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 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
26New |
$2.46K - $2.73K
|
26
$2.78K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
125New |
$11.8K - $13.1K
|
125
$13.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-400- 64.83% |
$37.9K - $42.1K
|
217
$23.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-632- 4.35% |
$59.9K - $66.4K
|
13.9K
$1.49M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.55K+ 21.08% |
$526K - $584K
|
31.9K
$3.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
100+ 3.15% |
$9.47K - $10.5K
|
3.28K
$350K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
161New |
$15.3K - $16.9K
|
161
$17.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
110+ 110.0% |
$10.4K - $11.6K
|
210
$22.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.02KNew |
$191K - $212K
|
2.02K
$216K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
330+ 1.32% |
$31.3K - $34.7K
|
25.3K
$2.71M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-330- 1.31% |
$31.3K - $34.7K
|
24.8K
$2.65M
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.23K- 29.44% |
$116K - $129K
|
2.94K
$314K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-3.6K- 16.05% |
$341K - $378K
|
18.8K
$2.01M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
49New |
$4.64K - $5.15K
|
49
$5.24K
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-100- 3.53% |
$9.47K - $10.5K
|
2.73K
$292K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
128+ 5.59% |
$12.1K - $13.5K
|
2.42K
$258K
|
|
|
Oct 19, 2023
Q3 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-865- 25.44% |
$81.9K - $90.9K
|
2.54K
$271K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-179- 5.32% |
$17K - $18.8K
|
3.19K
$341K
|
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-5.37K- 37.14% |
$509K - $565K
|
9.09K
$972K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
29New |
$2.75K - $3.05K
|
29
$3.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
50+ 102.04% |
$4.74K - $5.26K
|
99
$10.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-40- 1.08% |
$3.79K - $4.21K
|
3.65K
$390K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
347+ 2.27% |
$32.9K - $36.5K
|
15.6K
$1.67M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
4New |
$379 - $421
|
4
$427
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
54New |
$5.12K - $5.68K
|
54
$5.77K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
75New |
$7.1K - $7.88K
|
75
$8.01K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-650- 63.41% |
$61.6K - $68.3K
|
375
$40.1K
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
234+ 1.0% |
$22.2K - $24.6K
|
23.7K
$2.53M
|
|
| Q2 2023 | |||||||
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-96- 31.58% |
$8.88K - $10.1K
|
208
$22.2K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.59K- 28.92% |
$703K - $797K
|
18.7K
$1.99M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
872New |
$80.7K - $91.5K
|
872
$93.2K
|
|
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
BUY
|
- |
14.4K+ 17.13% |
$1.34M - $1.52M
|
98.8K
$10.6M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
188+ 50.81% |
$17.4K - $19.7K
|
558
$59.6K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.58KNew |
$146K - $166K
|
1.58K
$169K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
62.6KNew |
$5.79M - $6.56M
|
62.6K
$6.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.1KNew |
$379K - $430K
|
4.1K
$438K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
75.7KNew |
$7M - $7.94M
|
75.7K
$8.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
79New |
$7.31K - $8.29K
|
79
$8.44K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-500- 50.0% |
$46.3K - $52.5K
|
500
$53.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-541- 20.41% |
$50.1K - $56.8K
|
2.11K
$225K
|
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
65.4KNew |
$6.05M - $6.86M
|
65.4K
$6.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
252KNew |
$23.3M - $26.4M
|
252K
$26.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
10KNew |
$925K - $1.05M
|
10K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
CALL |
1.55MNew |
$143M - $163M
|
1.55M
$166M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
106K+ 99.29% |
$9.76M - $11.1M
|
212K
$22.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
37New |
$3.42K - $3.88K
|
37
$3.95K
|
|
|
Aug 11, 2023
Q2 2023
|
Sal Trading, LLC
Wilmington, DE |
BUY
|
CALL |
13.5KNew |
$1.25M - $1.42M
|
13.5K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.04% |
$92.5 - $105
|
2.66K
$284K
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-4.6K- 29.3% |
$426K - $483K
|
11.1K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.49K+ 19.2% |
$138K - $157K
|
9.28K
$991K
|
|