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 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-491Closed |
$39.5K - $46K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-494- 3.73% |
$39.8K - $46.3K
|
12.7K
$1.25M
|
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
SELL
|
- |
-496- 11.99% |
$39.9K - $46.5K
|
3.64K
$358K
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-499- 9.82% |
$40.2K - $46.8K
|
4.58K
$451K
|
|
|
Aug 08, 2022
Q2 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-500- 10.28% |
$40.3K - $46.9K
|
4.36K
$429K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-500- 20.44% |
$40.3K - $46.9K
|
1.95K
$191K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
SELL
|
- |
-500Closed |
$40.3K - $46.9K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-500- 9.04% |
$40.3K - $46.9K
|
5.03K
$495K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-500- 5.87% |
$40.3K - $46.9K
|
8.03K
$789K
|
|
|
Aug 12, 2022
Q2 2022
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-500- 12.14% |
$40.3K - $46.9K
|
3.62K
$356K
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-504- 8.5% |
$40.6K - $47.3K
|
5.43K
$534K
|
|
|
Nov 18, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-541- 9.1% |
$43.6K - $50.7K
|
5.4K
$531K
|
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
SELL
|
- |
-545- 3.07% |
$43.9K - $51.1K
|
17.2K
$1.69M
|
|
|
Aug 05, 2022
Q2 2022
|
Thornburg Investment Management Inc
|
SELL
|
- |
-550- 8.18% |
$44.3K - $51.6K
|
6.17K
$607K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-554Closed |
$44.6K - $51.9K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-555- 4.41% |
$44.7K - $52K
|
12K
$1.18M
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-562- 5.69% |
$45.3K - $52.7K
|
9.32K
$917K
|
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
SELL
|
- |
-572- 3.28% |
$46.1K - $53.6K
|
16.8K
$1.66M
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-583- 0.88% |
$46.9K - $54.7K
|
65.7K
$6.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-595- 1.25% |
$47.9K - $55.8K
|
47K
$4.62M
|
|
|
Aug 11, 2022
Q2 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-600- 17.65% |
$48.3K - $56.3K
|
2.8K
$275K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-610- 2.87% |
$49.1K - $57.2K
|
20.7K
$2.03M
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-625- 6.54% |
$50.3K - $58.6K
|
8.93K
$878K
|
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-646- 8.7% |
$52K - $60.6K
|
6.78K
$667K
|
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-646- 6.89% |
$52K - $60.6K
|
8.73K
$858K
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-649- 6.37% |
$52.3K - $60.8K
|
9.53K
$938K
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-661- 0.73% |
$53.2K - $62K
|
90.1K
$8.86M
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-688- 22.1% |
$55.4K - $64.5K
|
2.43K
$238K
|
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-690- 8.54% |
$55.6K - $64.7K
|
7.39K
$727K
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-701- 1.37% |
$56.4K - $65.7K
|
50.6K
$4.98M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-720- 21.71% |
$58K - $67.5K
|
2.6K
$255K
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-730- 3.39% |
$58.8K - $68.4K
|
20.8K
$2.05M
|
|
|
Jul 14, 2022
Q2 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-730- 7.39% |
$58.8K - $68.4K
|
9.14K
$899K
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-730- 12.06% |
$58.8K - $68.4K
|
5.32K
$523K
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-731- 18.91% |
$58.9K - $68.5K
|
3.13K
$308K
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-736- 4.19% |
$59.3K - $69K
|
16.8K
$1.66M
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-745- 15.17% |
$60K - $69.8K
|
4.17K
$410K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-778- 0.36% |
$62.6K - $72.9K
|
217K
$21.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-779- 6.55% |
$62.7K - $73K
|
11.1K
$1.09M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-781- 2.54% |
$62.9K - $73.2K
|
29.9K
$2.94M
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-785- 6.7% |
$63.2K - $73.6K
|
10.9K
$1.07M
|
|
|
Jul 19, 2022
Q2 2022
|
Tcw Group Inc
|
SELL
|
- |
-791- 1.09% |
$63.7K - $74.2K
|
72K
$7.09M
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-795- 2.38% |
$64K - $74.5K
|
32.7K
$3.21M
|
|
|
Jul 28, 2022
Q2 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-796- 14.34% |
$64.1K - $74.6K
|
4.75K
$468K
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-800- 2.25% |
$64.4K - $75K
|
34.7K
$3.41M
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
SELL
|
- |
-816- 1.56% |
$65.7K - $76.5K
|
51.6K
$5.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-820- 12.93% |
$66K - $76.9K
|
5.52K
$543K
|
|
|
Aug 08, 2022
Q2 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-840- 8.01% |
$67.6K - $78.8K
|
9.65K
$949K
|
|
|
Aug 04, 2022
Q2 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-842- 30.28% |
$67.8K - $78.9K
|
1.94K
$191K
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-866- 8.41% |
$69.7K - $81.2K
|
9.43K
$928K
|