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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.59K- 28.92% |
$703K - $797K
|
18.7K
$2.14M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
872New |
$80.7K - $91.5K
|
872
$99.9K
|
|
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
BUY
|
- |
14.4K+ 17.13% |
$1.34M - $1.52M
|
98.8K
$11.3M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
188+ 50.81% |
$17.4K - $19.7K
|
558
$63.9K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.58KNew |
$146K - $166K
|
1.58K
$181K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
62.6KNew |
$5.79M - $6.56M
|
62.6K
$7.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.1KNew |
$379K - $430K
|
4.1K
$470K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
75.7KNew |
$7M - $7.94M
|
75.7K
$8.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
79New |
$7.31K - $8.29K
|
79
$9.05K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-500- 50.0% |
$46.3K - $52.5K
|
500
$57.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-541- 20.41% |
$50.1K - $56.8K
|
2.11K
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
65.4KNew |
$6.05M - $6.86M
|
65.4K
$7.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
252KNew |
$23.3M - $26.4M
|
252K
$28.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
10KNew |
$925K - $1.05M
|
10K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
CALL |
1.55MNew |
$143M - $163M
|
1.55M
$178M
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
37New |
$3.42K - $3.88K
|
37
$4.24K
|
|
|
Aug 11, 2023
Q2 2023
|
Sal Trading, LLC
Wilmington, DE |
BUY
|
CALL |
13.5KNew |
$1.25M - $1.42M
|
13.5K
$1.55M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.04% |
$92.5 - $105
|
2.66K
$305K
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-4.6K- 29.3% |
$426K - $483K
|
11.1K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.49K+ 19.2% |
$138K - $157K
|
9.28K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-2.42K- 35.18% |
$223K - $253K
|
4.45K
$510K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
PUT |
10.3KNew |
$953K - $1.08M
|
10.3K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
153+ 3.56% |
$14.2K - $16.1K
|
4.45K
$509K
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.41KNew |
$223K - $253K
|
2.41K
$276K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.08KNew |
$192K - $218K
|
2.08K
$238K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
576+ 13.2% |
$53.3K - $60.4K
|
4.94K
$566K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-100- 4.35% |
$9.25K - $10.5K
|
2.2K
$252K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-128- 1.45% |
$11.8K - $13.4K
|
8.68K
$994K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
86+ 3.81% |
$7.96K - $9.02K
|
2.34K
$268K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.7KNew |
$249K - $283K
|
2.7K
$309K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
85+ 3.83% |
$7.86K - $8.92K
|
2.3K
$264K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
10+ 1.9% |
$925 - $1.05K
|
535
$61.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.55KNew |
$606K - $687K
|
6.55K
$750K
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
13+ 0.33% |
$1.2K - $1.36K
|
3.91K
$447K
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
250New |
$23.1K - $26.2K
|
250
$28.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
18New |
$1.67K - $1.89K
|
18
$2.06K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-33.1K- 54.35% |
$3.07M - $3.48M
|
27.8K
$3.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
99+ 49.5% |
$9.16K - $10.4K
|
299
$34.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-236- 8.16% |
$21.8K - $24.8K
|
2.66K
$304K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
466New |
$43.1K - $48.9K
|
466
$53.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
86+ 1.42% |
$7.96K - $9.02K
|
6.15K
$704K
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
4.08KNew |
$378K - $428K
|
4.08K
$468K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-24- 0.35% |
$2.22K - $2.52K
|
6.93K
$794K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-150- 17.5% |
$13.9K - $15.7K
|
707
$81K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.2K- 22.03% |
$111K - $126K
|
4.25K
$486K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.73K- 39.48% |
$160K - $181K
|
2.65K
$303K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
55+ 1.94% |
$5.09K - $5.77K
|
2.88K
$330K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
300+ 416.67% |
$27.8K - $31.5K
|
372
$42.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-150- 5.73% |
$13.9K - $15.7K
|
2.47K
$283K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.89K+ 9.13% |
$175K - $198K
|
22.6K
$2.59M
|