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 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.02K+ 7.22% |
$82.1K - $95.6K
|
15.2K
$1.49M
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.02K+ 19.98% |
$81.8K - $95.3K
|
6.1K
$601K
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.01K+ 9.12% |
$81.6K - $95.1K
|
12.1K
$1.19M
|
|
|
Aug 05, 2022
Q2 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
996+ 11.92% |
$80.2K - $93.4K
|
9.36K
$921K
|
|
|
Aug 01, 2022
Q2 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
985+ 11.93% |
$79.3K - $92.3K
|
9.24K
$910K
|
|
|
Aug 01, 2022
Q2 2022
|
Narwhal Capital Management
|
BUY
|
- |
956+ 1.76% |
$77K - $89.6K
|
55.4K
$5.45M
|
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
938+ 28.91% |
$75.5K - $87.9K
|
4.18K
$412K
|
|
|
Jul 20, 2022
Q2 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
936+ 1.2% |
$75.4K - $87.8K
|
78.8K
$7.76M
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
936New |
$75.4K - $87.8K
|
936
$92.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
905+ 3.45% |
$72.9K - $84.8K
|
27.1K
$2.67M
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
904+ 5.54% |
$72.8K - $84.8K
|
17.2K
$1.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
884New |
$71.2K - $82.9K
|
884
$87K
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
883+ 6.09% |
$71.1K - $82.8K
|
15.4K
$1.51M
|
|
|
Jul 22, 2022
Q2 2022
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
866+ 4.96% |
$69.7K - $81.2K
|
18.3K
$1.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
854+ 5.04% |
$68.8K - $80.1K
|
17.8K
$1.75M
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
BUY
|
- |
844+ 5.4% |
$68K - $79.1K
|
16.5K
$1.62M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
823+ 33.13% |
$66.3K - $77.2K
|
3.31K
$326K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
811+ 5.1% |
$65.3K - $76K
|
16.7K
$1.64M
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
807+ 23.76% |
$65K - $75.7K
|
4.2K
$414K
|
|
|
Jul 25, 2022
Q2 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
805+ 4.61% |
$64.8K - $75.5K
|
18.3K
$1.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
803+ 10.86% |
$64.7K - $75.3K
|
8.2K
$807K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
785+ 7.63% |
$63.2K - $73.6K
|
11.1K
$1.09M
|
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
765+ 11.31% |
$61.6K - $71.7K
|
7.53K
$741K
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
760+ 14.6% |
$61.2K - $71.3K
|
5.97K
$587K
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
755+ 10.03% |
$60.8K - $70.8K
|
8.28K
$815K
|
|
|
Aug 15, 2022
Q2 2022
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
754+ 8.96% |
$60.7K - $70.7K
|
9.17K
$903K
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
752+ 204.9% |
$60.6K - $70.5K
|
1.12K
$110K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
749+ 3.54% |
$60.3K - $70.2K
|
21.9K
$2.16M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
727+ 0.39% |
$58.5K - $68.2K
|
188K
$18.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
710+ 3.16% |
$57.2K - $66.6K
|
23.2K
$2.28M
|
|
|
Aug 12, 2022
Q2 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
700+ 7.95% |
$56.4K - $65.6K
|
9.5K
$936K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
697New |
$56.1K - $65.3K
|
697
$68.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
690+ 3.09% |
$55.6K - $64.7K
|
23K
$2.27M
|
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
677+ 9.56% |
$54.5K - $63.5K
|
7.76K
$763K
|
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
650+ 1.46% |
$52.3K - $60.9K
|
45.2K
$4.45M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
644+ 77.4% |
$51.9K - $60.4K
|
1.48K
$145K
|
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
BUY
|
- |
637+ 3.94% |
$51.3K - $59.7K
|
16.8K
$1.66M
|
|
|
Jul 29, 2022
Q2 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
632+ 7.46% |
$50.9K - $59.3K
|
9.11K
$897K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
611+ 12.81% |
$49.2K - $57.3K
|
5.38K
$530K
|
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
598+ 2.88% |
$48.2K - $56.1K
|
21.3K
$2.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
596+ 23.37% |
$48K - $55.9K
|
3.15K
$310K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
594+ 17.05% |
$47.8K - $55.7K
|
4.08K
$401K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
572+ 10.55% |
$46.1K - $53.6K
|
6K
$590K
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
565+ 43.46% |
$45.5K - $53K
|
1.87K
$184K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
547New |
$44K - $51.3K
|
547
$53.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
540+ 18.24% |
$43.5K - $50.6K
|
3.5K
$345K
|
|
|
Jul 28, 2022
Q2 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
538+ 3.17% |
$43.3K - $50.4K
|
17.5K
$1.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
507+ 1.56% |
$40.8K - $47.5K
|
33.1K
$3.26M
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
501+ 50.0% |
$40.3K - $47K
|
1.5K
$148K
|
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
500+ 19.61% |
$40.3K - $46.9K
|
3.05K
$300K
|