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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.34K+ 15.93% |
$177K - $216K
|
17K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.34KNew |
$176K - $216K
|
2.34K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
2.32KNew |
$175K - $214K
|
2.32K
$229K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2.31KNew |
$174K - $214K
|
2.31K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.31KNew |
$174K - $213K
|
2.31K
$228K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.3KNew |
$174K - $213K
|
2.3K
$228K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
2.3KNew |
$174K - $213K
|
2.3K
$228K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.3KNew |
$174K - $213K
|
2.3K
$228K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.28KNew |
$173K - $211K
|
2.28K
$226K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2.28KNew |
$172K - $211K
|
2.28K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.28KNew |
$172K - $211K
|
2.28K
$226K
|
|
|
Jan 25, 2023
Q4 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.28KNew |
$172K - $210K
|
2.28K
$225K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.26K+ 28.9% |
$171K - $209K
|
10.1K
$1M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
2.26K+ 68.91% |
$170K - $209K
|
5.53K
$548K
|
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.25KNew |
$170K - $208K
|
2.25K
$223K
|
|
|
Jan 19, 2023
Q4 2022
|
Garland Capital Management Inc
|
BUY
|
- |
2.24K+ 4.09% |
$169K - $207K
|
56.9K
$5.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.23K+ 14.1% |
$169K - $207K
|
18.1K
$1.79M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
2.23KNew |
$168K - $206K
|
2.23K
$221K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
2.23KNew |
$168K - $206K
|
2.23K
$221K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.23KNew |
$168K - $206K
|
2.23K
$221K
|
|
|
Feb 01, 2023
Q4 2022
|
Henry James International Management Inc.
|
BUY
|
- |
2.23K+ 62.66% |
$168K - $206K
|
5.78K
$572K
|
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
2.22KNew |
$168K - $205K
|
2.22K
$220K
|
|
|
Feb 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2.22KNew |
$168K - $205K
|
2.22K
$220K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.2K+ 0.9% |
$166K - $204K
|
246K
$24.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.15K+ 0.54% |
$162K - $199K
|
400K
$39.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
2.15K+ 3.3% |
$162K - $199K
|
67.3K
$6.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.14K+ 22.07% |
$162K - $198K
|
11.8K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
2.1KNew |
$158K - $194K
|
2.1K
$208K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2.09KNew |
$158K - $193K
|
2.09K
$207K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.04K+ 23.76% |
$154K - $189K
|
10.6K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.01K+ 20.43% |
$152K - $186K
|
11.9K
$1.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.01K+ 31.58% |
$152K - $186K
|
8.39K
$831K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.97K+ 6.34% |
$148K - $182K
|
33K
$3.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.84K+ 6.45% |
$139K - $170K
|
30.3K
$3M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.83K+ 2.39% |
$138K - $169K
|
78.4K
$7.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.8K+ 24.93% |
$136K - $166K
|
9K
$891K
|
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.7K+ 44.68% |
$128K - $157K
|
5.49K
$544K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.68K+ 10.49% |
$127K - $156K
|
17.7K
$1.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.68K+ 21.86% |
$127K - $155K
|
9.35K
$926K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.6K+ 45.66% |
$121K - $148K
|
5.11K
$507K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.55K+ 0.8% |
$117K - $143K
|
194K
$19.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.51K+ 4.0% |
$114K - $140K
|
39.2K
$3.89M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.5K+ 25.94% |
$113K - $139K
|
7.28K
$722K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
1.5K+ 46.08% |
$113K - $139K
|
4.76K
$471K
|
|
|
Feb 14, 2023
Q4 2022
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
1.5K+ 24.22% |
$113K - $139K
|
7.69K
$762K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.49K+ 12.11% |
$112K - $137K
|
13.7K
$1.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.45K+ 11.6% |
$110K - $134K
|
14K
$1.38M
|
|
|
Jan 31, 2023
Q4 2022
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.45K+ 5.27% |
$110K - $134K
|
29K
$2.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.43K+ 6.2% |
$108K - $132K
|
24.4K
$2.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
1.42K+ 8.5% |
$107K - $131K
|
18.1K
$1.8M
|