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 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-600- 66.67% |
$45.3K - $55.5K
|
300
$32.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
100+ 200.0% |
$7.56K - $9.25K
|
150
$16K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-3.63K- 96.41% |
$274K - $336K
|
135
$14.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-359- 9.57% |
$27.1K - $33.2K
|
3.39K
$363K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
34New |
$2.57K - $3.15K
|
34
$3.63K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
65New |
$4.91K - $6.01K
|
65
$6.95K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
PUT |
-4.7K- 97.92% |
$355K - $435K
|
100
$10.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.3KNew |
$852K - $1.04M
|
11.3K
$1.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
201+ 3.53% |
$15.2K - $18.6K
|
5.9K
$630K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-2.06K- 1.42% |
$156K - $191K
|
143K
$15.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.67KNew |
$202K - $247K
|
2.67K
$286K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
861+ 3.02% |
$65K - $79.7K
|
29.3K
$3.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
232New |
$17.5K - $21.5K
|
232
$24.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$75.6 - $92.5
|
7.58K
$810K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-100- 56.5% |
$7.56K - $9.25K
|
77
$8.23K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
207New |
$15.6K - $19.2K
|
207
$22.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.3KNew |
$174K - $213K
|
2.3K
$246K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-30- 20.69% |
$2.27K - $2.78K
|
115
$12.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-25- 18.25% |
$1.89K - $2.31K
|
112
$12K
|
|
|
Jan 30, 2023
Q4 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
100New |
$7.56K - $9.25K
|
100
$10.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.95KNew |
$223K - $273K
|
2.95K
$315K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
86+ 39.63% |
$6.5K - $7.96K
|
303
$32.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2+ 0.03% |
$151 - $185
|
5.8K
$620K
|
|
|
Jan 24, 2023
Q4 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
600KNew |
$45.3M - $55.5M
|
600K
$64.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
105+ 0.79% |
$7.93K - $9.71K
|
13.3K
$1.43M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.39K- 35.38% |
$105K - $129K
|
2.54K
$271K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-39- 19.5% |
$2.95K - $3.61K
|
161
$17.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
107+ 54.59% |
$8.08K - $9.9K
|
303
$32.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
SELL
|
- |
-8.87K- 20.66% |
$670K - $821K
|
34.1K
$3.64M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-4.43K- 1.91% |
$335K - $410K
|
228K
$24.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
96+ 0.4% |
$7.25K - $8.88K
|
23.8K
$2.55M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
125New |
$9.44K - $11.6K
|
125
$13.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
438New |
$33.1K - $40.5K
|
438
$46.8K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
97New |
$7.33K - $8.97K
|
97
$10.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
3.44KNew |
$260K - $318K
|
3.44K
$367K
|
|
|
Jan 10, 2023
Q4 2022
|
Hoese & CO LLP
|
SELL
|
- |
-50- 5.71% |
$3.78K - $4.63K
|
825
$88.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
100New |
$7.56K - $9.25K
|
100
$10.7K
|
|
|
Jan 03, 2023
Q4 2022
|
Somerset Trust CO
|
SELL
|
- |
-2.14K- 12.35% |
$161K - $198K
|
15.2K
$1.62M
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-235Closed |
$17.5K - $20.5K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-355- 3.12% |
$26.5K - $31K
|
11K
$1.18M
|
|
|
Nov 29, 2022
Q3 2022
|
Salem Capital Management Inc
|
SELL
|
- |
-200- 1.21% |
$14.9K - $17.5K
|
16.4K
$1.75M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.76K- 19.57% |
$131K - $153K
|
7.23K
$772K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
61New |
$4.55K - $5.32K
|
61
$6.52K
|
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.84KNew |
$212K - $248K
|
2.84K
$303K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-199- 6.21% |
$14.8K - $17.4K
|
3K
$321K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-500- 20.88% |
$37.3K - $43.6K
|
1.9K
$202K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
6.88KNew |
$513K - $600K
|
6.88K
$735K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
316+ 5.86% |
$23.6K - $27.6K
|
5.71K
$610K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
17.9KNew |
$1.33M - $1.56M
|
17.9K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-500- 6.17% |
$37.3K - $43.6K
|
7.6K
$812K
|
|