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 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.09K+ 4.75% |
$81.1K - $94.9K
|
24K
$2.55M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.08K+ 4.92% |
$80.4K - $94.1K
|
23K
$2.44M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.05K+ 4.68% |
$78.3K - $91.6K
|
23.5K
$2.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.04K+ 1.38% |
$77.7K - $90.9K
|
76.5K
$8.13M
|
|
|
Nov 01, 2022
Q3 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.03K+ 2.13% |
$77K - $90.1K
|
49.5K
$5.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.03K+ 40.8% |
$76.9K - $90K
|
3.56K
$378K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
1.02K+ 46.61% |
$76.4K - $89.4K
|
3.22K
$342K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.02KNew |
$75.7K - $88.6K
|
1.02K
$108K
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.02KNew |
$75.7K - $88.6K
|
1.02K
$108K
|
|
|
Nov 04, 2022
Q3 2022
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
995+ 0.31% |
$74.2K - $86.8K
|
322K
$34.2M
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
983+ 103.26% |
$73.3K - $85.8K
|
1.94K
$206K
|
|
|
Nov 03, 2022
Q3 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
955+ 1.21% |
$71.3K - $83.3K
|
79.8K
$8.48M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
944+ 4.05% |
$70.4K - $82.4K
|
24.2K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
938+ 17.55% |
$70K - $81.8K
|
6.28K
$668K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
936+ 4.07% |
$69.8K - $81.7K
|
23.9K
$2.54M
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
930+ 1.84% |
$69.4K - $81.2K
|
51.6K
$5.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
921+ 26.92% |
$68.7K - $80.4K
|
4.34K
$461K
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
905+ 18.89% |
$67.5K - $79K
|
5.7K
$605K
|
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
899+ 1.22% |
$67.1K - $78.4K
|
74.6K
$7.92M
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
893+ 8.37% |
$66.6K - $77.9K
|
11.6K
$1.23M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
890+ 47.04% |
$66.4K - $77.7K
|
2.78K
$296K
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
871+ 10.11% |
$65K - $76K
|
9.49K
$1.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
857+ 2.35% |
$63.9K - $74.8K
|
37.3K
$3.96M
|
|
|
Nov 08, 2022
Q3 2022
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
838+ 0.63% |
$62.5K - $73.1K
|
134K
$14.2M
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
837+ 2.76% |
$62.4K - $73K
|
31.1K
$3.31M
|
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
813+ 5.36% |
$60.7K - $70.9K
|
16K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
800New |
$59.7K - $69.8K
|
800
$85K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
753+ 11.51% |
$56.2K - $65.7K
|
7.3K
$775K
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
740+ 30.17% |
$55.2K - $64.6K
|
3.19K
$339K
|
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
734+ 17.27% |
$54.8K - $64K
|
4.98K
$530K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
721+ 296.71% |
$53.8K - $62.9K
|
964
$102K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
698+ 2.09% |
$52.1K - $60.9K
|
34.1K
$3.62M
|
|
|
Oct 31, 2022
Q3 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
697+ 7.45% |
$52K - $60.8K
|
10.1K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
691+ 5.09% |
$51.6K - $60.3K
|
14.3K
$1.52M
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
BUY
|
- |
683+ 4.15% |
$51K - $59.6K
|
17.1K
$1.82M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
681+ 4.43% |
$50.8K - $59.4K
|
16.1K
$1.71M
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
674+ 0.47% |
$50.3K - $58.8K
|
145K
$15.4M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
667+ 20.62% |
$49.8K - $58.2K
|
3.9K
$415K
|
|
|
Oct 07, 2022
Q3 2022
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
660+ 2.82% |
$49.2K - $57.6K
|
24K
$2.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
628+ 19.96% |
$46.9K - $54.8K
|
3.77K
$401K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
614+ 0.25% |
$45.8K - $53.6K
|
244K
$26M
|
|
|
Nov 14, 2022
Q3 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
614+ 40.93% |
$45.8K - $53.6K
|
2.11K
$225K
|
|
|
Oct 18, 2022
Q3 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
613+ 7.43% |
$45.7K - $53.5K
|
8.86K
$941K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
604+ 2.38% |
$45.1K - $52.7K
|
26K
$2.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
603+ 4.36% |
$45K - $52.6K
|
14.4K
$1.54M
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
600+ 10.0% |
$44.8K - $52.4K
|
6.6K
$701K
|
|
|
Oct 31, 2022
Q3 2022
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
600+ 2.23% |
$44.8K - $52.4K
|
27.5K
$2.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
597+ 9.03% |
$44.5K - $52.1K
|
7.21K
$766K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
588+ 6.46% |
$43.9K - $51.3K
|
9.7K
$1.03M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
575+ 19.58% |
$42.9K - $50.2K
|
3.51K
$373K
|