Purchases and Sales Made in Q1 2022 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
1.17K+ 8.84% |
$93.6K - $106K
|
14.4K
$1.53M
|
|
|
Apr 12, 2022
Q1 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.16K+ 3.32% |
$93.2K - $105K
|
36.2K
$3.84M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
1.13K+ 3.04% |
$90.8K - $103K
|
38.4K
$4.08M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.13K+ 4.93% |
$90.1K - $102K
|
24K
$2.55M
|
|
|
May 10, 2022
Q1 2022
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
1.09K+ 0.82% |
$87.3K - $98.8K
|
134K
$14.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
BUY
|
- |
1.08K+ 46.8% |
$86.8K - $98.1K
|
3.4K
$361K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.07K+ 4.19% |
$85.7K - $97K
|
26.6K
$2.83M
|
|
|
May 04, 2022
Q1 2022
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.06K+ 6.48% |
$85.1K - $96.2K
|
17.4K
$1.85M
|
|
|
Apr 01, 2024
Q1 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.05K+ 3.49% |
$83.7K - $94.7K
|
31K
$3.29M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.03KNew |
$82.3K - $93.1K
|
1.03K
$109K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
1.02K+ 15.73% |
$82K - $92.7K
|
7.53K
$800K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.02KNew |
$81.4K - $92.1K
|
1.02K
$108K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
1K+ 116.41% |
$80.1K - $90.6K
|
1.86K
$198K
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
BUY
|
- |
985+ 7.46% |
$78.9K - $89.3K
|
14.2K
$1.51M
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
975+ 8.18% |
$78.1K - $88.4K
|
12.9K
$1.37M
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
971+ 11.34% |
$77.8K - $88K
|
9.54K
$1.01M
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
967+ 1.14% |
$77.5K - $87.6K
|
86K
$9.14M
|
|
|
Aug 25, 2023
Q1 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
963+ 32.99% |
$77.1K - $87.3K
|
3.88K
$413K
|
|
|
Apr 14, 2022
Q1 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
956+ 5.79% |
$76.6K - $86.6K
|
17.5K
$1.86M
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
956+ 28.12% |
$76.6K - $86.6K
|
4.36K
$463K
|
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
956+ 3.86% |
$76.6K - $86.6K
|
25.7K
$2.74M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
953+ 2.55% |
$76.3K - $86.4K
|
38.3K
$4.07M
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
BUY
|
- |
934+ 2.41% |
$74.8K - $84.6K
|
39.8K
$4.23M
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
929+ 11.58% |
$74.4K - $84.2K
|
8.95K
$951K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
901+ 4.69% |
$72.2K - $81.6K
|
20.1K
$2.14M
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
888+ 57.93% |
$71.1K - $80.5K
|
2.42K
$257K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
884+ 166.48% |
$70.8K - $80.1K
|
1.42K
$150K
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
870+ 0.2% |
$69.7K - $78.8K
|
429K
$45.6M
|
|
|
May 16, 2022
Q1 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
842+ 6.74% |
$67.5K - $76.3K
|
13.3K
$1.42M
|
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
BUY
|
- |
831+ 5.62% |
$66.6K - $75.3K
|
15.6K
$1.66M
|
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
830+ 4.08% |
$66.5K - $75.2K
|
21.2K
$2.25M
|
|
|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
800+ 3.76% |
$64.1K - $72.5K
|
22.1K
$2.35M
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
791+ 5.49% |
$63.4K - $71.7K
|
15.2K
$1.62M
|
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
BUY
|
- |
776+ 11.29% |
$62.2K - $70.3K
|
7.65K
$813K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
758+ 9.27% |
$60.7K - $68.7K
|
8.94K
$950K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
750+ 39.47% |
$60.1K - $68K
|
2.65K
$282K
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
750+ 12.47% |
$60.1K - $68K
|
6.76K
$719K
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
738+ 4.74% |
$59.1K - $66.9K
|
16.3K
$1.73M
|
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
BUY
|
- |
737+ 16.81% |
$59K - $66.8K
|
5.12K
$544K
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
728+ 23.21% |
$58.3K - $66K
|
3.87K
$411K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
717+ 3.51% |
$57.4K - $65K
|
21.2K
$2.25M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
712+ 2.97% |
$57K - $64.5K
|
24.7K
$2.62M
|
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
BUY
|
- |
686+ 8.26% |
$55K - $62.2K
|
8.99K
$955K
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
679+ 4.1% |
$54.4K - $61.5K
|
17.3K
$1.83M
|
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
674+ 0.37% |
$54K - $61.1K
|
183K
$19.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
661+ 26.0% |
$53K - $59.9K
|
3.2K
$340K
|
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
657+ 10.23% |
$52.6K - $59.5K
|
7.08K
$752K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
655+ 22.8% |
$52.5K - $59.4K
|
3.53K
$375K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
643+ 10.91% |
$51.5K - $58.3K
|
6.54K
$695K
|
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
624+ 9.94% |
$50K - $56.5K
|
6.9K
$733K
|