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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-433- 1.52% |
$34.7K - $39.2K
|
28K
$2.77M
|
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-437- 11.87% |
$35K - $39.6K
|
3.24K
$321K
|
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-438- 13.33% |
$35.1K - $39.7K
|
2.85K
$282K
|
|
|
May 02, 2022
Q1 2022
|
Security Asset Management
|
SELL
|
- |
-464- 8.29% |
$37.2K - $42K
|
5.13K
$508K
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
SELL
|
- |
-467- 2.07% |
$37.4K - $42.3K
|
22.1K
$2.19M
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
SELL
|
- |
-475- 9.77% |
$38.1K - $43K
|
4.39K
$435K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-478Closed |
$38.3K - $43.3K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-487- 3.54% |
$39K - $44.1K
|
13.3K
$1.32M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-489- 4.09% |
$39.2K - $44.3K
|
11.5K
$1.13M
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-491- 5.85% |
$39.3K - $44.5K
|
7.9K
$782K
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-500- 12.46% |
$40.1K - $45.3K
|
3.51K
$348K
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-510- 7.45% |
$40.9K - $46.2K
|
6.34K
$628K
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-516- 0.51% |
$41.3K - $46.8K
|
100K
$9.92M
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-520- 53.61% |
$41.7K - $47.1K
|
450
$44.6K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-543- 0.25% |
$43.5K - $49.2K
|
215K
$21.3M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-543- 0.25% |
$43.5K - $49.2K
|
215K
$21.3M
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-546- 1.14% |
$43.7K - $49.5K
|
47.5K
$4.7M
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-550- 5.54% |
$44.1K - $49.8K
|
9.38K
$929K
|
|
|
May 11, 2022
Q1 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-550- 3.36% |
$44.1K - $49.8K
|
15.8K
$1.57M
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-561- 28.81% |
$44.9K - $50.8K
|
1.39K
$137K
|
|
|
May 16, 2022
Q1 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-567- 10.44% |
$45.4K - $51.4K
|
4.86K
$482K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-582- 3.53% |
$46.6K - $52.7K
|
15.9K
$1.57M
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-593- 11.04% |
$47.5K - $53.7K
|
4.78K
$473K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-596- 4.96% |
$47.7K - $54K
|
11.4K
$1.13M
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-600Closed |
$48.1K - $54.4K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-604- 4.88% |
$48.4K - $54.7K
|
11.8K
$1.17M
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-610- 2.79% |
$48.9K - $55.3K
|
21.3K
$2.11M
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-618- 14.58% |
$49.5K - $56K
|
3.62K
$359K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-629- 2.75% |
$50.4K - $57K
|
22.2K
$2.2M
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-650- 4.97% |
$52.1K - $58.9K
|
12.4K
$1.23M
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-667- 3.46% |
$53.4K - $60.4K
|
18.6K
$1.84M
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
SELL
|
- |
-676- 13.15% |
$54.2K - $61.3K
|
4.47K
$442K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-700- 7.37% |
$56.1K - $63.4K
|
8.8K
$872K
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-703- 6.27% |
$56.3K - $63.7K
|
10.5K
$1.04M
|
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-708- 21.63% |
$56.7K - $64.2K
|
2.57K
$254K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-715- 6.25% |
$57.3K - $64.8K
|
10.7K
$1.06M
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-729- 0.8% |
$58.4K - $66.1K
|
90.8K
$8.99M
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
SELL
|
- |
-740- 7.15% |
$59.3K - $67.1K
|
9.6K
$952K
|
|
|
May 10, 2022
Q1 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-745- 17.87% |
$59.7K - $67.5K
|
3.43K
$339K
|
|
|
May 09, 2022
Q1 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-767- 2.16% |
$61.4K - $69.5K
|
34.8K
$3.45M
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-769- 16.56% |
$61.6K - $69.7K
|
3.88K
$384K
|
|
|
May 11, 2022
Q1 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-785- 4.93% |
$62.9K - $71.1K
|
15.1K
$1.5M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-787- 1.01% |
$63K - $71.3K
|
77.5K
$7.68M
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-799- 19.01% |
$64K - $72.4K
|
3.41K
$337K
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-800- 2.77% |
$64.1K - $72.5K
|
28.1K
$2.79M
|
|
|
Apr 29, 2022
Q1 2022
|
Mckinley Capital Management LLC
|
SELL
|
- |
-821- 4.57% |
$65.8K - $74.4K
|
17.1K
$1.7M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-825Closed |
$66.1K - $74.8K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-842- 1.21% |
$67.5K - $76.3K
|
68.7K
$6.81M
|
|
|
Apr 25, 2022
Q1 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-850- 10.77% |
$68.1K - $77K
|
7.05K
$698K
|
|
|
May 16, 2022
Q1 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-850Closed |
$68.1K - $77K
|
0
$0
|