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
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
14.6KNew |
$1.1M - $1.35M
|
14.6K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.5K+ 0.99% |
$1.02M - $1.25M
|
1.38M
$136M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
13.3K+ 17.95% |
$1.01M - $1.23M
|
87.5K
$8.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.9KNew |
$974K - $1.19M
|
12.9K
$1.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
12.9K+ 9.24% |
$972K - $1.19M
|
152K
$15.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
12K+ 32332.43% |
$904K - $1.11M
|
12K
$1.19M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
11.7KNew |
$881K - $1.08M
|
11.7K
$1.16M
|
|
|
Jan 24, 2023
Q4 2022
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
11.6KNew |
$879K - $1.08M
|
11.6K
$1.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.3KNew |
$852K - $1.04M
|
11.3K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
11.2KNew |
$844K - $1.03M
|
11.2K
$1.11M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
11.1KNew |
$838K - $1.03M
|
11.1K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
11KNew |
$828K - $1.01M
|
11K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
10.9K+ 123.69% |
$822K - $1.01M
|
19.7K
$1.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.7K+ 3.43% |
$805K - $986K
|
321K
$31.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10.4KNew |
$783K - $959K
|
10.4K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
9.68KNew |
$731K - $895K
|
9.68K
$959K
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
9.6K+ 35.56% |
$725K - $888K
|
36.6K
$3.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.5K+ 4.52% |
$718K - $879K
|
220K
$21.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.5K+ 95.71% |
$718K - $879K
|
19.4K
$1.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
8.85K+ 69.98% |
$669K - $819K
|
21.5K
$2.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
8.42K+ 5.01% |
$636K - $779K
|
177K
$17.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7.9KNew |
$597K - $731K
|
7.9K
$783K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.9KNew |
$597K - $731K
|
7.9K
$783K
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7.86K+ 1.91% |
$594K - $727K
|
419K
$41.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
7.81K+ 0.32% |
$590K - $722K
|
2.47M
$244M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
7.76K+ 7.37% |
$586K - $718K
|
113K
$11.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.59KNew |
$574K - $703K
|
7.59K
$752K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.39K+ 53.54% |
$558K - $684K
|
21.2K
$2.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
7.39K+ 6.98% |
$558K - $683K
|
113K
$11.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
7.1KNew |
$536K - $657K
|
7.1K
$703K
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
6.96KNew |
$525K - $643K
|
6.96K
$689K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.78KNew |
$512K - $628K
|
6.78K
$672K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.68K+ 6.3% |
$505K - $618K
|
113K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.43K+ 37.59% |
$485K - $595K
|
23.5K
$2.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
6.19KNew |
$467K - $572K
|
6.19K
$613K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
6K+ 12.48% |
$453K - $555K
|
54.1K
$5.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6KNew |
$453K - $555K
|
6K
$594K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.97K+ 138.02% |
$451K - $552K
|
10.3K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.91K+ 103.31% |
$446K - $546K
|
11.6K
$1.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
5.81K+ 30.21% |
$439K - $537K
|
25K
$2.48M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.67K+ 1.89% |
$429K - $525K
|
305K
$30.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.45K+ 51.6% |
$412K - $504K
|
16K
$1.59M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5.29KNew |
$399K - $489K
|
5.29K
$524K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
5.25KNew |
$397K - $486K
|
5.25K
$520K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.05K+ 115.89% |
$382K - $468K
|
9.41K
$933K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.79KNew |
$362K - $443K
|
4.79K
$474K
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
4.66KNew |
$352K - $431K
|
4.66K
$462K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.55KNew |
$344K - $421K
|
4.55K
$451K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
4.37K+ 73.3% |
$330K - $404K
|
10.3K
$1.02M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.22K+ 148.14% |
$319K - $390K
|
7.06K
$700K
|