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 13, 2022
Q1 2022
|
Hall Capital Management CO Inc
|
SELL
|
- |
-250- 3.36% |
$20K - $22.7K
|
7.19K
$718K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-250- 4.3% |
$20K - $22.7K
|
5.56K
$556K
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-251- 5.66% |
$20.1K - $22.7K
|
4.19K
$419K
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-253- 0.69% |
$20.3K - $22.9K
|
36.6K
$3.66M
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-261- 2.77% |
$20.9K - $23.7K
|
9.17K
$916K
|
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-265- 2.27% |
$21.2K - $24K
|
11.4K
$1.14M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-270- 16.57% |
$21.6K - $24.5K
|
1.36K
$136K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-270- 0.61% |
$21.6K - $24.5K
|
44K
$4.4M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-271- 7.13% |
$21.7K - $24.6K
|
3.53K
$353K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-273- 0.41% |
$21.9K - $24.7K
|
66.3K
$6.63M
|
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-275- 76.6% |
$22K - $24.9K
|
84
$8.4K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-275- 4.61% |
$22K - $24.9K
|
5.69K
$569K
|
|
|
May 06, 2022
Q1 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-276- 1.91% |
$22.1K - $25K
|
14.2K
$1.42M
|
|
|
May 10, 2022
Q1 2022
|
Td Asset Management Inc
|
SELL
|
- |
-280- 2.09% |
$22.4K - $25.4K
|
13.1K
$1.31M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-287Closed |
$23K - $26K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Albert D Mason Inc
|
SELL
|
- |
-294- 1.87% |
$23.6K - $26.6K
|
15.4K
$1.54M
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-300- 6.64% |
$24K - $27.2K
|
4.22K
$422K
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-300- 3.87% |
$24K - $27.2K
|
7.45K
$744K
|
|
|
Apr 13, 2022
Q1 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-302- 9.08% |
$24.2K - $27.4K
|
3.02K
$302K
|
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
SELL
|
- |
-307- 5.06% |
$24.6K - $27.8K
|
5.76K
$576K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-310- 3.79% |
$24.8K - $28.1K
|
7.86K
$786K
|
|
|
May 04, 2022
Q1 2022
|
Northeast Investment Management
|
SELL
|
- |
-311- 1.0% |
$24.9K - $28.2K
|
30.8K
$3.08M
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-313- 1.13% |
$25.1K - $28.4K
|
27.3K
$2.73M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-314- 10.76% |
$25.2K - $28.5K
|
2.6K
$260K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-315- 3.71% |
$25.2K - $28.5K
|
8.17K
$817K
|
|
|
Apr 22, 2022
Q1 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-325- 2.24% |
$26K - $29.5K
|
14.2K
$1.42M
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-326- 4.88% |
$26.1K - $29.5K
|
6.35K
$635K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-327- 5.5% |
$26.2K - $29.6K
|
5.62K
$562K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-327- 4.57% |
$26.2K - $29.6K
|
6.84K
$683K
|
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-332- 3.43% |
$26.6K - $30.1K
|
9.33K
$933K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-360- 5.34% |
$28.8K - $32.6K
|
6.38K
$638K
|
|
|
Apr 15, 2022
Q1 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-362- 2.44% |
$29K - $32.8K
|
14.5K
$1.45M
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-363- 3.11% |
$29.1K - $32.9K
|
11.3K
$1.13M
|
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-371- 8.28% |
$29.7K - $33.6K
|
4.11K
$411K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-372- 1.13% |
$29.8K - $33.7K
|
32.6K
$3.25M
|
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-375- 5.77% |
$30K - $34K
|
6.13K
$612K
|
|
|
May 10, 2022
Q1 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-380- 12.75% |
$30.4K - $34.4K
|
2.6K
$260K
|
|
|
May 13, 2022
Q1 2022
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-384- 5.87% |
$30.8K - $34.8K
|
6.16K
$616K
|
|
|
May 12, 2022
Q1 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-399- 1.54% |
$32K - $36.2K
|
25.4K
$2.54M
|
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
SELL
|
- |
-400- 31.37% |
$32K - $36.2K
|
875
$87.5K
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-400- 7.39% |
$32K - $36.2K
|
5.02K
$501K
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-400- 7.29% |
$32K - $36.2K
|
5.09K
$508K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-402- 6.44% |
$32.2K - $36.4K
|
5.85K
$584K
|
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
SELL
|
- |
-405- 6.77% |
$32.4K - $36.7K
|
5.57K
$557K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-405- 1.83% |
$32.4K - $36.7K
|
21.7K
$2.17M
|
|
|
May 13, 2022
Q1 2022
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-407- 3.83% |
$32.6K - $36.9K
|
10.2K
$1.02M
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-420- 24.97% |
$33.6K - $38.1K
|
1.26K
$126K
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-424- 4.15% |
$34K - $38.4K
|
9.79K
$979K
|
|
|
May 12, 2022
Q1 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-428Closed |
$34.3K - $38.8K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-432- 3.32% |
$34.6K - $39.1K
|
12.6K
$1.26M
|