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 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
624+ 18.09% |
$50K - $56.5K
|
4.07K
$404K
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
598+ 12.36% |
$47.9K - $54.2K
|
5.44K
$539K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
563+ 1.85% |
$45.1K - $51K
|
31K
$3.07M
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
560+ 21.55% |
$44.9K - $50.7K
|
3.16K
$313K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
558+ 13.33% |
$44.7K - $50.6K
|
4.74K
$470K
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
550+ 7.3% |
$44.1K - $49.8K
|
8.08K
$801K
|
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
550+ 14.36% |
$44.1K - $49.8K
|
4.38K
$434K
|
|
|
May 12, 2022
Q1 2022
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
536+ 8.02% |
$42.9K - $48.6K
|
7.22K
$716K
|
|
|
May 13, 2022
Q1 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
536+ 2.18% |
$42.9K - $48.6K
|
25.1K
$2.48M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
525+ 20.31% |
$42.1K - $47.6K
|
3.11K
$308K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
517+ 15.03% |
$41.4K - $46.9K
|
3.96K
$392K
|
|
|
Apr 29, 2022
Q1 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
509+ 13.28% |
$40.8K - $46.1K
|
4.34K
$430K
|
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
500+ 9.43% |
$40.1K - $45.3K
|
5.8K
$575K
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
BUY
|
- |
500New |
$40.1K - $45.3K
|
500
$49.5K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
493+ 14.96% |
$39.5K - $44.7K
|
3.79K
$375K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
491New |
$39.3K - $44.5K
|
491
$48.6K
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
475+ 0.98% |
$38.1K - $43K
|
49.1K
$4.87M
|
|
|
May 03, 2022
Q1 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
469+ 2.84% |
$37.6K - $42.5K
|
17K
$1.68M
|
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
468+ 5.59% |
$37.5K - $42.4K
|
8.84K
$876K
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
465+ 3.42% |
$37.3K - $42.1K
|
14.1K
$1.39M
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
453+ 854.72% |
$36.3K - $41.1K
|
506
$50.1K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
452+ 6.52% |
$36.2K - $41K
|
7.38K
$732K
|
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
446+ 11.74% |
$35.7K - $40.4K
|
4.24K
$420K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
433+ 1.31% |
$34.7K - $39.2K
|
33.5K
$3.31M
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
430+ 1.65% |
$34.4K - $39K
|
26.6K
$2.63M
|
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
426+ 4.1% |
$34.1K - $38.6K
|
10.8K
$1.07M
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
409+ 3.08% |
$32.8K - $37.1K
|
13.7K
$1.36M
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
385New |
$30.8K - $34.9K
|
385
$38.1K
|
|
|
May 12, 2022
Q1 2022
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
370+ 4.42% |
$29.6K - $33.5K
|
8.75K
$867K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
362+ 6.82% |
$29K - $32.8K
|
5.67K
$562K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
359+ 7.08% |
$28.8K - $32.5K
|
5.43K
$538K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
345+ 7.73% |
$27.6K - $31.3K
|
4.81K
$477K
|
|
|
Apr 12, 2022
Q1 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
341+ 4.06% |
$27.3K - $30.9K
|
8.74K
$866K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
337+ 3.12% |
$27K - $30.5K
|
11.1K
$1.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Keudell
|
BUY
|
- |
327+ 8.63% |
$26.2K - $29.6K
|
4.12K
$408K
|
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
309+ 3.41% |
$24.8K - $28K
|
9.37K
$928K
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
300+ 400.0% |
$24K - $27.2K
|
375
$37.2K
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
300+ 9.38% |
$24K - $27.2K
|
3.5K
$347K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
299+ 12.59% |
$24K - $27.1K
|
2.67K
$265K
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
296+ 10.51% |
$23.7K - $26.8K
|
3.11K
$308K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
291+ 0.71% |
$23.3K - $26.4K
|
41.1K
$4.07M
|
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
285+ 0.43% |
$22.8K - $25.8K
|
66.4K
$6.58M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
274+ 10.31% |
$22K - $24.8K
|
2.93K
$290K
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
273+ 5.93% |
$21.9K - $24.7K
|
4.88K
$483K
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
267+ 2.58% |
$21.4K - $24.2K
|
10.6K
$1.05M
|
|
|
Apr 26, 2022
Q1 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
260+ 5.05% |
$20.8K - $23.6K
|
5.4K
$535K
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
252New |
$20.2K - $22.8K
|
252
$25K
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
BUY
|
- |
250+ 1.56% |
$20K - $22.7K
|
16.3K
$1.61M
|
|
|
Apr 19, 2022
Q1 2022
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
235+ 4.84% |
$18.8K - $21.3K
|
5.1K
$505K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
235New |
$18.8K - $21.3K
|
235
$23.3K
|