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 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.58K- 38.87% |
$369K - $430K
|
7.21K
$709K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.69K- 14.39% |
$377K - $439K
|
27.9K
$2.74M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.69K- 6.25% |
$378K - $440K
|
70.4K
$6.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-4.7K- 2.53% |
$378K - $440K
|
181K
$17.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.77K- 64.85% |
$384K - $447K
|
2.58K
$254K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-5.43K- 37.67% |
$437K - $509K
|
8.99K
$884K
|
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-5.71KClosed |
$460K - $535K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-5.8K- 33.43% |
$467K - $544K
|
11.5K
$1.14M
|
|
|
Jul 28, 2022
Q2 2022
|
Mcdaniel Terry & CO
|
SELL
|
- |
-5.86K- 31.47% |
$472K - $549K
|
12.8K
$1.26M
|
|
|
Aug 12, 2022
Q2 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-6.13K- 39.68% |
$494K - $575K
|
9.33K
$917K
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-6.17K- 45.63% |
$497K - $579K
|
7.36K
$723K
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-6.2K- 13.98% |
$499K - $581K
|
38.1K
$3.75M
|
|
|
Aug 12, 2022
Q2 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-6.28K- 6.97% |
$506K - $589K
|
83.8K
$8.24M
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-6.35KClosed |
$511K - $595K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.4K- 1.78% |
$515K - $600K
|
354K
$34.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-6.42K- 66.68% |
$517K - $602K
|
3.21K
$315K
|
|
|
Jul 19, 2022
Q2 2022
|
Somerville Kurt F
|
SELL
|
- |
-6.46K- 4.0% |
$520K - $605K
|
155K
$15.2M
|
|
|
Jul 18, 2022
Q2 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-6.56K- 1.97% |
$528K - $615K
|
326K
$32M
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.8K- 57.84% |
$548K - $638K
|
4.96K
$488K
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-6.92K- 1.94% |
$558K - $649K
|
349K
$34.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-7.1K- 49.25% |
$571K - $665K
|
7.31K
$719K
|
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-7.13K- 17.93% |
$574K - $669K
|
32.6K
$3.21M
|
|
|
Jul 22, 2022
Q2 2022
|
Everett Harris & CO
|
SELL
|
- |
-7.23K- 10.03% |
$582K - $678K
|
64.8K
$6.38M
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-7.46K- 15.89% |
$601K - $700K
|
39.5K
$3.88M
|
|
|
Aug 08, 2022
Q2 2022
|
Bahl & Gaynor Inc
|
SELL
|
- |
-7.47K- 6.13% |
$601K - $700K
|
114K
$11.3M
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.61K- 7.35% |
$612K - $713K
|
95.9K
$9.43M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.64K- 4.61% |
$615K - $717K
|
158K
$15.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-7.7KClosed |
$620K - $722K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-7.71K- 4.55% |
$620K - $722K
|
162K
$15.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-7.73K- 73.75% |
$622K - $724K
|
2.75K
$270K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.81KClosed |
$629K - $732K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-8.16K- 10.16% |
$657K - $765K
|
72.2K
$7.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-8.27KClosed |
$666K - $775K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Kidder Stephen W
|
SELL
|
- |
-8.91K- 22.17% |
$718K - $836K
|
31.3K
$3.08M
|
|
|
Aug 10, 2022
Q2 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-9.33KClosed |
$751K - $875K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-9.86KClosed |
$794K - $925K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-10.1K- 21.99% |
$811K - $944K
|
35.7K
$3.51M
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-10.6KClosed |
$856K - $996K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-10.7K- 50.0% |
$859K - $1M
|
10.7K
$1.05M
|
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-10.9KClosed |
$874K - $1.02M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-11K- 2.65% |
$888K - $1.03M
|
404K
$39.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-11.1K- 1.43% |
$894K - $1.04M
|
765K
$75.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-11.3K- 0.72% |
$906K - $1.06M
|
1.55M
$152M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.3K- 3.3% |
$994K - $1.16M
|
362K
$35.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-12.7KClosed |
$1.03M - $1.2M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-13.1K- 13.53% |
$1.05M - $1.23M
|
83.7K
$8.23M
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-13.4K- 5.4% |
$1.08M - $1.25M
|
234K
$23.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14.1K- 3.85% |
$1.14M - $1.32M
|
353K
$34.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Hemenway Trust CO LLC
|
SELL
|
- |
-14.4K- 7.07% |
$1.16M - $1.35M
|
189K
$18.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14.5K- 45.04% |
$1.17M - $1.36M
|
17.7K
$1.74M
|