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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-30- 0.72% |
$2.84K - $3.15K
|
4.12K
$430K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-22Closed |
$2.08K - $2.31K
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-18- 1.9% |
$1.71K - $1.89K
|
931
$97.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.57% |
$1.42K - $1.58K
|
2.6K
$271K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-33.1K- 54.35% |
$3.07M - $3.48M
|
27.8K
$2.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-9.15K- 80.79% |
$846K - $960K
|
2.18K
$227K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.59K- 28.92% |
$703K - $797K
|
18.7K
$1.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-4.6K- 29.3% |
$426K - $483K
|
11.1K
$1.16M
|
|
|
Jul 10, 2023
Q2 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-4.37K- 19.42% |
$404K - $458K
|
18.1K
$1.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-2.42K- 35.18% |
$223K - $253K
|
4.45K
$464K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.73K- 39.48% |
$160K - $181K
|
2.65K
$276K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.2K- 22.03% |
$111K - $126K
|
4.25K
$443K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-1.1K- 31.85% |
$101K - $115K
|
2.35K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-541- 20.41% |
$50.1K - $56.8K
|
2.11K
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-500- 50.0% |
$46.3K - $52.5K
|
500
$52.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-298- 9.89% |
$27.6K - $31.3K
|
2.71K
$283K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-236- 8.16% |
$21.8K - $24.8K
|
2.66K
$277K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-150- 17.5% |
$13.9K - $15.7K
|
707
$73.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-150- 5.73% |
$13.9K - $15.7K
|
2.47K
$257K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-133- 95.68% |
$12.3K - $14K
|
6
$626
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-128- 1.45% |
$11.8K - $13.4K
|
8.68K
$905K
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-117- 3.02% |
$10.8K - $12.3K
|
3.76K
$392K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-100- 4.35% |
$9.25K - $10.5K
|
2.2K
$229K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-96- 31.58% |
$8.88K - $10.1K
|
208
$21.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-60- 41.38% |
$5.55K - $6.29K
|
85
$8.86K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-58- 1.98% |
$5.37K - $6.08K
|
2.87K
$299K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-46- 1.68% |
$4.26K - $4.83K
|
2.7K
$281K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-31- 1.25% |
$2.87K - $3.25K
|
2.44K
$255K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-24- 0.35% |
$2.22K - $2.52K
|
6.93K
$723K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-9- 11.39% |
$833 - $944
|
70
$7.3K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
CALL |
-85.1K- 94.87% |
$6.81M - $7.9M
|
4.6K
$480K
|
|
|
May 05, 2023
Q1 2023
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-38.5K- 43.78% |
$3.08M - $3.58M
|
49.5K
$5.16M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-24.4K- 87.97% |
$1.95M - $2.27M
|
3.34K
$348K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
PUT |
-14.8K- 51.03% |
$1.18M - $1.37M
|
14.2K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Arnhold LLC
|
SELL
|
- |
-3K- 19.19% |
$240K - $278K
|
12.6K
$1.32M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.44K- 17.75% |
$195K - $226K
|
11.3K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-2.08K- 42.56% |
$166K - $193K
|
2.8K
$292K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.88K- 97.26% |
$151K - $175K
|
53
$5.53K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.29K- 2.97% |
$104K - $120K
|
42.3K
$4.41M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-942- 54.08% |
$75.4K - $87.4K
|
800
$83.4K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-700- 75.35% |
$56K - $65K
|
229
$23.9K
|
|
|
May 05, 2023
Q1 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-627- 22.31% |
$50.2K - $58.2K
|
2.18K
$228K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-319- 12.48% |
$25.5K - $29.6K
|
2.24K
$233K
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-300- 94.64% |
$24K - $27.8K
|
17
$1.77K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-276- 5.41% |
$22.1K - $25.6K
|
4.82K
$503K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-200- 6.34% |
$16K - $18.6K
|
2.95K
$308K
|
|
|
Apr 13, 2023
Q1 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-200- 2.5% |
$16K - $18.6K
|
7.81K
$815K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-193- 65.87% |
$15.4K - $17.9K
|
100
$10.4K
|
|
|
May 12, 2023
Q1 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-170- 1.88% |
$13.6K - $15.8K
|
8.87K
$925K
|
|
|
Apr 11, 2023
Q1 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-150- 5.4% |
$12K - $13.9K
|
2.63K
$274K
|
|