Purchases and Sales Made in Q2 2022 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-292- 3.51% |
$23.5K - $27.4K
|
8.03K
$834K
|
|
|
Aug 11, 2022
Q2 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-292- 1.26% |
$23.5K - $27.4K
|
22.9K
$2.38M
|
|
|
Jul 21, 2022
Q2 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-297- 0.22% |
$23.9K - $27.8K
|
136K
$14.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-305- 2.67% |
$24.6K - $28.6K
|
11.1K
$1.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-305- 7.28% |
$24.6K - $28.6K
|
3.88K
$403K
|
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-314- 6.17% |
$25.3K - $29.4K
|
4.78K
$496K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-314- 5.04% |
$25.3K - $29.4K
|
5.91K
$614K
|
|
|
Aug 15, 2022
Q2 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-316- 2.14% |
$25.4K - $29.6K
|
14.4K
$1.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-317- 0.67% |
$25.5K - $29.7K
|
47.1K
$4.89M
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-324- 1.08% |
$26.1K - $30.4K
|
29.7K
$3.08M
|
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-327- 2.31% |
$26.3K - $30.7K
|
13.9K
$1.44M
|
|
|
Jul 27, 2022
Q2 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-330- 0.92% |
$26.6K - $30.9K
|
35.4K
$3.67M
|
|
|
Aug 12, 2022
Q2 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-330- 3.79% |
$26.6K - $30.9K
|
8.38K
$870K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-337- 2.71% |
$27.1K - $31.6K
|
12.1K
$1.25M
|
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-337- 6.58% |
$27.1K - $31.6K
|
4.78K
$497K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-348- 14.37% |
$28K - $32.6K
|
2.07K
$215K
|
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-350- 2.21% |
$28.2K - $32.8K
|
15.5K
$1.61M
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-351- 2.03% |
$28.3K - $32.9K
|
16.9K
$1.75M
|
|
|
Aug 12, 2022
Q2 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-353- 5.86% |
$28.4K - $33.1K
|
5.67K
$588K
|
|
|
Aug 12, 2022
Q2 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-359- 10.08% |
$28.9K - $33.7K
|
3.2K
$332K
|
|
|
Aug 15, 2022
Q2 2022
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-363- 0.04% |
$29.2K - $34K
|
985K
$102M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-366- 0.38% |
$29.5K - $34.3K
|
95.1K
$9.87M
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-370- 0.34% |
$29.8K - $34.7K
|
109K
$11.3M
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-375Closed |
$30.2K - $35.2K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-377- 4.93% |
$30.4K - $35.3K
|
7.27K
$755K
|
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-380- 0.77% |
$30.6K - $35.6K
|
48.7K
$5.06M
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-382- 13.87% |
$30.8K - $35.8K
|
2.37K
$246K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-385Closed |
$31K - $36.1K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Northeast Investment Management
|
SELL
|
- |
-390- 1.27% |
$31.4K - $36.6K
|
30.4K
$3.16M
|
|
|
Jul 08, 2022
Q2 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-394- 37.2% |
$31.7K - $36.9K
|
665
$69K
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-396- 11.31% |
$31.9K - $37.1K
|
3.11K
$322K
|
|
|
Jul 13, 2022
Q2 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-398- 0.57% |
$32K - $37.3K
|
69.6K
$7.22M
|
|
|
Aug 04, 2022
Q2 2022
|
Ckw Financial Group
|
SELL
|
- |
-400- 23.53% |
$32.2K - $37.5K
|
1.3K
$135K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-400- 8.59% |
$32.2K - $37.5K
|
4.26K
$442K
|
|
|
Aug 08, 2022
Q2 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-400- 7.28% |
$32.2K - $37.5K
|
5.1K
$529K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-404- 9.81% |
$32.5K - $37.9K
|
3.72K
$386K
|
|
|
Jul 08, 2022
Q2 2022
|
Cox Capital Mgt LLC
|
SELL
|
- |
-427- 1.78% |
$34.4K - $40K
|
23.5K
$2.44M
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-431- 4.4% |
$34.7K - $40.4K
|
9.36K
$972K
|
|
|
Jul 19, 2022
Q2 2022
|
Dempze Nancy E
|
SELL
|
- |
-432- 1.81% |
$34.8K - $40.5K
|
23.5K
$2.44M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-439- 1.57% |
$35.3K - $41.2K
|
27.6K
$2.87M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-455- 2.65% |
$36.6K - $42.7K
|
16.7K
$1.74M
|
|
|
Jul 18, 2022
Q2 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-457- 14.52% |
$36.8K - $42.8K
|
2.69K
$279K
|
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-457- 32.97% |
$36.8K - $42.8K
|
929
$96.4K
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-465- 14.72% |
$37.4K - $43.6K
|
2.69K
$280K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-469- 12.68% |
$37.8K - $44K
|
3.23K
$335K
|
|
|
Jul 05, 2022
Q2 2022
|
Canandaigua National Corp
|
SELL
|
- |
-471- 7.53% |
$37.9K - $44.2K
|
5.79K
$601K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-474- 8.16% |
$38.2K - $44.4K
|
5.33K
$554K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-480- 85.56% |
$38.6K - $45K
|
81
$8.41K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-480- 9.42% |
$38.6K - $45K
|
4.62K
$479K
|
|
|
Aug 11, 2022
Q2 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-482- 10.91% |
$38.8K - $45.2K
|
3.94K
$408K
|