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 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-6.62K- 18.63% |
$703K - $800K
|
28.9K
$3.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.56K- 17.93% |
$165K - $188K
|
7.12K
$760K
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-500- 0.59% |
$53.1K - $60.4K
|
84.5K
$9.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-20- 0.36% |
$2.12K - $2.42K
|
5.53K
$591K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.23K+ 3.86% |
$449K - $511K
|
114K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
647+ 33.65% |
$68.7K - $78.2K
|
2.57K
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
563+ 12.46% |
$59.8K - $68.1K
|
5.08K
$543K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.77KNew |
$719K - $819K
|
6.77K
$724K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.01K- 5.06% |
$213K - $242K
|
37.6K
$4.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-115- 0.59% |
$12.2K - $13.9K
|
19.3K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
340+ 2.08% |
$36.1K - $41.1K
|
16.7K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.56K+ 156100.0% |
$166K - $189K
|
1.56K
$167K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.19KNew |
$869K - $990K
|
8.19K
$875K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
17.1K+ 53.61% |
$1.81M - $2.07M
|
49K
$5.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-375- 0.14% |
$39.8K - $45.3K
|
260K
$27.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
330+ 3.07% |
$35K - $39.9K
|
11.1K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.47K+ 2.83% |
$262K - $298K
|
89.8K
$9.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.89K- 3.19% |
$518K - $591K
|
148K
$15.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-80- 17.82% |
$8.49K - $9.67K
|
369
$39.4K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-389- 16.46% |
$41.3K - $47K
|
1.98K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.99K+ 25.04% |
$742K - $845K
|
34.9K
$3.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
963+ 6.68% |
$102K - $116K
|
15.4K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
26New |
$2.76K - $3.14K
|
26
$2.78K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.32K+ 26.55% |
$883K - $1.01M
|
39.7K
$4.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
7.23KNew |
$767K - $874K
|
7.23K
$772K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
42.6K+ 16.95% |
$4.53M - $5.15M
|
294K
$31.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
200+ 0.81% |
$21.2K - $24.2K
|
25K
$2.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-343- 0.42% |
$36.4K - $41.5K
|
80.8K
$8.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-158- 1.38% |
$16.8K - $19.1K
|
11.3K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-618K- 21.54% |
$65.6M - $74.8M
|
2.25M
$241M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
161+ 1.54% |
$17.1K - $19.5K
|
10.6K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.68K- 13.58% |
$178K - $203K
|
10.7K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
914+ 6.99% |
$97K - $110K
|
14K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
3.42K+ 34.97% |
$363K - $414K
|
13.2K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-962K- 18.03% |
$102M - $116M
|
4.38M
$468M
|
|
|
Nov 12, 2024
Q3 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-7.15K- 65.8% |
$758K - $864K
|
3.72K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Puzo Michael J
|
SELL
|
- |
-5.82K- 44.28% |
$618K - $704K
|
7.33K
$783K
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
SELL
|
- |
-6.12K- 19.59% |
$649K - $739K
|
25.1K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
9+ 0.13% |
$955 - $1.09K
|
7.06K
$754K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-61.1K- 34.33% |
$6.48M - $7.39M
|
117K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
7.08K+ 51.89% |
$752K - $856K
|
20.7K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
41.9K+ 21.86% |
$4.44M - $5.06M
|
233K
$24.9M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.05K- 2.48% |
$218K - $248K
|
80.5K
$8.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-255- 2.53% |
$27.1K - $30.8K
|
9.82K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-25- 11.21% |
$2.65K - $3.02K
|
198
$21.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.07KNew |
$432K - $492K
|
4.07K
$435K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
100+ 2.81% |
$10.6K - $12.1K
|
3.66K
$391K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
55New |
$5.84K - $6.65K
|
55
$5.88K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
339+ 9.82% |
$36K - $41K
|
3.79K
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-502- 13.33% |
$53.3K - $60.7K
|
3.27K
$349K
|