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 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
200+ 3.45% |
$16.1K - $18.8K
|
6K
$591K
|
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
BUY
|
- |
197+ 1.3% |
$15.9K - $18.5K
|
15.3K
$1.51M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
196+ 6.91% |
$15.8K - $18.4K
|
3.03K
$299K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
192+ 1.45% |
$15.5K - $18K
|
13.5K
$1.33M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
192+ 9.58% |
$15.5K - $18K
|
2.2K
$216K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
188New |
$15.1K - $17.6K
|
188
$18.5K
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
188+ 1.96% |
$15.1K - $17.6K
|
9.79K
$964K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
179+ 4.49% |
$14.4K - $16.8K
|
4.17K
$410K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
179+ 1.52% |
$14.4K - $16.8K
|
12K
$1.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
172+ 2.06% |
$13.8K - $16.1K
|
8.53K
$839K
|
|
|
Aug 03, 2022
Q2 2022
|
Advisors Management Group Inc
|
BUY
|
- |
171+ 0.86% |
$13.8K - $16K
|
20K
$1.96M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
164+ 6.11% |
$13.2K - $15.4K
|
2.85K
$280K
|
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
163+ 1.84% |
$13.1K - $15.3K
|
9K
$886K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
161+ 5.45% |
$13K - $15.1K
|
3.11K
$307K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
158+ 0.73% |
$12.7K - $14.8K
|
21.9K
$2.16M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
150+ 1.86% |
$12.1K - $14.1K
|
8.22K
$809K
|
|
|
Jul 19, 2022
Q2 2022
|
Notis Mc Conarty Edward
|
BUY
|
- |
145+ 0.33% |
$11.7K - $13.6K
|
44.1K
$4.35M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
138+ 5.21% |
$11.1K - $12.9K
|
2.79K
$274K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
136+ 3.2% |
$11K - $12.8K
|
4.39K
$432K
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
131+ 4.8% |
$10.5K - $12.3K
|
2.86K
$282K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
129+ 3.72% |
$10.4K - $12.1K
|
3.6K
$354K
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
127+ 1.47% |
$10.2K - $11.9K
|
8.78K
$865K
|
|
|
Aug 15, 2022
Q2 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
125+ 3.71% |
$10.1K - $11.7K
|
3.49K
$344K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
122New |
$9.82K - $11.4K
|
122
$12K
|
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
122+ 5.23% |
$9.82K - $11.4K
|
2.45K
$241K
|
|
|
Aug 11, 2022
Q2 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
112+ 0.68% |
$9.02K - $10.5K
|
16.7K
$1.64M
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
111+ 1.94% |
$8.94K - $10.4K
|
5.82K
$573K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
110+ 4.28% |
$8.86K - $10.3K
|
2.68K
$264K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
108+ 50.94% |
$8.7K - $10.1K
|
320
$31.5K
|
|
|
Aug 09, 2023
Q2 2022
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
102+ 1.66% |
$8.21K - $9.56K
|
6.24K
$614K
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
100+ 4.05% |
$8.05K - $9.38K
|
2.57K
$253K
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
100+ 4.48% |
$8.05K - $9.38K
|
2.33K
$229K
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
92New |
$7.41K - $8.63K
|
92
$9.06K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
90+ 41.1% |
$7.25K - $8.44K
|
309
$30.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
89+ 2.19% |
$7.17K - $8.34K
|
4.16K
$409K
|
|
|
Aug 08, 2022
Q2 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
83+ 0.33% |
$6.68K - $7.78K
|
24.9K
$2.45M
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
80New |
$6.44K - $7.5K
|
80
$7.88K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
79+ 1.94% |
$6.36K - $7.41K
|
4.15K
$409K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
75+ 52.82% |
$6.04K - $7.03K
|
217
$21.4K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
67+ 1.39% |
$5.39K - $6.28K
|
4.88K
$480K
|
|
|
Aug 01, 2022
Q2 2022
|
Optas, LLC
|
BUY
|
- |
65+ 2.57% |
$5.23K - $6.09K
|
2.59K
$255K
|
|
|
Jul 14, 2022
Q2 2022
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
65+ 1.28% |
$5.23K - $6.09K
|
5.16K
$508K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
64+ 2.14% |
$5.15K - $6K
|
3.06K
$301K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
64+ 12.75% |
$5.15K - $6K
|
566
$55.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
64+ 2.74% |
$5.15K - $6K
|
2.4K
$236K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
57+ 0.74% |
$4.59K - $5.34K
|
7.76K
$764K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
55+ 5.13% |
$4.43K - $5.16K
|
1.13K
$111K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
54+ 43.2% |
$4.35K - $5.06K
|
179
$17.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
53+ 2.14% |
$4.27K - $4.97K
|
2.53K
$249K
|
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
50+ 0.82% |
$4.03K - $4.69K
|
6.12K
$603K
|