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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-653- 23.39% |
$60.3K - $66.3K
|
2.14K
$223K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-625- 11.24% |
$57.7K - $63.5K
|
4.94K
$515K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-579- 22.19% |
$53.4K - $58.8K
|
2.03K
$212K
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
SELL
|
- |
-550- 62.5% |
$50.7K - $55.8K
|
330
$34.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-495- 18.37% |
$45.7K - $50.3K
|
2.2K
$229K
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-450- 2.94% |
$41.5K - $45.7K
|
14.9K
$1.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-313- 11.47% |
$28.9K - $31.8K
|
2.42K
$252K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-232- 6.68% |
$21.4K - $23.6K
|
3.24K
$338K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-195- 71.69% |
$18K - $19.8K
|
77
$8.03K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-135- 5.91% |
$12.5K - $13.7K
|
2.15K
$224K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-114- 3.71% |
$10.5K - $11.6K
|
2.96K
$309K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-110- 3.26% |
$10.1K - $11.2K
|
3.26K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-105- 3.7% |
$9.69K - $10.7K
|
2.73K
$285K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-100- 25.71% |
$9.23K - $10.2K
|
289
$30.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-85- 2.37% |
$7.84K - $8.63K
|
3.5K
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-71- 73.2% |
$6.55K - $7.21K
|
26
$2.71K
|
|
|
Feb 01, 2024
Q4 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-70- 0.09% |
$6.46K - $7.11K
|
80.1K
$8.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-61- 2.58% |
$5.63K - $6.19K
|
2.3K
$240K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-52- 0.22% |
$4.8K - $5.28K
|
23.8K
$2.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50- 3.9% |
$4.61K - $5.08K
|
1.23K
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-39- 1.73% |
$3.6K - $3.96K
|
2.21K
$231K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-38- 0.69% |
$3.51K - $3.86K
|
5.49K
$573K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-33- 1.63% |
$3.04K - $3.35K
|
1.99K
$208K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-15- 13.27% |
$1.38K - $1.52K
|
98
$10.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-4- 0.02% |
$369 - $406
|
20.4K
$2.13M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-725K- 80.0% |
$68.7M - $76.2M
|
181K
$18.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-76.3K- 97.2% |
$7.22M - $8.02M
|
2.2K
$229K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.3K- 9.41% |
$1.26M - $1.4M
|
128K
$13.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-7.28K- 4.84% |
$689K - $765K
|
143K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-5.43K- 50.29% |
$514K - $571K
|
5.37K
$560K
|
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-5.37K- 37.14% |
$509K - $565K
|
9.09K
$948K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-3.6K- 16.05% |
$341K - $378K
|
18.8K
$1.96M
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.23K- 29.44% |
$116K - $129K
|
2.94K
$307K
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.19K- 32.38% |
$113K - $125K
|
2.49K
$260K
|
|
|
Oct 19, 2023
Q3 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-865- 25.44% |
$81.9K - $90.9K
|
2.54K
$264K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-650- 63.41% |
$61.6K - $68.3K
|
375
$39.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-632- 4.35% |
$59.9K - $66.4K
|
13.9K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-620- 2.9% |
$58.7K - $65.2K
|
20.8K
$2.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-575- 10.58% |
$54.5K - $60.4K
|
4.86K
$507K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-400- 64.83% |
$37.9K - $42.1K
|
217
$22.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-368- 4.91% |
$34.9K - $38.7K
|
7.12K
$743K
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-330- 1.31% |
$31.3K - $34.7K
|
24.8K
$2.59M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-269- 89.37% |
$25.5K - $28.3K
|
32
$3.34K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-180- 10.68% |
$17.1K - $18.9K
|
1.51K
$157K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-179- 5.32% |
$17K - $18.8K
|
3.19K
$332K
|
|
|
Nov 13, 2023
Q3 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-150- 4.23% |
$14.2K - $15.8K
|
3.39K
$354K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-108- 2.8% |
$10.2K - $11.4K
|
3.75K
$391K
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-100- 3.53% |
$9.47K - $10.5K
|
2.73K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-60- 13.42% |
$5.68K - $6.31K
|
387
$40.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-40- 1.08% |
$3.79K - $4.21K
|
3.65K
$381K
|
|