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 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3Closed |
$212 - $297
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-12.6KClosed |
$888K - $1.24M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-4.4MClosed |
$311M - $436M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-177Closed |
$12.5K - $17.5K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Ardsley Advisory Partners LP
Stamford, CT |
SELL
|
- |
-10KClosed |
$707K - $990K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-16KClosed |
$1.13M - $1.58M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Emerald Advisors, LLC
|
SELL
|
- |
-6.3KClosed |
$445K - $624K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Maple Capital Management, Inc.
|
SELL
|
- |
-2.29KClosed |
$162K - $227K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Requisite Capital Management, LLC
|
SELL
|
- |
-200KClosed |
$14.1M - $19.8M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-92Closed |
$6.5K - $9.11K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-33.1KClosed |
$2.34M - $3.28M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.85KClosed |
$272K - $381K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Amica Mutual Insurance CO
|
SELL
|
- |
-27.7KClosed |
$1.96M - $2.74M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Amica Retiree Medical Trust
|
SELL
|
- |
-2.59KClosed |
$183K - $257K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Wms Partners, LLC
|
SELL
|
- |
-280- 9.44% |
$19.8K - $27.7K
|
2.69K
$285K
|
|
|
May 13, 2020
Q1 2020
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.15KClosed |
$152K - $213K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-2.65KClosed |
$187K - $262K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
9.72KNew |
$687K - $962K
|
9.72K
$1.03M
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-1.34KClosed |
$94.5K - $132K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.12KClosed |
$150K - $210K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-75Closed |
$5.3K - $7.43K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-745Closed |
$52.6K - $73.8K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Washington Trust Bank
|
SELL
|
- |
-2.29KClosed |
$161K - $226K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
55 I, LLC
Boston, MA |
SELL
|
- |
-3.17KClosed |
$224K - $314K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-23.4KClosed |
$1.66M - $2.32M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Eagle Ridge Investment Management
|
SELL
|
- |
-2.25KClosed |
$159K - $222K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Harvey Capital Management Inc
|
SELL
|
- |
-11.3KClosed |
$795K - $1.11M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-157Closed |
$11.1K - $15.5K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-27Closed |
$1.91K - $2.67K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.21KClosed |
$156K - $219K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-30Closed |
$2.12K - $2.97K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-2.43KClosed |
$172K - $241K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-195Closed |
$13.8K - $19.3K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.8KClosed |
$198K - $277K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-24Closed |
$1.7K - $2.38K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-2.55KClosed |
$180K - $253K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
135New |
$9.54K - $13.4K
|
135
$14.3K
|
|
|
Apr 16, 2020
Q1 2020
|
Autus Asset Management, LLC
|
SELL
|
- |
-3.37KClosed |
$238K - $334K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.19KClosed |
$225K - $316K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-5.29KClosed |
$374K - $524K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Dec 21, 2023
Q4 2019
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
120+ 120.0% |
$10.1K - $11.4K
|
220
$23.4K
|
|
|
Feb 18, 2020
Q4 2019
|
Bridges Investment Management Inc
|
SELL
|
- |
-9.45KClosed |
$797K - $901K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Truist Financial Corp
|
BUY
|
CALL |
2.5KNew |
$211K - $238K
|
2.5K
$266K
|
|
|
Feb 14, 2020
Q4 2019
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
SELL
|
- |
-50KClosed |
$4.22M - $4.77M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3KClosed |
$253K - $286K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2.34KClosed |
$197K - $223K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-3.19KClosed |
$269K - $304K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Hilton Capital Management, LLC
|
SELL
|
- |
-300Closed |
$25.3K - $28.6K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-1KClosed |
$84.4K - $95.4K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-148KClosed |
$12.5M - $14.1M
|
0
$0
|
|