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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.45KClosed |
$197K - $229K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.45K- 2.38% |
$197K - $230K
|
101K
$10.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.47K- 11.9% |
$199K - $232K
|
18.3K
$1.94M
|
|
|
Aug 12, 2022
Q2 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2.5K- 2.72% |
$201K - $234K
|
89.5K
$9.47M
|
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
SELL
|
- |
-2.52KClosed |
$203K - $236K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-2.52KClosed |
$203K - $236K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-2.54K- 1.36% |
$205K - $238K
|
185K
$19.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.55KClosed |
$206K - $239K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-2.56KClosed |
$206K - $240K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.58KClosed |
$208K - $242K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Professional Advisory Services Inc
|
SELL
|
- |
-2.63KClosed |
$212K - $246K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.65K- 21.54% |
$213K - $249K
|
9.65K
$1.02M
|
|
|
Aug 09, 2022
Q2 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-2.69K- 7.71% |
$216K - $252K
|
32.1K
$3.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
SELL
|
- |
-2.74K- 5.04% |
$220K - $257K
|
51.6K
$5.46M
|
|
|
Aug 11, 2022
Q2 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-2.75K- 58.87% |
$221K - $257K
|
1.92K
$203K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.82K- 37.5% |
$227K - $264K
|
4.7K
$497K
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
SELL
|
- |
-2.87K- 5.52% |
$231K - $269K
|
49.1K
$5.19M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.92K- 14.54% |
$235K - $274K
|
17.2K
$1.82M
|
|
|
Sep 06, 2022
Q2 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.93KClosed |
$236K - $274K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-2.94KClosed |
$237K - $276K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.98KClosed |
$240K - $279K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-2.99K- 11.33% |
$240K - $280K
|
23.4K
$2.47M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.04K- 56.15% |
$245K - $285K
|
2.38K
$251K
|
|
|
Jul 27, 2022
Q2 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-3.1K- 22.87% |
$250K - $291K
|
10.5K
$1.11M
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-3.12K- 35.63% |
$251K - $292K
|
5.63K
$596K
|
|
|
Aug 12, 2022
Q2 2022
|
Sanders Capital, LLC
West Palm Beach, FL |
SELL
|
- |
-3.22K- 0.28% |
$259K - $302K
|
1.13M
$120M
|
|
|
Aug 09, 2022
Q2 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.27K- 28.09% |
$263K - $307K
|
8.37K
$886K
|
|
|
Aug 22, 2022
Q2 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-3.37K- 6.13% |
$271K - $315K
|
51.6K
$5.45M
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.38K- 0.41% |
$272K - $317K
|
819K
$86.6M
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.4KClosed |
$273K - $318K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Salem Capital Management Inc
|
SELL
|
- |
-3.42K- 17.09% |
$275K - $320K
|
16.6K
$1.75M
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.44KClosed |
$277K - $322K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-3.5KClosed |
$282K - $328K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-3.51K- 3.44% |
$282K - $329K
|
98.4K
$10.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.53KClosed |
$284K - $331K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-3.55K- 4.59% |
$286K - $333K
|
73.9K
$7.82M
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3.62KClosed |
$292K - $339K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.66K- 2.72% |
$294K - $343K
|
131K
$13.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-3.71K- 11.37% |
$299K - $348K
|
28.9K
$3.06M
|
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
SELL
|
- |
-3.78K- 13.82% |
$305K - $355K
|
23.6K
$2.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-3.81K- 2.59% |
$306K - $357K
|
143K
$15.2M
|
|
|
Jul 19, 2022
Q2 2022
|
Broderick Brian C
|
SELL
|
- |
-3.85K- 10.62% |
$310K - $361K
|
32.4K
$3.43M
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.87K- 10.89% |
$312K - $363K
|
31.7K
$3.35M
|
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-4.05K- 18.27% |
$326K - $380K
|
18.1K
$1.92M
|
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-4.34KClosed |
$350K - $407K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-4.35K- 49.79% |
$351K - $408K
|
4.39K
$464K
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4.36KClosed |
$351K - $408K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.42K- 26.0% |
$356K - $414K
|
12.6K
$1.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-4.45K- 35.46% |
$358K - $417K
|
8.09K
$856K
|
|
|
Aug 09, 2022
Q2 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-4.48K- 10.76% |
$361K - $420K
|
37.1K
$3.93M
|