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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.12% |
$1.06K - $1.21K
|
8.39K
$816K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
226+ 2.02% |
$24K - $27.3K
|
11.4K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-240- 2.74% |
$25.5K - $29K
|
8.53K
$830K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-41- 1.08% |
$4.35K - $4.96K
|
3.74K
$364K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-74- 2.65% |
$7.85K - $8.95K
|
2.72K
$264K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.38K+ 45.83% |
$146K - $166K
|
4.38K
$426K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-53- 0.33% |
$5.62K - $6.41K
|
16K
$1.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
121+ 5.13% |
$12.8K - $14.6K
|
2.48K
$241K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-728- 1.9% |
$77.3K - $88K
|
37.7K
$3.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-12K- 0.48% |
$1.27M - $1.45M
|
2.47M
$240M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-50- 2.16% |
$5.31K - $6.04K
|
2.26K
$220K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-882- 22.07% |
$93.6K - $107K
|
3.12K
$303K
|
|
|
Oct 30, 2024
Q3 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.7K+ 2.49% |
$605K - $689K
|
235K
$22.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-576- 10.74% |
$61.1K - $69.6K
|
4.79K
$466K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3.78K- 13.72% |
$401K - $456K
|
23.7K
$2.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
24+ 15.29% |
$2.55K - $2.9K
|
181
$17.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-405- 7.0% |
$43K - $49K
|
5.38K
$524K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-295- 16.99% |
$31.3K - $35.7K
|
1.44K
$140K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-74- 2.3% |
$7.85K - $8.95K
|
3.14K
$306K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.5K- 4.24% |
$159K - $181K
|
33.8K
$3.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-25- 0.32% |
$2.65K - $3.02K
|
7.81K
$760K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.25K- 12.26% |
$132K - $151K
|
8.92K
$868K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-962- 8.44% |
$102K - $116K
|
10.4K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
393+ 11.76% |
$41.7K - $47.5K
|
3.73K
$363K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-141- 4.67% |
$15K - $17K
|
2.88K
$280K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
25+ 208.33% |
$2.65K - $3.02K
|
37
$3.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-19.7K- 3.8% |
$2.09M - $2.38M
|
498K
$48.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.37KNew |
$251K - $286K
|
2.37K
$230K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
600+ 10.13% |
$63.7K - $72.5K
|
6.53K
$635K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.8K+ 17.35% |
$297K - $338K
|
18.9K
$1.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
102+ 1.31% |
$10.8K - $12.3K
|
7.91K
$770K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.99KNew |
$211K - $240K
|
1.99K
$193K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
33+ 2.43% |
$3.5K - $3.99K
|
1.39K
$135K
|
|
|
Oct 30, 2024
Q3 2024
|
Garland Capital Management Inc
|
BUY
|
- |
42.2KNew |
$4.48M - $5.1M
|
42.2K
$4.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
1.59K+ 38.98% |
$169K - $193K
|
5.68K
$553K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
751+ 9.81% |
$79.7K - $90.8K
|
8.41K
$818K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.1KNew |
$223K - $254K
|
2.1K
$205K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-21- 1.09% |
$2.23K - $2.54K
|
1.9K
$185K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-729- 8.62% |
$77.4K - $88.1K
|
7.73K
$752K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
344New |
$36.5K - $41.6K
|
344
$33.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-24- 0.76% |
$2.55K - $2.9K
|
3.12K
$303K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
2.15KNew |
$228K - $260K
|
2.15K
$209K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
249+ 2.17% |
$26.4K - $30.1K
|
11.7K
$1.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-40- 0.63% |
$4.25K - $4.84K
|
6.26K
$609K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
171+ 4.99% |
$18.1K - $20.7K
|
3.6K
$350K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-55- 0.17% |
$5.84K - $6.65K
|
32.1K
$3.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
221+ 6.16% |
$23.5K - $26.7K
|
3.81K
$371K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
426+ 2.06% |
$45.2K - $51.5K
|
21.1K
$2.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-65- 1.91% |
$6.9K - $7.86K
|
3.34K
$325K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
14+ 0.42% |
$1.49K - $1.69K
|
3.32K
$323K
|