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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
50New |
$4.03K - $4.69K
|
50
$4.92K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
47New |
$3.78K - $4.41K
|
47
$4.63K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
46+ 1.69% |
$3.7K - $4.31K
|
2.77K
$273K
|
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
41+ 1.44% |
$3.3K - $3.84K
|
2.89K
$284K
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
41+ 0.75% |
$3.3K - $3.84K
|
5.48K
$539K
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
BUY
|
- |
40+ 40.4% |
$3.22K - $3.75K
|
139
$13.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
39New |
$3.14K - $3.66K
|
39
$3.84K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
39New |
$3.14K - $3.66K
|
39
$3.84K
|
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
37+ 1.13% |
$2.98K - $3.47K
|
3.32K
$327K
|
|
|
Feb 13, 2024
Q2 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
30+ 18.18% |
$2.42K - $2.81K
|
195
$19.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
28+ 0.61% |
$2.25K - $2.63K
|
4.62K
$455K
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
26+ 1.06% |
$2.09K - $2.44K
|
2.47K
$243K
|
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
26+ 0.19% |
$2.09K - $2.44K
|
13.9K
$1.37M
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
25+ 22.32% |
$2.01K - $2.34K
|
137
$13.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Td Asset Management Inc
|
BUY
|
- |
24+ 0.18% |
$1.93K - $2.25K
|
13.1K
$1.29M
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
22+ 0.93% |
$1.77K - $2.06K
|
2.4K
$236K
|
|
|
Aug 15, 2022
Q2 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
22+ 0.04% |
$1.77K - $2.06K
|
60.4K
$5.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
19+ 0.68% |
$1.53K - $1.78K
|
2.81K
$277K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19+ 51.35% |
$1.53K - $1.78K
|
56
$5.51K
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
BUY
|
- |
18+ 0.38% |
$1.45K - $1.69K
|
4.79K
$472K
|
|
|
Jul 12, 2022
Q2 2022
|
Albert D Mason Inc
|
BUY
|
- |
17+ 0.11% |
$1.37K - $1.59K
|
15.4K
$1.52M
|
|
|
Jul 12, 2022
Q2 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
12+ 0.08% |
$966 - $1.13K
|
14.5K
$1.42M
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
12+ 46.15% |
$966 - $1.13K
|
38
$3.74K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11+ 0.81% |
$886 - $1.03K
|
1.37K
$135K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 0.31% |
$805 - $938
|
3.19K
$314K
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
BUY
|
- |
9+ 0.06% |
$725 - $844
|
15.2K
$1.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
8+ 0.27% |
$644 - $750
|
3K
$295K
|
|
|
Aug 25, 2023
Q2 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
7+ 0.18% |
$564 - $656
|
3.89K
$383K
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
6+ 0.12% |
$483 - $563
|
4.9K
$483K
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5+ 0.18% |
$403 - $469
|
2.73K
$269K
|
|
|
Aug 05, 2022
Q2 2022
|
Schulhoff & CO Inc
|
BUY
|
- |
5+ 0.08% |
$403 - $469
|
6.05K
$595K
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
5+ 0.09% |
$403 - $469
|
5.8K
$571K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4+ 0.64% |
$322 - $375
|
626
$61.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.42% |
$161 - $188
|
483
$47.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1+ 2.27% |
$80.5 - $93.8
|
45
$4.43K
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1New |
$80.5 - $93.8
|
1
$98.5
|
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-1Closed |
$80.5 - $93.8
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-1- -0.0% |
$80.5 - $93.8
|
36.2K
$3.56M
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
SELL
|
- |
-2- 0.08% |
$161 - $188
|
2.58K
$254K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3- 0.04% |
$242 - $281
|
7.13K
$702K
|
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-5- 0.08% |
$403 - $469
|
6.22K
$612K
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-7- 0.14% |
$564 - $656
|
4.88K
$480K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-12- 3.23% |
$966 - $1.13K
|
360
$35.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-13- 0.49% |
$1.05K - $1.22K
|
2.64K
$260K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-14- 0.48% |
$1.13K - $1.31K
|
2.87K
$283K
|
|
|
Jul 26, 2022
Q2 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-19- 0.7% |
$1.53K - $1.78K
|
2.68K
$264K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-19- 2.01% |
$1.53K - $1.78K
|
925
$91.1K
|