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
|
Jacobi Capital Management LLC
|
BUY
|
- |
166+ 3.38% |
$13.2K - $14.6K
|
5.07K
$499K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
160New |
$12.8K - $14.1K
|
160
$15.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
154+ 3.66% |
$12.3K - $13.6K
|
4.36K
$430K
|
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
150+ 4.11% |
$12K - $13.2K
|
3.8K
$374K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
143+ 2.25% |
$11.4K - $12.6K
|
6.51K
$641K
|
|
|
Feb 14, 2022
Q4 2021
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
139New |
$11.1K - $12.3K
|
139
$13.7K
|
|
|
Feb 08, 2022
Q4 2021
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
130+ 2.33% |
$10.4K - $11.5K
|
5.7K
$562K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
128+ 1.73% |
$10.2K - $11.3K
|
7.52K
$740K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
125New |
$9.96K - $11K
|
125
$12.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
121+ 34.18% |
$9.64K - $10.7K
|
475
$46.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Lcm Capital Management Inc
|
BUY
|
- |
118+ 4.6% |
$9.4K - $10.4K
|
2.68K
$264K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
110+ 5.97% |
$8.77K - $9.69K
|
1.95K
$192K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
109+ 191.23% |
$8.69K - $9.61K
|
166
$16.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
100+ 2.31% |
$7.97K - $8.81K
|
4.43K
$436K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
97New |
$7.73K - $8.55K
|
97
$9.55K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
92+ 20.96% |
$7.33K - $8.11K
|
531
$52.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
91+ 2.0% |
$7.25K - $8.02K
|
4.65K
$457K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
90+ 150.0% |
$7.17K - $7.93K
|
150
$14.8K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
85New |
$6.77K - $7.49K
|
85
$8.37K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
83+ 0.64% |
$6.62K - $7.31K
|
13K
$1.28M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
81New |
$6.46K - $7.14K
|
81
$7.97K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
78+ 2.97% |
$6.22K - $6.87K
|
2.7K
$266K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
75New |
$5.98K - $6.61K
|
75
$7.38K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
73+ 9.0% |
$5.82K - $6.43K
|
884
$87K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
72New |
$5.74K - $6.35K
|
72
$7.09K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
70+ 87.5% |
$5.58K - $6.17K
|
150
$14.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
67New |
$5.34K - $5.9K
|
67
$6.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
66+ 1.3% |
$5.26K - $5.82K
|
5.14K
$506K
|
|
|
Feb 14, 2022
Q4 2021
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
66+ 0.53% |
$5.26K - $5.82K
|
12.5K
$1.23M
|
|
|
Jan 21, 2022
Q4 2021
|
Cohen Investment Advisors LLC
|
BUY
|
- |
64+ 1.34% |
$5.1K - $5.64K
|
4.83K
$475K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
60+ 4.01% |
$4.78K - $5.29K
|
1.56K
$153K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
59+ 1.99% |
$4.7K - $5.2K
|
3.02K
$297K
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
56+ 0.32% |
$4.46K - $4.94K
|
17.6K
$1.74M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
54+ 0.07% |
$4.3K - $4.76K
|
75.7K
$7.45M
|
|
|
Feb 01, 2022
Q4 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
50+ 1.66% |
$3.99K - $4.41K
|
3.06K
$301K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
48+ 0.33% |
$3.83K - $4.23K
|
14.4K
$1.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
48New |
$3.83K - $4.23K
|
48
$4.73K
|
|
|
Jan 31, 2022
Q4 2021
|
Advisors Management Group Inc
|
BUY
|
- |
47+ 0.24% |
$3.75K - $4.14K
|
19.9K
$1.96M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
47New |
$3.75K - $4.14K
|
47
$4.63K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
46New |
$3.67K - $4.05K
|
46
$4.53K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
44New |
$3.51K - $3.88K
|
44
$4.33K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
40+ 1.0% |
$3.19K - $3.53K
|
4.03K
$397K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
40New |
$3.19K - $3.53K
|
40
$3.94K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
38+ 0.33% |
$3.03K - $3.35K
|
11.7K
$1.15M
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
34+ 20.12% |
$2.71K - $3K
|
203
$20K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
34New |
$2.71K - $3K
|
34
$3.35K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
31+ 2.06% |
$2.47K - $2.73K
|
1.53K
$151K
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
31+ 0.26% |
$2.47K - $2.73K
|
12K
$1.18M
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
30+ 0.12% |
$2.39K - $2.64K
|
25K
$2.47M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
27+ 0.44% |
$2.15K - $2.38K
|
6.12K
$602K
|