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 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-87- 0.54% |
$6.57K - $8.05K
|
16K
$1.58M
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
SELL
|
- |
-90- 0.16% |
$6.8K - $8.33K
|
55.3K
$5.48M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-90- 2.67% |
$6.8K - $8.33K
|
3.28K
$325K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-90- 3.42% |
$6.8K - $8.33K
|
2.55K
$252K
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-92- 2.93% |
$6.95K - $8.51K
|
3.05K
$302K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-93- 2.89% |
$7.03K - $8.6K
|
3.13K
$310K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-99- 0.18% |
$7.48K - $9.16K
|
56.3K
$5.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-100- 2.9% |
$7.56K - $9.25K
|
3.35K
$331K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-100- 2.3% |
$7.56K - $9.25K
|
4.24K
$420K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-100- 1.52% |
$7.56K - $9.25K
|
6.5K
$644K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-100- 4.6% |
$7.56K - $9.25K
|
2.08K
$206K
|
|
|
Feb 10, 2023
Q4 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-100- 0.71% |
$7.56K - $9.25K
|
14K
$1.38M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-100- 56.5% |
$7.56K - $9.25K
|
77
$7.63K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 1.54% |
$7.56K - $9.25K
|
6.4K
$634K
|
|
|
Feb 10, 2023
Q4 2022
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-100- 2.75% |
$7.56K - $9.25K
|
3.54K
$351K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-101- 1.78% |
$7.63K - $9.34K
|
5.57K
$552K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-102- 45.74% |
$7.71K - $9.44K
|
121
$12K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-104- 1.41% |
$7.86K - $9.62K
|
7.26K
$719K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-106- 3.07% |
$8.01K - $9.81K
|
3.34K
$331K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-108- 0.17% |
$8.16K - $9.99K
|
64.6K
$6.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-110- 5.98% |
$8.31K - $10.2K
|
1.73K
$171K
|
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-110- 3.74% |
$8.31K - $10.2K
|
2.83K
$281K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-111- 0.37% |
$8.39K - $10.3K
|
29.6K
$2.93M
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-114- 0.08% |
$8.61K - $10.5K
|
137K
$13.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-116- 1.21% |
$8.76K - $10.7K
|
9.49K
$940K
|
|
|
Jan 18, 2023
Q4 2022
|
Mckinley Capital Management LLC
|
SELL
|
- |
-117- 0.69% |
$8.84K - $10.8K
|
16.8K
$1.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-118- 0.49% |
$8.91K - $10.9K
|
23.7K
$2.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
SELL
|
- |
-118- 0.81% |
$8.91K - $10.9K
|
14.5K
$1.44M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-120- 1.72% |
$9.07K - $11.1K
|
6.87K
$680K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-121- 4.08% |
$9.14K - $11.2K
|
2.85K
$282K
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
SELL
|
- |
-122- 1.52% |
$9.22K - $11.3K
|
7.88K
$781K
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-123- 0.9% |
$9.29K - $11.4K
|
13.6K
$1.35M
|
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-125- 3.31% |
$9.44K - $11.6K
|
3.66K
$362K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-127- 1.31% |
$9.59K - $11.8K
|
9.55K
$946K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-130- 1.23% |
$9.82K - $12K
|
10.5K
$1.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-130- 1.7% |
$9.82K - $12K
|
7.53K
$746K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-130- 13.49% |
$9.82K - $12K
|
834
$82.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-131- 0.87% |
$9.9K - $12.1K
|
14.9K
$1.47M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-132- 18.36% |
$9.97K - $12.2K
|
587
$58.2K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-133- 95.68% |
$10K - $12.3K
|
6
$594
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-136- 0.77% |
$10.3K - $12.6K
|
17.6K
$1.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Dempze Nancy E
|
SELL
|
- |
-138- 0.59% |
$10.4K - $12.8K
|
23.1K
$2.29M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
SELL
|
- |
-138- 4.93% |
$10.4K - $12.8K
|
2.66K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-142- 1.2% |
$10.7K - $13.1K
|
11.7K
$1.16M
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-144- 0.65% |
$10.9K - $13.3K
|
21.9K
$2.17M
|
|
|
Jan 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-145- 5.86% |
$11K - $13.4K
|
2.33K
$231K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-146- 69.86% |
$11K - $13.5K
|
63
$6.24K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-146- 2.19% |
$11K - $13.5K
|
6.53K
$647K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-150- 12.77% |
$11.3K - $13.9K
|
1.03K
$102K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-155- 2.99% |
$11.7K - $14.3K
|
5.03K
$499K
|