Purchases and Sales Made in Q2 2022 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-20- 0.73% |
$1.61K - $1.88K
|
2.71K
$267K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-21- 3.1% |
$1.69K - $1.97K
|
656
$64.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-23- 0.74% |
$1.85K - $2.16K
|
3.1K
$305K
|
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-25- 0.7% |
$2.01K - $2.34K
|
3.54K
$349K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-25- 4.29% |
$2.01K - $2.34K
|
558
$54.9K
|
|
|
Aug 17, 2022
Q2 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-25- 0.18% |
$2.01K - $2.34K
|
14.2K
$1.4M
|
|
|
Jul 20, 2022
Q2 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-26- 0.04% |
$2.09K - $2.44K
|
63.5K
$6.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-27Closed |
$2.17K - $2.53K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.96% |
$2.25K - $2.63K
|
2.9K
$286K
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-30- 1.17% |
$2.42K - $2.81K
|
2.54K
$250K
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-30- 0.67% |
$2.42K - $2.81K
|
4.44K
$437K
|
|
|
Jul 20, 2022
Q2 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-30- 15.0% |
$2.42K - $2.81K
|
170
$16.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-31- 1.09% |
$2.5K - $2.91K
|
2.82K
$277K
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-31- 23.66% |
$2.5K - $2.91K
|
100
$9.85K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-33- 0.2% |
$2.66K - $3.09K
|
16.7K
$1.64M
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-34- 3.5% |
$2.74K - $3.19K
|
938
$92.3K
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-35- 3.93% |
$2.82K - $3.28K
|
855
$84.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-35Closed |
$2.82K - $3.28K
|
0
$0
|
|
|
Aug 22, 2022
Q2 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-40- 0.17% |
$3.22K - $3.75K
|
24.1K
$2.38M
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-40- 1.44% |
$3.22K - $3.75K
|
2.75K
$270K
|
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
SELL
|
- |
-40- 4.42% |
$3.22K - $3.75K
|
864
$85.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-42- 9.09% |
$3.38K - $3.94K
|
420
$41.3K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-42- 57.53% |
$3.38K - $3.94K
|
31
$3.05K
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-43- 1.12% |
$3.46K - $4.03K
|
3.79K
$373K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
SELL
|
- |
-44Closed |
$3.54K - $4.13K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
West Coast Financial LLC
|
SELL
|
- |
-45- 1.14% |
$3.62K - $4.22K
|
3.89K
$383K
|
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-45- 2.71% |
$3.62K - $4.22K
|
1.61K
$159K
|
|
|
Jul 22, 2022
Q2 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-46- 1.2% |
$3.7K - $4.31K
|
3.78K
$372K
|
|
|
Aug 03, 2022
Q2 2022
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-47- 0.96% |
$3.78K - $4.41K
|
4.85K
$477K
|
|
|
Aug 04, 2022
Q2 2022
|
Platform Technology Partners
|
SELL
|
- |
-47- 1.53% |
$3.78K - $4.41K
|
3.02K
$297K
|
|
|
Aug 11, 2022
Q2 2022
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-47Closed |
$3.78K - $4.41K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-50- 1.22% |
$4.03K - $4.69K
|
4.06K
$400K
|
|
|
Aug 08, 2022
Q2 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-50- 1.13% |
$4.03K - $4.69K
|
4.38K
$431K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-51Closed |
$4.11K - $4.78K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-56Closed |
$4.51K - $5.25K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-59- 1.56% |
$4.75K - $5.53K
|
3.74K
$368K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-60- 9.2% |
$4.83K - $5.63K
|
592
$58.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-60- 1.35% |
$4.83K - $5.63K
|
4.38K
$431K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-62- 1.02% |
$4.99K - $5.81K
|
6.01K
$592K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-63- 0.81% |
$5.07K - $5.91K
|
7.68K
$756K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-64- 0.58% |
$5.15K - $6K
|
11.1K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-65- 1.51% |
$5.23K - $6.09K
|
4.24K
$417K
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-66- 0.2% |
$5.31K - $6.19K
|
32.5K
$3.2M
|
|
|
Jul 08, 2022
Q2 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-71- 2.47% |
$5.72K - $6.66K
|
2.8K
$276K
|
|
|
Aug 10, 2022
Q2 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-71- 0.48% |
$5.72K - $6.66K
|
14.6K
$1.44M
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-78- 3.41% |
$6.28K - $7.31K
|
2.21K
$218K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-79- 2.79% |
$6.36K - $7.41K
|
2.76K
$271K
|
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-80- 16.46% |
$6.44K - $7.5K
|
406
$40K
|
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-83- 0.32% |
$6.68K - $7.78K
|
25.7K
$2.53M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-84- 0.31% |
$6.76K - $7.88K
|
27.1K
$2.67M
|