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 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
230New |
$18.4K - $20.8K
|
230
$23.9K
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
228+ 8.37% |
$18.3K - $20.7K
|
2.95K
$307K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
213New |
$17.1K - $19.3K
|
213
$22.1K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
210+ 6.12% |
$16.8K - $19K
|
3.64K
$378K
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
209+ 1.16% |
$16.7K - $18.9K
|
18.2K
$1.89M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
202New |
$16.2K - $18.3K
|
202
$21K
|
|
|
Apr 26, 2022
Q1 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
200New |
$16K - $18.1K
|
200
$20.8K
|
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
200+ 3.36% |
$16K - $18.1K
|
6.16K
$639K
|
|
|
Apr 06, 2022
Q1 2022
|
Advisory Resource Group
|
BUY
|
- |
197+ 5.0% |
$15.8K - $17.9K
|
4.14K
$429K
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
191+ 5.88% |
$15.3K - $17.3K
|
3.44K
$357K
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
189+ 1.46% |
$15.1K - $17.1K
|
13.2K
$1.37M
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
185+ 3.95% |
$14.8K - $16.8K
|
4.87K
$505K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
183+ 305.0% |
$14.7K - $16.6K
|
243
$25.2K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
180New |
$14.4K - $16.3K
|
180
$18.7K
|
|
|
Apr 27, 2022
Q1 2022
|
Garland Capital Management Inc
|
BUY
|
- |
175+ 0.37% |
$14K - $15.9K
|
47.6K
$4.94M
|
|
|
May 13, 2022
Q1 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
172+ 1.84% |
$13.8K - $15.6K
|
9.52K
$988K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
168+ 329.41% |
$13.5K - $15.2K
|
219
$22.7K
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
156+ 5.17% |
$12.5K - $14.1K
|
3.18K
$330K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
155New |
$12.4K - $14K
|
155
$16.1K
|
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
153+ 5.86% |
$12.3K - $13.9K
|
2.76K
$287K
|
|
|
May 04, 2022
Q1 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
151+ 2.68% |
$12.1K - $13.7K
|
5.79K
$601K
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
142+ 3.45% |
$11.4K - $12.9K
|
4.26K
$442K
|
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
142+ 0.47% |
$11.4K - $12.9K
|
30.3K
$3.15M
|
|
|
Jul 22, 2022
Q1 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
140+ 3.57% |
$11.2K - $12.7K
|
4.07K
$422K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
139+ 5.37% |
$11.1K - $12.6K
|
2.73K
$283K
|
|
|
May 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
139+ 1.39% |
$11.1K - $12.6K
|
10.1K
$1.05M
|
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
BUY
|
- |
138+ 8.83% |
$11.1K - $12.5K
|
1.7K
$176K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
137+ 3.24% |
$11K - $12.4K
|
4.37K
$453K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
136+ 1.62% |
$10.9K - $12.3K
|
8.53K
$885K
|
|
|
Apr 06, 2022
Q1 2022
|
Hall Laurie J Trustee
|
BUY
|
- |
135+ 0.53% |
$10.8K - $12.2K
|
25.8K
$2.68M
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
132+ 0.84% |
$10.6K - $12K
|
15.8K
$1.64M
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
129+ 4.84% |
$10.3K - $11.7K
|
2.8K
$290K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
129+ 0.99% |
$10.3K - $11.7K
|
13.1K
$1.36M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
126+ 2.82% |
$10.1K - $11.4K
|
4.6K
$477K
|
|
|
May 25, 2022
Q1 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
125+ 1.01% |
$10K - $11.3K
|
12.5K
$1.3M
|
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
125+ 2.05% |
$10K - $11.3K
|
6.22K
$646K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
122+ 6.73% |
$9.77K - $11.1K
|
1.94K
$201K
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
118+ 1.63% |
$9.45K - $10.7K
|
7.35K
$763K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
115+ 13.42% |
$9.21K - $10.4K
|
972
$101K
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
115+ 0.17% |
$9.21K - $10.4K
|
66.1K
$6.86M
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
112+ 2.11% |
$8.97K - $10.1K
|
5.42K
$563K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
112New |
$8.97K - $10.1K
|
112
$11.6K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
111+ 10.94% |
$8.89K - $10.1K
|
1.13K
$117K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
110+ 67.48% |
$8.81K - $9.97K
|
273
$28.3K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
109New |
$8.73K - $9.88K
|
109
$11.3K
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
BUY
|
- |
104+ 3.0% |
$8.33K - $9.42K
|
3.57K
$370K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
103New |
$8.25K - $9.33K
|
103
$10.7K
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
101+ 4.44% |
$8.09K - $9.15K
|
2.37K
$246K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
100+ 10.32% |
$8.01K - $9.06K
|
1.07K
$111K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
100New |
$8.01K - $9.06K
|
100
$10.4K
|