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 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-288- 5.82% |
$21.8K - $26.6K
|
4.66K
$462K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-290- 59.92% |
$21.9K - $26.8K
|
194
$19.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-292- 0.86% |
$22.1K - $27K
|
33.8K
$3.34M
|
|
|
Jan 20, 2023
Q4 2022
|
Cardinal Capital Management
|
SELL
|
- |
-297- 0.71% |
$22.4K - $27.5K
|
41.5K
$4.12M
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-300- 1.82% |
$22.7K - $27.8K
|
16.2K
$1.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-321- 2.5% |
$24.3K - $29.7K
|
12.5K
$1.24M
|
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-325- 3.9% |
$24.6K - $30.1K
|
8.01K
$794K
|
|
|
Jan 30, 2023
Q4 2022
|
Kendall Capital Management
|
SELL
|
- |
-325- 10.35% |
$24.6K - $30.1K
|
2.82K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-326- 11.06% |
$24.6K - $30.2K
|
2.62K
$260K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-338- 6.12% |
$25.5K - $31.3K
|
5.18K
$513K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-348- 11.14% |
$26.3K - $32.2K
|
2.78K
$275K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-349- 3.35% |
$26.4K - $32.3K
|
10.1K
$997K
|
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-350- 1.65% |
$26.4K - $32.4K
|
20.9K
$2.07M
|
|
|
Jan 24, 2023
Q4 2022
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-350- 9.33% |
$26.4K - $32.4K
|
3.4K
$337K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-354- 8.01% |
$26.7K - $32.8K
|
4.07K
$403K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
SELL
|
- |
-354- 11.96% |
$26.7K - $32.8K
|
2.61K
$258K
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-355- 0.25% |
$26.8K - $32.8K
|
141K
$14M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-359- 9.57% |
$27.1K - $33.2K
|
3.39K
$336K
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-360- 4.9% |
$27.2K - $33.3K
|
6.99K
$692K
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-365- 5.1% |
$27.6K - $33.8K
|
6.79K
$673K
|
|
|
Feb 14, 2023
Q4 2022
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-368- 13.3% |
$27.8K - $34K
|
2.4K
$238K
|
|
|
Jan 09, 2023
Q4 2022
|
Value Partners Investments Inc.
|
SELL
|
- |
-370- 10.9% |
$28K - $34.2K
|
3.03K
$300K
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-378- 1.04% |
$28.6K - $35K
|
35.9K
$3.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-380- 6.11% |
$28.7K - $35.2K
|
5.84K
$578K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-384- 4.49% |
$29K - $35.5K
|
8.18K
$810K
|
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-392- 0.28% |
$29.6K - $36.3K
|
141K
$13.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-410- 5.0% |
$31K - $37.9K
|
7.78K
$771K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-410- 5.0% |
$31K - $37.9K
|
7.78K
$771K
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-412- 13.23% |
$31.1K - $38.1K
|
2.7K
$268K
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-414- 1.27% |
$31.3K - $38.3K
|
32.1K
$3.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-415- 0.19% |
$31.4K - $38.4K
|
220K
$21.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-419- 1.98% |
$31.7K - $38.8K
|
20.8K
$2.06M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-422- 13.22% |
$31.9K - $39K
|
2.77K
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-426- 4.09% |
$32.2K - $39.4K
|
10K
$990K
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-429- 0.68% |
$32.4K - $39.7K
|
63.1K
$6.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-431- 2.76% |
$32.6K - $39.9K
|
15.2K
$1.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-432- 5.28% |
$32.6K - $40K
|
7.75K
$768K
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-435- 5.05% |
$32.9K - $40.2K
|
8.17K
$810K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-438- 4.81% |
$33.1K - $40.5K
|
8.67K
$859K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
SELL
|
- |
-448- 3.3% |
$33.8K - $41.4K
|
13.1K
$1.3M
|
|
|
Jan 06, 2023
Q4 2022
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-450- 2.01% |
$34K - $41.6K
|
22K
$2.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-457- 11.69% |
$34.5K - $42.3K
|
3.45K
$342K
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-460- 78.1% |
$34.8K - $42.6K
|
129
$12.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-467- 9.05% |
$35.3K - $43.2K
|
4.69K
$465K
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-467- 4.76% |
$35.3K - $43.2K
|
9.34K
$926K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-469- 6.93% |
$35.4K - $43.4K
|
6.3K
$624K
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-470- 0.57% |
$35.5K - $43.5K
|
82.3K
$8.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-473- 3.68% |
$35.7K - $43.8K
|
12.4K
$1.23M
|
|
|
Feb 21, 2023
Q4 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-475- 11.57% |
$35.9K - $43.9K
|
3.63K
$360K
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-476- 7.44% |
$36K - $44K
|
5.92K
$587K
|