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 29, 2024
Q3 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
9.06K+ 214.7% |
$961K - $1.09M
|
13.3K
$1.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-162- 4.91% |
$17.2K - $19.6K
|
3.14K
$305K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
637+ 8.98% |
$67.6K - $77K
|
7.73K
$750K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
24.1K+ 8.42% |
$2.56M - $2.92M
|
311K
$30.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.91K- 1.57% |
$415K - $473K
|
245K
$23.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
100+ 1.76% |
$10.6K - $12.1K
|
5.79K
$562K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-212- 7.25% |
$22.5K - $25.6K
|
2.71K
$263K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
899+ 2.74% |
$95.4K - $109K
|
33.7K
$3.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.37K+ 2.9% |
$146K - $166K
|
48.8K
$4.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
33+ 0.41% |
$3.5K - $3.99K
|
8.11K
$788K
|
|
|
Oct 29, 2024
Q3 2024
|
Henry James International Management Inc.
|
BUY
|
- |
1.25K+ 2.78% |
$132K - $151K
|
46K
$4.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-360- 0.2% |
$38.2K - $43.5K
|
177K
$17.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.31KNew |
$458K - $522K
|
4.31K
$419K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
358+ 12.76% |
$38K - $43.3K
|
3.16K
$307K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.83K+ 3.58% |
$194K - $221K
|
52.9K
$5.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
30+ 0.56% |
$3.18K - $3.63K
|
5.35K
$519K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-209- 9.92% |
$22.2K - $25.3K
|
1.9K
$184K
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-100- 4.6% |
$10.6K - $12.1K
|
2.08K
$201K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
126+ 10.61% |
$13.4K - $15.2K
|
1.31K
$128K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
26.2K+ 12.08% |
$2.78M - $3.16M
|
243K
$23.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-91K- 42.02% |
$9.66M - $11M
|
126K
$12.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
742+ 5.08% |
$78.7K - $89.7K
|
15.4K
$1.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2- 0.09% |
$212 - $242
|
2.17K
$210K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-105- 1.44% |
$11.1K - $12.7K
|
7.17K
$696K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
129+ 0.46% |
$13.7K - $15.6K
|
28K
$2.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
56+ 13.56% |
$5.94K - $6.77K
|
469
$45.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-642- 9.1% |
$68.1K - $77.6K
|
6.42K
$623K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
10.7K+ 11.15% |
$1.13M - $1.29M
|
106K
$10.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.15K+ 18.88% |
$441K - $502K
|
26.1K
$2.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
53+ 1.66% |
$5.62K - $6.41K
|
3.26K
$316K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
128New |
$13.6K - $15.5K
|
128
$12.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-90- 6.21% |
$9.55K - $10.9K
|
1.36K
$132K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15+ 0.49% |
$1.59K - $1.81K
|
3.09K
$299K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.72K+ 25.92% |
$288K - $328K
|
13.2K
$1.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-465- 3.46% |
$49.4K - $56.2K
|
13K
$1.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-700- 2.02% |
$74.3K - $84.6K
|
33.9K
$3.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-455- 1.2% |
$48.3K - $55K
|
37.3K
$3.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-110- 0.24% |
$11.7K - $13.3K
|
45.8K
$4.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.8KNew |
$191K - $218K
|
1.8K
$175K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.27K- 38.05% |
$135K - $153K
|
2.07K
$201K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-221- 2.37% |
$23.5K - $26.7K
|
9.1K
$884K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.95K- 18.06% |
$206K - $235K
|
8.83K
$857K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
108+ 1.09% |
$11.5K - $13.1K
|
9.99K
$970K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-67- 0.8% |
$7.11K - $8.1K
|
8.36K
$811K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.65K+ 0.66% |
$175K - $200K
|
251K
$24.4M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-27- 0.31% |
$2.87K - $3.26K
|
8.78K
$853K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3+ 0.13% |
$318 - $363
|
2.25K
$218K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
204+ 0.73% |
$21.7K - $24.7K
|
28.1K
$2.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-43- 1.91% |
$4.56K - $5.2K
|
2.2K
$214K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-109- 93.97% |
$11.6K - $13.2K
|
7
$680
|