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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-60- 9.2% |
$4.83K - $5.63K
|
592
$67.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-7.7KClosed |
$620K - $722K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.21KClosed |
$97.5K - $114K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-337- 2.71% |
$27.1K - $31.6K
|
12.1K
$1.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-3.2KClosed |
$258K - $300K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.53KNew |
$203K - $237K
|
2.53K
$289K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-85Closed |
$6.84K - $7.97K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-15.3K- 20.41% |
$1.23M - $1.43M
|
59.5K
$6.81M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-27Closed |
$2.17K - $2.53K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-72.1KClosed |
$5.81M - $6.76M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
39New |
$3.14K - $3.66K
|
39
$4.47K
|
|
|
Aug 11, 2022
Q2 2022
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-3.71K- 11.37% |
$299K - $348K
|
28.9K
$3.31M
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
12+ 46.15% |
$966 - $1.13K
|
38
$4.35K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1KClosed |
$80.5K - $93.8K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-19- 2.01% |
$1.53K - $1.78K
|
925
$106K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
2.08K+ 9.02% |
$167K - $195K
|
25.1K
$2.88M
|
|
|
Aug 11, 2022
Q2 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-308KClosed |
$24.8M - $28.9M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-4.34KClosed |
$350K - $407K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
79+ 1.94% |
$6.36K - $7.41K
|
4.15K
$475K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
500+ 19.61% |
$40.3K - $46.9K
|
3.05K
$349K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.02KClosed |
$81.8K - $95.3K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
64+ 2.74% |
$5.15K - $6K
|
2.4K
$275K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
547New |
$44K - $51.3K
|
547
$62.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2.34KClosed |
$188K - $219K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-10.6KClosed |
$856K - $996K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Buckhead Capital Management LLC
|
BUY
|
- |
2.86K+ 3.38% |
$230K - $268K
|
87.6K
$10M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
288New |
$23.2K - $27K
|
288
$33K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-914- 13.98% |
$73.6K - $85.7K
|
5.62K
$644K
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-6.35KClosed |
$511K - $595K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
2.1KNew |
$169K - $197K
|
2.1K
$241K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-2.52KClosed |
$203K - $236K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
47New |
$3.78K - $4.41K
|
47
$5.38K
|
|
|
Aug 01, 2022
Q2 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-255- 2.57% |
$20.5K - $23.9K
|
9.68K
$1.11M
|
|
|
Jul 29, 2022
Q2 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-147- 3.02% |
$11.8K - $13.8K
|
4.73K
$541K
|
|
|
Jul 29, 2022
Q2 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
2.88KNew |
$232K - $270K
|
2.88K
$329K
|
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-305- 2.67% |
$24.6K - $28.6K
|
11.1K
$1.27M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-221- 12.11% |
$17.8K - $20.7K
|
1.6K
$184K
|
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-29.4KClosed |
$2.36M - $2.75M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-51Closed |
$4.11K - $4.78K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-385Closed |
$31K - $36.1K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-103Closed |
$8.29K - $9.66K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
SELL
|
- |
-2.52KClosed |
$203K - $236K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-610- 2.87% |
$49.1K - $57.2K
|
20.7K
$2.37M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
4.29K+ 27.1% |
$346K - $402K
|
20.1K
$2.31M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
572+ 10.55% |
$46.1K - $53.6K
|
6K
$687K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-56Closed |
$4.51K - $5.25K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
38.4KNew |
$3.09M - $3.6M
|
38.4K
$4.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.69KNew |
$136K - $158K
|
1.69K
$193K
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-375Closed |
$30.2K - $35.2K
|
0
$0
|