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 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-260- 38.24% |
$20.7K - $22.9K
|
420
$41.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-260- 1.85% |
$20.7K - $22.9K
|
13.8K
$1.36M
|
|
|
Jan 25, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-261Closed |
$20.8K - $23K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-267- 26.49% |
$21.3K - $23.5K
|
741
$73K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-268- 9.98% |
$21.4K - $23.6K
|
2.42K
$238K
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
SELL
|
- |
-272- 6.16% |
$21.7K - $24K
|
4.15K
$408K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-280Closed |
$22.3K - $24.7K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
SELL
|
- |
-284- 4.47% |
$22.6K - $25K
|
6.07K
$597K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-284Closed |
$22.6K - $25K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Becker Capital Management Inc
|
SELL
|
- |
-285- 2.28% |
$22.7K - $25.1K
|
12.2K
$1.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-285- 2.88% |
$22.7K - $25.1K
|
9.61K
$946K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-286- 6.33% |
$22.8K - $25.2K
|
4.23K
$416K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-291- 2.98% |
$23.2K - $25.6K
|
9.48K
$933K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-293- 2.32% |
$23.4K - $25.8K
|
12.4K
$1.22M
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-297- 2.3% |
$23.7K - $26.2K
|
12.6K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-298Closed |
$23.8K - $26.3K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
SELL
|
- |
-300- 9.43% |
$23.9K - $26.4K
|
2.88K
$284K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-300- 17.31% |
$23.9K - $26.4K
|
1.43K
$141K
|
|
|
Feb 14, 2022
Q4 2021
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-300- 2.06% |
$23.9K - $26.4K
|
14.2K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-304- 1.23% |
$24.2K - $26.8K
|
24.4K
$2.4M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-307- 10.62% |
$24.5K - $27.1K
|
2.59K
$254K
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-312- 1.36% |
$24.9K - $27.5K
|
22.6K
$2.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-315- 5.51% |
$25.1K - $27.8K
|
5.4K
$532K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-319- 8.08% |
$25.4K - $28.1K
|
3.63K
$357K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-320- 39.85% |
$25.5K - $28.2K
|
483
$47.6K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-325- 5.33% |
$25.9K - $28.6K
|
5.77K
$568K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-331- 4.1% |
$26.4K - $29.2K
|
7.74K
$762K
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-340- 0.99% |
$27.1K - $30K
|
33.9K
$3.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-354- 5.73% |
$28.2K - $31.2K
|
5.83K
$574K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-355- 9.55% |
$28.3K - $31.3K
|
3.36K
$331K
|
|
|
Feb 09, 2022
Q4 2021
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-357- 4.09% |
$28.5K - $31.5K
|
8.38K
$825K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-361- 36.1% |
$28.8K - $31.8K
|
639
$62.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-369- 3.65% |
$29.4K - $32.5K
|
9.75K
$960K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-374- 1.73% |
$29.8K - $33K
|
21.2K
$2.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-374- 0.33% |
$29.8K - $33K
|
112K
$11M
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
SELL
|
- |
-377- 12.92% |
$30K - $33.2K
|
2.54K
$250K
|
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-377- 1.53% |
$30K - $33.2K
|
24.3K
$2.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-384- 0.04% |
$30.6K - $33.8K
|
903K
$88.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-391- 43.98% |
$31.2K - $34.5K
|
498
$49K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-395- 2.29% |
$31.5K - $34.8K
|
16.9K
$1.66M
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-400- 2.71% |
$31.9K - $35.3K
|
14.4K
$1.42M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-400- 10.5% |
$31.9K - $35.3K
|
3.41K
$336K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-410- 4.78% |
$32.7K - $36.1K
|
8.16K
$803K
|
|
|
Jan 18, 2022
Q4 2021
|
Abundance Wealth Counselors
|
SELL
|
- |
-419- 5.85% |
$33.4K - $36.9K
|
6.75K
$664K
|
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-430- 2.56% |
$34.3K - $37.9K
|
16.4K
$1.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-433- 2.56% |
$34.5K - $38.2K
|
16.5K
$1.62M
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
SELL
|
- |
-442- 37.08% |
$35.2K - $39K
|
750
$73.8K
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-446- 9.78% |
$35.5K - $39.3K
|
4.11K
$405K
|
|
|
Jan 31, 2022
Q4 2021
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-450- 56.25% |
$35.9K - $39.7K
|
350
$34.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-454Closed |
$36.2K - $40K
|
0
$0
|