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 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
6.25K+ 3.38% |
$498K - $551K
|
191K
$18.8M
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
6.09KNew |
$485K - $537K
|
6.09K
$600K
|
|
|
Feb 08, 2022
Q4 2021
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
6.08K+ 43.72% |
$484K - $536K
|
20K
$1.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.01K+ 139.32% |
$479K - $530K
|
10.3K
$1.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.97KNew |
$476K - $526K
|
5.97K
$588K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.84KNew |
$466K - $515K
|
5.84K
$575K
|
|
|
Feb 11, 2022
Q4 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.83K+ 11.69% |
$464K - $513K
|
55.6K
$5.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
5.79KNew |
$461K - $510K
|
5.79K
$570K
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
5.68KNew |
$452K - $500K
|
5.68K
$559K
|
|
|
Jan 28, 2022
Q4 2021
|
Dgs Capital Management, LLC
|
BUY
|
- |
5.49KNew |
$437K - $484K
|
5.49K
$540K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
5.44K+ 95.42% |
$433K - $479K
|
11.1K
$1.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.43KNew |
$433K - $479K
|
5.43K
$535K
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.35KNew |
$427K - $472K
|
5.35K
$527K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
5.31KNew |
$423K - $468K
|
5.31K
$523K
|
|
|
Jan 21, 2022
Q4 2021
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
5.3K+ 7.73% |
$422K - $467K
|
73.9K
$7.27M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
5.19K+ 93.14% |
$413K - $457K
|
10.8K
$1.06M
|
|
|
Feb 07, 2022
Q4 2021
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
5.15K+ 1.35% |
$410K - $453K
|
387K
$38.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.03KNew |
$401K - $443K
|
5.03K
$495K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5K+ 36.37% |
$399K - $441K
|
18.7K
$1.85M
|
|
|
Feb 10, 2022
Q4 2021
|
Allen Investment Management LLC
|
BUY
|
- |
5KNew |
$399K - $441K
|
5K
$492K
|
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
4.94KNew |
$394K - $435K
|
4.94K
$486K
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.92K+ 7.19% |
$392K - $434K
|
73.4K
$7.22M
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.9K+ 24.06% |
$390K - $432K
|
25.3K
$2.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.89K+ 172.93% |
$390K - $431K
|
7.72K
$760K
|
|
|
Jan 31, 2022
Q4 2021
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
4.83K+ 2.76% |
$385K - $426K
|
180K
$17.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.82KNew |
$384K - $425K
|
4.82K
$474K
|
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
4.75K+ 10.96% |
$379K - $419K
|
48.1K
$4.74M
|
|
|
Feb 09, 2022
Q4 2021
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
4.66KNew |
$372K - $411K
|
4.66K
$459K
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
4.48KNew |
$357K - $395K
|
4.48K
$441K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.46K+ 87.82% |
$355K - $393K
|
9.53K
$938K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
4.35KNew |
$346K - $383K
|
4.35K
$428K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.34K+ 21.14% |
$346K - $382K
|
24.9K
$2.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
4.27K+ 17.83% |
$340K - $376K
|
28.2K
$2.78M
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
4.25KNew |
$339K - $375K
|
4.25K
$418K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
4.2KNew |
$335K - $370K
|
4.2K
$413K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.19KNew |
$334K - $369K
|
4.19K
$412K
|
|
|
Feb 14, 2022
Q4 2021
|
Wulff, Hansen & Co.
|
BUY
|
- |
4.17KNew |
$332K - $368K
|
4.17K
$411K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.16K+ 8.29% |
$332K - $367K
|
54.3K
$5.35M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
4.13KNew |
$329K - $364K
|
4.13K
$407K
|
|
|
Feb 08, 2022
Q4 2021
|
Grandfield & Dodd, LLC
|
BUY
|
- |
3.94K+ 3.14% |
$314K - $347K
|
130K
$12.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
3.92K+ 262.73% |
$312K - $345K
|
5.41K
$533K
|
|
|
Feb 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.83KNew |
$305K - $338K
|
3.83K
$377K
|
|
|
Feb 04, 2022
Q4 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
3.83KNew |
$305K - $337K
|
3.83K
$377K
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.8KNew |
$303K - $335K
|
3.8K
$374K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.66K+ 4.35% |
$292K - $323K
|
87.8K
$8.65M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
3.66K+ 55.3% |
$292K - $323K
|
10.3K
$1.01M
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.64K+ 6.8% |
$290K - $320K
|
57.1K
$5.62M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.63K+ 6.93% |
$290K - $320K
|
56K
$5.52M
|
|
|
Jan 24, 2022
Q4 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
3.63KNew |
$289K - $320K
|
3.63K
$357K
|
|
|
Feb 14, 2022
Q4 2021
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
3.59KNew |
$286K - $316K
|
3.59K
$353K
|