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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.18K- 0.45% |
$254K - $281K
|
709K
$70.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.27K- 12.63% |
$261K - $289K
|
22.6K
$2.24M
|
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
SELL
|
- |
-3.28KClosed |
$262K - $289K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-3.29KClosed |
$262K - $290K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Garland Capital Management Inc
|
SELL
|
- |
-3.3K- 6.5% |
$263K - $291K
|
47.5K
$4.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.3K- 21.61% |
$263K - $291K
|
12K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.32KClosed |
$265K - $293K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Buckhead Capital Management LLC
|
SELL
|
- |
-3.35K- 3.8% |
$267K - $296K
|
84.8K
$8.41M
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-3.39KClosed |
$270K - $299K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-3.42KClosed |
$273K - $302K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Puzo Michael J
|
SELL
|
- |
-3.43K- 3.69% |
$274K - $303K
|
89.6K
$8.87M
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-3.49K- 53.01% |
$278K - $307K
|
3.09K
$306K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.49KClosed |
$278K - $307K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.5KClosed |
$279K - $309K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.56KClosed |
$284K - $314K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.6K- 41.64% |
$287K - $317K
|
5.05K
$500K
|
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-3.63K- 7.72% |
$289K - $320K
|
43.4K
$4.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Covenant Partners, LLC
|
SELL
|
- |
-3.71K- 25.04% |
$296K - $327K
|
11.1K
$1.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-3.77KClosed |
$300K - $332K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-3.82KClosed |
$305K - $337K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
SELL
|
- |
-3.85K- 22.49% |
$307K - $340K
|
13.3K
$1.32M
|
|
|
Feb 07, 2022
Q4 2021
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-3.96K- 2.84% |
$315K - $349K
|
135K
$13.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.06K- 2.77% |
$324K - $358K
|
142K
$14.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.13K- 35.07% |
$329K - $364K
|
7.65K
$758K
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-4.15K- 8.03% |
$331K - $366K
|
47.5K
$4.71M
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
SELL
|
- |
-4.26K- 30.02% |
$339K - $375K
|
9.93K
$983K
|
|
|
Feb 08, 2022
Q4 2021
|
Page Arthur B
|
SELL
|
- |
-4.27K- 13.32% |
$340K - $376K
|
27.8K
$2.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Quilter PLC
|
SELL
|
- |
-4.33KClosed |
$345K - $381K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.55KClosed |
$362K - $401K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-4.74K- 61.18% |
$378K - $418K
|
3.01K
$298K
|
|
|
Feb 14, 2022
Q4 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-4.79K- 33.49% |
$382K - $422K
|
9.52K
$943K
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-4.82K- 26.47% |
$384K - $425K
|
13.4K
$1.33M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-4.94K- 2.24% |
$394K - $435K
|
216K
$21.4M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.94K- 2.24% |
$394K - $435K
|
216K
$21.4M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.01K- 5.25% |
$399K - $442K
|
90.5K
$8.97M
|
|
|
Feb 11, 2022
Q4 2021
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-5.02K- 3.66% |
$400K - $442K
|
132K
$13.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-5.09K- 4.58% |
$406K - $449K
|
106K
$10.5M
|
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-5.14KClosed |
$410K - $453K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-5.16K- 4.76% |
$411K - $455K
|
103K
$10.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.21K- 30.14% |
$415K - $459K
|
12.1K
$1.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Somerville Kurt F
|
SELL
|
- |
-5.23K- 2.91% |
$417K - $461K
|
175K
$17.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.26K- 7.81% |
$420K - $464K
|
62.2K
$6.16M
|
|
|
Feb 03, 2022
Q4 2021
|
Curated Wealth Partners LLC
|
SELL
|
- |
-5.31KClosed |
$423K - $468K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.46KClosed |
$435K - $481K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-5.47KClosed |
$436K - $482K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-5.71K- 30.42% |
$455K - $503K
|
13.1K
$1.29M
|
|
|
Feb 08, 2022
Q4 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-5.8K- 46.66% |
$462K - $511K
|
6.63K
$657K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-5.83K- 27.53% |
$465K - $514K
|
15.4K
$1.52M
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
SELL
|
- |
-5.98K- 40.6% |
$477K - $527K
|
8.75K
$867K
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.19K- 22.18% |
$493K - $545K
|
21.7K
$2.15M
|