Purchases and Sales Made in Q4 2022 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q4 2022. 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 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
BUY
|
- |
30+ 0.12% |
$2.27K - $2.78K
|
25.9K
$2.59M
|
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
30+ 0.83% |
$2.27K - $2.78K
|
3.64K
$364K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
29+ 29.0% |
$2.19K - $2.68K
|
129
$12.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28+ 0.75% |
$2.12K - $2.59K
|
3.77K
$377K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
27+ 0.3% |
$2.04K - $2.5K
|
9.18K
$917K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26+ 0.85% |
$1.96K - $2.41K
|
3.07K
$307K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
25New |
$1.89K - $2.31K
|
25
$2.5K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
23+ 0.74% |
$1.74K - $2.13K
|
3.12K
$312K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
23New |
$1.74K - $2.13K
|
23
$2.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Tcw Group Inc
|
BUY
|
- |
22+ 0.03% |
$1.66K - $2.04K
|
72.2K
$7.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
18+ 1.4% |
$1.36K - $1.67K
|
1.31K
$131K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
16+ 6.15% |
$1.21K - $1.48K
|
276
$27.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
11+ 0.41% |
$831 - $1.02K
|
2.71K
$271K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
10+ 0.1% |
$756 - $925
|
9.65K
$965K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
9+ 0.32% |
$680 - $833
|
2.81K
$281K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8+ 0.23% |
$604 - $740
|
3.53K
$353K
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
BUY
|
- |
7+ 0.21% |
$529 - $648
|
3.38K
$338K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 2.7% |
$453 - $555
|
228
$22.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
6New |
$453 - $555
|
6
$600
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 4.0% |
$378 - $463
|
130
$13K
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
4+ 0.03% |
$302 - $370
|
11.5K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$227 - $278
|
3
$300
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2+ 0.03% |
$151 - $185
|
5.8K
$580K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$75.6 - $92.5
|
7.41K
$740K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$75.6 - $92.5
|
7.58K
$758K
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1- 0.01% |
$75.6 - $92.5
|
13.5K
$1.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
SELL
|
- |
-1- 0.03% |
$75.6 - $92.5
|
3.42K
$342K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 0.29% |
$151 - $185
|
694
$69.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2- 0.01% |
$151 - $185
|
34.1K
$3.41M
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-3- 0.11% |
$227 - $278
|
2.77K
$277K
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-5- 0.02% |
$378 - $463
|
22.1K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-7- 0.05% |
$529 - $648
|
15.3K
$1.53M
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-8- 0.29% |
$604 - $740
|
2.72K
$272K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-10- 0.1% |
$756 - $925
|
10.3K
$1.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Kidder Stephen W
|
SELL
|
- |
-10- 0.03% |
$756 - $925
|
29.1K
$2.91M
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-12- 14.29% |
$907 - $1.11K
|
72
$7.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12- 0.28% |
$907 - $1.11K
|
4.3K
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-13- 0.36% |
$982 - $1.2K
|
3.56K
$356K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-13- 0.3% |
$982 - $1.2K
|
4.37K
$437K
|
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-14- 0.15% |
$1.06K - $1.3K
|
9.23K
$923K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-14- 2.23% |
$1.06K - $1.3K
|
615
$61.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Notis Mc Conarty Edward
|
SELL
|
- |
-15- 0.03% |
$1.13K - $1.39K
|
43.7K
$4.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-16- 0.21% |
$1.21K - $1.48K
|
7.43K
$743K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-18- 0.91% |
$1.36K - $1.67K
|
1.97K
$197K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-19- 0.61% |
$1.44K - $1.76K
|
3.09K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-20- 0.12% |
$1.51K - $1.85K
|
17K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-22- 12.72% |
$1.66K - $2.04K
|
151
$15.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-22- 0.5% |
$1.66K - $2.04K
|
4.42K
$442K
|