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 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-1K- 38.05% |
$92.3K - $102K
|
1.63K
$186K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
150+ 46.88% |
$13.8K - $15.2K
|
470
$53.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.69K- 17.2% |
$156K - $171K
|
8.12K
$930K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-313- 11.47% |
$28.9K - $31.8K
|
2.42K
$277K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
220New |
$20.3K - $22.3K
|
220
$25.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
BUY
|
- |
38.1KNew |
$3.51M - $3.87M
|
38.1K
$4.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
45New |
$4.15K - $4.57K
|
45
$5.15K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
24+ 6.22% |
$2.21K - $2.44K
|
410
$47K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
6.81KNew |
$628K - $691K
|
6.81K
$779K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
3+ 18.75% |
$277 - $305
|
19
$2.18K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
52New |
$4.8K - $5.28K
|
52
$5.96K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
180New |
$16.6K - $18.3K
|
180
$20.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.7K+ 8.22% |
$341K - $375K
|
48.7K
$5.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
20New |
$1.85K - $2.03K
|
20
$2.29K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
42+ 13.55% |
$3.88K - $4.26K
|
352
$40.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-114- 3.71% |
$10.5K - $11.6K
|
2.96K
$339K
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
SELL
|
- |
-550- 62.5% |
$50.7K - $55.8K
|
330
$37.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.23K- 34.89% |
$113K - $125K
|
2.29K
$263K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
110+ 4.6% |
$10.1K - $11.2K
|
2.5K
$287K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-3.18K- 47.79% |
$294K - $323K
|
3.48K
$398K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-495- 18.37% |
$45.7K - $50.3K
|
2.2K
$252K
|
|
|
Jan 16, 2024
Q4 2023
|
Penbrook Management LLC
|
BUY
|
- |
300+ 5.49% |
$27.7K - $30.5K
|
5.76K
$660K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
3.32KNew |
$306K - $337K
|
3.32K
$380K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
100New |
$9.23K - $10.2K
|
100
$11.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-135- 5.91% |
$12.5K - $13.7K
|
2.15K
$246K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-625- 11.24% |
$57.7K - $63.5K
|
4.94K
$565K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-232- 6.68% |
$21.4K - $23.6K
|
3.24K
$371K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
75+ 3.05% |
$6.92K - $7.62K
|
2.53K
$290K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-15- 13.27% |
$1.38K - $1.52K
|
98
$11.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
100+ 23.26% |
$9.23K - $10.2K
|
530
$60.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2K- 1.31% |
$185K - $203K
|
151K
$17.3M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-195- 71.69% |
$18K - $19.8K
|
77
$8.82K
|
|
| Q3 2023 | |||||||
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.73K+ 111.46% |
$353K - $392K
|
7.07K
$809K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-180- 10.68% |
$17.1K - $18.9K
|
1.51K
$172K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
185+ 7.33% |
$17.5K - $19.4K
|
2.71K
$310K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-269- 89.37% |
$25.5K - $28.3K
|
32
$3.66K
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
40New |
$3.79K - $4.21K
|
40
$4.58K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
58New |
$5.49K - $6.1K
|
58
$6.64K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
100+ 36.36% |
$9.47K - $10.5K
|
375
$42.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
133New |
$12.6K - $14K
|
133
$15.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-108- 2.8% |
$10.2K - $11.4K
|
3.75K
$430K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-5.43K- 50.29% |
$514K - $571K
|
5.37K
$615K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
3.5KNew |
$332K - $368K
|
3.5K
$401K
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
2.6KNew |
$246K - $273K
|
2.6K
$298K
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
17.7KNew |
$1.68M - $1.86M
|
17.7K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-368- 4.91% |
$34.9K - $38.7K
|
7.12K
$815K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-60- 13.42% |
$5.68K - $6.31K
|
387
$44.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.57% |
$1.42K - $1.58K
|
2.6K
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
58.8KNew |
$5.57M - $6.18M
|
58.8K
$6.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-575- 10.58% |
$54.5K - $60.4K
|
4.86K
$557K
|
|