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 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
100+ 1.06% |
$10.6K - $12.1K
|
9.49K
$1.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-275- 22.02% |
$29.2K - $33.2K
|
974
$112K
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
48.6KNew |
$5.16M - $5.88M
|
48.6K
$5.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
68+ 113.33% |
$7.22K - $8.22K
|
128
$14.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-12.5K- 86.15% |
$1.33M - $1.51M
|
2.01K
$230K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
7New |
$743 - $846
|
7
$802
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.3K+ 8.6% |
$244K - $278K
|
29K
$3.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
145New |
$15.4K - $17.5K
|
145
$16.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
822+ 21.26% |
$87.2K - $99.4K
|
4.69K
$537K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.2KNew |
$1.19M - $1.36M
|
11.2K
$1.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-70- 0.66% |
$7.43K - $8.46K
|
10.5K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
1.76KNew |
$187K - $213K
|
1.76K
$201K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-202- 10.2% |
$21.4K - $24.4K
|
1.78K
$204K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-240- 2.74% |
$25.5K - $29K
|
8.53K
$977K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
121+ 5.13% |
$12.8K - $14.6K
|
2.48K
$284K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-576- 10.74% |
$61.1K - $69.6K
|
4.79K
$548K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
24+ 15.29% |
$2.55K - $2.9K
|
181
$20.7K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-295- 16.99% |
$31.3K - $35.7K
|
1.44K
$165K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-141- 4.67% |
$15K - $17K
|
2.88K
$330K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
344New |
$36.5K - $41.6K
|
344
$39.4K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
2.15KNew |
$228K - $260K
|
2.15K
$246K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-212- 7.25% |
$22.5K - $25.6K
|
2.71K
$311K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
899+ 2.74% |
$95.4K - $109K
|
33.7K
$3.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
30+ 0.56% |
$3.18K - $3.63K
|
5.35K
$613K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
128New |
$13.6K - $15.5K
|
128
$14.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.8KNew |
$191K - $218K
|
1.8K
$206K
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-43- 1.91% |
$4.56K - $5.2K
|
2.2K
$252K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-109- 93.97% |
$11.6K - $13.2K
|
7
$802
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
128+ 0.57% |
$13.6K - $15.5K
|
22.8K
$2.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
521+ 24.49% |
$55.3K - $63K
|
2.65K
$303K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-968- 35.14% |
$103K - $117K
|
1.79K
$205K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.19K- 2.9% |
$126K - $144K
|
39.8K
$4.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.35KNew |
$249K - $284K
|
2.35K
$269K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-200- 8.04% |
$21.2K - $24.2K
|
2.29K
$262K
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.71K- 27.09% |
$181K - $206K
|
4.59K
$526K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
208KNew |
$22M - $25.1M
|
208K
$23.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1- 0.17% |
$106 - $121
|
594
$68K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5- 2.07% |
$531 - $604
|
237
$27.1K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
173KNew |
$18.3M - $20.9M
|
173K
$19.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-124- 5.17% |
$13.2K - $15K
|
2.27K
$260K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
30New |
$3.18K - $3.63K
|
30
$3.44K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.3KNew |
$137K - $157K
|
1.3K
$148K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-871- 27.3% |
$92.4K - $105K
|
2.32K
$266K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18.4K- 3.43% |
$1.96M - $2.23M
|
518K
$59.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24.4K- 6.88% |
$2.59M - $2.95M
|
330K
$37.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5KNew |
$531K - $604K
|
5K
$573K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
14New |
$1.49K - $1.69K
|
14
$1.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
43New |
$4.56K - $5.2K
|
43
$4.92K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-23- 17.42% |
$2.44K - $2.78K
|
109
$12.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-25- 1.06% |
$2.65K - $3.02K
|
2.33K
$267K
|