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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
44New |
$3.52K - $3.99K
|
44
$4.4K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
43+ 2.76% |
$3.44K - $3.9K
|
1.6K
$160K
|
|
|
May 13, 2022
Q1 2022
|
Ativo Capital Management LLC
Chicago, IL |
BUY
|
- |
38+ 0.27% |
$3.04K - $3.44K
|
14.3K
$1.43M
|
|
|
Apr 27, 2022
Q1 2022
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
35+ 0.11% |
$2.8K - $3.17K
|
31.7K
$3.17M
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
33+ 2.42% |
$2.64K - $2.99K
|
1.4K
$140K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
31New |
$2.48K - $2.81K
|
31
$3.1K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
31+ 31.0% |
$2.48K - $2.81K
|
131
$13.1K
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
29+ 2.53% |
$2.32K - $2.63K
|
1.18K
$117K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28+ 0.05% |
$2.24K - $2.54K
|
59.7K
$5.97M
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
26+ 49.06% |
$2.08K - $2.36K
|
79
$7.9K
|
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
BUY
|
- |
25+ 0.5% |
$2K - $2.27K
|
5.03K
$502K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
25+ 2.27% |
$2K - $2.27K
|
1.13K
$113K
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
23+ 0.34% |
$1.84K - $2.08K
|
6.73K
$672K
|
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
23+ 0.82% |
$1.84K - $2.08K
|
2.84K
$284K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
21+ 0.9% |
$1.68K - $1.9K
|
2.36K
$236K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
20+ 4.52% |
$1.6K - $1.81K
|
462
$46.2K
|
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
20+ 0.33% |
$1.6K - $1.81K
|
6.02K
$602K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
17+ 0.29% |
$1.36K - $1.54K
|
5.79K
$579K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16+ 0.82% |
$1.28K - $1.45K
|
1.98K
$198K
|
|
|
Apr 06, 2022
Q1 2022
|
First Community Trust Na
|
BUY
|
- |
15+ 7.61% |
$1.2K - $1.36K
|
212
$21.2K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
15+ 25.0% |
$1.2K - $1.36K
|
75
$7.5K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
15+ 5.66% |
$1.2K - $1.36K
|
280
$28K
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15+ 0.61% |
$1.2K - $1.36K
|
2.47K
$247K
|
|
|
Apr 05, 2022
Q1 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
14+ 0.06% |
$1.12K - $1.27K
|
24K
$2.4M
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
13+ 0.13% |
$1.04K - $1.18K
|
9.85K
$985K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
13+ 1.24% |
$1.04K - $1.18K
|
1.06K
$106K
|
|
|
May 16, 2022
Q1 2022
|
Page Arthur B
|
BUY
|
- |
12+ 0.04% |
$961 - $1.09K
|
27.8K
$2.78M
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
11+ 1.11% |
$881 - $997
|
1K
$100K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
11+ 0.19% |
$881 - $997
|
5.84K
$584K
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
10+ 2.47% |
$801 - $906
|
415
$41.5K
|
|
|
Apr 12, 2022
Q1 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
9+ 0.35% |
$721 - $816
|
2.56K
$256K
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
8+ 0.15% |
$641 - $725
|
5.36K
$536K
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
7+ 0.2% |
$561 - $634
|
3.5K
$350K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7+ 0.68% |
$561 - $634
|
1.04K
$104K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
6+ 1.26% |
$481 - $544
|
481
$48.1K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
6New |
$481 - $544
|
6
$600
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.64% |
$481 - $544
|
942
$94.2K
|
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4+ 0.09% |
$320 - $362
|
4.37K
$437K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 1.83% |
$320 - $362
|
222
$22.2K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
3+ 1.38% |
$240 - $272
|
220
$22K
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
3+ 0.02% |
$240 - $272
|
12.7K
$1.27M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.08% |
$240 - $272
|
3.62K
$361K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
2+ 0.07% |
$160 - $181
|
2.83K
$283K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2+ 0.39% |
$160 - $181
|
511
$51.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.34% |
$160 - $181
|
583
$58.3K
|
|
|
May 13, 2022
Q1 2022
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
2+ 0.05% |
$160 - $181
|
3.94K
$394K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.63% |
$160 - $181
|
321
$32.1K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.15% |
$80.1 - $90.6
|
686
$68.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1+ 0.35% |
$80.1 - $90.6
|
288
$28.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.02% |
$80.1 - $90.6
|
4.88K
$488K
|