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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
370New |
$29.6K - $34.3K
|
370
$42.4K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.31% |
$80 - $92.8
|
322
$36.9K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-193- 65.87% |
$15.4K - $17.9K
|
100
$11.5K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
56New |
$4.48K - $5.2K
|
56
$6.41K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.44K- 17.75% |
$195K - $226K
|
11.3K
$1.29M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-29- 22.48% |
$2.32K - $2.69K
|
100
$11.5K
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-300- 94.64% |
$24K - $27.8K
|
17
$1.95K
|
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-7- 0.28% |
$560 - $650
|
2.51K
$287K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
12New |
$960 - $1.11K
|
12
$1.37K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
48+ 35.29% |
$3.84K - $4.45K
|
184
$21.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
31New |
$2.48K - $2.88K
|
31
$3.55K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
252New |
$20.2K - $23.4K
|
252
$28.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
950New |
$76K - $88.2K
|
950
$109K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-23- 4.12% |
$1.84K - $2.13K
|
535
$61.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
175New |
$14K - $16.2K
|
175
$20K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-40- 0.99% |
$3.2K - $3.71K
|
4K
$458K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-135- 87.1% |
$10.8K - $12.5K
|
20
$2.29K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-5- 3.85% |
$400 - $464
|
125
$14.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-276- 5.41% |
$22.1K - $25.6K
|
4.82K
$552K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13+ 0.29% |
$1.04K - $1.21K
|
4.57K
$523K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
50+ 2.04% |
$4K - $4.64K
|
2.5K
$286K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
PUT |
-14.8K- 51.03% |
$1.18M - $1.37M
|
14.2K
$1.63M
|
|
|
Apr 13, 2023
Q1 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-200- 2.5% |
$16K - $18.6K
|
7.81K
$895K
|
|
|
Apr 11, 2023
Q1 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-150- 5.4% |
$12K - $13.9K
|
2.63K
$301K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-15- 5.56% |
$1.2K - $1.39K
|
255
$29.2K
|
|
| Q4 2022 | |||||||
|
May 07, 2025
Q4 2022
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
5.41KNew |
$409K - $501K
|
5.41K
$620K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
362+ 2.65% |
$27.3K - $33.5K
|
14K
$1.61M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
186New |
$14.1K - $17.2K
|
186
$21.3K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
457New |
$34.5K - $42.3K
|
457
$52.3K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
562New |
$42.5K - $52K
|
562
$64.4K
|
|
|
Feb 24, 2023
Q4 2022
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
3.51KNew |
$265K - $324K
|
3.51K
$402K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
23New |
$1.74K - $2.13K
|
23
$2.63K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.24K- 11.19% |
$244K - $299K
|
25.7K
$2.94M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
154New |
$11.6K - $14.2K
|
154
$17.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Security Asset Management
|
SELL
|
- |
-225- 4.12% |
$17K - $20.8K
|
5.24K
$600K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
123New |
$9.29K - $11.4K
|
123
$14.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-9.37K- 15.73% |
$708K - $867K
|
50.2K
$5.75M
|
|
|
Feb 14, 2023
Q4 2022
|
First Light Asset Management, LLC
Edina, MN |
BUY
|
- |
4.12KNew |
$311K - $381K
|
4.12K
$472K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
27.5KNew |
$2.08M - $2.54M
|
27.5K
$3.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-214- 1.18% |
$16.2K - $19.8K
|
17.9K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.31KNew |
$174K - $213K
|
2.31K
$264K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
9.68KNew |
$731K - $895K
|
9.68K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-157K- 80.09% |
$11.8M - $14.5M
|
39K
$4.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
CALL |
200KNew |
$15.1M - $18.5M
|
200K
$22.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
690KNew |
$52.1M - $63.9M
|
690K
$79M
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
2.32KNew |
$175K - $214K
|
2.32K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4.57K- 26.44% |
$345K - $423K
|
12.7K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.44KNew |
$260K - $318K
|
3.44K
$394K
|
|
|
Feb 14, 2023
Q4 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
CALL |
83KNew |
$6.27M - $7.68M
|
83K
$9.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$227 - $278
|
3
$344
|
|