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 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-477- 1.69% |
$36K - $44.1K
|
27.8K
$2.77M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-485- 7.01% |
$36.6K - $44.9K
|
6.43K
$643K
|
|
|
Feb 15, 2023
Q4 2022
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-486- 3.4% |
$36.7K - $45K
|
13.8K
$1.38M
|
|
|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-487- 1.37% |
$36.8K - $45.1K
|
35K
$3.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-490- 0.98% |
$37K - $45.3K
|
49.7K
$4.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-492- 9.17% |
$37.2K - $45.5K
|
4.88K
$487K
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-495- 12.15% |
$37.4K - $45.8K
|
3.58K
$358K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-500- 14.33% |
$37.8K - $46.3K
|
2.99K
$299K
|
|
|
Jan 09, 2023
Q4 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-520- 7.08% |
$39.3K - $48.1K
|
6.83K
$682K
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-521- 1.18% |
$39.4K - $48.2K
|
43.7K
$4.37M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-522- 0.53% |
$39.4K - $48.3K
|
97.6K
$9.75M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-524- 20.36% |
$39.6K - $48.5K
|
2.05K
$205K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-527- 0.54% |
$39.8K - $48.8K
|
96.3K
$9.62M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-536- 6.9% |
$40.5K - $49.6K
|
7.23K
$723K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-538- 8.12% |
$40.6K - $49.8K
|
6.09K
$609K
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-545- 6.36% |
$41.2K - $50.4K
|
8.03K
$803K
|
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-546- 0.79% |
$41.3K - $50.5K
|
68.2K
$6.81M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-557- 1.56% |
$42.1K - $51.5K
|
35.1K
$3.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-585- 1.26% |
$44.2K - $54.1K
|
45.9K
$4.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-586- 25.17% |
$44.3K - $54.2K
|
1.74K
$174K
|
|
|
Jan 23, 2023
Q4 2022
|
Mcdaniel Terry & CO
|
SELL
|
- |
-590- 4.8% |
$44.6K - $54.6K
|
11.7K
$1.17M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-598- 30.23% |
$45.2K - $55.3K
|
1.38K
$138K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-600- 66.67% |
$45.3K - $55.5K
|
300
$30K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-600- 3.87% |
$45.3K - $55.5K
|
14.9K
$1.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-600- 1.47% |
$45.3K - $55.5K
|
40.3K
$4.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-605- 3.14% |
$45.7K - $56K
|
18.7K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-614- 29.04% |
$46.4K - $56.8K
|
1.5K
$150K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-616- 1.63% |
$46.5K - $57K
|
37.1K
$3.71M
|
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-617- 7.33% |
$46.6K - $57.1K
|
7.8K
$780K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-645- 13.78% |
$48.7K - $59.7K
|
4.04K
$404K
|
|
|
Feb 14, 2023
Q4 2022
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-652- 5.39% |
$49.3K - $60.3K
|
11.4K
$1.14M
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-657- 1.38% |
$49.6K - $60.8K
|
47K
$4.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-669- 2.62% |
$50.5K - $61.9K
|
24.8K
$2.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-670- 18.45% |
$50.6K - $62K
|
2.96K
$296K
|
|
|
Jan 31, 2023
Q4 2022
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-673- 1.25% |
$50.8K - $62.3K
|
53.3K
$5.33M
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-678- 6.05% |
$51.2K - $62.7K
|
10.5K
$1.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-685- 2.86% |
$51.8K - $63.4K
|
23.3K
$2.33M
|
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-685- 4.94% |
$51.8K - $63.4K
|
13.2K
$1.32M
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-692- 7.84% |
$52.3K - $64K
|
8.13K
$813K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-700- 4.09% |
$52.9K - $64.8K
|
16.4K
$1.64M
|
|
|
Feb 06, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-708- 2.89% |
$53.5K - $65.5K
|
23.8K
$2.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-715- 2.33% |
$54K - $66.2K
|
30K
$3M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-725- 4.12% |
$54.8K - $67.1K
|
16.9K
$1.69M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-727- 93.21% |
$54.9K - $67.3K
|
53
$5.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-734- 14.73% |
$55.5K - $67.9K
|
4.25K
$425K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-744- 0.67% |
$56.2K - $68.8K
|
110K
$11M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-747- 4.82% |
$56.4K - $69.1K
|
14.7K
$1.47M
|
|
|
Jan 20, 2023
Q4 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-750- 22.12% |
$56.7K - $69.4K
|
2.64K
$264K
|
|
|
Jan 30, 2023
Q4 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-761- 14.59% |
$57.5K - $70.4K
|
4.45K
$445K
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-773- 11.41% |
$58.4K - $71.5K
|
6K
$600K
|