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 24, 2023
Q4 2022
|
Smart Money Group LLC
|
BUY
|
- |
289+ 7.46% |
$21.8K - $26.7K
|
4.16K
$416K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
276+ 82.88% |
$20.9K - $25.5K
|
609
$60.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
269+ 1.9% |
$20.3K - $24.9K
|
14.4K
$1.44M
|
|
|
Jan 30, 2023
Q4 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
256+ 5.2% |
$19.3K - $23.7K
|
5.18K
$518K
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
253+ 4.49% |
$19.1K - $23.4K
|
5.89K
$588K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
250+ 6.11% |
$18.9K - $23.1K
|
4.34K
$434K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
250+ 2.66% |
$18.9K - $23.1K
|
9.63K
$963K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
242New |
$18.3K - $22.4K
|
242
$24.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
232New |
$17.5K - $21.5K
|
232
$23.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
227+ 2.78% |
$17.1K - $21K
|
8.38K
$838K
|
|
|
Feb 13, 2023
Q4 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
223+ 2.66% |
$16.8K - $20.6K
|
8.6K
$860K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
213New |
$16.1K - $19.7K
|
213
$21.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
211+ 7.58% |
$15.9K - $19.5K
|
3K
$300K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
211+ 1.96% |
$15.9K - $19.5K
|
11K
$1.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
210+ 7.16% |
$15.9K - $19.4K
|
3.14K
$314K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
208New |
$15.7K - $19.2K
|
208
$20.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
207New |
$15.6K - $19.2K
|
207
$20.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
201+ 3.53% |
$15.2K - $18.6K
|
5.9K
$590K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
200+ 2.6% |
$15.1K - $18.5K
|
7.88K
$788K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
200+ 1.56% |
$15.1K - $18.5K
|
13K
$1.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Page Arthur B
|
BUY
|
- |
198+ 0.76% |
$15K - $18.3K
|
26.4K
$2.64M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
193+ 193.0% |
$14.6K - $17.9K
|
293
$29.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
191+ 1.66% |
$14.4K - $17.7K
|
11.7K
$1.17M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
186New |
$14.1K - $17.2K
|
186
$18.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
182+ 2.42% |
$13.8K - $16.8K
|
7.69K
$769K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
181+ 0.68% |
$13.7K - $16.7K
|
26.7K
$2.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
180+ 5.26% |
$13.6K - $16.7K
|
3.6K
$360K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
179New |
$13.5K - $16.6K
|
179
$17.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
179New |
$13.5K - $16.6K
|
179
$17.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
177+ 5.63% |
$13.4K - $16.4K
|
3.32K
$332K
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
176+ 5.74% |
$13.3K - $16.3K
|
3.24K
$324K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
170+ 25.68% |
$12.8K - $15.7K
|
832
$83.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
166+ 4.75% |
$12.5K - $15.4K
|
3.66K
$366K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
154New |
$11.6K - $14.2K
|
154
$15.4K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
147+ 25.13% |
$11.1K - $13.6K
|
732
$73.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
144+ 3.69% |
$10.9K - $13.3K
|
4.05K
$404K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
138+ 21.23% |
$10.4K - $12.8K
|
788
$78.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
133+ 0.2% |
$10K - $12.3K
|
67.4K
$6.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
129+ 1.73% |
$9.75K - $11.9K
|
7.57K
$757K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
125New |
$9.44K - $11.6K
|
125
$12.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
125+ 2.35% |
$9.44K - $11.6K
|
5.45K
$545K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
123New |
$9.29K - $11.4K
|
123
$12.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
120+ 2.27% |
$9.07K - $11.1K
|
5.42K
$542K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
113New |
$8.54K - $10.5K
|
113
$11.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
108New |
$8.16K - $9.99K
|
108
$10.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
108+ 10.64% |
$8.16K - $9.99K
|
1.12K
$112K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
107+ 54.59% |
$8.08K - $9.9K
|
303
$30.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
105+ 0.79% |
$7.93K - $9.71K
|
13.3K
$1.33M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
105+ 2.0% |
$7.93K - $9.71K
|
5.37K
$537K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
101New |
$7.63K - $9.34K
|
101
$10.1K
|