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 29, 2022
Q2 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
18.8KNew |
$1.52M - $1.76M
|
18.8K
$1.85M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
17.4K+ 11.26% |
$1.4M - $1.63M
|
172K
$16.9M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17K+ 19.67% |
$1.37M - $1.6M
|
104K
$10.2M
|
|
|
Apr 01, 2024
Q2 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
15.7K+ 50.57% |
$1.26M - $1.47M
|
46.7K
$4.59M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.8K+ 61.63% |
$1.19M - $1.38M
|
38.7K
$3.81M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.7K+ 28.3% |
$1.18M - $1.37M
|
66.5K
$6.55M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.3K+ 17.38% |
$1.15M - $1.34M
|
96.8K
$9.53M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.2K+ 17.65% |
$1.14M - $1.33M
|
94.6K
$9.31M
|
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
BUY
|
- |
14K+ 120.38% |
$1.13M - $1.31M
|
25.6K
$2.52M
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
13.8KNew |
$1.11M - $1.29M
|
13.8K
$1.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.1K+ 6.5% |
$1.05M - $1.23M
|
214K
$21.1M
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
12.2K+ 4.36% |
$979K - $1.14M
|
291K
$28.7M
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
11.5K+ 9.17% |
$928K - $1.08M
|
137K
$13.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.6K+ 2.86% |
$855K - $995K
|
381K
$37.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
10.6K+ 46.43% |
$853K - $993K
|
33.4K
$3.29M
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
10K+ 47.81% |
$805K - $938K
|
30.9K
$3.04M
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
9.89K+ 1.39% |
$797K - $927K
|
721K
$71M
|
|
|
Aug 11, 2022
Q2 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
9.89KNew |
$796K - $927K
|
9.89K
$973K
|
|
|
Aug 15, 2022
Q2 2022
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
9.6KNew |
$773K - $900K
|
9.6K
$945K
|
|
|
Aug 15, 2022
Q2 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
9.58K+ 1.64% |
$772K - $898K
|
595K
$58.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Seven Eight Capital, LP
|
BUY
|
- |
9.5KNew |
$765K - $891K
|
9.5K
$935K
|
|
|
Jul 22, 2022
Q2 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
9.49K+ 13.43% |
$764K - $889K
|
80.1K
$7.89M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
9.42K+ 2.72% |
$759K - $883K
|
356K
$35.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
9.38K+ 72.77% |
$755K - $880K
|
22.3K
$2.19M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.35K+ 15.64% |
$752K - $876K
|
69.1K
$6.8M
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.27KNew |
$747K - $869K
|
9.27K
$913K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
9.09K+ 85.18% |
$732K - $852K
|
19.8K
$1.95M
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
9.09K+ 85.18% |
$732K - $852K
|
19.8K
$1.95M
|
|
|
Aug 05, 2022
Q2 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
9K+ 7.02% |
$724K - $843K
|
137K
$13.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.8K+ 53.15% |
$709K - $825K
|
25.4K
$2.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.61K+ 6.62% |
$693K - $807K
|
139K
$13.7M
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8.49K+ 54.63% |
$684K - $796K
|
24K
$2.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
8.42K+ 223.02% |
$678K - $789K
|
12.2K
$1.2M
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.13K+ 25.2% |
$655K - $762K
|
40.4K
$3.98M
|
|
|
Jul 20, 2022
Q2 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
8KNew |
$644K - $750K
|
8K
$788K
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.95K+ 144.85% |
$640K - $745K
|
13.4K
$1.32M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.81KNew |
$629K - $732K
|
7.81K
$769K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
7.79K+ 2.97% |
$627K - $730K
|
270K
$26.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
7.7K+ 7700.0% |
$620K - $722K
|
7.8K
$768K
|
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
7.64KNew |
$615K - $716K
|
7.64K
$752K
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
7.61KNew |
$612K - $713K
|
7.61K
$749K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.59K+ 290.18% |
$611K - $712K
|
10.2K
$1.01M
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
7.48K+ 313.9% |
$602K - $701K
|
9.86K
$971K
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
7.4K+ 2.15% |
$596K - $694K
|
352K
$34.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.39KNew |
$595K - $692K
|
7.39K
$727K
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
7.37K+ 8.23% |
$593K - $691K
|
96.9K
$9.54M
|
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
7.15K+ 0.36% |
$575K - $670K
|
1.97M
$194M
|
|
|
Jul 22, 2022
Q2 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
7.03K+ 2.55% |
$566K - $659K
|
282K
$27.8M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
7.01K+ 61.23% |
$565K - $657K
|
18.5K
$1.82M
|
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
7K+ 1712.47% |
$564K - $657K
|
7.41K
$730K
|