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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-156- 4.06% |
$11.8K - $14.4K
|
3.69K
$369K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-156- 4.06% |
$11.8K - $14.4K
|
3.69K
$369K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-157- 4.6% |
$11.9K - $14.5K
|
3.26K
$326K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-162- 4.34% |
$12.2K - $15K
|
3.57K
$357K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-166- 4.59% |
$12.5K - $15.4K
|
3.45K
$345K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-166- 2.89% |
$12.5K - $15.4K
|
5.59K
$559K
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-166- 2.49% |
$12.5K - $15.4K
|
6.49K
$649K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-167- 0.38% |
$12.6K - $15.5K
|
43.3K
$4.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-167- 1.49% |
$12.6K - $15.5K
|
11K
$1.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-167- 3.99% |
$12.6K - $15.5K
|
4.02K
$402K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-174- 4.64% |
$13.1K - $16.1K
|
3.58K
$357K
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-175- 26.56% |
$13.2K - $16.2K
|
484
$48.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-181- 5.09% |
$13.7K - $16.7K
|
3.38K
$338K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-186- 1.12% |
$14.1K - $17.2K
|
16.4K
$1.64M
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-189- 21.26% |
$14.3K - $17.5K
|
700
$70K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-190- 51.63% |
$14.4K - $17.6K
|
178
$17.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-196- 1.03% |
$14.8K - $18.1K
|
18.8K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-197- 2.08% |
$14.9K - $18.2K
|
9.27K
$927K
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-200- 4.65% |
$15.1K - $18.5K
|
4.1K
$410K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-200- 2.8% |
$15.1K - $18.5K
|
6.94K
$693K
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-200- 6.9% |
$15.1K - $18.5K
|
2.7K
$270K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-200- 18.71% |
$15.1K - $18.5K
|
869
$86.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-210- 2.26% |
$15.9K - $19.4K
|
9.07K
$907K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-214- 1.18% |
$16.2K - $19.8K
|
17.9K
$1.79M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-216- 4.58% |
$16.3K - $20K
|
4.5K
$450K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-219Closed |
$16.5K - $20.3K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-220- 0.44% |
$16.6K - $20.4K
|
49.2K
$4.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-224- 5.16% |
$16.9K - $20.7K
|
4.12K
$412K
|
|
|
Feb 14, 2023
Q4 2022
|
Security Asset Management
|
SELL
|
- |
-225- 4.12% |
$17K - $20.8K
|
5.24K
$524K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-236- 5.51% |
$17.8K - $21.8K
|
4.05K
$405K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-237- 1.88% |
$17.9K - $21.9K
|
12.4K
$1.24M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-243- 0.11% |
$18.4K - $22.5K
|
214K
$21.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-250- 0.76% |
$18.9K - $23.1K
|
32.5K
$3.24M
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-250- 4.34% |
$18.9K - $23.1K
|
5.51K
$551K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-250- 5.68% |
$18.9K - $23.1K
|
4.15K
$415K
|
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
SELL
|
- |
-250- 28.94% |
$18.9K - $23.1K
|
614
$61.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-250- 2.01% |
$18.9K - $23.1K
|
12.2K
$1.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-255- 4.94% |
$19.3K - $23.6K
|
4.9K
$490K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-255- 6.62% |
$19.3K - $23.6K
|
3.6K
$360K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-256- 7.99% |
$19.3K - $23.7K
|
2.95K
$295K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-258- 33.38% |
$19.5K - $23.9K
|
515
$51.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-261- 0.38% |
$19.7K - $24.1K
|
68.2K
$6.82M
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-266- 4.47% |
$20.1K - $24.6K
|
5.68K
$568K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-270- 5.31% |
$20.4K - $25K
|
4.82K
$481K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-272- 1.04% |
$20.5K - $25.2K
|
25.9K
$2.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-272- 7.21% |
$20.5K - $25.2K
|
3.5K
$350K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-273- 3.74% |
$20.6K - $25.3K
|
7.02K
$702K
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-274- 2.01% |
$20.7K - $25.4K
|
13.3K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-280- 5.38% |
$21.2K - $25.9K
|
4.92K
$492K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-286- 4.24% |
$21.6K - $26.5K
|
6.46K
$645K
|