Latest Institutional Sells of Novartis Ag (NVS)
This list provides information on the latest institutional transactions involving Novartis Ag (NVS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-380- 14.14% |
$36.2K - $41.2K
|
2.31K
$241K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-350- 3.41% |
$33.3K - $38K
|
9.93K
$1.03M
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-298- 4.81% |
$28.4K - $32.3K
|
5.9K
$615K
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
SELL
|
- |
-225- 7.56% |
$21.4K - $24.4K
|
2.75K
$287K
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-200- 5.15% |
$19.1K - $21.7K
|
3.69K
$384K
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-200- 0.84% |
$19.1K - $21.7K
|
23.5K
$2.45M
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-200- 4.72% |
$19.1K - $21.7K
|
4.04K
$421K
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-200- 8.49% |
$19.1K - $21.7K
|
2.16K
$225K
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-183- 47.78% |
$17.4K - $19.9K
|
200
$20.9K
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-153- 3.77% |
$14.6K - $16.6K
|
3.9K
$407K
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-150- 23.08% |
$14.3K - $16.3K
|
500
$52.1K
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-150- 37.5% |
$14.3K - $16.3K
|
250
$26.1K
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-150- 1.15% |
$14.3K - $16.3K
|
12.9K
$1.35M
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-124- 5.34% |
$11.8K - $13.5K
|
2.2K
$229K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-115- 38.33% |
$11K - $12.5K
|
185
$19.3K
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-110- 0.23% |
$10.5K - $11.9K
|
48.5K
$5.06M
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-100- 1.21% |
$9.53K - $10.8K
|
8.15K
$849K
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-100- 1.99% |
$9.53K - $10.8K
|
4.92K
$513K
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-100- 72.46% |
$9.53K - $10.8K
|
38
$3.96K
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-98- 39.2% |
$9.34K - $10.6K
|
152
$15.9K
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-79- 28.94% |
$7.53K - $8.57K
|
194
$20.2K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-33- 14.16% |
$3.14K - $3.58K
|
200
$20.9K
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-26- 0.23% |
$2.48K - $2.82K
|
11.4K
$1.19M
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-25- 0.87% |
$2.38K - $2.71K
|
2.86K
$298K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-23- 5.84% |
$2.19K - $2.49K
|
371
$38.7K
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-22- 7.89% |
$2.1K - $2.39K
|
257
$26.8K
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-16- 0.38% |
$1.52K - $1.74K
|
4.22K
$440K
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-15- 0.52% |
$1.43K - $1.63K
|
2.85K
$297K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-5- 1.3% |
$476 - $542
|
379
$39.5K
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 0.24% |
$95.3 - $108
|
415
$43.3K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-165K- 67.55% |
$15.2M - $16.7M
|
79.1K
$8.24M
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-41.8K- 53.24% |
$3.86M - $4.24M
|
36.7K
$3.83M
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-29K- 99.93% |
$2.68M - $2.95M
|
20
$2.09K
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-15.1K- 70.73% |
$1.4M - $1.54M
|
6.26K
$653K
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-13.7K- 31.35% |
$1.27M - $1.39M
|
30.1K
$3.14M
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-11.7K- 32.94% |
$1.08M - $1.19M
|
23.9K
$2.49M
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.96K- 98.41% |
$458K - $504K
|
80
$8.34K
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-4.38K- 51.14% |
$404K - $444K
|
4.18K
$436K
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-3.45K- 34.83% |
$319K - $351K
|
6.46K
$674K
|
|
Feb 14, 2024
Q4 2023
|
Sal Trading, LLC
Wilmington, DE |
SELL
|
- |
-3.4K- 32.69% |
$314K - $345K
|
7K
$730K
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-3.18K- 47.79% |
$294K - $323K
|
3.48K
$362K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2K- 1.31% |
$185K - $203K
|
151K
$15.8M
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.69K- 17.2% |
$156K - $171K
|
8.12K
$847K
|
|
Feb 05, 2024
Q4 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.6K- 40.25% |
$148K - $162K
|
2.38K
$248K
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.23K- 34.89% |
$113K - $125K
|
2.29K
$239K
|
|
Feb 13, 2024
Q4 2023
|
Penn Mutual Asset Management, LLC
Horsham, PA |
SELL
|
- |
-1K- 24.27% |
$92.3K - $102K
|
3.12K
$325K
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-1K- 38.05% |
$92.3K - $102K
|
1.63K
$170K
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-871- 19.16% |
$80.4K - $88.4K
|
3.67K
$383K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
SELL
|
- |
-818- 6.92% |
$75.5K - $83.1K
|
11K
$1.15M
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-770- 23.98% |
$71K - $78.2K
|
2.44K
$255K
|