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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-100- 0.74% |
$10.6K - $12.1K
|
13.4K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
51+ 1.69% |
$5.41K - $6.17K
|
3.08K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.53K- 28.42% |
$163K - $185K
|
3.86K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10New |
$1.06K - $1.21K
|
10
$1.04K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
33+ 0.22% |
$3.5K - $3.99K
|
14.8K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-560- 1.57% |
$59.4K - $67.7K
|
35K
$3.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.08K+ 2.87% |
$327K - $373K
|
111K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-8.21K- 5.82% |
$871K - $993K
|
133K
$13.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-325- 3.18% |
$34.5K - $39.3K
|
9.9K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-327K- 15.86% |
$34.7M - $39.5M
|
1.73M
$180M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.42K- 6.89% |
$257K - $293K
|
32.8K
$3.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6- 13.64% |
$637 - $725
|
38
$3.94K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.27K+ 2.66% |
$559K - $637K
|
203K
$21.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-195K- 96.35% |
$20.7M - $23.6M
|
7.38K
$766K
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-39- 0.46% |
$4.14K - $4.71K
|
8.35K
$867K
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.45K- 3.52% |
$366K - $417K
|
94.5K
$9.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.75K- 28.7% |
$610K - $695K
|
14.3K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
4.05KNew |
$430K - $490K
|
4.05K
$421K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
136+ 2.89% |
$14.4K - $16.4K
|
4.84K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-326- 14.85% |
$34.6K - $39.4K
|
1.87K
$194K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.24K+ 69.64% |
$238K - $271K
|
5.45K
$566K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-24- 0.28% |
$2.55K - $2.9K
|
8.5K
$883K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-142- 6.29% |
$15.1K - $17.2K
|
2.12K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-5.61K- 6.35% |
$596K - $678K
|
82.8K
$8.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-235- 0.67% |
$24.9K - $28.4K
|
34.8K
$3.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
914+ 3.49% |
$97K - $110K
|
27.1K
$2.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-20.1K- 9.0% |
$2.13M - $2.42M
|
203K
$21M
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
SELL
|
- |
-100- 12.5% |
$10.6K - $12.1K
|
700
$72.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
11.9K+ 38.41% |
$1.26M - $1.43M
|
42.8K
$4.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-6.62K- 18.63% |
$703K - $800K
|
28.9K
$3M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.56K- 17.93% |
$165K - $188K
|
7.12K
$739K
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-500- 0.59% |
$53.1K - $60.4K
|
84.5K
$8.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-20- 0.36% |
$2.12K - $2.42K
|
5.53K
$574K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.23K+ 3.86% |
$449K - $511K
|
114K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
647+ 33.65% |
$68.7K - $78.2K
|
2.57K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
563+ 12.46% |
$59.8K - $68.1K
|
5.08K
$528K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.77KNew |
$719K - $819K
|
6.77K
$703K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.01K- 5.06% |
$213K - $242K
|
37.6K
$3.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-115- 0.59% |
$12.2K - $13.9K
|
19.3K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
340+ 2.08% |
$36.1K - $41.1K
|
16.7K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.56K+ 156100.0% |
$166K - $189K
|
1.56K
$162K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.19KNew |
$869K - $990K
|
8.19K
$850K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
17.1K+ 53.61% |
$1.81M - $2.07M
|
49K
$5.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
248+ 1.55% |
$26.3K - $30K
|
16.2K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-375- 0.14% |
$39.8K - $45.3K
|
260K
$27M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
330+ 3.07% |
$35K - $39.9K
|
11.1K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.47K+ 2.83% |
$262K - $298K
|
89.8K
$9.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.89K- 3.19% |
$518K - $591K
|
148K
$15.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-80- 17.82% |
$8.49K - $9.67K
|
369
$38.3K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-389- 16.46% |
$41.3K - $47K
|
1.98K
$205K
|