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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
56.9KNew |
$5.51M - $6.67M
|
56.9K
$6.52M
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
62.4KNew |
$6.04M - $7.31M
|
62.4K
$7.15M
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2K- 42.25% |
$194K - $234K
|
2.73K
$313K
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
625New |
$60.5K - $73.2K
|
625
$71.6K
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
525New |
$50.8K - $61.5K
|
525
$60.1K
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
533New |
$51.6K - $62.5K
|
533
$61K
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
700New |
$67.7K - $82K
|
700
$80.2K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
171New |
$16.5K - $20K
|
171
$19.6K
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
290+ 7.92% |
$28.1K - $34K
|
3.95K
$453K
|
|
Feb 13, 2025
Q4 2024
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-192- 57.14% |
$18.6K - $22.5K
|
144
$16.5K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
18+ 13.43% |
$1.74K - $2.11K
|
152
$17.4K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.39K+ 32.11% |
$134K - $163K
|
5.71K
$654K
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
7+ 0.31% |
$677 - $820
|
2.24K
$256K
|
|
Feb 13, 2025
Q4 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.7K+ 0.19% |
$165K - $200K
|
907K
$104M
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
172New |
$16.6K - $20.2K
|
172
$19.7K
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-921- 20.84% |
$89.1K - $108K
|
3.5K
$401K
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.21KNew |
$214K - $259K
|
2.21K
$253K
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
258+ 7.26% |
$25K - $30.2K
|
3.81K
$436K
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
16.5K+ 7.16% |
$1.59M - $1.93M
|
246K
$28.2M
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
165New |
$16K - $19.3K
|
165
$18.9K
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-66- 0.87% |
$6.39K - $7.73K
|
7.54K
$864K
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
17.4KNew |
$1.68M - $2.04M
|
17.4K
$1.99M
|
|
Feb 13, 2025
Q4 2024
|
Elefante Mark B
Boston, MA |
SELL
|
- |
-9.81KClosed |
$949K - $1.15M
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-30Closed |
$2.9K - $3.52K
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.38K+ 11352.38% |
$231K - $279K
|
2.41K
$275K
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.91K- 9.26% |
$185K - $224K
|
18.7K
$2.14M
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
84New |
$8.13K - $9.84K
|
84
$9.62K
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-37.8K- 21.72% |
$3.66M - $4.43M
|
136K
$15.6M
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.17KNew |
$210K - $255K
|
2.17K
$249K
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.8K+ 519.13% |
$368K - $445K
|
4.53K
$519K
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-414- 7.15% |
$40.1K - $48.5K
|
5.37K
$615K
|
|
Feb 12, 2025
Q4 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.02K- 27.32% |
$98.2K - $119K
|
2.7K
$309K
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-74- 2.31% |
$7.16K - $8.67K
|
3.13K
$358K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3.13KNew |
$303K - $367K
|
3.13K
$359K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
38.6K+ 3467.03% |
$3.73M - $4.52M
|
39.7K
$4.55M
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
420+ 16.61% |
$40.6K - $49.2K
|
2.95K
$338K
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-205- 8.34% |
$19.8K - $24K
|
2.25K
$258K
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
464New |
$44.9K - $54.4K
|
464
$53.1K
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-205- 4.01% |
$19.8K - $24K
|
4.91K
$562K
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-160- 22.57% |
$15.5K - $18.7K
|
549
$62.9K
|
|
Feb 11, 2025
Q4 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-222- 6.04% |
$21.5K - $26K
|
3.46K
$396K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
650New |
$62.9K - $76.2K
|
650
$74.4K
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-208K- 87.02% |
$20.1M - $24.4M
|
31K
$3.55M
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
98New |
$9.48K - $11.5K
|
98
$11.2K
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
2.86KNew |
$277K - $336K
|
2.86K
$328K
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
400+ 20.28% |
$38.7K - $46.9K
|
2.37K
$272K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
684New |
$66.2K - $80.2K
|
684
$78.3K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-19- 4.05% |
$1.84K - $2.23K
|
450
$51.5K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.93KNew |
$187K - $227K
|
1.93K
$221K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
403+ 3.32% |
$39K - $47.2K
|
12.5K
$1.44M
|