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 10, 2022
Q1 2022
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
30.3K+ 7.82% |
$2.42M - $2.74M
|
417K
$41.3M
|
|
|
May 16, 2022
Q1 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
29.4K+ 3.65% |
$2.36M - $2.67M
|
836K
$82.8M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.6K+ 11.43% |
$2.29M - $2.6M
|
279K
$27.7M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
28.6K+ 8.27% |
$2.29M - $2.59M
|
374K
$37.1M
|
|
|
May 06, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
28.5K+ 751.53% |
$2.29M - $2.59M
|
32.3K
$3.2M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
26.8K+ 8.03% |
$2.14M - $2.42M
|
360K
$35.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
25.9K+ 10.96% |
$2.07M - $2.35M
|
262K
$26M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
24.3K+ 43.42% |
$1.95M - $2.21M
|
80.4K
$7.96M
|
|
|
May 16, 2022
Q1 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
23.3K+ 4.14% |
$1.86M - $2.11M
|
585K
$58M
|
|
|
May 05, 2022
Q1 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
22.8K+ 9.01% |
$1.82M - $2.06M
|
275K
$27.3M
|
|
|
May 10, 2022
Q1 2022
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
22.4K+ 9.95% |
$1.79M - $2.03M
|
247K
$24.5M
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
21.5KNew |
$1.73M - $1.95M
|
21.5K
$2.13M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.5K+ 2.18% |
$1.72M - $1.95M
|
1.01M
$99.9M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
20.3K+ 604.02% |
$1.63M - $1.84M
|
23.7K
$2.35M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
20.3K+ 64.42% |
$1.63M - $1.84M
|
51.8K
$5.13M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
20.1K+ 4.48% |
$1.61M - $1.82M
|
470K
$46.5M
|
|
|
May 13, 2022
Q1 2022
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
19.9K+ 19.67% |
$1.6M - $1.81M
|
121K
$12M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
19.8K+ 5.4% |
$1.59M - $1.8M
|
387K
$38.4M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19.6K+ 153.9% |
$1.57M - $1.77M
|
32.3K
$3.2M
|
|
|
May 11, 2022
Q1 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
18.3K+ 13.56% |
$1.47M - $1.66M
|
153K
$15.2M
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
18K+ 8.63% |
$1.44M - $1.63M
|
226K
$22.4M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17.6K+ 19.49% |
$1.41M - $1.6M
|
108K
$10.7M
|
|
|
May 16, 2022
Q1 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
16.6KNew |
$1.33M - $1.51M
|
16.6K
$1.65M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.6KNew |
$1.33M - $1.5M
|
16.6K
$1.64M
|
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
16.1K+ 21.78% |
$1.29M - $1.46M
|
89.8K
$8.9M
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
14.9K+ 0.65% |
$1.19M - $1.35M
|
2.29M
$227M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
14.7K+ 9.52% |
$1.18M - $1.34M
|
170K
$16.8M
|
|
|
May 05, 2022
Q1 2022
|
Zevin Asset Management LLC
|
BUY
|
- |
14.5K+ 23.52% |
$1.16M - $1.31M
|
76.1K
$7.54M
|
|
|
May 16, 2022
Q1 2022
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
13.8KNew |
$1.11M - $1.25M
|
13.8K
$1.37M
|
|
|
May 16, 2022
Q1 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
13KNew |
$1.04M - $1.17M
|
13K
$1.28M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
12.7K+ 8.29% |
$1.02M - $1.15M
|
166K
$16.5M
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
12.5K+ 33.46% |
$1.01M - $1.14M
|
50K
$4.96M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
12K+ 3.55% |
$959K - $1.08M
|
349K
$34.6M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.9K+ 10.04% |
$951K - $1.08M
|
130K
$12.9M
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
10.8K+ 15.02% |
$868K - $982K
|
83K
$8.22M
|
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
10.7KNew |
$857K - $969K
|
10.7K
$1.06M
|
|
|
May 03, 2022
Q1 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
10.7KNew |
$855K - $967K
|
10.7K
$1.06M
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
10.4K+ 30.85% |
$837K - $947K
|
44.3K
$4.39M
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
10.3KNew |
$824K - $932K
|
10.3K
$1.02M
|
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
10.1K+ 94.22% |
$806K - $912K
|
20.7K
$2.06M
|
|
|
Apr 19, 2022
Q1 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
9.99K+ 16.48% |
$801K - $906K
|
70.6K
$7M
|
|
|
May 13, 2022
Q1 2022
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
9.8K+ 2.56% |
$785K - $888K
|
392K
$38.8M
|
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
9.66K+ 51.57% |
$774K - $875K
|
28.4K
$2.81M
|
|
|
Apr 05, 2022
Q1 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
9.49K+ 18.62% |
$760K - $860K
|
60.5K
$5.99M
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.09K+ 12.4% |
$729K - $824K
|
82.5K
$8.17M
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9.05K+ 76.33% |
$725K - $820K
|
20.9K
$2.07M
|
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
8.71K+ 226.66% |
$698K - $790K
|
12.6K
$1.24M
|
|
|
May 06, 2022
Q1 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
8.5K+ 6.45% |
$681K - $771K
|
140K
$13.9M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
8.27K+ 22.44% |
$663K - $750K
|
45.1K
$4.47M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.25K+ 29.65% |
$661K - $748K
|
36.1K
$3.57M
|