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 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
6.97K+ 7.76% |
$561K - $653K
|
96.8K
$9.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.54KNew |
$527K - $613K
|
6.54K
$644K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.5K+ 8.95% |
$524K - $610K
|
79.1K
$7.79M
|
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
6.22KNew |
$501K - $583K
|
6.22K
$612K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.01K+ 52.33% |
$484K - $563K
|
17.5K
$1.72M
|
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
5.97KNew |
$481K - $560K
|
5.97K
$588K
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
5.87K+ 10.91% |
$472K - $550K
|
59.6K
$5.87M
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
5.86K+ 16.15% |
$472K - $549K
|
42.1K
$4.15M
|
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
5.81K+ 54.32% |
$468K - $545K
|
16.5K
$1.62M
|
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.51KNew |
$443K - $516K
|
5.51K
$542K
|
|
|
Aug 12, 2022
Q2 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
5.47KNew |
$441K - $513K
|
5.47K
$539K
|
|
|
Aug 01, 2022
Q2 2022
|
Leuthold Group, LLC
|
BUY
|
- |
5.19KNew |
$418K - $486K
|
5.19K
$511K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.13K+ 86.3% |
$413K - $481K
|
11.1K
$1.09M
|
|
|
Aug 09, 2022
Q2 2022
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
5.08K+ 1.22% |
$409K - $476K
|
422K
$41.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.94K+ 3.16% |
$397K - $463K
|
161K
$15.9M
|
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
4.79KNew |
$386K - $449K
|
4.79K
$472K
|
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.77KNew |
$384K - $448K
|
4.77K
$470K
|
|
|
Aug 28, 2024
Q2 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4.61K+ 162.05% |
$371K - $432K
|
7.45K
$733K
|
|
|
Aug 10, 2022
Q2 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.6K+ 5.95% |
$370K - $431K
|
81.9K
$8.06M
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.53K+ 119.54% |
$365K - $425K
|
8.33K
$820K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.53K+ 119.54% |
$365K - $425K
|
8.33K
$820K
|
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
4.48K+ 14.93% |
$361K - $420K
|
34.5K
$3.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
4.46K+ 36.44% |
$359K - $419K
|
16.7K
$1.65M
|
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
BUY
|
- |
4.44K+ 4.44% |
$357K - $416K
|
105K
$10.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
4.29K+ 27.1% |
$346K - $402K
|
20.1K
$1.98M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.25K+ 12.57% |
$342K - $398K
|
38K
$3.75M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4.24K+ 0.9% |
$341K - $397K
|
474K
$46.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
4.11K+ 5.04% |
$331K - $386K
|
85.7K
$8.43M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.11K+ 9.1% |
$331K - $385K
|
49.2K
$4.85M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.04K+ 13.65% |
$325K - $379K
|
33.6K
$3.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.04KNew |
$325K - $379K
|
4.04K
$398K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.01K+ 3.71% |
$323K - $376K
|
112K
$11M
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.98K+ 1.22% |
$321K - $374K
|
332K
$32.7M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
3.97K+ 4.31% |
$320K - $372K
|
96.1K
$9.46M
|
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
3.95K+ 2.16% |
$318K - $370K
|
187K
$18.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.87KNew |
$311K - $362K
|
3.87K
$381K
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.86KNew |
$310K - $362K
|
3.86K
$380K
|
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.76K+ 41.78% |
$303K - $353K
|
12.8K
$1.26M
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.75K+ 26.24% |
$302K - $351K
|
18K
$1.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.55K+ 55.8% |
$286K - $333K
|
9.9K
$975K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.54KNew |
$285K - $332K
|
3.54K
$349K
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
3.5K+ 636.36% |
$282K - $328K
|
4.05K
$399K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.42KNew |
$275K - $321K
|
3.42K
$337K
|
|
|
Aug 01, 2022
Q2 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
3.4K+ 2.54% |
$274K - $319K
|
137K
$13.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.4K+ 59.72% |
$274K - $319K
|
9.1K
$896K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.36K+ 4.65% |
$270K - $315K
|
75.5K
$7.43M
|
|
|
Aug 11, 2022
Q2 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
3.32K+ 3.16% |
$267K - $311K
|
108K
$10.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.31KNew |
$267K - $311K
|
3.31K
$326K
|
|
|
Aug 05, 2022
Q2 2022
|
Mqs Management LLC
|
BUY
|
- |
3.28K+ 54.68% |
$264K - $307K
|
9.26K
$912K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
3.22K+ 11.53% |
$260K - $302K
|
31.2K
$3.07M
|