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 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-44Closed |
$3.52K - $3.99K
|
0
$0
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-44- 1.68% |
$3.52K - $3.99K
|
2.57K
$255K
|
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-44- 0.25% |
$3.52K - $3.99K
|
17.6K
$1.74M
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
SELL
|
- |
-45- 0.46% |
$3.6K - $4.08K
|
9.71K
$962K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-45- 0.78% |
$3.6K - $4.08K
|
5.71K
$565K
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-46- 0.35% |
$3.69K - $4.17K
|
13K
$1.29M
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
SELL
|
- |
-48Closed |
$3.85K - $4.35K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-49- 0.37% |
$3.93K - $4.44K
|
13.3K
$1.32M
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-50- 1.79% |
$4.01K - $4.53K
|
2.75K
$273K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-50- 0.14% |
$4.01K - $4.53K
|
35.7K
$3.54M
|
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-50- 2.14% |
$4.01K - $4.53K
|
2.29K
$227K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-50Closed |
$4.01K - $4.53K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-58- 1.73% |
$4.65K - $5.26K
|
3.29K
$326K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
SELL
|
- |
-59- 70.24% |
$4.73K - $5.35K
|
25
$2.48K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-61- 0.58% |
$4.89K - $5.53K
|
10.5K
$1.04M
|
|
|
Apr 27, 2022
Q1 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-63- 0.2% |
$5.05K - $5.71K
|
32.1K
$3.18M
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-65- 0.31% |
$5.21K - $5.89K
|
21.1K
$2.09M
|
|
|
Apr 07, 2022
Q1 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-65- 0.27% |
$5.21K - $5.89K
|
24.2K
$2.4M
|
|
|
Apr 04, 2022
Q1 2022
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-65- 0.24% |
$5.21K - $5.89K
|
26.9K
$2.66M
|
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
SELL
|
- |
-66- 1.04% |
$5.29K - $5.98K
|
6.26K
$620K
|
|
|
Apr 13, 2022
Q1 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-66- 2.05% |
$5.29K - $5.98K
|
3.15K
$312K
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-72Closed |
$5.77K - $6.52K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-75- 1.99% |
$6.01K - $6.8K
|
3.69K
$366K
|
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-75- 12.0% |
$6.01K - $6.8K
|
550
$54.5K
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-77- 0.87% |
$6.17K - $6.98K
|
8.76K
$868K
|
|
|
May 10, 2022
Q1 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-79- 0.09% |
$6.33K - $7.16K
|
84.8K
$8.4M
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-80- 16.46% |
$6.41K - $7.25K
|
406
$40.2K
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-81Closed |
$6.49K - $7.34K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-85Closed |
$6.81K - $7.7K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-85- 2.07% |
$6.81K - $7.7K
|
4.03K
$399K
|
|
|
May 03, 2022
Q1 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-87- 1.59% |
$6.97K - $7.88K
|
5.39K
$534K
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-87- 3.6% |
$6.97K - $7.88K
|
2.33K
$231K
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-89- 1.59% |
$7.13K - $8.07K
|
5.51K
$546K
|
|
|
Apr 25, 2022
Q1 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-90- 1.9% |
$7.21K - $8.16K
|
4.65K
$461K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-90- 18.63% |
$7.21K - $8.16K
|
393
$38.9K
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
SELL
|
- |
-95- 2.29% |
$7.61K - $8.61K
|
4.05K
$401K
|
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-95- 0.82% |
$7.61K - $8.61K
|
11.5K
$1.14M
|
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-97- 3.14% |
$7.77K - $8.79K
|
2.99K
$296K
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-97- 4.06% |
$7.77K - $8.79K
|
2.3K
$227K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-99- 4.09% |
$7.93K - $8.97K
|
2.32K
$230K
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-100- 0.7% |
$8.01K - $9.06K
|
14.3K
$1.41M
|
|
|
Apr 25, 2022
Q1 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-100- 0.29% |
$8.01K - $9.06K
|
34K
$3.37M
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-100- 0.1% |
$8.01K - $9.06K
|
103K
$10.2M
|
|
|
May 16, 2022
Q1 2022
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-100- 50.0% |
$8.01K - $9.06K
|
100
$9.91K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-103- 3.88% |
$8.25K - $9.33K
|
2.55K
$253K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-104- 3.21% |
$8.33K - $9.42K
|
3.14K
$311K
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-105- 22.25% |
$8.41K - $9.52K
|
367
$36.4K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-106- 0.2% |
$8.49K - $9.61K
|
54.2K
$5.37M
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-109- 3.47% |
$8.73K - $9.88K
|
3.03K
$300K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-110- 2.95% |
$8.81K - $9.97K
|
3.61K
$358K
|