Latest Institutional Transactions on Novartis Ag (NVS)
This table provides information on the latest institutional transactions involving Novartis Ag (NVS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.45K- 9.79% |
$260K - $296K
|
22.6K
$2.19M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
532+ 5.24% |
$56.5K - $64.3K
|
10.7K
$1.04M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
20New |
$2.12K - $2.42K
|
20
$1.94K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.7K+ 4.35% |
$181K - $206K
|
40.8K
$3.96M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
519+ 280.54% |
$55.1K - $62.7K
|
704
$68.3K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
39+ 0.16% |
$4.14K - $4.71K
|
25.2K
$2.44M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-55- 0.36% |
$5.84K - $6.65K
|
15K
$1.46M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-228K- 87.12% |
$24.2M - $27.5M
|
33.7K
$3.27M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
93.3KNew |
$9.9M - $11.3M
|
93.3K
$9.06M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
12.1K+ 107.83% |
$1.28M - $1.46M
|
23.2K
$2.26M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
30K+ 263.58% |
$3.19M - $3.63M
|
41.4K
$4.02M
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
166+ 0.87% |
$17.6K - $20.1K
|
19.3K
$1.87M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.18K- 5.77% |
$125K - $143K
|
19.3K
$1.87M
|
|
|
Nov 21, 2024
Q3 2024
|
Tri Ri Asset Management Corp
Toronto, A6 |
BUY
|
- |
33.2KNew |
$3.52M - $4.01M
|
33.2K
$3.22M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-75- 0.99% |
$7.96K - $9.07K
|
7.53K
$731K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-669- 5.13% |
$71K - $80.9K
|
12.4K
$1.2M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.71KNew |
$394K - $449K
|
3.71K
$361K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-454- 3.06% |
$48.2K - $54.9K
|
14.4K
$1.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.6K+ 40.63% |
$382K - $435K
|
12.4K
$1.21M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.53K- 3.89% |
$692K - $789K
|
161K
$15.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.8K+ 9.09% |
$1.14M - $1.3M
|
129K
$12.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
409+ 13.93% |
$43.4K - $49.4K
|
3.35K
$325K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
183KNew |
$19.4M - $22.2M
|
183K
$17.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
257+ 12.84% |
$27.3K - $31.1K
|
2.26K
$219K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
193+ 2.19% |
$20.5K - $23.3K
|
9K
$874K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.57K+ 118.36% |
$272K - $310K
|
4.73K
$460K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
26.1K+ 1727.63% |
$2.77M - $3.16M
|
27.7K
$2.68M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
118KNew |
$12.5M - $14.2M
|
118K
$11.4M
|
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-124- 2.18% |
$13.2K - $15K
|
5.57K
$541K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-109- 10.53% |
$11.6K - $13.2K
|
926
$89.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
157+ 4.42% |
$16.7K - $19K
|
3.71K
$360K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.08K+ 3.44% |
$115K - $130K
|
32.4K
$3.15M
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-1- 0.01% |
$106 - $121
|
9.46K
$918K
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
20.6KNew |
$2.19M - $2.49M
|
20.6K
$2M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-127- 0.71% |
$13.5K - $15.4K
|
17.9K
$1.73M
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-50- 0.72% |
$5.31K - $6.04K
|
6.85K
$665K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
245New |
$26K - $29.6K
|
245
$23.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.11K+ 16.22% |
$118K - $134K
|
7.95K
$771K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
50New |
$5.31K - $6.04K
|
50
$4.85K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
600+ 1.22% |
$63.7K - $72.5K
|
50K
$4.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-114K- 53.06% |
$12.1M - $13.8M
|
101K
$9.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.8K+ 68.16% |
$1.26M - $1.43M
|
29.2K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
18.2KNew |
$1.93M - $2.2M
|
18.2K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-17.3K- 9.88% |
$1.84M - $2.09M
|
158K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
200New |
$21.2K - $24.2K
|
200
$19.4K
|
|
|
Nov 14, 2024
Q3 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
115+ 2.27% |
$12.2K - $13.9K
|
5.18K
$502K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.2K- 19.35% |
$127K - $145K
|
5K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
250+ 0.63% |
$26.5K - $30.2K
|
40.2K
$3.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.45K+ 12.13% |
$897K - $1.02M
|
78.1K
$7.59M
|