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 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
2.3KNew |
$184K - $208K
|
2.3K
$227K
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.27K+ 27.75% |
$181K - $205K
|
10.4K
$1.03M
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.2K+ 0.31% |
$176K - $199K
|
711K
$70.5M
|
|
|
May 10, 2022
Q1 2022
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
2.17K+ 1.17% |
$174K - $196K
|
187K
$18.5M
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.16K+ 25.38% |
$173K - $196K
|
10.7K
$1.06M
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.03K+ 25.89% |
$163K - $184K
|
9.88K
$979K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.02K+ 10.79% |
$162K - $183K
|
20.8K
$2.06M
|
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.98K+ 28.16% |
$159K - $179K
|
9.01K
$892K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.94K+ 27.2% |
$155K - $175K
|
9.05K
$897K
|
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
1.92K+ 16.88% |
$154K - $174K
|
13.3K
$1.32M
|
|
|
May 10, 2022
Q1 2022
|
Van Eck Associates Corp
|
BUY
|
- |
1.9K+ 0.87% |
$152K - $172K
|
220K
$21.8M
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.84K+ 14.79% |
$147K - $167K
|
14.3K
$1.42M
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.84K+ 8.75% |
$147K - $166K
|
22.8K
$2.26M
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.82K+ 6.46% |
$146K - $165K
|
30K
$2.97M
|
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.8K+ 17.53% |
$144K - $163K
|
12K
$1.19M
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.77K+ 36.35% |
$142K - $161K
|
6.65K
$659K
|
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
1.77K+ 26.38% |
$142K - $160K
|
8.48K
$840K
|
|
|
Apr 21, 2022
Q1 2022
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.76K+ 7.5% |
$141K - $159K
|
25.2K
$2.49M
|
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1.74K+ 30.59% |
$139K - $158K
|
7.42K
$736K
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.69K+ 1.93% |
$136K - $153K
|
89.5K
$8.87M
|
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.69K+ 6.75% |
$135K - $153K
|
26.7K
$2.65M
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.68K+ 275.7% |
$135K - $152K
|
2.29K
$227K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.66KNew |
$133K - $151K
|
1.66K
$165K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.65K+ 1.94% |
$132K - $149K
|
86.5K
$8.57M
|
|
|
Apr 21, 2022
Q1 2022
|
Cardinal Capital Management
|
BUY
|
- |
1.62K+ 3.99% |
$129K - $146K
|
42.1K
$4.17M
|
|
|
Apr 28, 2022
Q1 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
1.61K+ 23.89% |
$129K - $146K
|
8.36K
$828K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.61K+ 21.99% |
$129K - $146K
|
8.93K
$885K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.61KNew |
$129K - $146K
|
1.61K
$159K
|
|
|
Apr 12, 2022
Q1 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.6K+ 5.62% |
$128K - $145K
|
30.1K
$2.98M
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.54K+ 12.19% |
$123K - $139K
|
14.1K
$1.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.5KNew |
$120K - $136K
|
1.5K
$149K
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.5K+ 17.05% |
$120K - $136K
|
10.3K
$1.02M
|
|
|
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.5KNew |
$120K - $136K
|
1.5K
$149K
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
BUY
|
- |
1.47K+ 4.84% |
$117K - $133K
|
31.8K
$3.15M
|
|
|
Apr 25, 2022
Q1 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.45K+ 3.45% |
$116K - $131K
|
43.4K
$4.3M
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.44K+ 34.43% |
$116K - $131K
|
5.63K
$558K
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 37.93% |
$115K - $130K
|
5.21K
$516K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.42K+ 3.22% |
$114K - $129K
|
45.7K
$4.53M
|
|
|
May 02, 2022
Q1 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.4K+ 17.61% |
$112K - $127K
|
9.33K
$924K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.38K+ 5.55% |
$110K - $125K
|
26.2K
$2.6M
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
1.38K+ 15.58% |
$110K - $125K
|
10.2K
$1.01M
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
1.37K+ 55.89% |
$110K - $124K
|
3.82K
$379K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.36K+ 13.49% |
$109K - $124K
|
11.5K
$1.14M
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.33K+ 15.18% |
$106K - $120K
|
10.1K
$997K
|
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.32K+ 62.86% |
$106K - $120K
|
3.42K
$339K
|
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.29K+ 10.75% |
$103K - $116K
|
13.2K
$1.31M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.25K+ 8.86% |
$100K - $113K
|
15.4K
$1.52M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.21KNew |
$97K - $110K
|
1.21K
$120K
|
|
|
May 11, 2022
Q1 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
1.2K+ 8.25% |
$96.4K - $109K
|
15.8K
$1.56M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.2K+ 4.21% |
$95.8K - $108K
|
29.6K
$2.93M
|