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 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-774- 0.82% |
$58.5K - $71.6K
|
93.8K
$9.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-776- 2.99% |
$58.6K - $71.8K
|
25.2K
$2.49M
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-800- 85.47% |
$60.4K - $74K
|
136
$13.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-800- 10.34% |
$60.4K - $74K
|
6.94K
$687K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-806- 7.93% |
$60.9K - $74.6K
|
9.36K
$927K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-810- 13.38% |
$61.2K - $74.9K
|
5.24K
$520K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-820- 21.05% |
$62K - $75.9K
|
3.08K
$305K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-832- 2.84% |
$62.9K - $77K
|
28.5K
$2.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-866- 4.77% |
$65.4K - $80.1K
|
17.3K
$1.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-878- 21.93% |
$66.3K - $81.2K
|
3.13K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-884- 0.69% |
$66.8K - $81.8K
|
127K
$12.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-890- 3.86% |
$67.2K - $82.3K
|
22.2K
$2.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
SELL
|
- |
-891- 3.02% |
$67.3K - $82.4K
|
28.6K
$2.83M
|
|
|
Jan 30, 2023
Q4 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-894- 5.16% |
$67.5K - $82.7K
|
16.4K
$1.63M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-896- 1.05% |
$67.7K - $82.9K
|
84.3K
$8.36M
|
|
|
Jan 17, 2023
Q4 2022
|
Tealwood Asset Management Inc
|
SELL
|
- |
-899- 3.41% |
$67.9K - $83.2K
|
25.4K
$2.52M
|
|
|
Feb 16, 2023
Q4 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-910- 2.07% |
$68.8K - $84.2K
|
43K
$4.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-916- 8.19% |
$69.2K - $84.7K
|
10.3K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-924- 27.86% |
$69.8K - $85.5K
|
2.39K
$237K
|
|
|
Feb 02, 2023
Q4 2022
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-925- 3.85% |
$69.9K - $85.6K
|
23.1K
$2.29M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-936- 1.59% |
$70.7K - $86.6K
|
57.8K
$5.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-941- 12.17% |
$71.1K - $87.1K
|
6.79K
$673K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-941- 23.37% |
$71.1K - $87.1K
|
3.09K
$306K
|
|
|
Feb 08, 2023
Q4 2022
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-944- 11.9% |
$71.3K - $87.3K
|
6.99K
$693K
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
SELL
|
- |
-954- 5.54% |
$72.1K - $88.3K
|
16.3K
$1.61M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-955- 19.05% |
$72.2K - $88.4K
|
4.06K
$402K
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-999- 23.49% |
$75.5K - $92.4K
|
3.25K
$322K
|
|
|
Jan 24, 2023
Q4 2022
|
Penbrook Management LLC
|
SELL
|
- |
-1K- 15.48% |
$75.6K - $92.5K
|
5.46K
$541K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 41.55% |
$75.9K - $93K
|
1.41K
$140K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-1.04K- 0.39% |
$78.5K - $96.1K
|
267K
$26.5M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.04K- 2.67% |
$78.8K - $96.5K
|
38.1K
$3.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.05K- 2.85% |
$79.2K - $97K
|
35.7K
$3.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.06K- 4.51% |
$80.1K - $98.1K
|
22.4K
$2.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.11K- 31.14% |
$83.9K - $103K
|
2.46K
$243K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.11K- 64.65% |
$84K - $103K
|
608
$60.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.14K- 25.07% |
$86.4K - $106K
|
3.42K
$339K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.16K- 3.38% |
$87.6K - $107K
|
33.2K
$3.29M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.16K- 9.76% |
$87.7K - $107K
|
10.7K
$1.06M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.17K- 4.22% |
$88.5K - $108K
|
26.6K
$2.63M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-1.19K- 9.39% |
$89.7K - $110K
|
11.5K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-1.23K- 8.83% |
$92.5K - $113K
|
12.7K
$1.25M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-1.23K- 2.81% |
$92.6K - $113K
|
42.5K
$4.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.24K- 3.16% |
$93.8K - $115K
|
38.1K
$3.78M
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
SELL
|
- |
-1.27K- 33.81% |
$96.3K - $118K
|
2.49K
$247K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.28K- 4.03% |
$96.3K - $118K
|
30.4K
$3.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.29K- 2.77% |
$97.3K - $119K
|
45.2K
$4.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.3K- 5.4% |
$98.2K - $120K
|
22.8K
$2.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.32K- 2.26% |
$99.7K - $122K
|
57.1K
$5.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.34K- 7.14% |
$101K - $124K
|
17.4K
$1.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Capital Management CO Inc
|
SELL
|
- |
-1.36K- 21.8% |
$103K - $126K
|
4.89K
$484K
|