Purchases and Sales Made in Q3 2022 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
4.56KNew |
$341K - $398K
|
4.56K
$485K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
4.41K+ 2.18% |
$329K - $385K
|
207K
$22M
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
BUY
|
- |
4.39K+ 4.2% |
$327K - $383K
|
109K
$11.6M
|
|
|
Apr 01, 2024
Q3 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
4.3K+ 9.22% |
$321K - $375K
|
51K
$5.41M
|
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.23K+ 16.61% |
$316K - $369K
|
29.7K
$3.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.16K+ 23.32% |
$310K - $363K
|
22K
$2.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
4.12KNew |
$307K - $360K
|
4.12K
$438K
|
|
|
Nov 14, 2022
Q3 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.9KNew |
$291K - $340K
|
3.9K
$414K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.77KNew |
$282K - $329K
|
3.77K
$401K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.75KNew |
$280K - $327K
|
3.75K
$398K
|
|
|
Nov 14, 2022
Q3 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.6KNew |
$269K - $314K
|
3.6K
$383K
|
|
|
Nov 14, 2022
Q3 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
3.52K+ 48.15% |
$263K - $307K
|
10.8K
$1.15M
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.51KNew |
$262K - $306K
|
3.51K
$373K
|
|
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
3.49KNew |
$260K - $305K
|
3.49K
$371K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
3.49K+ 42.1% |
$260K - $304K
|
11.8K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3.48KNew |
$260K - $304K
|
3.48K
$370K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.46KNew |
$258K - $302K
|
3.46K
$368K
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
3.38K+ 80.45% |
$252K - $295K
|
7.59K
$806K
|
|
|
Nov 15, 2022
Q3 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.32K+ 3.05% |
$248K - $290K
|
112K
$11.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.3KNew |
$246K - $288K
|
3.3K
$351K
|
|
|
Nov 08, 2022
Q3 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.23K+ 38.62% |
$241K - $282K
|
11.6K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
3.23K+ 9.36% |
$241K - $282K
|
37.7K
$4.01M
|
|
|
Nov 07, 2022
Q3 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
3.21K+ 20.04% |
$239K - $280K
|
19.2K
$2.04M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.21KNew |
$239K - $280K
|
3.21K
$341K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.17K+ 9.44% |
$237K - $277K
|
36.8K
$3.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.17K+ 30.53% |
$236K - $277K
|
13.6K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.12K+ 11.19% |
$233K - $272K
|
31K
$3.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.11KNew |
$232K - $271K
|
3.11K
$330K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.04K+ 42.57% |
$226K - $265K
|
10.2K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.99KNew |
$223K - $261K
|
2.99K
$317K
|
|
|
Oct 20, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.97KNew |
$222K - $259K
|
2.97K
$316K
|
|
|
Nov 14, 2022
Q3 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.95K+ 53.92% |
$220K - $257K
|
8.42K
$895K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.95KNew |
$220K - $257K
|
2.95K
$313K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
2.88K+ 5.95% |
$215K - $251K
|
51.2K
$5.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.87K+ 4.58% |
$214K - $250K
|
65.4K
$6.95M
|
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.84KNew |
$212K - $248K
|
2.84K
$302K
|
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.8KNew |
$209K - $244K
|
2.8K
$298K
|
|
|
Nov 08, 2022
Q3 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.72K+ 16.46% |
$203K - $237K
|
19.2K
$2.04M
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.71K+ 9.38% |
$202K - $237K
|
31.6K
$3.36M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
2.68K+ 373.6% |
$200K - $233K
|
3.39K
$360K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.64KNew |
$197K - $230K
|
2.64K
$280K
|
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.61K+ 26.35% |
$195K - $228K
|
12.5K
$1.33M
|
|
|
Nov 04, 2022
Q3 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.56K+ 27.49% |
$191K - $224K
|
11.9K
$1.26M
|
|
|
Oct 31, 2022
Q3 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
2.54K+ 2.97% |
$190K - $222K
|
88.3K
$9.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.5K+ 11.22% |
$187K - $218K
|
24.8K
$2.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
2.48KNew |
$185K - $216K
|
2.48K
$263K
|
|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
2.39K+ 1.74% |
$178K - $208K
|
140K
$14.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
BUY
|
- |
2.37K+ 50.95% |
$177K - $207K
|
7.03K
$746K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.35K+ 7.54% |
$175K - $205K
|
33.5K
$3.56M
|
|
|
Nov 15, 2022
Q3 2022
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
BUY
|
- |
2.28K+ 2.32% |
$170K - $199K
|
101K
$10.7M
|