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
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.45K- 14.39% |
$117K - $136K
|
8.62K
$848K
|
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.48K- 3.53% |
$119K - $138K
|
40.3K
$3.97M
|
|
|
Jul 19, 2022
Q2 2022
|
Jacobs & CO
|
SELL
|
- |
-1.5K- 34.68% |
$121K - $141K
|
2.83K
$278K
|
|
|
Aug 11, 2022
Q2 2022
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-1.52K- 24.61% |
$122K - $142K
|
4.64K
$457K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-1.52K- 2.21% |
$122K - $143K
|
67.2K
$6.61M
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.53K- 11.25% |
$123K - $143K
|
12K
$1.18M
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.59K- 20.12% |
$128K - $149K
|
6.31K
$620K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.6KClosed |
$129K - $150K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.63K- 15.54% |
$131K - $153K
|
8.88K
$873K
|
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.66K- 30.9% |
$133K - $155K
|
3.7K
$364K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.68K- 4.56% |
$135K - $157K
|
35.1K
$3.45M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-1.69K- 30.63% |
$136K - $158K
|
3.82K
$376K
|
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.74K- 9.39% |
$140K - $163K
|
16.8K
$1.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.75K- 7.4% |
$141K - $164K
|
21.9K
$2.16M
|
|
|
Aug 01, 2022
Q2 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.84K- 14.66% |
$148K - $172K
|
10.7K
$1.05M
|
|
|
Aug 12, 2022
Q2 2022
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-1.85K- 0.88% |
$149K - $173K
|
207K
$20.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.86K- 56.13% |
$150K - $174K
|
1.45K
$143K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.95K- 10.43% |
$157K - $182K
|
16.7K
$1.64M
|
|
|
Jul 19, 2022
Q2 2022
|
Puzo Michael J
|
SELL
|
- |
-1.98K- 2.28% |
$159K - $185K
|
84.5K
$8.31M
|
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-2K- 32.74% |
$161K - $188K
|
4.11K
$404K
|
|
|
Jul 01, 2022
Q2 2022
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-2K- 7.45% |
$161K - $188K
|
24.9K
$2.44M
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-2K- 19.8% |
$161K - $188K
|
8.1K
$797K
|
|
|
Jul 26, 2022
Q2 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-2.06K- 6.83% |
$166K - $193K
|
28K
$2.76M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.08K- 69.25% |
$168K - $195K
|
924
$90.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-2.1K- 4.19% |
$169K - $197K
|
48K
$4.72M
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-2.1K- 4.78% |
$169K - $197K
|
41.9K
$4.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.1K- 7.48% |
$169K - $197K
|
26K
$2.56M
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.11K- 1.32% |
$170K - $198K
|
158K
$15.6M
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.12K- 37.4% |
$171K - $199K
|
3.55K
$349K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.14K- 20.73% |
$172K - $200K
|
8.18K
$804K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.14K- 60.63% |
$172K - $201K
|
1.39K
$137K
|
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.18K- 0.51% |
$175K - $204K
|
427K
$42M
|
|
|
Aug 08, 2022
Q2 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-2.19K- 44.87% |
$176K - $205K
|
2.69K
$265K
|
|
|
Aug 12, 2022
Q2 2022
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.19K- 15.37% |
$177K - $206K
|
12.1K
$1.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-2.23K- 20.6% |
$179K - $209K
|
8.59K
$845K
|
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-2.23K- 1.52% |
$179K - $209K
|
145K
$14.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2.29KClosed |
$184K - $214K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.3K- 0.57% |
$185K - $216K
|
400K
$39.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.31K- 23.39% |
$186K - $216K
|
7.55K
$742K
|
|
|
Aug 15, 2022
Q2 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-2.31KClosed |
$186K - $216K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.32KClosed |
$187K - $218K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-2.33KClosed |
$188K - $219K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.34KClosed |
$188K - $219K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2.34KClosed |
$188K - $219K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-2.35KClosed |
$189K - $220K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
SELL
|
- |
-2.35KClosed |
$189K - $220K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-2.35KClosed |
$189K - $220K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.36KClosed |
$190K - $221K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.42KClosed |
$195K - $227K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Somerset Trust CO
|
SELL
|
- |
-2.44K- 12.12% |
$196K - $228K
|
17.7K
$1.74M
|