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
|
Western Wealth Management, LLC
|
BUY
|
- |
3.7KNew |
$296K - $335K
|
3.7K
$370K
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.66K+ 42.35% |
$293K - $332K
|
12.3K
$1.23M
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.61K+ 30.22% |
$289K - $327K
|
15.5K
$1.55M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.6K+ 41.62% |
$288K - $326K
|
12.2K
$1.22M
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
3.58KNew |
$287K - $324K
|
3.58K
$358K
|
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
3.54KNew |
$284K - $321K
|
3.54K
$354K
|
|
|
May 06, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.54K+ 49.59% |
$283K - $321K
|
10.7K
$1.07M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
3.53K+ 4.53% |
$283K - $320K
|
81.6K
$8.15M
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.51K+ 13.9% |
$281K - $318K
|
28.8K
$2.88M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.46K+ 17.64% |
$277K - $313K
|
23K
$2.3M
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.4KNew |
$272K - $308K
|
3.4K
$339K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.33K+ 4.81% |
$267K - $302K
|
72.6K
$7.26M
|
|
|
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
3.28K+ 0.42% |
$263K - $297K
|
777K
$77.6M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.27K+ 42.36% |
$262K - $297K
|
11K
$1.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.27K+ 39.07% |
$262K - $296K
|
11.6K
$1.16M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
3.26K+ 3.67% |
$261K - $296K
|
92.1K
$9.21M
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
3.15K+ 36.19% |
$252K - $285K
|
11.8K
$1.18M
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.08KNew |
$247K - $279K
|
3.08K
$308K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
3.07KNew |
$246K - $278K
|
3.07K
$307K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.04K+ 42.73% |
$243K - $275K
|
10.1K
$1.01M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.03KNew |
$243K - $275K
|
3.03K
$303K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.01KNew |
$241K - $272K
|
3.01K
$300K
|
|
|
May 10, 2022
Q1 2022
|
Arnhold LLC
|
BUY
|
- |
3K+ 23.74% |
$240K - $272K
|
15.6K
$1.56M
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
3K+ 93.51% |
$240K - $272K
|
6.21K
$620K
|
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.99KNew |
$239K - $271K
|
2.99K
$299K
|
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.98K+ 96.51% |
$239K - $270K
|
6.07K
$607K
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.98KNew |
$239K - $270K
|
2.98K
$298K
|
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.96KNew |
$237K - $268K
|
2.96K
$296K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
2.93K+ 14.59% |
$235K - $266K
|
23K
$2.3M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.93K+ 4.64% |
$235K - $265K
|
66K
$6.6M
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.8KNew |
$224K - $254K
|
2.8K
$280K
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
2.78K+ 40.53% |
$222K - $252K
|
9.63K
$962K
|
|
|
May 05, 2022
Q1 2022
|
Ddd Partners, LLC
|
BUY
|
- |
2.74K+ 1.79% |
$219K - $248K
|
156K
$15.6M
|
|
|
May 02, 2022
Q1 2022
|
Beck Bode, LLC
|
BUY
|
- |
2.72KNew |
$218K - $247K
|
2.72K
$272K
|
|
|
May 10, 2022
Q1 2022
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.64K+ 0.83% |
$211K - $239K
|
319K
$31.9M
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.62K+ 45.62% |
$210K - $237K
|
8.35K
$835K
|
|
|
Apr 21, 2022
Q1 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.59K+ 3.73% |
$207K - $235K
|
71.9K
$7.19M
|
|
|
May 13, 2022
Q1 2022
|
Holistic Financial Partners
|
BUY
|
- |
2.54KNew |
$204K - $231K
|
2.54K
$254K
|
|
|
Apr 26, 2022
Q1 2022
|
Optas, LLC
|
BUY
|
- |
2.53KNew |
$202K - $229K
|
2.53K
$253K
|
|
|
May 10, 2022
Q1 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
2.5K+ 6.24% |
$200K - $227K
|
42.6K
$4.26M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.49K+ 42.67% |
$200K - $226K
|
8.34K
$833K
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
2.49KNew |
$200K - $226K
|
2.49K
$249K
|
|
|
May 16, 2022
Q1 2022
|
Covenant Partners, LLC
|
BUY
|
- |
2.46K+ 22.11% |
$197K - $222K
|
13.6K
$1.36M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.39K+ 16.87% |
$191K - $216K
|
16.5K
$1.65M
|
|
|
May 13, 2022
Q1 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
2.35KNew |
$188K - $213K
|
2.35K
$235K
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
2.35KNew |
$188K - $213K
|
2.35K
$235K
|
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.34KNew |
$187K - $212K
|
2.34K
$234K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.34KNew |
$187K - $212K
|
2.34K
$234K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.31KNew |
$185K - $210K
|
2.31K
$231K
|
|
|
Apr 28, 2022
Q1 2022
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
2.3K+ 15.7% |
$184K - $208K
|
16.9K
$1.69M
|