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 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.93K- 42.18% |
$178K - $207K
|
2.64K
$303K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.84K+ 19.17% |
$355K - $412K
|
23.9K
$2.73M
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.12KNew |
$381K - $442K
|
4.12K
$471K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.55KNew |
$144K - $167K
|
1.55K
$178K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8.35K+ 0.45% |
$773K - $897K
|
1.87M
$214M
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-659- 14.88% |
$61K - $70.8K
|
3.77K
$432K
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-54- 0.23% |
$5K - $5.8K
|
23K
$2.64M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.3K- 15.0% |
$213K - $247K
|
13K
$1.49M
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
19.8KNew |
$1.83M - $2.12M
|
19.8K
$2.26M
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
600New |
$55.5K - $64.4K
|
600
$68.7K
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-224- 33.53% |
$20.7K - $24.1K
|
444
$50.8K
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-64- 2.38% |
$5.92K - $6.87K
|
2.62K
$300K
|
|
Aug 12, 2024
Q2 2024
|
Kidder Stephen W
|
SELL
|
- |
-7.16K- 57.66% |
$662K - $768K
|
5.25K
$602K
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
SELL
|
- |
-76- 3.14% |
$7.04K - $8.16K
|
2.35K
$269K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
47+ 3.34% |
$4.35K - $5.05K
|
1.46K
$167K
|
|
Aug 12, 2024
Q2 2024
|
Dempze Nancy E
|
SELL
|
- |
-6.26K- 63.91% |
$579K - $672K
|
3.53K
$404K
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
SELL
|
- |
-3.88K- 50.7% |
$359K - $416K
|
3.77K
$432K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
232+ 3.67% |
$21.5K - $24.9K
|
6.56K
$751K
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
607KNew |
$56.2M - $65.2M
|
607K
$69.5M
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
13New |
$1.2K - $1.4K
|
13
$1.49K
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-240K- 62.92% |
$22.2M - $25.8M
|
142K
$16.2M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
107New |
$9.9K - $11.5K
|
107
$12.3K
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.66K- 6.28% |
$154K - $179K
|
24.8K
$2.84M
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-140- 1.19% |
$13K - $15K
|
11.6K
$1.33M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-29- 36.71% |
$2.68K - $3.11K
|
50
$5.73K
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
30+ 1.14% |
$2.78K - $3.22K
|
2.67K
$306K
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.17K- 6.1% |
$109K - $126K
|
18.1K
$2.07M
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.57KNew |
$238K - $276K
|
2.57K
$294K
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-47- 74.6% |
$4.35K - $5.05K
|
16
$1.83K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
500New |
$46.3K - $53.7K
|
500
$57.3K
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.59K- 64.17% |
$425K - $493K
|
2.57K
$294K
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.4KNew |
$222K - $257K
|
2.4K
$274K
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
300+ 9.83% |
$27.8K - $32.2K
|
3.35K
$384K
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-87- 4.37% |
$8.05K - $9.34K
|
1.91K
$218K
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-4.4K- 20.93% |
$407K - $472K
|
16.6K
$1.9M
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 4.0% |
$185 - $215
|
52
$5.96K
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
300+ 5.07% |
$27.8K - $32.2K
|
6.22K
$712K
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-90- 3.71% |
$8.33K - $9.66K
|
2.34K
$267K
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$176K - $204K
|
1.9K
$217K
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-175- 6.67% |
$16.2K - $18.8K
|
2.45K
$281K
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
142New |
$13.1K - $15.2K
|
142
$16.3K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-618- 9.44% |
$57.2K - $66.4K
|
5.93K
$679K
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
1.9KNew |
$176K - $204K
|
1.9K
$218K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-500- 39.22% |
$46.3K - $53.7K
|
775
$88.8K
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
280New |
$25.9K - $30.1K
|
280
$32.1K
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
2.12K+ 11.86% |
$196K - $227K
|
20K
$2.29M
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1- 0.99% |
$92.6 - $107
|
100
$11.5K
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-25- 0.5% |
$2.31K - $2.68K
|
4.96K
$568K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
22New |
$2.04K - $2.36K
|
22
$2.52K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-98- 2.9% |
$9.07K - $10.5K
|
3.29K
$376K
|