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 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
874+ 45.21% |
$92.8K - $106K
|
2.81K
$273K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-160- 37.12% |
$17K - $19.3K
|
271
$26.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.75KNew |
$292K - $333K
|
2.75K
$267K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-324- 24.79% |
$34.4K - $39.2K
|
983
$95.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
26.3K+ 2.88% |
$2.79M - $3.18M
|
939K
$91.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.8K+ 1.29% |
$2.64M - $3M
|
1.95M
$190M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-85- 94.44% |
$9.02K - $10.3K
|
5
$485
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
100+ 1.06% |
$10.6K - $12.1K
|
9.49K
$922K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
541+ 6.77% |
$57.4K - $65.4K
|
8.54K
$829K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-740- 16.75% |
$78.5K - $89.5K
|
3.68K
$357K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
75+ 1.24% |
$7.96K - $9.07K
|
6.14K
$596K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.79KNew |
$190K - $217K
|
1.79K
$174K
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-8.79K- 44.0% |
$933K - $1.06M
|
11.2K
$1.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-272K- 21.4% |
$28.9M - $32.9M
|
1M
$97.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.18K- 5.89% |
$125K - $143K
|
18.9K
$1.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
354+ 13.55% |
$37.6K - $42.8K
|
2.97K
$288K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-109- 4.68% |
$11.6K - $13.2K
|
2.22K
$216K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-275- 22.02% |
$29.2K - $33.2K
|
974
$94.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.8K- 83.85% |
$403K - $459K
|
732
$71.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
BUY
|
- |
69+ 0.52% |
$7.32K - $8.34K
|
13.3K
$1.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.7K+ 62.68% |
$181K - $206K
|
4.42K
$429K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.15K+ 3.52% |
$122K - $139K
|
33.9K
$3.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-60.2K- 20.75% |
$6.39M - $7.28M
|
230K
$22.3M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
70+ 1.85% |
$7.43K - $8.46K
|
3.86K
$375K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.09K- 2.56% |
$222K - $253K
|
79.5K
$7.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
46+ 1.0% |
$4.88K - $5.56K
|
4.63K
$449K
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-8.4K- 2.57% |
$891K - $1.01M
|
318K
$30.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16+ 16.16% |
$1.7K - $1.93K
|
115
$11.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-232- 2.44% |
$24.6K - $28K
|
9.29K
$902K
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
35+ 0.4% |
$3.71K - $4.23K
|
8.68K
$843K
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
48.6KNew |
$5.16M - $5.88M
|
48.6K
$4.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-20- 0.75% |
$2.12K - $2.42K
|
2.65K
$257K
|
|
|
Nov 05, 2024
Q3 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 4.12% |
$10.6K - $12.1K
|
2.33K
$226K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
746+ 2.03% |
$79.2K - $90.2K
|
37.4K
$3.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-1.82K- 35.95% |
$193K - $219K
|
3.23K
$314K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-69- 1.49% |
$7.32K - $8.34K
|
4.55K
$441K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
550+ 4.83% |
$58.4K - $66.5K
|
11.9K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
52+ 0.51% |
$5.52K - $6.29K
|
10.3K
$996K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-17- 0.6% |
$1.8K - $2.06K
|
2.82K
$273K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-162- 4.4% |
$17.2K - $19.6K
|
3.52K
$342K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
218+ 7.91% |
$23.1K - $26.4K
|
2.97K
$289K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 21.05% |
$425 - $484
|
23
$2.23K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
68+ 113.33% |
$7.22K - $8.22K
|
128
$12.4K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-501- 5.22% |
$53.2K - $60.6K
|
9.09K
$883K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-754- 27.24% |
$80K - $91.2K
|
2.01K
$196K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
25+ 0.42% |
$2.65K - $3.02K
|
5.98K
$580K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-617- 1.33% |
$65.5K - $74.6K
|
45.6K
$4.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
7.82K+ 28.15% |
$830K - $946K
|
35.6K
$3.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-185- 1.23% |
$19.6K - $22.4K
|
14.8K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-495- 1.68% |
$52.5K - $59.8K
|
28.9K
$2.8M
|