% |
$7.97K - $8.81K
|
1.56K
$154K
|
|
|
Feb 11, 2022
Q4 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-100- 2.4% |
$7.97K - $8.81K
|
4.08K
$401K
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-100- 3.62% |
$7.97K - $8.81K
|
2.66K
$262K
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-100- 3.24% |
$7.97K - $8.81K
|
2.99K
$294K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100- 22.08% |
$7.97K - $8.81K
|
353
$34.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
SELL
|
- |
-102- 1.28% |
$8.13K - $8.99K
|
7.88K
$776K
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-103- 1.19% |
$8.21K - $9.08K
|
8.57K
$843K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-109- 2.26% |
$8.69K - $9.61K
|
4.72K
$464K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-109- 4.45% |
$8.69K - $9.61K
|
2.34K
$230K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-113- 9.84% |
$9.01K - $9.96K
|
1.04K
$102K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-115- 2.53% |
$9.17K - $10.1K
|
4.44K
$437K
|
|
|
Feb 08, 2022
Q4 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-115- 0.27% |
$9.17K - $10.1K
|
42.8K
$4.22M
|