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 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
500+ 1.15% |
$40.3K - $46.9K
|
43.9K
$4.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
477+ 11.56% |
$38.4K - $44.7K
|
4.6K
$453K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
465+ 0.97% |
$37.4K - $43.6K
|
48.4K
$4.76M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
455+ 2.96% |
$36.6K - $42.7K
|
15.8K
$1.56M
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
446+ 30.84% |
$35.9K - $41.8K
|
1.89K
$186K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
446+ 88.14% |
$35.9K - $41.8K
|
952
$93.7K
|
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
442+ 4.72% |
$35.6K - $41.4K
|
9.81K
$966K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
431+ 6.42% |
$34.7K - $40.4K
|
7.14K
$703K
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
427+ 2.87% |
$34.4K - $40K
|
15.3K
$1.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
425New |
$34.2K - $39.8K
|
425
$41.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
409+ 35.66% |
$32.9K - $38.3K
|
1.56K
$153K
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
407+ 6.56% |
$32.8K - $38.2K
|
6.61K
$651K
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
384+ 11.99% |
$30.9K - $36K
|
3.59K
$353K
|
|
|
Feb 01, 2023
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
371+ 9.02% |
$29.9K - $34.8K
|
4.48K
$441K
|
|
|
Aug 08, 2022
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
371+ 9.02% |
$29.9K - $34.8K
|
4.48K
$441K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
366+ 1.38% |
$29.5K - $34.3K
|
27K
$2.66M
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
351+ 0.17% |
$28.3K - $32.9K
|
203K
$20M
|
|
|
Aug 04, 2022
Q2 2022
|
Dorchester Wealth Management CO
|
BUY
|
- |
345+ 13.27% |
$27.8K - $32.3K
|
2.95K
$290K
|
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
BUY
|
- |
339+ 6.01% |
$27.3K - $31.8K
|
5.98K
$588K
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
BUY
|
- |
334+ 7.62% |
$26.9K - $31.3K
|
4.72K
$465K
|
|
|
Aug 02, 2022
Q2 2022
|
Security Asset Management
|
BUY
|
- |
333+ 6.49% |
$26.8K - $31.2K
|
5.46K
$538K
|
|
|
Aug 02, 2022
Q2 2022
|
Beddow Capital Management Inc
|
BUY
|
- |
315+ 5.94% |
$25.4K - $29.5K
|
5.62K
$553K
|
|
|
Aug 12, 2022
Q2 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
310+ 1.46% |
$25K - $29.1K
|
21.5K
$2.12M
|
|
|
Jul 25, 2022
Q2 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
300+ 3.84% |
$24.2K - $28.1K
|
8.11K
$799K
|
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
BUY
|
- |
300+ 1.84% |
$24.2K - $28.1K
|
16.6K
$1.63M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
298+ 7.87% |
$24K - $27.9K
|
4.09K
$402K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
288New |
$23.2K - $27K
|
288
$28.4K
|
|
|
Jul 14, 2022
Q2 2022
|
Smart Money Group LLC
|
BUY
|
- |
275+ 7.64% |
$22.1K - $25.8K
|
3.87K
$381K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
274+ 4.73% |
$22.1K - $25.7K
|
6.06K
$597K
|
|
|
Aug 09, 2022
Q2 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
264+ 3.33% |
$21.3K - $24.8K
|
8.2K
$807K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
260+ 168.83% |
$20.9K - $24.4K
|
414
$40.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
260New |
$20.9K - $24.4K
|
260
$25.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
257+ 1.12% |
$20.7K - $24.1K
|
23.3K
$2.29M
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
256+ 6.6% |
$20.6K - $24K
|
4.13K
$407K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
252+ 0.81% |
$20.3K - $23.6K
|
31.2K
$3.07M
|
|
|
Aug 04, 2022
Q2 2022
|
Cardinal Capital Management
|
BUY
|
- |
250+ 0.59% |
$20.1K - $23.4K
|
42.4K
$4.17M
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
246+ 5.78% |
$19.8K - $23.1K
|
4.51K
$444K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
245+ 0.15% |
$19.7K - $23K
|
167K
$16.4M
|
|
|
Aug 03, 2022
Q2 2022
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
241+ 2.23% |
$19.4K - $22.6K
|
11K
$1.09M
|
|
|
Aug 08, 2022
Q2 2022
|
Zevin Asset Management LLC
|
BUY
|
- |
228+ 0.3% |
$18.4K - $21.4K
|
76.3K
$7.51M
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
225+ 25.89% |
$18.1K - $21.1K
|
1.09K
$108K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
223+ 474.47% |
$18K - $20.9K
|
270
$26.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
220+ 0.07% |
$17.7K - $20.6K
|
326K
$32.1M
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
220+ 146.67% |
$17.7K - $20.6K
|
370
$36.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
216New |
$17.4K - $20.3K
|
216
$21.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
210+ 0.94% |
$16.9K - $19.7K
|
22.5K
$2.21M
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
203+ 44.23% |
$16.3K - $19K
|
662
$65.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
202+ 6.66% |
$16.3K - $18.9K
|
3.23K
$318K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
201+ 0.95% |
$16.2K - $18.8K
|
21.3K
$2.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
200+ 200.0% |
$16.1K - $18.8K
|
300
$29.5K
|