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 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-111- 2.14% |
$8.89K - $10.1K
|
5.08K
$508K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-121- 6.22% |
$9.69K - $11K
|
1.83K
$182K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-125Closed |
$10K - $11.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-125- 3.67% |
$10K - $11.3K
|
3.28K
$328K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-128- 1.7% |
$10.3K - $11.6K
|
7.39K
$739K
|
|
|
Apr 20, 2022
Q1 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-133- 0.67% |
$10.7K - $12.1K
|
19.8K
$1.98M
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
SELL
|
- |
-137- 0.25% |
$11K - $12.4K
|
54.3K
$5.43M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-137- 21.44% |
$11K - $12.4K
|
502
$50.2K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-138- 4.77% |
$11.1K - $12.5K
|
2.76K
$275K
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-139Closed |
$11.1K - $12.6K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-144- 0.56% |
$11.5K - $13K
|
25.7K
$2.57M
|
|
|
May 13, 2022
Q1 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-150- 0.6% |
$12K - $13.6K
|
24.8K
$2.48M
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-158- 4.36% |
$12.7K - $14.3K
|
3.47K
$347K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-159- 2.55% |
$12.7K - $14.4K
|
6.07K
$606K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-163- 3.38% |
$13.1K - $14.8K
|
4.66K
$465K
|
|
|
Apr 21, 2022
Q1 2022
|
Cullinan Associates Inc
|
SELL
|
- |
-165- 3.54% |
$13.2K - $15K
|
4.5K
$450K
|
|
|
May 02, 2022
Q1 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-167- 3.24% |
$13.4K - $15.1K
|
4.98K
$498K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-172- 6.48% |
$13.8K - $15.6K
|
2.48K
$248K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-175- 4.55% |
$14K - $15.9K
|
3.67K
$367K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-175- 1.47% |
$14K - $15.9K
|
11.8K
$1.18M
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-176- 19.89% |
$14.1K - $15.9K
|
709
$70.9K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-176- 1.35% |
$14.1K - $15.9K
|
12.9K
$1.29M
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-177- 6.09% |
$14.2K - $16K
|
2.73K
$273K
|
|
|
May 09, 2022
Q1 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-180- 3.09% |
$14.4K - $16.3K
|
5.65K
$565K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-183- 3.6% |
$14.7K - $16.6K
|
4.9K
$490K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-194- 23.77% |
$15.5K - $17.6K
|
622
$62.2K
|
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-196- 3.36% |
$15.7K - $17.8K
|
5.63K
$563K
|
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-200- 6.11% |
$16K - $18.1K
|
3.08K
$308K
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
SELL
|
- |
-200- 9.69% |
$16K - $18.1K
|
1.87K
$186K
|
|
|
May 05, 2022
Q1 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-200- 6.23% |
$16K - $18.1K
|
3.01K
$301K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-200- 13.96% |
$16K - $18.1K
|
1.23K
$123K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-200- 95.24% |
$16K - $18.1K
|
10
$1K
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-200Closed |
$16K - $18.1K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-202- 1.58% |
$16.2K - $18.3K
|
12.5K
$1.25M
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-212- 1.78% |
$17K - $19.2K
|
11.7K
$1.17M
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-212- 2.55% |
$17K - $19.2K
|
8.09K
$809K
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-212- 1.4% |
$17K - $19.2K
|
14.9K
$1.49M
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-220- 3.95% |
$17.6K - $19.9K
|
5.35K
$535K
|
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-220- 0.97% |
$17.6K - $19.9K
|
22.5K
$2.25M
|
|
|
May 16, 2022
Q1 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-222- 0.37% |
$17.8K - $20.1K
|
60.4K
$6.03M
|
|
|
Apr 11, 2022
Q1 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-223- 0.95% |
$17.9K - $20.2K
|
23.2K
$2.32M
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-224- 53.33% |
$17.9K - $20.3K
|
196
$19.6K
|
|
|
May 13, 2022
Q1 2022
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-225- 5.18% |
$18K - $20.4K
|
4.12K
$412K
|
|
|
May 16, 2022
Q1 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-227- 8.95% |
$18.2K - $20.6K
|
2.31K
$231K
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-227- 4.54% |
$18.2K - $20.6K
|
4.77K
$477K
|
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-230- 6.82% |
$18.4K - $20.8K
|
3.14K
$314K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-242- 4.7% |
$19.4K - $21.9K
|
4.91K
$491K
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-246- 4.55% |
$19.7K - $22.3K
|
5.16K
$516K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-248- 71.26% |
$19.9K - $22.5K
|
100
$10K
|
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-248- 11.11% |
$19.9K - $22.5K
|
1.99K
$198K
|