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 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.23K- 34.89% |
$113K - $125K
|
2.29K
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
Penn Mutual Asset Management, LLC
Horsham, PA |
SELL
|
- |
-1K- 24.27% |
$92.3K - $102K
|
3.12K
$356K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-1K- 38.05% |
$92.3K - $102K
|
1.63K
$186K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-871- 19.16% |
$80.4K - $88.4K
|
3.67K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
SELL
|
- |
-818- 6.92% |
$75.5K - $83.1K
|
11K
$1.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-625- 11.24% |
$57.7K - $63.5K
|
4.94K
$563K
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
SELL
|
- |
-550- 62.5% |
$50.7K - $55.8K
|
330
$37.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-495- 18.37% |
$45.7K - $50.3K
|
2.2K
$251K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-313- 11.47% |
$28.9K - $31.8K
|
2.42K
$276K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-232- 6.68% |
$21.4K - $23.6K
|
3.24K
$370K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-195- 71.69% |
$18K - $19.8K
|
77
$8.79K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-135- 5.91% |
$12.5K - $13.7K
|
2.15K
$245K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-114- 3.71% |
$10.5K - $11.6K
|
2.96K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-105- 3.7% |
$9.69K - $10.7K
|
2.73K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-71- 73.2% |
$6.55K - $7.21K
|
26
$2.97K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-33- 1.63% |
$3.04K - $3.35K
|
1.99K
$227K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-15- 13.27% |
$1.38K - $1.52K
|
98
$11.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-4- 0.02% |
$369 - $406
|
20.4K
$2.33M
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.3K- 9.41% |
$1.26M - $1.4M
|
128K
$14.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-7.28K- 4.84% |
$689K - $765K
|
143K
$16.3M
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-5.43K- 50.29% |
$514K - $571K
|
5.37K
$613K
|
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-5.37K- 37.14% |
$509K - $565K
|
9.09K
$1.04M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-3.6K- 16.05% |
$341K - $378K
|
18.8K
$2.15M
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.23K- 29.44% |
$116K - $129K
|
2.94K
$336K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-650- 63.41% |
$61.6K - $68.3K
|
375
$42.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-632- 4.35% |
$59.9K - $66.4K
|
13.9K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-620- 2.9% |
$58.7K - $65.2K
|
20.8K
$2.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-575- 10.58% |
$54.5K - $60.4K
|
4.86K
$555K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-400- 64.83% |
$37.9K - $42.1K
|
217
$24.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-368- 4.91% |
$34.9K - $38.7K
|
7.12K
$813K
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-330- 1.31% |
$31.3K - $34.7K
|
24.8K
$2.83M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-269- 89.37% |
$25.5K - $28.3K
|
32
$3.65K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-180- 10.68% |
$17.1K - $18.9K
|
1.51K
$172K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-179- 5.32% |
$17K - $18.8K
|
3.19K
$364K
|
|
|
Nov 13, 2023
Q3 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-150- 4.23% |
$14.2K - $15.8K
|
3.39K
$387K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-108- 2.8% |
$10.2K - $11.4K
|
3.75K
$428K
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-100- 3.53% |
$9.47K - $10.5K
|
2.73K
$311K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-60- 13.42% |
$5.68K - $6.31K
|
387
$44.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-40- 1.08% |
$3.79K - $4.21K
|
3.65K
$417K
|
|
|
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
$106K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.57% |
$1.42K - $1.58K
|
2.6K
$297K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-33.1K- 54.35% |
$3.07M - $3.48M
|
27.8K
$3.18M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-9.15K- 80.79% |
$846K - $960K
|
2.18K
$248K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.59K- 28.92% |
$703K - $797K
|
18.7K
$2.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-4.6K- 29.3% |
$426K - $483K
|
11.1K
$1.27M
|
|
|
Jul 10, 2023
Q2 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-4.37K- 19.42% |
$404K - $458K
|
18.1K
$2.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-2.42K- 35.18% |
$223K - $253K
|
4.45K
$508K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.73K- 39.48% |
$160K - $181K
|
2.65K
$302K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.2K- 22.03% |
$111K - $126K
|
4.25K
$485K
|
|