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
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3.19KNew |
$257K - $299K
|
3.19K
$316K
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
3.18K+ 18.31% |
$256K - $298K
|
20.6K
$2.04M
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
3.17K+ 88.71% |
$256K - $298K
|
6.75K
$669K
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
3.17KNew |
$255K - $297K
|
3.17K
$314K
|
|
Jul 19, 2022
Q2 2022
|
Value Partners Investments Inc.
|
BUY
|
- |
3.03KNew |
$244K - $284K
|
3.03K
$301K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.99K+ 5.51% |
$240K - $280K
|
57.2K
$5.67M
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.97KNew |
$239K - $279K
|
2.97K
$295K
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.91KNew |
$234K - $273K
|
2.91K
$288K
|
|
Jul 29, 2022
Q2 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
2.88KNew |
$232K - $270K
|
2.88K
$285K
|
|
Aug 05, 2022
Q2 2022
|
Buckhead Capital Management LLC
|
BUY
|
- |
2.86K+ 3.38% |
$230K - $268K
|
87.6K
$8.68M
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
BUY
|
- |
2.85KNew |
$230K - $268K
|
2.85K
$283K
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.85KNew |
$230K - $267K
|
2.85K
$283K
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.8K+ 16.94% |
$226K - $263K
|
19.3K
$1.92M
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.78K+ 19.76% |
$224K - $260K
|
16.8K
$1.67M
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.76K+ 10.99% |
$222K - $259K
|
27.9K
$2.77M
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.71KNew |
$218K - $254K
|
2.71K
$268K
|
|
Aug 11, 2022
Q2 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
2.7K+ 20.32% |
$218K - $253K
|
16K
$1.59M
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.66KNew |
$214K - $249K
|
2.66K
$263K
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
2.65K+ 87.35% |
$213K - $248K
|
5.67K
$562K
|
|
Aug 11, 2022
Q2 2022
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.64K+ 0.83% |
$212K - $247K
|
321K
$31.8M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.63K+ 32.21% |
$212K - $247K
|
10.8K
$1.07M
|
|
Aug 16, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.63KNew |
$212K - $246K
|
2.63K
$260K
|
|
Jul 29, 2022
Q2 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
2.61KNew |
$210K - $245K
|
2.61K
$259K
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.6KNew |
$209K - $244K
|
2.6K
$258K
|
|
Aug 15, 2022
Q2 2022
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
2.58K+ 2.12% |
$208K - $242K
|
124K
$12.3M
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.53KNew |
$203K - $237K
|
2.53K
$250K
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.45KNew |
$197K - $230K
|
2.45K
$243K
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.45KNew |
$197K - $229K
|
2.45K
$242K
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.41K+ 25.84% |
$194K - $226K
|
11.7K
$1.16M
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.39KNew |
$193K - $224K
|
2.39K
$237K
|
|
Aug 01, 2022
Q2 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.39K+ 6.29% |
$192K - $224K
|
40.3K
$4M
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.37KNew |
$191K - $222K
|
2.37K
$235K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.37KNew |
$191K - $222K
|
2.37K
$235K
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
2.35K+ 1.69% |
$189K - $220K
|
141K
$14M
|
|
Jul 27, 2022
Q2 2022
|
John G Ullman & Associates Inc
|
BUY
|
- |
2.3K+ 1.23% |
$185K - $215K
|
189K
$18.7M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.24KNew |
$181K - $210K
|
2.24K
$222K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.24K+ 0.76% |
$180K - $210K
|
295K
$29.2M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.21KNew |
$178K - $207K
|
2.21K
$219K
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.2K+ 62.96% |
$177K - $207K
|
5.7K
$565K
|
|
Aug 15, 2022
Q2 2022
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
2.14K+ 4.76% |
$173K - $201K
|
47.1K
$4.67M
|
|
Aug 10, 2022
Q2 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.13K+ 50.75% |
$171K - $200K
|
6.32K
$627K
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.11K+ 25.36% |
$170K - $198K
|
10.4K
$1.04M
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
2.1KNew |
$169K - $197K
|
2.1K
$208K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
2.08K+ 9.02% |
$167K - $195K
|
25.1K
$2.49M
|
|
Aug 16, 2022
Q2 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2K+ 1.87% |
$161K - $187K
|
109K
$10.8M
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
BUY
|
- |
1.99K+ 1.28% |
$160K - $186K
|
158K
$15.6M
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.95K+ 7.21% |
$157K - $182K
|
28.9K
$2.87M
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.92K+ 60.41% |
$154K - $180K
|
5.09K
$505K
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.91K+ 12.11% |
$154K - $179K
|
17.7K
$1.75M
|
|
Aug 15, 2022
Q2 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.88K+ 4.76% |
$151K - $176K
|
41.4K
$4.1M
|