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 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
128+ 0.57% |
$13.6K - $15.5K
|
22.8K
$2.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.05K+ 155.9% |
$324K - $369K
|
5.01K
$487K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.05K+ 3.48% |
$218K - $248K
|
61K
$5.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
521+ 24.49% |
$55.3K - $63K
|
2.65K
$257K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6.17KNew |
$655K - $746K
|
6.17K
$599K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-870- 12.39% |
$92.3K - $105K
|
6.15K
$597K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-15- 2.41% |
$1.59K - $1.81K
|
607
$58.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-715- 2.07% |
$75.9K - $86.4K
|
33.8K
$3.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-80- 0.28% |
$8.49K - $9.67K
|
28.1K
$2.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-968- 35.14% |
$103K - $117K
|
1.79K
$173K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
150+ 2.84% |
$15.9K - $18.1K
|
5.44K
$528K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
149+ 9.93% |
$15.8K - $18K
|
1.65K
$160K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
20+ 0.93% |
$2.12K - $2.42K
|
2.16K
$210K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
66+ 0.88% |
$7K - $7.98K
|
7.61K
$739K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-331- 1.93% |
$35.1K - $40K
|
16.9K
$1.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.38K- 16.44% |
$147K - $167K
|
7.02K
$682K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
88+ 25.81% |
$9.34K - $10.6K
|
429
$41.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-6.96K- 41.43% |
$738K - $841K
|
9.84K
$955K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.19K- 2.9% |
$126K - $144K
|
39.8K
$3.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
100+ 2.31% |
$10.6K - $12.1K
|
4.42K
$429K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-522- 22.98% |
$55.4K - $63.1K
|
1.75K
$170K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-267- 1.35% |
$28.3K - $32.3K
|
19.6K
$1.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.3K+ 13.74% |
$138K - $157K
|
10.7K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-360- 17.43% |
$38.2K - $43.5K
|
1.71K
$166K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
SELL
|
- |
-384- 3.76% |
$40.8K - $46.4K
|
9.84K
$955K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
819+ 1.77% |
$86.9K - $99K
|
47K
$4.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
225+ 6.19% |
$23.9K - $27.2K
|
3.86K
$375K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-2.23K- 1.04% |
$236K - $269K
|
211K
$20.5M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
257+ 4.25% |
$27.3K - $31.1K
|
6.31K
$613K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-300- 7.81% |
$31.8K - $36.3K
|
3.54K
$344K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$106 - $121
|
2.12K
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
201+ 319.05% |
$21.3K - $24.3K
|
264
$25.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-211- 1.62% |
$22.4K - $25.5K
|
12.8K
$1.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-190- 9.33% |
$20.2K - $23K
|
1.85K
$179K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.2K- 13.01% |
$128K - $145K
|
8.05K
$781K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.35KNew |
$249K - $284K
|
2.35K
$228K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
267+ 503.77% |
$28.3K - $32.3K
|
320
$31.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.08K+ 78.79% |
$221K - $251K
|
4.72K
$458K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
292+ 5.18% |
$31K - $35.3K
|
5.93K
$576K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
68+ 1.05% |
$7.22K - $8.22K
|
6.51K
$632K
|
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-8.7K- 29.09% |
$924K - $1.05M
|
21.2K
$2.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
370+ 6.36% |
$39.3K - $44.7K
|
6.19K
$601K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
124K+ 115.26% |
$13.2M - $15M
|
232K
$22.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-200- 8.04% |
$21.2K - $24.2K
|
2.29K
$222K
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.71K- 27.09% |
$181K - $206K
|
4.59K
$446K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-300- 3.14% |
$31.8K - $36.3K
|
9.27K
$900K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.05K+ 29.52% |
$536K - $611K
|
22.2K
$2.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
30+ 1.1% |
$3.18K - $3.63K
|
2.76K
$268K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
86+ 2.25% |
$9.13K - $10.4K
|
3.9K
$379K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
9.59K+ 127.4% |
$1.02M - $1.16M
|
17.1K
$1.66M
|