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 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-7.12K- 38.11% |
$756K - $861K
|
11.6K
$1.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
56+ 1.08% |
$5.94K - $6.77K
|
5.24K
$509K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.03K+ 5.93% |
$109K - $125K
|
18.4K
$1.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-132- 0.79% |
$14K - $16K
|
16.5K
$1.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-861- 23.16% |
$91.4K - $104K
|
2.86K
$277K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-25- 0.51% |
$2.65K - $3.02K
|
4.84K
$470K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-1.43K- 2.28% |
$151K - $173K
|
61.1K
$5.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
208KNew |
$22M - $25.1M
|
208K
$20.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.49K- 28.18% |
$158K - $180K
|
3.79K
$368K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
381+ 0.67% |
$40.4K - $46.1K
|
57.5K
$5.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.45K- 3.26% |
$366K - $417K
|
102K
$9.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-78- 2.46% |
$8.28K - $9.43K
|
3.1K
$301K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1- 0.17% |
$106 - $121
|
594
$57.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Albert D Mason Inc
|
SELL
|
- |
-74- 0.55% |
$7.85K - $8.95K
|
13.5K
$1.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1- 2.27% |
$106 - $121
|
43
$4.17K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
608+ 1.58% |
$64.5K - $73.5K
|
39.1K
$3.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-92- 0.17% |
$9.76K - $11.1K
|
53.9K
$5.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
16+ 0.35% |
$1.7K - $1.93K
|
4.57K
$444K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.45K+ 8.94% |
$153K - $175K
|
17.6K
$1.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5- 2.07% |
$531 - $604
|
237
$23K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-3.15K- 3.97% |
$334K - $381K
|
76.2K
$7.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-318- 4.31% |
$33.7K - $38.4K
|
7.07K
$686K
|
|
|
Oct 22, 2024
Q3 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-233- 0.31% |
$24.7K - $28.2K
|
75.2K
$7.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.82KNew |
$193K - $220K
|
1.82K
$176K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-50- 0.68% |
$5.31K - $6.04K
|
7.31K
$710K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.55K+ 11.99% |
$164K - $187K
|
14.4K
$1.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.91K- 35.41% |
$203K - $231K
|
3.49K
$339K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
173KNew |
$18.3M - $20.9M
|
173K
$16.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
114+ 0.3% |
$12.1K - $13.8K
|
38.1K
$3.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
30+ 0.73% |
$3.18K - $3.63K
|
4.13K
$401K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
26+ 0.59% |
$2.76K - $3.14K
|
4.44K
$431K
|
|
|
Oct 21, 2024
Q3 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-456- 0.93% |
$48.4K - $55.1K
|
48.4K
$4.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Arlington Partners LLC
|
BUY
|
- |
6.4K+ 20.56% |
$680K - $774K
|
37.6K
$3.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
821+ 6.58% |
$87.1K - $99.3K
|
13.3K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-124- 5.17% |
$13.2K - $15K
|
2.27K
$221K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.05K+ 8.12% |
$111K - $127K
|
13.9K
$1.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
172KNew |
$18.2M - $20.8M
|
172K
$16.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
663+ 1.41% |
$70.4K - $80.2K
|
47.6K
$4.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.09K- 8.38% |
$222K - $253K
|
22.9K
$2.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.72K+ 4.43% |
$182K - $208K
|
40.5K
$3.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-80- 1.73% |
$8.49K - $9.67K
|
4.53K
$440K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
30New |
$3.18K - $3.63K
|
30
$2.91K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-18- 0.07% |
$1.91K - $2.18K
|
27.1K
$2.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.3KNew |
$137K - $157K
|
1.3K
$126K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-51- 1.4% |
$5.41K - $6.17K
|
3.58K
$348K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-74- 2.18% |
$7.85K - $8.95K
|
3.33K
$323K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-49- 1.68% |
$5.2K - $5.92K
|
2.87K
$278K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-871- 27.3% |
$92.4K - $105K
|
2.32K
$225K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.37K+ 9.97% |
$676K - $769K
|
70.2K
$6.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.15KNew |
$228K - $260K
|
2.15K
$209K
|