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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-541- 20.41% |
$50.1K - $56.8K
|
2.11K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-500- 50.0% |
$46.3K - $52.5K
|
500
$57.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-236- 8.16% |
$21.8K - $24.8K
|
2.66K
$303K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-150- 17.5% |
$13.9K - $15.7K
|
707
$80.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-150- 5.73% |
$13.9K - $15.7K
|
2.47K
$282K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-128- 1.45% |
$11.8K - $13.4K
|
8.68K
$991K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-100- 4.35% |
$9.25K - $10.5K
|
2.2K
$251K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-96- 31.58% |
$8.88K - $10.1K
|
208
$23.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-60- 41.38% |
$5.55K - $6.29K
|
85
$9.7K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-58- 1.98% |
$5.37K - $6.08K
|
2.87K
$328K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-24- 0.35% |
$2.22K - $2.52K
|
6.93K
$791K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-9- 11.39% |
$833 - $944
|
70
$7.99K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
CALL |
-85.1K- 94.87% |
$6.81M - $7.9M
|
4.6K
$525K
|
|
|
May 05, 2023
Q1 2023
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-38.5K- 43.78% |
$3.08M - $3.58M
|
49.5K
$5.65M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-24.4K- 87.97% |
$1.95M - $2.27M
|
3.34K
$381K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
PUT |
-14.8K- 51.03% |
$1.18M - $1.37M
|
14.2K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Arnhold LLC
|
SELL
|
- |
-3K- 19.19% |
$240K - $278K
|
12.6K
$1.44M
|
|
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-2.83KClosed |
$226K - $262K
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.44K- 17.75% |
$195K - $226K
|
11.3K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-2.08K- 42.56% |
$166K - $193K
|
2.8K
$320K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.88K- 97.26% |
$151K - $175K
|
53
$6.05K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.29K- 2.97% |
$104K - $120K
|
42.3K
$4.82M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-942- 54.08% |
$75.4K - $87.4K
|
800
$91.3K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-700- 75.35% |
$56K - $65K
|
229
$26.1K
|
|
|
May 05, 2023
Q1 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-627- 22.31% |
$50.2K - $58.2K
|
2.18K
$249K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-319- 12.48% |
$25.5K - $29.6K
|
2.24K
$255K
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-300- 94.64% |
$24K - $27.8K
|
17
$1.94K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-276- 5.41% |
$22.1K - $25.6K
|
4.82K
$551K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-200- 6.34% |
$16K - $18.6K
|
2.95K
$337K
|
|
|
Apr 13, 2023
Q1 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-200- 2.5% |
$16K - $18.6K
|
7.81K
$892K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-193- 65.87% |
$15.4K - $17.9K
|
100
$11.4K
|
|
|
May 12, 2023
Q1 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-170- 1.88% |
$13.6K - $15.8K
|
8.87K
$1.01M
|
|
|
Apr 11, 2023
Q1 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-150- 5.4% |
$12K - $13.9K
|
2.63K
$300K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-135- 87.1% |
$10.8K - $12.5K
|
20
$2.28K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-125- 50.4% |
$10K - $11.6K
|
123
$14K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-106- 9.46% |
$8.48K - $9.84K
|
1.02K
$116K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-40- 0.99% |
$3.2K - $3.71K
|
4K
$457K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-29- 22.48% |
$2.32K - $2.69K
|
100
$11.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-23- 4.12% |
$1.84K - $2.13K
|
535
$61.1K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-15- 5.56% |
$1.2K - $1.39K
|
255
$29.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-7- 0.28% |
$560 - $650
|
2.51K
$286K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-5- 3.85% |
$400 - $464
|
125
$14.3K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 50.0% |
$240 - $278
|
3
$342
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-157K- 80.09% |
$11.8M - $14.5M
|
39K
$4.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-48.1K- 93.38% |
$3.64M - $4.45M
|
3.41K
$390K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-9.37K- 15.73% |
$708K - $867K
|
50.2K
$5.73M
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
SELL
|
- |
-8.87K- 20.66% |
$670K - $821K
|
34.1K
$3.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
PUT |
-4.7K- 97.92% |
$355K - $435K
|
100
$11.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4.57K- 26.44% |
$345K - $423K
|
12.7K
$1.45M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-4.43K- 1.91% |
$335K - $410K
|
228K
$26M
|
|