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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-85Closed |
$6.84K - $7.97K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-90- 49.72% |
$7.25K - $8.44K
|
91
$8.96K
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-92- 1.34% |
$7.41K - $8.63K
|
6.76K
$665K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-92- 0.88% |
$7.41K - $8.63K
|
10.3K
$1.02M
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-94- 1.76% |
$7.57K - $8.81K
|
5.26K
$518K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-96- 1.4% |
$7.73K - $9K
|
6.74K
$664K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-96- 3.59% |
$7.73K - $9K
|
2.58K
$254K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-98Closed |
$7.89K - $9.19K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-98- 2.91% |
$7.89K - $9.19K
|
3.26K
$321K
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-100- 1.2% |
$8.05K - $9.38K
|
8.23K
$810K
|
|
|
Jul 25, 2022
Q2 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-100- 0.29% |
$8.05K - $9.38K
|
33.9K
$3.34M
|
|
|
Jul 27, 2022
Q2 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-100- 1.6% |
$8.05K - $9.38K
|
6.15K
$605K
|
|
|
Jul 20, 2022
Q2 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-100- 1.34% |
$8.05K - $9.38K
|
7.37K
$726K
|
|
|
Aug 11, 2022
Q2 2022
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-101- 0.4% |
$8.13K - $9.47K
|
25K
$2.46M
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-101- 0.97% |
$8.13K - $9.47K
|
10.4K
$1.02M
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-103Closed |
$8.29K - $9.66K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-104- 1.2% |
$8.37K - $9.75K
|
8.54K
$841K
|
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-105- 0.79% |
$8.45K - $9.84K
|
13.2K
$1.3M
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-108Closed |
$8.7K - $10.1K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-108- 1.45% |
$8.7K - $10.1K
|
7.32K
$721K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-111- 9.86% |
$8.94K - $10.4K
|
1.02K
$99.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-115- 1.72% |
$9.26K - $10.8K
|
6.58K
$648K
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-124- 3.52% |
$9.98K - $11.6K
|
3.4K
$334K
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
SELL
|
- |
-125- 6.7% |
$10.1K - $11.7K
|
1.74K
$171K
|
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-125- 1.1% |
$10.1K - $11.7K
|
11.2K
$1.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Kendall Capital Management
|
SELL
|
- |
-125- 3.66% |
$10.1K - $11.7K
|
3.29K
$324K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-130- 9.19% |
$10.5K - $12.2K
|
1.29K
$127K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-130- 2.87% |
$10.5K - $12.2K
|
4.41K
$434K
|
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-132- 1.36% |
$10.6K - $12.4K
|
9.57K
$943K
|
|
|
Jul 28, 2022
Q2 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-132- 1.24% |
$10.6K - $12.4K
|
10.5K
$1.04M
|
|
|
Jul 19, 2022
Q2 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-135- 0.16% |
$10.9K - $12.7K
|
85.9K
$8.45M
|
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
SELL
|
- |
-139- 1.55% |
$11.2K - $13K
|
8.85K
$872K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-140- 4.32% |
$11.3K - $13.1K
|
3.1K
$306K
|
|
|
Jul 27, 2022
Q2 2022
|
Davidson Trust CO
|
SELL
|
- |
-142- 2.46% |
$11.4K - $13.3K
|
5.62K
$553K
|
|
|
Jul 29, 2022
Q2 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-147- 3.02% |
$11.8K - $13.8K
|
4.73K
$465K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-148- 2.53% |
$11.9K - $13.9K
|
5.7K
$561K
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-149- 2.62% |
$12K - $14K
|
5.54K
$546K
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-149- 4.92% |
$12K - $14K
|
2.88K
$284K
|
|
|
Jul 11, 2022
Q2 2022
|
Woodstock Corp
|
SELL
|
- |
-150- 2.68% |
$12.1K - $14.1K
|
5.45K
$536K
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-151- 3.3% |
$12.2K - $14.2K
|
4.43K
$436K
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-156- 0.43% |
$12.6K - $14.6K
|
36.4K
$3.59M
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-156- 7.86% |
$12.6K - $14.6K
|
1.83K
$180K
|
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
SELL
|
- |
-158- 1.31% |
$12.7K - $14.8K
|
11.9K
$1.17M
|
|
|
Jul 20, 2022
Q2 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-159- 2.82% |
$12.8K - $14.9K
|
5.47K
$539K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-161- 4.45% |
$13K - $15.1K
|
3.46K
$340K
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-166- 1.55% |
$13.4K - $15.6K
|
10.5K
$1.04M
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-175- 3.84% |
$14.1K - $16.4K
|
4.39K
$432K
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-176- 1.85% |
$14.2K - $16.5K
|
9.36K
$922K
|
|
|
Jul 15, 2022
Q2 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-177- 5.91% |
$14.3K - $16.6K
|
2.82K
$278K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-177- 45.04% |
$14.3K - $16.6K
|
216
$21.3K
|