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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-64- 2.38% |
$5.92K - $6.87K
|
2.62K
$280K
|
|
|
Aug 12, 2024
Q2 2024
|
Kidder Stephen W
|
SELL
|
- |
-7.16K- 57.66% |
$662K - $768K
|
5.25K
$561K
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
SELL
|
- |
-76- 3.14% |
$7.04K - $8.16K
|
2.35K
$251K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
47+ 3.34% |
$4.35K - $5.05K
|
1.46K
$155K
|
|
|
Aug 12, 2024
Q2 2024
|
Dempze Nancy E
|
SELL
|
- |
-6.26K- 63.91% |
$579K - $672K
|
3.53K
$377K
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
SELL
|
- |
-3.88K- 50.7% |
$359K - $416K
|
3.77K
$403K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
232+ 3.67% |
$21.5K - $24.9K
|
6.56K
$701K
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
350New |
$32.4K - $37.6K
|
350
$37.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
607KNew |
$56.2M - $65.2M
|
607K
$64.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
29K+ 25.87% |
$2.68M - $3.11M
|
141K
$15.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
13New |
$1.2K - $1.4K
|
13
$1.39K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-240K- 62.92% |
$22.2M - $25.8M
|
142K
$15.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
9+ 1.81% |
$833 - $966
|
507
$54.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.19K- 32.57% |
$110K - $128K
|
2.46K
$263K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.88KNew |
$267K - $310K
|
2.88K
$308K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
15+ 0.48% |
$1.39K - $1.61K
|
3.11K
$333K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-10- 32.26% |
$926 - $1.07K
|
21
$2.24K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
107New |
$9.9K - $11.5K
|
107
$11.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-36- 1.34% |
$3.33K - $3.87K
|
2.66K
$284K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.66K- 6.28% |
$154K - $179K
|
24.8K
$2.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-140- 1.19% |
$13K - $15K
|
11.6K
$1.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-29- 36.71% |
$2.68K - $3.11K
|
50
$5.34K
|
|
|
Aug 08, 2024
Q2 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
6+ 0.1% |
$555 - $644
|
6.21K
$664K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.05% |
$92.6 - $107
|
2.06K
$220K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
30+ 1.14% |
$2.78K - $3.22K
|
2.67K
$286K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.17K- 6.1% |
$109K - $126K
|
18.1K
$1.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.57KNew |
$238K - $276K
|
2.57K
$275K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-47- 74.6% |
$4.35K - $5.05K
|
16
$1.71K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.98KNew |
$183K - $212K
|
1.98K
$211K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
500New |
$46.3K - $53.7K
|
500
$53.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.1K+ 15.02% |
$472K - $548K
|
39.1K
$4.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.59K- 64.17% |
$425K - $493K
|
2.57K
$274K
|
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.93KNew |
$179K - $207K
|
1.93K
$206K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.9KNew |
$176K - $204K
|
1.9K
$203K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.4KNew |
$222K - $257K
|
2.4K
$256K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
300+ 9.83% |
$27.8K - $32.2K
|
3.35K
$358K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-87- 4.37% |
$8.05K - $9.34K
|
1.91K
$204K
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-246- 3.49% |
$22.8K - $26.4K
|
6.8K
$726K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
46+ 1.44% |
$4.26K - $4.94K
|
3.25K
$347K
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-4.4K- 20.93% |
$407K - $472K
|
16.6K
$1.78M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
25+ 0.95% |
$2.31K - $2.68K
|
2.65K
$283K
|
|
|
Aug 01, 2024
Q2 2024
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-51.4K- 99.42% |
$4.76M - $5.52M
|
300
$32.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-13- 1.57% |
$1.2K - $1.4K
|
817
$87.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 4.0% |
$185 - $215
|
52
$5.56K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
300+ 5.07% |
$27.8K - $32.2K
|
6.22K
$665K
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-750- 9.28% |
$69.4K - $80.5K
|
7.33K
$784K
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-90- 3.71% |
$8.33K - $9.66K
|
2.34K
$249K
|
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$176K - $204K
|
1.9K
$203K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$176K - $204K
|
1.9K
$203K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-50- 1.89% |
$4.63K - $5.37K
|
2.6K
$278K
|