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 06, 2024
Q3 2024
|
Broderick Brian C
|
SELL
|
- |
-6.78K- 36.04% |
$720K - $820K
|
12K
$1.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-991- 8.9% |
$105K - $120K
|
10.1K
$1.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-4- 0.02% |
$425 - $484
|
20.2K
$2.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
6.06K+ 41.62% |
$643K - $733K
|
20.6K
$2.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-77- 0.78% |
$8.17K - $9.31K
|
9.75K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
36New |
$3.82K - $4.35K
|
36
$3.85K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
85+ 98.84% |
$9.02K - $10.3K
|
171
$18.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-160- 37.12% |
$17K - $19.3K
|
271
$29K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.75KNew |
$292K - $333K
|
2.75K
$294K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.8K+ 1.29% |
$2.64M - $3M
|
1.95M
$209M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
100+ 1.06% |
$10.6K - $12.1K
|
9.49K
$1.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.79KNew |
$190K - $217K
|
1.79K
$191K
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-8.79K- 44.0% |
$933K - $1.06M
|
11.2K
$1.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.18K- 5.89% |
$125K - $143K
|
18.9K
$2.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-109- 4.68% |
$11.6K - $13.2K
|
2.22K
$237K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-275- 22.02% |
$29.2K - $33.2K
|
974
$104K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.8K- 83.85% |
$403K - $459K
|
732
$78.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.7K+ 62.68% |
$181K - $206K
|
4.42K
$472K
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
35+ 0.4% |
$3.71K - $4.23K
|
8.68K
$927K
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
48.6KNew |
$5.16M - $5.88M
|
48.6K
$5.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-69- 1.49% |
$7.32K - $8.34K
|
4.55K
$486K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 21.05% |
$425 - $484
|
23
$2.46K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
68+ 113.33% |
$7.22K - $8.22K
|
128
$13.7K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-501- 5.22% |
$53.2K - $60.6K
|
9.09K
$972K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-12.5K- 86.15% |
$1.33M - $1.51M
|
2.01K
$215K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
7New |
$743 - $846
|
7
$748
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.3K+ 8.6% |
$244K - $278K
|
29K
$3.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
145New |
$15.4K - $17.5K
|
145
$15.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
822+ 21.26% |
$87.2K - $99.4K
|
4.69K
$501K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.2KNew |
$1.19M - $1.36M
|
11.2K
$1.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
1.99KNew |
$211K - $241K
|
1.99K
$213K
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-70- 0.66% |
$7.43K - $8.46K
|
10.5K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
1.76KNew |
$187K - $213K
|
1.76K
$188K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
728+ 17.21% |
$77.3K - $88K
|
4.96K
$530K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-202- 10.2% |
$21.4K - $24.4K
|
1.78K
$190K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-240- 2.74% |
$25.5K - $29K
|
8.53K
$911K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
121+ 5.13% |
$12.8K - $14.6K
|
2.48K
$265K
|
|
|
Oct 30, 2024
Q3 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.7K+ 2.49% |
$605K - $689K
|
235K
$25.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-576- 10.74% |
$61.1K - $69.6K
|
4.79K
$511K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3.78K- 13.72% |
$401K - $456K
|
23.7K
$2.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
24+ 15.29% |
$2.55K - $2.9K
|
181
$19.3K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-295- 16.99% |
$31.3K - $35.7K
|
1.44K
$154K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.5K- 4.24% |
$159K - $181K
|
33.8K
$3.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.25K- 12.26% |
$132K - $151K
|
8.92K
$953K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-141- 4.67% |
$15K - $17K
|
2.88K
$308K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-19.7K- 3.8% |
$2.09M - $2.38M
|
498K
$53.2M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-21- 1.09% |
$2.23K - $2.54K
|
1.9K
$203K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
344New |
$36.5K - $41.6K
|
344
$36.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-24- 0.76% |
$2.55K - $2.9K
|
3.12K
$333K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
2.15KNew |
$228K - $260K
|
2.15K
$230K
|