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 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-663Closed |
$48.8K - $54.4K
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-8KClosed |
$589K - $656K
|
0
$0
|
|
|
Jan 04, 2019
Q4 2018
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-53Closed |
$3.9K - $4.35K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 27, 2018
Q3 2018
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-30.2KClosed |
$2.02M - $2.34M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
210KNew |
$14.1M - $16.3M
|
210K
$24.1M
|
|
|
Nov 14, 2018
Q3 2018
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-12KClosed |
$800K - $925K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-630Closed |
$42.2K - $48.8K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-500Closed |
$33.5K - $38.7K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Kemper Corp Master Retirement Trust
|
SELL
|
- |
-26.7KClosed |
$1.78M - $2.06M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-237Closed |
$15.9K - $18.4K
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Sather Financial Group Inc
|
SELL
|
- |
-4KClosed |
$268K - $310K
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-39.3KClosed |
$2.63M - $3.04M
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-587Closed |
$39.3K - $45.5K
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3.16KClosed |
$212K - $245K
|
0
$0
|
|
|
Oct 31, 2018
Q3 2018
|
Compass Capital Management, Inc
|
SELL
|
- |
-334KClosed |
$22.4M - $25.9M
|
0
$0
|
|
|
Oct 05, 2018
Q3 2018
|
Founders Capital Management
|
SELL
|
- |
-12.2KClosed |
$820K - $948K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Dec 07, 2018
Q2 2018
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-828Closed |
$53.7K - $60.7K
|
0
$0
|
|
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-501Closed |
$32.5K - $36.8K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-278KClosed |
$18M - $20.4M
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
PUT |
-10KClosed |
$649K - $734K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-30.4KClosed |
$1.97M - $2.23M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Schnieders Capital Management LLC
|
SELL
|
- |
-2.93KClosed |
$190K - $215K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Sws Partners
|
SELL
|
- |
-94Closed |
$6.1K - $6.9K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-2.94KClosed |
$191K - $216K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-3.5KClosed |
$227K - $257K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-55.5KClosed |
$3.61M - $4.07M
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-3KClosed |
$195K - $220K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-100Closed |
$6.49K - $7.34K
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-172KClosed |
$11.2M - $12.6M
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
Ascension Asset Management LLC
|
SELL
|
- |
-8.89KClosed |
$577K - $652K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-557Closed |
$36.2K - $40.9K
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Tom Gayner
Markel Corp
|
SELL
|
- |
-3.7KClosed |
$240K - $271K
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-9- 1.83% |
$584 - $660
|
482
$55.2K
|
|
|
Aug 01, 2018
Q2 2018
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-28.8KClosed |
$1.87M - $2.11M
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-80- 42.11% |
$5.19K - $5.87K
|
110
$12.6K
|
|
|
Jul 31, 2018
Q2 2018
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-4.22KClosed |
$274K - $309K
|
0
$0
|
|
|
Jul 27, 2018
Q2 2018
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-400Closed |
$26K - $29.3K
|
0
$0
|
|
|
Jul 25, 2018
Q2 2018
|
Tributary Capital Management, LLC
|
BUY
|
- |
34.2KNew |
$2.22M - $2.51M
|
34.2K
$3.91M
|
|
|
Jul 25, 2018
Q2 2018
|
Hedeker Wealth, LLC
|
BUY
|
- |
4.92KNew |
$319K - $361K
|
4.92K
$563K
|
|
|
Jul 25, 2018
Q2 2018
|
Bank Of The West
|
SELL
|
- |
-3.09KClosed |
$201K - $227K
|
0
$0
|
|
|
Jul 23, 2018
Q2 2018
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-3.95KClosed |
$256K - $290K
|
0
$0
|
|
|
Jul 12, 2018
Q2 2018
|
Augustine Asset Management Inc
|
SELL
|
- |
-9.87KClosed |
$641K - $724K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.27K+ 5.62% |
$160K - $191K
|
42.6K
$4.88M
|
|
|
May 15, 2018
Q1 2018
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-2.73KClosed |
$192K - $230K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-132Closed |
$9.29K - $11.1K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-2.19KClosed |
$154K - $184K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-50Closed |
$3.52K - $4.21K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-125Closed |
$8.8K - $10.5K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-12.5KClosed |
$879K - $1.05M
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.89KClosed |
$203K - $243K
|
0
$0
|
|