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 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.87K+ 20.99% |
$151K - $176K
|
10.8K
$1.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.83K+ 63.76% |
$147K - $171K
|
4.7K
$465K
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.8K+ 14.97% |
$145K - $169K
|
13.8K
$1.37M
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.78K+ 2.84% |
$144K - $167K
|
64.6K
$6.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.77K+ 7.03% |
$143K - $166K
|
26.9K
$2.67M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.76K+ 13.25% |
$141K - $165K
|
15K
$1.49M
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.75K+ 14.75% |
$141K - $164K
|
13.6K
$1.35M
|
|
|
Jul 27, 2022
Q2 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.73K+ 2.41% |
$140K - $163K
|
73.7K
$7.3M
|
|
|
Aug 03, 2022
Q2 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.72K+ 1.23% |
$139K - $162K
|
142K
$14.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.72K+ 2.6% |
$139K - $162K
|
68.1K
$6.75M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.69K+ 4.43% |
$136K - $159K
|
40K
$3.96M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.69K+ 22.92% |
$136K - $159K
|
9.08K
$899K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.69K+ 237.8% |
$136K - $158K
|
2.4K
$237K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.69KNew |
$136K - $158K
|
1.69K
$167K
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.67K+ 3.76% |
$134K - $156K
|
46K
$4.56M
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
1.63K+ 17.42% |
$131K - $153K
|
11K
$1.09M
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.63K+ 30.04% |
$131K - $153K
|
7.06K
$700K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.6K+ 167.71% |
$129K - $150K
|
2.55K
$253K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.55K+ 3.77% |
$125K - $145K
|
42.6K
$4.22M
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.55K+ 5.38% |
$125K - $145K
|
30.3K
$3M
|
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.53K+ 12.18% |
$123K - $143K
|
14.1K
$1.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.52K+ 12.96% |
$123K - $143K
|
13.3K
$1.32M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.5KNew |
$121K - $141K
|
1.5K
$149K
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
1.5K+ 30.83% |
$121K - $141K
|
6.37K
$631K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.48K+ 3.25% |
$119K - $139K
|
47.2K
$4.67M
|
|
|
Aug 09, 2022
Q2 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.45K+ 3.08% |
$117K - $136K
|
48.4K
$4.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.42K+ 20.64% |
$115K - $134K
|
8.32K
$825K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.41K+ 12.79% |
$113K - $132K
|
12.4K
$1.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
1.38K+ 10.31% |
$111K - $129K
|
14.7K
$1.46M
|
|
|
Aug 09, 2022
Q2 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.37K+ 4.27% |
$110K - $129K
|
33.5K
$3.32M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.35K+ 39.55% |
$109K - $127K
|
4.77K
$472K
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
1.34K+ 34.96% |
$108K - $125K
|
5.16K
$511K
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.33K+ 14.67% |
$107K - $125K
|
10.4K
$1.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
1.32K+ 56.8% |
$106K - $123K
|
3.63K
$360K
|
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.3K+ 19.59% |
$105K - $122K
|
7.95K
$788K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.3K+ 56.1% |
$104K - $122K
|
3.61K
$358K
|
|
|
Aug 15, 2022
Q2 2022
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
1.28K+ 8.89% |
$103K - $120K
|
15.7K
$1.55M
|
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.25K+ 12.33% |
$101K - $117K
|
11.4K
$1.13M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.25KNew |
$100K - $117K
|
1.25K
$123K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.2K+ 18.82% |
$96.6K - $113K
|
7.58K
$751K
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.18K+ 4.43% |
$94.7K - $110K
|
27.7K
$2.75M
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
1.16K+ 279.76% |
$93.5K - $109K
|
1.58K
$156K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.16KNew |
$93.4K - $109K
|
1.16K
$115K
|
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.14K+ 6.24% |
$91.4K - $106K
|
19.3K
$1.91M
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
1.12K+ 48.91% |
$90.4K - $105K
|
3.42K
$339K
|
|
|
Jul 28, 2022
Q2 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.12K+ 9.26% |
$89.9K - $105K
|
13.2K
$1.31M
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.12K+ 9.28% |
$89.9K - $105K
|
13.1K
$1.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.11K+ 13.27% |
$89.1K - $104K
|
9.44K
$935K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
1.09K+ 19.48% |
$88.1K - $103K
|
6.71K
$665K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.08K+ 100.75% |
$86.7K - $101K
|
2.15K
$213K
|