Purchases and Sales Made in Q1 2022 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Narwhal Capital Management
|
SELL
|
- |
-2.76K- 4.82% |
$221K - $250K
|
54.4K
$5.74M
|
|
|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.82K- 8.16% |
$226K - $256K
|
31.8K
$3.35M
|
|
|
May 05, 2022
Q1 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2.84K- 3.14% |
$228K - $258K
|
87.8K
$9.26M
|
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
SELL
|
- |
-2.89KClosed |
$231K - $261K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.95K- 3.17% |
$236K - $267K
|
90.1K
$9.5M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.96K- 19.77% |
$237K - $268K
|
12K
$1.27M
|
|
|
May 12, 2022
Q1 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-2.97KClosed |
$238K - $269K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.99KClosed |
$239K - $271K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-3KClosed |
$240K - $272K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.02K- 6.36% |
$242K - $274K
|
44.5K
$4.69M
|
|
|
Apr 19, 2022
Q1 2022
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-3.06KClosed |
$245K - $277K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Puzo Michael J
|
SELL
|
- |
-3.11K- 3.47% |
$249K - $282K
|
86.5K
$9.12M
|
|
|
May 16, 2022
Q1 2022
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-3.13KClosed |
$251K - $284K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-3.18K- 2.12% |
$255K - $288K
|
147K
$15.5M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.24K- 30.08% |
$259K - $293K
|
7.52K
$793K
|
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.31K- 7.34% |
$265K - $300K
|
41.8K
$4.41M
|
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
SELL
|
- |
-3.44K- 8.84% |
$276K - $312K
|
35.5K
$3.75M
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-3.45KClosed |
$276K - $312K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.47K- 5.59% |
$278K - $315K
|
58.7K
$6.19M
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.51KClosed |
$281K - $318K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-3.51KClosed |
$281K - $318K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.53K- 37.29% |
$283K - $320K
|
5.93K
$625K
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-3.59K- 5.15% |
$288K - $325K
|
66.2K
$6.98M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.62K- 21.47% |
$290K - $328K
|
13.3K
$1.4M
|
|
|
May 25, 2022
Q1 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.73K- 56.04% |
$299K - $338K
|
2.93K
$309K
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-3.77K- 5.6% |
$302K - $341K
|
63.6K
$6.7M
|
|
|
May 16, 2022
Q1 2022
|
Hemenway Trust CO LLC
|
SELL
|
- |
-3.77K- 1.82% |
$302K - $342K
|
204K
$21.5M
|
|
|
May 06, 2022
Q1 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-3.8K- 26.58% |
$304K - $344K
|
10.5K
$1.11M
|
|
|
May 12, 2022
Q1 2022
|
Thornburg Investment Management Inc
|
SELL
|
- |
-3.87K- 36.55% |
$310K - $351K
|
6.72K
$709K
|
|
|
May 13, 2022
Q1 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-3.99KClosed |
$320K - $361K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.08KClosed |
$327K - $370K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-4.12K- 21.81% |
$330K - $373K
|
14.8K
$1.56M
|
|
|
May 13, 2022
Q1 2022
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-4.15K- 3.91% |
$333K - $376K
|
102K
$10.7M
|
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
SELL
|
- |
-4.2K- 13.3% |
$337K - $381K
|
27.4K
$2.89M
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4.38K- 12.77% |
$351K - $397K
|
29.9K
$3.15M
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.43K- 53.88% |
$355K - $402K
|
3.79K
$400K
|
|
|
May 12, 2022
Q1 2022
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-4.45K- 2.09% |
$357K - $404K
|
209K
$22M
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-4.48KClosed |
$359K - $406K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-4.54KClosed |
$364K - $412K
|
0
$0
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-4.57K- 1.31% |
$366K - $414K
|
345K
$36.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.66K- 59.11% |
$373K - $422K
|
3.22K
$340K
|
|
|
May 12, 2022
Q1 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-4.75KClosed |
$380K - $430K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Broderick Brian C
|
SELL
|
- |
-4.87K- 11.84% |
$390K - $441K
|
36.2K
$3.82M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.93K- 40.89% |
$395K - $447K
|
7.13K
$752K
|
|
|
Apr 14, 2022
Q1 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-4.97K- 7.44% |
$398K - $450K
|
61.8K
$6.52M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.13K- 49.64% |
$411K - $465K
|
5.2K
$548K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.21K- 43.72% |
$418K - $472K
|
6.71K
$708K
|
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-5.36K- 39.32% |
$429K - $486K
|
8.27K
$872K
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-5.37K- 63.96% |
$431K - $487K
|
3.03K
$319K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.58K- 13.56% |
$447K - $505K
|
35.5K
$3.75M
|