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 06, 2022
Q2 2022
|
Private Asset Management Inc
|
SELL
|
- |
-179- 0.5% |
$14.4K - $16.8K
|
35.3K
$3.48M
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-180- 5.62% |
$14.5K - $16.9K
|
3.02K
$298K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-183- 1.6% |
$14.7K - $17.2K
|
11.2K
$1.11M
|
|
|
Aug 11, 2022
Q2 2022
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-185- 2.56% |
$14.9K - $17.3K
|
7.04K
$693K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-188Closed |
$15.1K - $17.6K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Mckinley Capital Management LLC
|
SELL
|
- |
-188- 1.1% |
$15.1K - $17.6K
|
16.9K
$1.67M
|
|
|
Aug 05, 2022
Q2 2022
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-190- 4.82% |
$15.3K - $17.8K
|
3.75K
$369K
|
|
|
Jul 12, 2022
Q2 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-190- 1.87% |
$15.3K - $17.8K
|
9.95K
$979K
|
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-192- 0.1% |
$15.5K - $18K
|
185K
$18.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-194- 2.12% |
$15.6K - $18.2K
|
8.97K
$883K
|
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-200- 0.63% |
$16.1K - $18.8K
|
31.6K
$3.11M
|
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-200- 4.72% |
$16.1K - $18.8K
|
4.04K
$398K
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-204- 13.31% |
$16.4K - $19.1K
|
1.33K
$131K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-205- 6.24% |
$16.5K - $19.2K
|
3.08K
$303K
|
|
|
Aug 11, 2022
Q2 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-210- 6.76% |
$16.9K - $19.7K
|
2.9K
$285K
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-211- 2.2% |
$17K - $19.8K
|
9.38K
$924K
|
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-219- 6.69% |
$17.6K - $20.5K
|
3.06K
$301K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-219- 3.94% |
$17.6K - $20.5K
|
5.34K
$526K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
SELL
|
- |
-220- 5.43% |
$17.7K - $20.6K
|
3.83K
$377K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-221- 12.11% |
$17.8K - $20.7K
|
1.6K
$158K
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-222Closed |
$17.9K - $20.8K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-223- 1.34% |
$18K - $20.9K
|
16.4K
$1.62M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-230- 1.52% |
$18.5K - $21.6K
|
14.9K
$1.46M
|
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-230Closed |
$18.5K - $21.6K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-232- 2.16% |
$18.7K - $21.8K
|
10.5K
$1.03M
|
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-234- 8.47% |
$18.8K - $21.9K
|
2.53K
$249K
|
|
|
Jul 15, 2022
Q2 2022
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-235- 1.7% |
$18.9K - $22K
|
13.6K
$1.34M
|
|
|
Aug 12, 2022
Q2 2022
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-235- 2.3% |
$18.9K - $22K
|
9.99K
$983K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-239- 7.62% |
$19.2K - $22.4K
|
2.9K
$285K
|
|
|
Jul 26, 2022
Q2 2022
|
Palladiem, LLC
|
SELL
|
- |
-240- 8.59% |
$19.3K - $22.5K
|
2.55K
$251K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-242- 4.3% |
$19.5K - $22.7K
|
5.39K
$531K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-242- 42.23% |
$19.5K - $22.7K
|
331
$32.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-243- 4.41% |
$19.6K - $22.8K
|
5.26K
$518K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-245- 6.73% |
$19.7K - $23K
|
3.39K
$334K
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-248- 4.2% |
$20K - $23.3K
|
5.65K
$556K
|
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-249- 0.78% |
$20K - $23.3K
|
31.5K
$3.1M
|
|
|
Aug 22, 2022
Q2 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-252- 1.95% |
$20.3K - $23.6K
|
12.7K
$1.25M
|
|
|
Aug 01, 2022
Q2 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-255- 2.57% |
$20.5K - $23.9K
|
9.68K
$953K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-261- 1.44% |
$21K - $24.5K
|
17.8K
$1.76M
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-266- 4.91% |
$21.4K - $24.9K
|
5.15K
$507K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-273- 3.37% |
$22K - $25.6K
|
7.82K
$770K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-275- 2.36% |
$22.1K - $25.8K
|
11.4K
$1.12M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-275- 2.36% |
$22.1K - $25.8K
|
11.4K
$1.12M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-280Closed |
$22.5K - $26.3K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
SELL
|
- |
-281- 10.32% |
$22.6K - $26.3K
|
2.44K
$240K
|
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-281- 3.14% |
$22.6K - $26.3K
|
8.67K
$854K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-284- 10.91% |
$22.9K - $26.6K
|
2.32K
$228K
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-287- 8.9% |
$23.1K - $26.9K
|
2.94K
$289K
|
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-288Closed |
$23.2K - $27K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Hall Capital Management CO Inc
|
SELL
|
- |
-290- 4.04% |
$23.4K - $27.2K
|
6.9K
$679K
|