Latest Institutional Transactions on Novartis Ag (NVS)
This table provides information on the latest institutional transactions involving Novartis Ag (NVS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
26.1K+ 1727.63% |
$2.77M - $3.16M
|
27.7K
$2.98M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
118KNew |
$12.5M - $14.2M
|
118K
$12.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-109- 10.53% |
$11.6K - $13.2K
|
926
$99.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.08K+ 3.44% |
$115K - $130K
|
32.4K
$3.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-1- 0.01% |
$106 - $121
|
9.46K
$1.02M
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
20.6KNew |
$2.19M - $2.49M
|
20.6K
$2.22M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-127- 0.71% |
$13.5K - $15.4K
|
17.9K
$1.92M
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-50- 0.72% |
$5.31K - $6.04K
|
6.85K
$738K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
245New |
$26K - $29.6K
|
245
$26.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.11K+ 16.22% |
$118K - $134K
|
7.95K
$856K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
50New |
$5.31K - $6.04K
|
50
$5.39K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
600+ 1.22% |
$63.7K - $72.5K
|
50K
$5.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-114K- 53.06% |
$12.1M - $13.8M
|
101K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.8K+ 68.16% |
$1.26M - $1.43M
|
29.2K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
18.2KNew |
$1.93M - $2.2M
|
18.2K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-17.3K- 9.88% |
$1.84M - $2.09M
|
158K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
200New |
$21.2K - $24.2K
|
200
$21.6K
|
|
|
Nov 14, 2024
Q3 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
115+ 2.27% |
$12.2K - $13.9K
|
5.18K
$558K
|
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
250+ 0.63% |
$26.5K - $30.2K
|
40.2K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.45K+ 12.13% |
$897K - $1.02M
|
78.1K
$8.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-537- 6.3% |
$57K - $64.9K
|
7.99K
$861K
|
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-178- 9.03% |
$18.9K - $21.5K
|
1.79K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.04KNew |
$216K - $246K
|
2.04K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
81.2K+ 16.51% |
$8.61M - $9.81M
|
573K
$61.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-150- 1.27% |
$15.9K - $18.1K
|
11.7K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.2K- 0.96% |
$1.4M - $1.6M
|
1.37M
$148M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
PUT |
-30.6K- 50.5% |
$3.25M - $3.7M
|
30K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
25.7K+ 722.51% |
$2.73M - $3.11M
|
29.3K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
50.7K+ 35.88% |
$5.38M - $6.13M
|
192K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-757- 55.13% |
$80.3K - $91.5K
|
616
$66.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
16.9K+ 11.7% |
$1.79M - $2.04M
|
161K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.91K- 4.44% |
$521K - $594K
|
106K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
996+ 44.86% |
$106K - $120K
|
3.22K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-58.7K- 3.34% |
$6.23M - $7.09M
|
1.7M
$183M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
709+ 1.38% |
$75.2K - $85.7K
|
52.1K
$5.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
640New |
$67.9K - $77.4K
|
640
$69K
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
123+ 2.98% |
$13.1K - $14.9K
|
4.25K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.89KNew |
$201K - $229K
|
1.89K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.46K+ 18.15% |
$367K - $418K
|
22.5K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
1.84KNew |
$195K - $222K
|
1.84K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
BUY
|
- |
1.82KNew |
$193K - $220K
|
1.82K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-133- 0.96% |
$14.1K - $16.1K
|
13.7K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
350+ 6.39% |
$37.1K - $42.3K
|
5.83K
$628K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.77K+ 23.25% |
$188K - $214K
|
9.4K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Bristol John W & CO Inc
|
SELL
|
- |
-1.21K- 0.19% |
$129K - $147K
|
624K
$67.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Integral Health Asset Management, LLC
|
SELL
|
- |
-100K- 33.33% |
$10.6M - $12.1M
|
200K
$21.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-71.1K- 29.0% |
$7.54M - $8.59M
|
174K
$18.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-536- 2.2% |
$56.9K - $64.8K
|
23.8K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
223+ 5.86% |
$23.7K - $27K
|
4.03K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.89KNew |
$201K - $229K
|
1.89K
$204K
|