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 |
---|---|---|---|---|---|---|---|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-86.5K- 28.83% |
$8.24M - $9.38M
|
214K
$22M
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
585New |
$55.7K - $63.5K
|
585
$60.3K
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
173KNew |
$16.5M - $18.7M
|
173K
$17.8M
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
60+ 1.57% |
$5.72K - $6.51K
|
3.88K
$400K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
99.1K+ 1329.04% |
$9.44M - $10.7M
|
107K
$11M
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-62- 1.15% |
$5.91K - $6.73K
|
5.34K
$550K
|
|
May 21, 2024
Q1 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
1.33K+ 8.77% |
$127K - $144K
|
16.5K
$1.7M
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-3.05K- 19.96% |
$291K - $331K
|
12.2K
$1.26M
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2K- 92.25% |
$191K - $217K
|
168
$17.3K
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.83K+ 8.59% |
$365K - $416K
|
48.5K
$5M
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-150- 23.08% |
$14.3K - $16.3K
|
500
$51.6K
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
4.8K+ 65.75% |
$457K - $520K
|
12.1K
$1.25M
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.55K+ 16.8% |
$148K - $169K
|
10.8K
$1.11M
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
212+ 149.3% |
$20.2K - $23K
|
354
$36.5K
|
|
May 16, 2024
Q1 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
6.8KNew |
$648K - $738K
|
6.8K
$701K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
295+ 1.1% |
$28.1K - $32K
|
27.1K
$2.79M
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-376K- 50.32% |
$35.8M - $40.8M
|
371K
$38.3M
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
281+ 11.24% |
$26.8K - $30.5K
|
2.78K
$287K
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.59MNew |
$437M - $498M
|
4.59M
$473M
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-24- 13.26% |
$2.29K - $2.6K
|
157
$16.2K
|
|
May 15, 2024
Q1 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
666K+ 53.72% |
$63.5M - $72.3M
|
1.91M
$197M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.79K+ 15.49% |
$456K - $520K
|
35.7K
$3.68M
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
229+ 5.84% |
$21.8K - $24.8K
|
4.15K
$428K
|
|
May 15, 2024
Q1 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-12K- 21.53% |
$1.14M - $1.3M
|
43.7K
$4.51M
|
|
May 15, 2024
Q1 2024
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-35- 0.67% |
$3.33K - $3.8K
|
5.2K
$536K
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.12K- 6.88% |
$107K - $122K
|
15.2K
$1.56M
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.57K- 7.94% |
$245K - $279K
|
29.8K
$3.07M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.81K- 42.72% |
$268K - $305K
|
3.77K
$389K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
53+ 2.27% |
$5.05K - $5.75K
|
2.39K
$246K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
820+ 0.43% |
$78.1K - $88.9K
|
192K
$19.8M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.17K+ 8.67% |
$112K - $127K
|
14.7K
$1.52M
|
|
May 15, 2024
Q1 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-103- 0.95% |
$9.81K - $11.2K
|
10.7K
$1.11M
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.1K- 1.37% |
$104K - $119K
|
78.7K
$8.12M
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
25.7K+ 198.04% |
$2.45M - $2.79M
|
38.7K
$3.99M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.65K+ 4.59% |
$252K - $287K
|
60.3K
$6.22M
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-39.1K- 2.2% |
$3.72M - $4.24M
|
1.74M
$179M
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
60.5KNew |
$5.77M - $6.56M
|
60.5K
$6.24M
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-25- 1.16% |
$2.38K - $2.71K
|
2.13K
$220K
|
|
May 15, 2024
Q1 2024
|
Todd Asset Management LLC
|
BUY
|
- |
296KNew |
$28.2M - $32.1M
|
296K
$30.6M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.7K- 73.48% |
$1.49M - $1.7M
|
5.66K
$584K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
81+ 1.18% |
$7.72K - $8.79K
|
6.96K
$717K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
648+ 1.02% |
$61.7K - $70.3K
|
64.2K
$6.62M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
36.7K+ 33.05% |
$3.5M - $3.98M
|
148K
$15.2M
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-170- 4.75% |
$16.2K - $18.4K
|
3.41K
$352K
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
8.7K+ 53.7% |
$829K - $944K
|
24.9K
$2.57M
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-100- 4.18% |
$9.53K - $10.8K
|
2.29K
$236K
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-6.2K- 22.24% |
$591K - $673K
|
21.7K
$2.24M
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
87.3K+ 46.25% |
$8.32M - $9.47M
|
276K
$28.5M
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
389K+ 696.38% |
$37.1M - $42.2M
|
445K
$45.9M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
64.8K+ 17.78% |
$6.18M - $7.03M
|
430K
$44.3M
|