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 29, 2022
Q1 2022
|
John G Ullman & Associates Inc
|
BUY
|
- |
8.18K+ 4.59% |
$655K - $741K
|
186K
$18.5M
|
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
8.06K+ 0.41% |
$646K - $730K
|
1.96M
$194M
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.04K+ 1.21% |
$644K - $729K
|
670K
$66.4M
|
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
7.7KNew |
$617K - $698K
|
7.7K
$763K
|
|
|
Apr 27, 2022
Q1 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
7.65K+ 78.81% |
$612K - $693K
|
17.3K
$1.72M
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
7.43K+ 29.55% |
$595K - $673K
|
32.6K
$3.23M
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
7.1K+ 69.02% |
$569K - $643K
|
17.4K
$1.72M
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
6.96K+ 7.09% |
$558K - $631K
|
105K
$10.4M
|
|
|
May 16, 2022
Q1 2022
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
6.65K+ 10.16% |
$533K - $603K
|
72.1K
$7.15M
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
6.64K+ 22.4% |
$532K - $602K
|
36.3K
$3.6M
|
|
|
May 05, 2022
Q1 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
6.58K+ 119.94% |
$527K - $596K
|
12.1K
$1.2M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
6.09K+ 2.23% |
$488K - $552K
|
279K
$27.6M
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
6.08K+ 62.37% |
$487K - $551K
|
15.8K
$1.57M
|
|
|
May 10, 2022
Q1 2022
|
Mqs Management LLC
|
BUY
|
- |
5.99KNew |
$480K - $543K
|
5.99K
$593K
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.81KNew |
$465K - $526K
|
5.81K
$575K
|
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5.71KNew |
$458K - $518K
|
5.71K
$566K
|
|
|
May 13, 2022
Q1 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
5.64K+ 11.72% |
$452K - $511K
|
53.8K
$5.33M
|
|
|
May 10, 2022
Q1 2022
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
5.61K+ 1.75% |
$449K - $508K
|
326K
$32.3M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.56K+ 47.8% |
$445K - $504K
|
17.2K
$1.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.56K+ 17.83% |
$445K - $504K
|
36.7K
$3.64M
|
|
|
May 13, 2022
Q1 2022
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
BUY
|
- |
5.51K+ 12.98% |
$441K - $499K
|
48K
$4.75M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.42KNew |
$434K - $491K
|
5.42K
$537K
|
|
|
May 04, 2022
Q1 2022
|
Beddow Capital Management Inc
|
BUY
|
- |
5.3KNew |
$425K - $480K
|
5.3K
$525K
|
|
|
May 16, 2022
Q1 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5.29K+ 15.47% |
$424K - $480K
|
39.5K
$3.91M
|
|
|
May 13, 2022
Q1 2022
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
5.14K+ 156.9% |
$412K - $466K
|
8.42K
$834K
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.1K+ 60.3% |
$409K - $462K
|
13.6K
$1.34M
|
|
|
May 12, 2022
Q1 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
5.08K+ 5.04% |
$407K - $461K
|
106K
$10.5M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.78K+ 2.62% |
$383K - $433K
|
188K
$18.6M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.72K+ 21.02% |
$378K - $427K
|
27.2K
$2.69M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.7K+ 151.13% |
$377K - $426K
|
7.81K
$774K
|
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
4.65KNew |
$373K - $422K
|
4.65K
$461K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.53K+ 6.7% |
$363K - $410K
|
72.2K
$7.15M
|
|
|
Apr 19, 2022
Q1 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
4.48K+ 3.46% |
$359K - $406K
|
134K
$13.3M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.46K+ 2.94% |
$358K - $404K
|
156K
$15.5M
|
|
|
May 16, 2022
Q1 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
4.41K+ 4.3% |
$353K - $399K
|
107K
$10.6M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.25KNew |
$340K - $385K
|
4.25K
$421K
|
|
|
May 16, 2022
Q1 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
4.2K+ 9.69% |
$336K - $381K
|
47.6K
$4.71M
|
|
|
May 16, 2022
Q1 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
4.16K+ 1.01% |
$333K - $377K
|
415K
$41.2M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.12K+ 4.51% |
$330K - $374K
|
95.5K
$9.46M
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
4.11KNew |
$329K - $373K
|
4.11K
$407K
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.03K+ 17.57% |
$323K - $365K
|
27K
$2.67M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.99KNew |
$319K - $361K
|
3.99K
$395K
|
|
|
May 02, 2022
Q1 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
3.99K+ 5.39% |
$319K - $361K
|
77.9K
$7.72M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.95K+ 89.99% |
$316K - $358K
|
8.34K
$826K
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.89K+ 18.29% |
$311K - $352K
|
25.1K
$2.49M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.85K+ 6.52% |
$308K - $349K
|
62.8K
$6.22M
|
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.85K+ 153.07% |
$308K - $348K
|
6.36K
$630K
|
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
3.79KNew |
$304K - $344K
|
3.79K
$376K
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.79KNew |
$304K - $344K
|
3.79K
$376K
|
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
BUY
|
- |
3.75K+ 47.53% |
$300K - $339K
|
11.6K
$1.15M
|