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
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.37K- 17.22% |
$103K - $126K
|
6.57K
$651K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.39K- 35.38% |
$105K - $129K
|
2.54K
$251K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.4K- 36.11% |
$106K - $130K
|
2.48K
$245K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.4K- 7.86% |
$106K - $130K
|
16.4K
$1.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-1.41K- 6.42% |
$107K - $131K
|
20.6K
$2.04M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-1.47K- 18.0% |
$111K - $136K
|
6.69K
$663K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.48K- 9.85% |
$112K - $137K
|
13.5K
$1.34M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.49K- 28.06% |
$113K - $138K
|
3.83K
$379K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.5K- 26.8% |
$113K - $138K
|
4.09K
$405K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.5K- 4.84% |
$113K - $139K
|
29.4K
$2.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.55K- 33.12% |
$117K - $144K
|
3.14K
$311K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.59K- 4.78% |
$120K - $147K
|
31.6K
$3.13M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.66K- 94.79% |
$125K - $153K
|
91
$9.02K
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-1.68K- 5.27% |
$127K - $155K
|
30.1K
$2.98M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-1.73K- 12.2% |
$131K - $160K
|
12.4K
$1.23M
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.77K- 1.7% |
$133K - $163K
|
102K
$10.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.79K- 18.42% |
$135K - $165K
|
7.91K
$783K
|
|
|
Feb 09, 2023
Q4 2022
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-1.8K- 1.79% |
$136K - $167K
|
98.9K
$9.8M
|
|
|
Feb 17, 2023
Q4 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-1.81K- 17.3% |
$137K - $167K
|
8.65K
$857K
|
|
|
Feb 10, 2023
Q4 2022
|
Sanders Capital, LLC
West Palm Beach, FL |
SELL
|
- |
-1.82K- 0.16% |
$138K - $168K
|
1.13M
$112M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.83K- 13.06% |
$138K - $169K
|
12.2K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.84K- 29.23% |
$139K - $170K
|
4.45K
$441K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.85K- 16.64% |
$140K - $171K
|
9.25K
$917K
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.88K- 1.75% |
$142K - $174K
|
106K
$10.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.9K- 3.78% |
$144K - $176K
|
48.5K
$4.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.91K- 5.31% |
$144K - $177K
|
34.1K
$3.38M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.91K- 6.14% |
$145K - $177K
|
29.2K
$2.9M
|
|
|
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-1.93K- 11.49% |
$146K - $178K
|
14.9K
$1.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Broderick Brian C
|
SELL
|
- |
-1.93K- 6.35% |
$146K - $179K
|
28.5K
$2.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.94K- 2.96% |
$146K - $179K
|
63.5K
$6.29M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.97K- 16.97% |
$149K - $183K
|
9.65K
$956K
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
SELL
|
- |
-1.98K- 8.72% |
$149K - $183K
|
20.7K
$2.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-2K- 4.7% |
$151K - $185K
|
40.6K
$4.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-2.06K- 1.42% |
$156K - $191K
|
143K
$14.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-2.08K- 5.88% |
$157K - $192K
|
33.2K
$3.29M
|
|
|
Jan 03, 2023
Q4 2022
|
Somerset Trust CO
|
SELL
|
- |
-2.14K- 12.35% |
$161K - $198K
|
15.2K
$1.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-2.19K- 6.47% |
$165K - $202K
|
31.6K
$3.13M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-2.2K- 49.59% |
$166K - $204K
|
2.24K
$222K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.25K- 46.8% |
$170K - $208K
|
2.56K
$253K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.26K- 13.29% |
$171K - $209K
|
14.7K
$1.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-2.3K- 10.87% |
$174K - $213K
|
18.9K
$1.87M
|
|
|
Feb 07, 2023
Q4 2022
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.38K- 1.48% |
$180K - $220K
|
158K
$15.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-2.41K- 4.71% |
$182K - $223K
|
48.8K
$4.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.42K- 16.78% |
$183K - $224K
|
12K
$1.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.48K- 9.36% |
$188K - $230K
|
24.1K
$2.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-2.56K- 5.54% |
$193K - $236K
|
43.5K
$4.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.58K- 3.5% |
$195K - $239K
|
71K
$7.04M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.6K- 3.98% |
$196K - $240K
|
62.6K
$6.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.69K- 1.51% |
$203K - $249K
|
176K
$17.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.7K- 23.29% |
$204K - $250K
|
8.89K
$881K
|