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 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.56K+ 9.71% |
$284K - $314K
|
40.3K
$3.97M
|
|
|
Feb 08, 2022
Q4 2021
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.53K+ 7.32% |
$281K - $311K
|
51.7K
$5.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.52KNew |
$281K - $310K
|
3.52K
$347K
|
|
|
Feb 11, 2022
Q4 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
3.46K+ 5.22% |
$276K - $305K
|
69.8K
$6.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.45KNew |
$275K - $304K
|
3.45K
$339K
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
3.44KNew |
$274K - $303K
|
3.44K
$339K
|
|
|
Jan 24, 2022
Q4 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
3.38K+ 13.44% |
$269K - $297K
|
28.5K
$2.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.36KNew |
$268K - $296K
|
3.36K
$331K
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.34KNew |
$266K - $294K
|
3.34K
$329K
|
|
|
Feb 15, 2022
Q4 2021
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
3.31K+ 24.6% |
$264K - $292K
|
16.8K
$1.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
3.29K+ 0.61% |
$262K - $290K
|
540K
$53.1M
|
|
|
Jan 26, 2022
Q4 2021
|
John G Ullman & Associates Inc
|
BUY
|
- |
3.29K+ 1.88% |
$262K - $290K
|
178K
$17.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.28K+ 5.48% |
$261K - $289K
|
63.1K
$6.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
3.28KNew |
$261K - $289K
|
3.28K
$323K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.24KNew |
$259K - $286K
|
3.24K
$319K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
3.21KNew |
$256K - $283K
|
3.21K
$316K
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
3.05KNew |
$243K - $269K
|
3.05K
$300K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.05K+ 54.24% |
$243K - $269K
|
8.67K
$853K
|
|
|
Feb 14, 2022
Q4 2021
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
3.01KNew |
$240K - $266K
|
3.01K
$297K
|
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
3K+ 8.09% |
$239K - $264K
|
40.1K
$3.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3KNew |
$239K - $264K
|
3K
$295K
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.99K+ 87.04% |
$238K - $263K
|
6.42K
$632K
|
|
|
Feb 14, 2022
Q4 2021
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.97KNew |
$237K - $262K
|
2.97K
$292K
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.94K+ 19.57% |
$234K - $259K
|
18K
$1.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.9K+ 16.66% |
$231K - $256K
|
20.3K
$2M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.89KNew |
$231K - $255K
|
2.89K
$285K
|
|
|
Jan 14, 2022
Q4 2021
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.85K+ 1.7% |
$227K - $251K
|
170K
$16.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.79K+ 4.19% |
$223K - $246K
|
69.4K
$6.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2.77KNew |
$221K - $244K
|
2.77K
$273K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.72K+ 29.98% |
$217K - $240K
|
11.8K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
2.72KNew |
$217K - $240K
|
2.72K
$268K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
2.69KNew |
$214K - $237K
|
2.69K
$264K
|
|
|
Feb 11, 2022
Q4 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
2.68KNew |
$214K - $237K
|
2.68K
$264K
|
|
|
Feb 11, 2022
Q4 2021
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.66K+ 200.6% |
$212K - $235K
|
3.99K
$393K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.66KNew |
$212K - $234K
|
2.66K
$262K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.66KNew |
$212K - $234K
|
2.66K
$261K
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.65K+ 49.41% |
$211K - $234K
|
8.02K
$790K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.63KNew |
$210K - $232K
|
2.63K
$259K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.61KNew |
$208K - $230K
|
2.61K
$257K
|
|
|
Feb 07, 2022
Q4 2021
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
2.61KNew |
$208K - $230K
|
2.61K
$257K
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.61KNew |
$208K - $230K
|
2.61K
$257K
|
|
|
Feb 09, 2022
Q4 2021
|
Stiles Financial Services Inc
|
BUY
|
- |
2.61KNew |
$208K - $230K
|
2.61K
$257K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
2.59K+ 42.49% |
$207K - $228K
|
8.69K
$856K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2.57KNew |
$205K - $226K
|
2.57K
$253K
|
|
|
Feb 14, 2022
Q4 2021
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.54KNew |
$202K - $223K
|
2.54K
$250K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.52KNew |
$201K - $222K
|
2.52K
$248K
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
2.52KNew |
$200K - $222K
|
2.52K
$248K
|
|
|
Jan 26, 2022
Q4 2021
|
Straight Path Wealth Management
|
BUY
|
- |
2.51KNew |
$200K - $222K
|
2.51K
$248K
|
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.51KNew |
$200K - $221K
|
2.51K
$247K
|
|
|
Jan 25, 2022
Q4 2021
|
Albert D Mason Inc
|
BUY
|
- |
2.49K+ 18.9% |
$199K - $220K
|
15.7K
$1.54M
|