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
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-870- 1.48% |
$70.1K - $81.6K
|
57.8K
$5.69M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-875- 20.04% |
$70.5K - $82K
|
3.49K
$343K
|
|
|
Aug 15, 2022
Q2 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-875- 5.93% |
$70.5K - $82K
|
13.9K
$1.36M
|
|
|
Aug 11, 2022
Q2 2022
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-877- 10.02% |
$70.6K - $82.2K
|
7.87K
$774K
|
|
|
Aug 12, 2022
Q2 2022
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-879- 1.6% |
$70.8K - $82.4K
|
54.1K
$5.33M
|
|
|
Aug 11, 2022
Q2 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-900- 2.15% |
$72.5K - $84.4K
|
41K
$4.04M
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
SELL
|
- |
-905- 16.24% |
$72.9K - $84.8K
|
4.67K
$459K
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-906- 6.88% |
$73K - $84.9K
|
12.3K
$1.21M
|
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
SELL
|
- |
-912- 22.15% |
$73.4K - $85.5K
|
3.21K
$315K
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-914- 2.13% |
$73.6K - $85.7K
|
42K
$4.13M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-914- 13.98% |
$73.6K - $85.7K
|
5.62K
$553K
|
|
|
Aug 19, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-916- 5.42% |
$73.8K - $85.9K
|
16K
$1.57M
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
SELL
|
- |
-933- 15.97% |
$75.1K - $87.5K
|
4.91K
$483K
|
|
|
Aug 08, 2022
Q2 2022
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-933- 0.7% |
$75.1K - $87.5K
|
133K
$13.1M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-942- 6.87% |
$75.8K - $88.3K
|
12.8K
$1.26M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-946- 6.87% |
$76.2K - $88.7K
|
12.8K
$1.26M
|
|
|
Jul 28, 2022
Q2 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-948- 7.6% |
$76.3K - $88.9K
|
11.5K
$1.13M
|
|
|
Jul 19, 2022
Q2 2022
|
Page Arthur B
|
SELL
|
- |
-968- 3.48% |
$77.9K - $90.8K
|
26.8K
$2.64M
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-980- 8.22% |
$78.9K - $91.9K
|
10.9K
$1.08M
|
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1K- 7.01% |
$80.5K - $93.8K
|
13.3K
$1.31M
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1KClosed |
$80.5K - $93.8K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.01K- 20.67% |
$81.2K - $94.5K
|
3.87K
$380K
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.01K- 4.1% |
$81.4K - $94.8K
|
23.7K
$2.33M
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.02KClosed |
$81.8K - $95.3K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.06KClosed |
$85.3K - $99.3K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.06K- 3.9% |
$85.6K - $99.7K
|
26.2K
$2.58M
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-1.11K- 5.98% |
$89.7K - $104K
|
17.5K
$1.72M
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.14K- 1.79% |
$92K - $107K
|
62.6K
$6.15M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.16K- 14.7% |
$93K - $108K
|
6.7K
$659K
|
|
|
Aug 11, 2022
Q2 2022
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-1.17K- 4.54% |
$94K - $109K
|
24.5K
$2.41M
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.17K- 11.51% |
$94K - $110K
|
8.98K
$883K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.17K- 5.41% |
$94.4K - $110K
|
20.5K
$2.02M
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-1.18KClosed |
$94.6K - $110K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.18K- 9.04% |
$94.9K - $110K
|
11.9K
$1.17M
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.19K- 0.87% |
$95.7K - $111K
|
135K
$13.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.21KClosed |
$97.5K - $114K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.21K- 13.56% |
$97.6K - $114K
|
7.72K
$760K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.22K- 1.21% |
$97.8K - $114K
|
99K
$9.73M
|
|
|
Aug 11, 2022
Q2 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.22K- 4.01% |
$97.8K - $114K
|
29.1K
$2.86M
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.24K- 4.64% |
$99.8K - $116K
|
25.5K
$2.51M
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.24K- 26.23% |
$100K - $117K
|
3.5K
$344K
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.25K- 5.9% |
$101K - $117K
|
19.9K
$1.96M
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.26K- 24.18% |
$101K - $118K
|
3.94K
$388K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-1.28K- 7.45% |
$103K - $120K
|
15.9K
$1.56M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.29K- 13.99% |
$104K - $121K
|
7.96K
$782K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.29K- 13.99% |
$104K - $121K
|
7.96K
$782K
|
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.38K- 4.62% |
$111K - $130K
|
28.5K
$2.81M
|
|
|
Jul 21, 2022
Q2 2022
|
Welch Group, LLC
|
SELL
|
- |
-1.38K- 9.26% |
$111K - $130K
|
13.6K
$1.33M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.39K- 3.86% |
$112K - $131K
|
34.7K
$3.41M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.42K- 11.06% |
$114K - $133K
|
11.4K
$1.12M
|