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 31, 2022
Q4 2021
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1.35K+ 1.97% |
$108K - $119K
|
69.9K
$6.88M
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.35K+ 540.0% |
$108K - $119K
|
1.6K
$158K
|
|
|
Feb 10, 2022
Q4 2021
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.35K+ 3.94% |
$108K - $119K
|
35.6K
$3.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
1.34K+ 10.05% |
$107K - $118K
|
14.6K
$1.44M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.3K+ 65.49% |
$104K - $115K
|
3.3K
$324K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.28K+ 17.52% |
$102K - $113K
|
8.57K
$843K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
1.26K+ 17.69% |
$101K - $111K
|
8.4K
$827K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.26K+ 4.22% |
$101K - $111K
|
31.2K
$3.07M
|
|
|
Feb 04, 2022
Q4 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
1.24K+ 45.89% |
$98.4K - $109K
|
3.93K
$387K
|
|
|
Feb 10, 2022
Q4 2021
|
Thornburg Investment Management Inc
|
BUY
|
- |
1.23K+ 13.07% |
$97.6K - $108K
|
10.6K
$1.04M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.2K+ 0.36% |
$95.5K - $106K
|
333K
$32.8M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.18K+ 19.96% |
$94.4K - $104K
|
7.12K
$701K
|
|
|
Feb 14, 2022
Q4 2021
|
William Allan, LLC
|
BUY
|
- |
1.17KNew |
$93.2K - $103K
|
1.17K
$115K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
1.17KNew |
$93K - $103K
|
1.17K
$115K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.12K+ 12.5% |
$89.6K - $99.1K
|
10.1K
$996K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.12K+ 2.6% |
$89.5K - $99K
|
44.3K
$4.36M
|
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
1.1K+ 2.31% |
$87.7K - $96.9K
|
48.7K
$4.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
1.05KNew |
$83.4K - $92.3K
|
1.05K
$103K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.05KNew |
$83.4K - $92.2K
|
1.05K
$103K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.01K+ 157.23% |
$80.6K - $89.1K
|
1.65K
$163K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1KNew |
$79.7K - $88.1K
|
1K
$98.5K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1KNew |
$79.7K - $88.1K
|
1K
$98.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
981+ 34.26% |
$78.2K - $86.5K
|
3.84K
$378K
|
|
|
Feb 10, 2022
Q4 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
970+ 4.32% |
$77.3K - $85.5K
|
23.4K
$2.31M
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
965+ 73.55% |
$76.9K - $85K
|
2.28K
$224K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
944New |
$75.2K - $83.2K
|
944
$92.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
925New |
$73.7K - $81.5K
|
925
$91.1K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
907+ 9.61% |
$72.3K - $79.9K
|
10.3K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
890+ 2.67% |
$70.9K - $78.4K
|
34.2K
$3.37M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
890New |
$70.9K - $78.4K
|
890
$87.6K
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
885+ 5.35% |
$70.5K - $78K
|
17.4K
$1.72M
|
|
|
Feb 08, 2022
Q4 2021
|
Dempze Nancy E
|
BUY
|
- |
880+ 3.56% |
$70.1K - $77.6K
|
25.6K
$2.52M
|
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
BUY
|
- |
880+ 1.12% |
$70.1K - $77.6K
|
79.3K
$7.81M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
876New |
$69.8K - $77.2K
|
876
$86.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
869New |
$69.3K - $76.6K
|
869
$85.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
868+ 6.82% |
$69.2K - $76.5K
|
13.6K
$1.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
858+ 42.58% |
$68.4K - $75.6K
|
2.87K
$283K
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
841+ 0.21% |
$67K - $74.1K
|
404K
$39.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
833+ 4.13% |
$66.4K - $73.4K
|
21K
$2.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
831+ 41.84% |
$66.2K - $73.2K
|
2.82K
$277K
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
825+ 15.13% |
$65.8K - $72.7K
|
6.28K
$618K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
804+ 31.58% |
$64.1K - $70.9K
|
3.35K
$330K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
800+ 7.2% |
$63.8K - $70.5K
|
11.9K
$1.17M
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
790+ 3.75% |
$63K - $69.6K
|
21.9K
$2.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
764+ 2.65% |
$60.9K - $67.3K
|
29.6K
$2.92M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
756+ 24.83% |
$60.3K - $66.6K
|
3.8K
$374K
|
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
BUY
|
- |
750+ 28.41% |
$59.8K - $66.1K
|
3.39K
$334K
|
|
|
Feb 03, 2022
Q4 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
710+ 1.41% |
$56.6K - $62.6K
|
51K
$5.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
708+ 27.6% |
$56.4K - $62.4K
|
3.27K
$322K
|
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
690+ 1.15% |
$55K - $60.8K
|
60.6K
$5.97M
|