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 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
794+ 6.38% |
$84.3K - $96K
|
13.2K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.4K- 28.59% |
$361K - $411K
|
8.5K
$882K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.2K- 0.96% |
$1.4M - $1.6M
|
1.37M
$142M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
PUT |
-30.6K- 50.5% |
$3.25M - $3.7M
|
30K
$3.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
25.7K+ 722.51% |
$2.73M - $3.11M
|
29.3K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
50.7K+ 35.88% |
$5.38M - $6.13M
|
192K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-757- 55.13% |
$80.3K - $91.5K
|
616
$63.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
16.9K+ 11.7% |
$1.79M - $2.04M
|
161K
$16.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-10.5K- 4.67% |
$1.11M - $1.27M
|
214K
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.91K- 4.44% |
$521K - $594K
|
106K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1+ 0.03% |
$106 - $121
|
3.14K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
996+ 44.86% |
$106K - $120K
|
3.22K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-28- 0.64% |
$2.97K - $3.38K
|
4.35K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-58.7K- 3.34% |
$6.23M - $7.09M
|
1.7M
$176M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
709+ 1.38% |
$75.2K - $85.7K
|
52.1K
$5.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
640New |
$67.9K - $77.4K
|
640
$66.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
123+ 2.98% |
$13.1K - $14.9K
|
4.25K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.89KNew |
$201K - $229K
|
1.89K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.46K+ 18.15% |
$367K - $418K
|
22.5K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
405K+ 13.15% |
$43M - $49M
|
3.49M
$362M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
1.84KNew |
$195K - $222K
|
1.84K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-312- 3.88% |
$33.1K - $37.7K
|
7.73K
$803K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-29- 1.03% |
$3.08K - $3.51K
|
2.78K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.14K+ 7.93% |
$227K - $258K
|
29.1K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
BUY
|
- |
1.82KNew |
$193K - $220K
|
1.82K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-133- 0.96% |
$14.1K - $16.1K
|
13.7K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
350+ 6.39% |
$37.1K - $42.3K
|
5.83K
$605K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.77K+ 23.25% |
$188K - $214K
|
9.4K
$976K
|
|
|
Nov 14, 2024
Q3 2024
|
Bristol John W & CO Inc
|
SELL
|
- |
-1.21K- 0.19% |
$129K - $147K
|
624K
$64.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Integral Health Asset Management, LLC
|
SELL
|
- |
-100K- 33.33% |
$10.6M - $12.1M
|
200K
$20.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.51K+ 3.31% |
$160K - $183K
|
47.2K
$4.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
443+ 6.82% |
$47K - $53.6K
|
6.94K
$720K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-71.1K- 29.0% |
$7.54M - $8.59M
|
174K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-536- 2.2% |
$56.9K - $64.8K
|
23.8K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
223+ 5.86% |
$23.7K - $27K
|
4.03K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.99K- 1.69% |
$529K - $603K
|
291K
$30.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.89KNew |
$201K - $229K
|
1.89K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.8K- 18.8% |
$2.1M - $2.39M
|
85.4K
$8.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-95- 0.18% |
$10.1K - $11.5K
|
51.8K
$5.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-136- 1.67% |
$14.4K - $16.4K
|
8.02K
$833K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-850- 7.85% |
$90.2K - $103K
|
9.98K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.4K- 0.31% |
$360K - $411K
|
1.11M
$115M
|
|
|
Nov 14, 2024
Q3 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.19K- 14.34% |
$126K - $144K
|
7.12K
$739K
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
240+ 7.61% |
$25.5K - $29K
|
3.39K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-23.3K- 48.25% |
$2.47M - $2.82M
|
25K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
969+ 6.86% |
$103K - $117K
|
15.1K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.56K- 58.92% |
$271K - $309K
|
1.78K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-13.9K- 67.8% |
$1.48M - $1.68M
|
6.6K
$685K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-128K- 81.86% |
$13.6M - $15.5M
|
28.4K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
199+ 5.99% |
$21.1K - $24.1K
|
3.52K
$365K
|