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 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
100+ 0.73% |
$8.01K - $9.06K
|
13.9K
$1.37M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
100+ 0.74% |
$8.01K - $9.06K
|
13.5K
$1.34M
|
|
|
May 11, 2022
Q1 2022
|
Polaris Capital Management, LLC
Boston, MA |
BUY
|
- |
100New |
$8.01K - $9.06K
|
100
$9.91K
|
|
|
May 10, 2022
Q1 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
100+ 3.32% |
$8.01K - $9.06K
|
3.11K
$308K
|
|
|
May 02, 2022
Q1 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
100+ 0.61% |
$8.01K - $9.06K
|
16.6K
$1.64M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
99+ 82.5% |
$7.93K - $8.97K
|
219
$21.7K
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
99+ 1.71% |
$7.93K - $8.97K
|
5.9K
$585K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
97+ 10.72% |
$7.77K - $8.79K
|
1K
$99.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
95+ 0.14% |
$7.61K - $8.61K
|
70K
$6.93M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
95+ 1.76% |
$7.61K - $8.61K
|
5.51K
$546K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
94+ 3.57% |
$7.53K - $8.52K
|
2.73K
$270K
|
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
94+ 2.51% |
$7.53K - $8.52K
|
3.83K
$380K
|
|
|
May 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
93+ 3.57% |
$7.45K - $8.43K
|
2.7K
$268K
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
92+ 0.52% |
$7.37K - $8.34K
|
17.8K
$1.76M
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
91+ 12.28% |
$7.29K - $8.25K
|
832
$82.4K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
90+ 2.02% |
$7.21K - $8.16K
|
4.54K
$450K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
90+ 98.9% |
$7.21K - $8.16K
|
181
$17.9K
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
90+ 0.95% |
$7.21K - $8.16K
|
9.59K
$950K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
89+ 2.88% |
$7.13K - $8.07K
|
3.18K
$315K
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
88+ 800.0% |
$7.05K - $7.97K
|
99
$9.81K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
88+ 3.14% |
$7.05K - $7.97K
|
2.89K
$286K
|
|
|
Apr 22, 2022
Q1 2022
|
Smart Money Group LLC
|
BUY
|
- |
88+ 2.51% |
$7.05K - $7.97K
|
3.6K
$357K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
85+ 2.11% |
$6.81K - $7.7K
|
4.12K
$408K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
85New |
$6.81K - $7.7K
|
85
$8.42K
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
82+ 0.96% |
$6.57K - $7.43K
|
8.65K
$857K
|
|
|
May 16, 2022
Q1 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
81+ 3.46% |
$6.49K - $7.34K
|
2.42K
$240K
|
|
|
May 17, 2022
Q1 2022
|
Notis Mc Conarty Edward
|
BUY
|
- |
80+ 0.18% |
$6.41K - $7.25K
|
44K
$4.36M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
76+ 0.27% |
$6.09K - $6.89K
|
28K
$2.78M
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
75+ 15.06% |
$6.01K - $6.8K
|
573
$56.8K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
73+ 0.03% |
$5.85K - $6.62K
|
218K
$21.6M
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
71+ 7.09% |
$5.69K - $6.43K
|
1.07K
$106K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
70+ 7.92% |
$5.61K - $6.34K
|
954
$94.5K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
67New |
$5.37K - $6.07K
|
67
$6.64K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
67New |
$5.37K - $6.07K
|
67
$6.64K
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
66+ 0.8% |
$5.29K - $5.98K
|
8.33K
$825K
|
|
|
May 10, 2022
Q1 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
66+ 1.37% |
$5.29K - $5.98K
|
4.89K
$485K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
66+ 1.97% |
$5.29K - $5.98K
|
3.42K
$338K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
66+ 1.63% |
$5.29K - $5.98K
|
4.13K
$409K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
65+ 21.67% |
$5.21K - $5.89K
|
365
$36.2K
|
|
|
May 16, 2022
Q1 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
62+ 1.46% |
$4.97K - $5.62K
|
4.3K
$426K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
61+ 1.21% |
$4.89K - $5.53K
|
5.1K
$505K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
58+ 0.14% |
$4.65K - $5.26K
|
41.6K
$4.12M
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
50+ 0.42% |
$4.01K - $4.53K
|
11.9K
$1.18M
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
BUY
|
- |
50+ 33.33% |
$4.01K - $4.53K
|
200
$19.8K
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
50+ 1.98% |
$4.01K - $4.53K
|
2.57K
$255K
|
|
|
Apr 18, 2022
Q1 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
49+ 1.83% |
$3.93K - $4.44K
|
2.73K
$271K
|
|
|
May 16, 2022
Q1 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
47New |
$3.77K - $4.26K
|
47
$4.66K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
46+ 27.71% |
$3.69K - $4.17K
|
212
$21K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
45New |
$3.6K - $4.08K
|
45
$4.46K
|
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
BUY
|
- |
44+ 0.55% |
$3.52K - $3.99K
|
8.11K
$803K
|