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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
60+ 2.27% |
$6.37K - $7.25K
|
2.71K
$263K
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.82K+ 1.13% |
$193K - $220K
|
162K
$15.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
169New |
$17.9K - $20.4K
|
169
$16.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
90+ 0.58% |
$9.55K - $10.9K
|
15.7K
$1.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-1.85K- 7.62% |
$196K - $224K
|
22.4K
$2.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-250- 0.87% |
$26.5K - $30.2K
|
28.6K
$2.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
113K+ 145.1% |
$12M - $13.7M
|
191K
$18.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.28K- 8.43% |
$242K - $275K
|
24.7K
$2.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
82+ 0.38% |
$8.7K - $9.91K
|
21.6K
$2.1M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
323+ 2.3% |
$34.3K - $39K
|
14.4K
$1.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.47% |
$1.8K - $2.06K
|
3.58K
$348K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.4K+ 4.63% |
$148K - $169K
|
31.6K
$3.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
5.37KNew |
$570K - $649K
|
5.37K
$521K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.12K- 52.46% |
$543K - $619K
|
4.64K
$450K
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-50- 0.06% |
$5.31K - $6.04K
|
82.4K
$8M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
918+ 0.24% |
$97.4K - $111K
|
376K
$36.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.62K+ 9.09% |
$278K - $317K
|
31.4K
$3.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-293- 7.35% |
$31.1K - $35.4K
|
3.69K
$359K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
31+ 10.2% |
$3.29K - $3.75K
|
335
$32.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-19.2K- 52.15% |
$2.03M - $2.32M
|
17.6K
$1.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-6.5K- 22.03% |
$689K - $785K
|
23K
$2.23M
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
28+ 1.2% |
$2.97K - $3.38K
|
2.36K
$229K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
25+ 0.47% |
$2.65K - $3.02K
|
5.36K
$520K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
685K+ 9.25% |
$72.7M - $82.9M
|
8.09M
$786M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1+ 0.01% |
$106 - $121
|
17.1K
$1.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
454+ 18.23% |
$48.2K - $54.9K
|
2.94K
$286K
|
|
|
Nov 07, 2024
Q3 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-506- 0.57% |
$53.7K - $61.2K
|
87.9K
$8.54M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-35- 1.56% |
$3.71K - $4.23K
|
2.21K
$214K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.9K- 5.79% |
$202K - $230K
|
31K
$3.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-32.1K- 23.75% |
$3.41M - $3.88M
|
103K
$10M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.29K+ 1.07% |
$137K - $156K
|
122K
$11.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-177- 8.59% |
$18.8K - $21.4K
|
1.88K
$183K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-38- 0.17% |
$4.03K - $4.59K
|
22.6K
$2.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-347- 3.24% |
$36.8K - $41.9K
|
10.4K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
75+ 3.02% |
$7.96K - $9.07K
|
2.56K
$248K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
19+ 0.03% |
$2.02K - $2.3K
|
62.3K
$6.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-5.19K- 21.39% |
$551K - $628K
|
19.1K
$1.85M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-100- 2.82% |
$10.6K - $12.1K
|
3.45K
$335K
|
|
|
Nov 06, 2024
Q3 2024
|
Broderick Brian C
|
SELL
|
- |
-6.78K- 36.04% |
$720K - $820K
|
12K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-991- 8.9% |
$105K - $120K
|
10.1K
$985K
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-81- 1.87% |
$8.6K - $9.79K
|
4.26K
$414K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
18+ 0.9% |
$1.91K - $2.18K
|
2.02K
$196K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-183- 20.52% |
$19.4K - $22.1K
|
709
$68.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-1.19K- 1.2% |
$126K - $143K
|
97.2K
$9.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-4- 0.02% |
$425 - $484
|
20.2K
$1.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
6.06K+ 41.62% |
$643K - $733K
|
20.6K
$2M
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-3.62K- 4.64% |
$384K - $438K
|
74.4K
$7.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-77- 0.78% |
$8.17K - $9.31K
|
9.75K
$946K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
36New |
$3.82K - $4.35K
|
36
$3.49K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
85+ 98.84% |
$9.02K - $10.3K
|
171
$16.6K
|