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
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.78K+ 6.6% |
$210K - $257K
|
44.9K
$4.49M
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.78KNew |
$210K - $257K
|
2.78K
$278K
|
|
|
Jan 13, 2023
Q4 2022
|
Professional Advisory Services Inc
|
BUY
|
- |
2.78KNew |
$210K - $257K
|
2.78K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.77KNew |
$209K - $256K
|
2.77K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.75K+ 30.64% |
$208K - $255K
|
11.7K
$1.17M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.73K+ 104.95% |
$206K - $253K
|
5.34K
$534K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.71K+ 11.1% |
$205K - $251K
|
27.1K
$2.71M
|
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.71KNew |
$205K - $251K
|
2.71K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
2.7KNew |
$204K - $250K
|
2.7K
$270K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.67KNew |
$202K - $247K
|
2.67K
$267K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.64KNew |
$199K - $244K
|
2.64K
$264K
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.6KNew |
$197K - $241K
|
2.6K
$260K
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.6KNew |
$196K - $240K
|
2.6K
$259K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.6KNew |
$196K - $240K
|
2.6K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.58KNew |
$195K - $239K
|
2.58K
$258K
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2.57KNew |
$194K - $237K
|
2.57K
$256K
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
2.55KNew |
$192K - $236K
|
2.55K
$255K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
2.53K+ 74.61% |
$191K - $234K
|
5.92K
$592K
|
|
|
Feb 02, 2023
Q4 2022
|
Palladiem, LLC
|
BUY
|
- |
2.52KNew |
$191K - $233K
|
2.52K
$252K
|
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
BUY
|
- |
2.51KNew |
$190K - $233K
|
2.51K
$251K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.51KNew |
$189K - $232K
|
2.51K
$250K
|
|
|
Feb 15, 2023
Q4 2022
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
2.5KNew |
$189K - $232K
|
2.5K
$250K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.5KNew |
$189K - $232K
|
2.5K
$250K
|
|
|
Feb 08, 2023
Q4 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.5KNew |
$189K - $231K
|
2.5K
$250K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
2.5K+ 1.35% |
$189K - $231K
|
187K
$18.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.49KNew |
$188K - $230K
|
2.49K
$249K
|
|
|
Feb 14, 2023
Q4 2022
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
2.49KNew |
$188K - $230K
|
2.49K
$249K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.49KNew |
$188K - $230K
|
2.49K
$249K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.48KNew |
$188K - $230K
|
2.48K
$248K
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.48KNew |
$187K - $229K
|
2.48K
$248K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.47K+ 10.17% |
$186K - $228K
|
26.7K
$2.67M
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.47KNew |
$186K - $228K
|
2.47K
$246K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.45KNew |
$185K - $227K
|
2.45K
$245K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.45KNew |
$185K - $227K
|
2.45K
$245K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.44KNew |
$184K - $225K
|
2.44K
$244K
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
2.43K+ 10.19% |
$183K - $224K
|
26.2K
$2.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
2.41KNew |
$182K - $223K
|
2.41K
$240K
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
BUY
|
- |
2.4KNew |
$182K - $222K
|
2.4K
$240K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.4KNew |
$181K - $222K
|
2.4K
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.39KNew |
$181K - $221K
|
2.39K
$239K
|
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.39KNew |
$181K - $221K
|
2.39K
$239K
|
|
|
Feb 01, 2023
Q4 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
2.39KNew |
$180K - $221K
|
2.39K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.38KNew |
$180K - $220K
|
2.38K
$238K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.38KNew |
$179K - $220K
|
2.38K
$237K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.37K+ 27.42% |
$179K - $219K
|
11K
$1.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.36KNew |
$178K - $219K
|
2.36K
$236K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.36KNew |
$178K - $218K
|
2.36K
$236K
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.36KNew |
$178K - $218K
|
2.36K
$236K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
2.35KNew |
$178K - $217K
|
2.35K
$235K
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.34KNew |
$177K - $217K
|
2.34K
$234K
|