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
|
Belpointe Asset Management LLC
|
BUY
|
- |
688+ 40.81% |
$54.8K - $60.6K
|
2.37K
$234K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
682+ 68.2% |
$54.4K - $60.1K
|
1.68K
$166K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
671+ 17.07% |
$53.5K - $59.1K
|
4.6K
$453K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
659New |
$52.5K - $58.1K
|
659
$64.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
651+ 13.23% |
$51.9K - $57.4K
|
5.57K
$549K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
650New |
$51.8K - $57.3K
|
650
$64K
|
|
|
Feb 14, 2022
Q4 2021
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
641+ 10.6% |
$51.1K - $56.5K
|
6.69K
$658K
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
639+ 0.43% |
$50.9K - $56.3K
|
148K
$14.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
627+ 1.73% |
$50K - $55.3K
|
36.9K
$3.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
623+ 3.44% |
$49.7K - $54.9K
|
18.7K
$1.85M
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
BUY
|
- |
613+ 18.43% |
$48.9K - $54K
|
3.94K
$388K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
609+ 42.41% |
$48.5K - $53.7K
|
2.05K
$201K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
609New |
$48.5K - $53.7K
|
609
$60K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
600New |
$47.8K - $52.9K
|
600
$59.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
568+ 5.62% |
$45.3K - $50.1K
|
10.7K
$1.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
565+ 5.82% |
$45K - $49.8K
|
10.3K
$1.01M
|
|
|
Jan 21, 2022
Q4 2021
|
Cox Capital Mgt LLC
|
BUY
|
- |
563+ 2.41% |
$44.9K - $49.6K
|
23.9K
$2.36M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
561New |
$44.7K - $49.4K
|
561
$55.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
542+ 3.39% |
$43.2K - $47.8K
|
16.5K
$1.63M
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
BUY
|
- |
541+ 3.8% |
$43.1K - $47.7K
|
14.8K
$1.46M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
509New |
$40.6K - $44.9K
|
509
$50.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
507+ 4.4% |
$40.4K - $44.7K
|
12K
$1.18M
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
500+ 8.01% |
$39.9K - $44.1K
|
6.75K
$664K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
500New |
$39.9K - $44.1K
|
500
$49.2K
|
|
|
Feb 14, 2022
Q4 2021
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
488+ 11.16% |
$38.9K - $43K
|
4.86K
$478K
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
BUY
|
- |
484+ 7.57% |
$38.6K - $42.7K
|
6.87K
$677K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
481+ 6.15% |
$38.3K - $42.4K
|
8.3K
$818K
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
478+ 15.76% |
$38.1K - $42.1K
|
3.51K
$346K
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
470+ 114.91% |
$37.5K - $41.4K
|
879
$86.5K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
442New |
$35.2K - $39K
|
442
$43.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
436+ 4.39% |
$34.7K - $38.4K
|
10.4K
$1.02M
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
431New |
$34.4K - $38K
|
431
$42.4K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
417New |
$33.2K - $36.8K
|
417
$41.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
410+ 1.59% |
$32.7K - $36.1K
|
26.1K
$2.57M
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
407+ 1.67% |
$32.4K - $35.9K
|
24.8K
$2.44M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
406+ 5.03% |
$32.4K - $35.8K
|
8.48K
$835K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
404+ 11.98% |
$32.2K - $35.6K
|
3.78K
$372K
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
403+ 4.03% |
$32.1K - $35.5K
|
10.4K
$1.02M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
402+ 13.28% |
$32K - $35.4K
|
3.43K
$338K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
400+ 677.97% |
$31.9K - $35.3K
|
459
$45.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
400+ 1.63% |
$31.9K - $35.3K
|
25K
$2.46M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
390New |
$31.1K - $34.4K
|
390
$38.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Foresight Wealth Management, LLC
|
BUY
|
- |
376+ 5.94% |
$30K - $33.1K
|
6.71K
$660K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
371+ 1.35% |
$29.6K - $32.7K
|
27.8K
$2.74M
|
|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
BUY
|
- |
361+ 10.1% |
$28.8K - $31.8K
|
3.94K
$387K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
360+ 6.5% |
$28.7K - $31.7K
|
5.9K
$580K
|
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
BUY
|
- |
354+ 5.93% |
$28.2K - $31.2K
|
6.32K
$623K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
352+ 3.88% |
$28.1K - $31K
|
9.43K
$928K
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
350+ 3.52% |
$27.9K - $30.8K
|
10.3K
$1.01M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
349+ 5.55% |
$27.8K - $30.8K
|
6.64K
$653K
|