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 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-596- 5.18% |
$63.3K - $72.1K
|
10.9K
$1.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.24K+ 2.33% |
$131K - $149K
|
54.2K
$5.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-430- 1.59% |
$45.6K - $52K
|
26.6K
$2.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-193- 4.37% |
$20.5K - $23.3K
|
4.22K
$410K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-18- 0.11% |
$1.91K - $2.18K
|
16.6K
$1.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.2K- 6.08% |
$1.4M - $1.59M
|
204K
$19.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18.4K- 3.43% |
$1.96M - $2.23M
|
518K
$50.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24.4K- 6.88% |
$2.59M - $2.95M
|
330K
$32M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5KNew |
$531K - $604K
|
5K
$485K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-110- 18.61% |
$11.7K - $13.3K
|
481
$46.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
14New |
$1.49K - $1.69K
|
14
$1.36K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
43New |
$4.56K - $5.2K
|
43
$4.17K
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.85K+ 12.29% |
$196K - $224K
|
16.9K
$1.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
420+ 0.22% |
$44.6K - $50.8K
|
191K
$18.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-91- 42.92% |
$9.66K - $11K
|
121
$11.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.3KNew |
$244K - $278K
|
2.3K
$223K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
65+ 3.41% |
$6.9K - $7.86K
|
1.97K
$192K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
34.7K+ 425.79% |
$3.68M - $4.19M
|
42.8K
$4.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-47- 1.74% |
$4.99K - $5.68K
|
2.66K
$258K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-1.51K- 9.7% |
$160K - $182K
|
14K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-23- 17.42% |
$2.44K - $2.78K
|
109
$10.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-234- 4.84% |
$24.8K - $28.3K
|
4.6K
$447K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9+ 0.36% |
$955 - $1.09K
|
2.51K
$244K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
716+ 22.07% |
$76K - $86.6K
|
3.96K
$384K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.68K- 19.18% |
$179K - $204K
|
7.1K
$689K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-25- 1.06% |
$2.65K - $3.02K
|
2.33K
$226K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
190+ 7.2% |
$20.2K - $23K
|
2.83K
$275K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-70- 0.33% |
$7.43K - $8.46K
|
21.4K
$2.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
5.9K+ 2949.0% |
$626K - $713K
|
6.1K
$592K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-115- 15.54% |
$12.2K - $13.9K
|
625
$60.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-118- 0.92% |
$12.5K - $14.3K
|
12.8K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-15- 41.67% |
$1.59K - $1.81K
|
21
$2.04K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-427- 0.49% |
$45.3K - $51.6K
|
87.5K
$8.49M
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-53- 0.62% |
$5.62K - $6.41K
|
8.51K
$826K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
574+ 47.83% |
$60.9K - $69.4K
|
1.77K
$172K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
235+ 0.5% |
$24.9K - $28.4K
|
47.3K
$4.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-827- 7.8% |
$87.8K - $100K
|
9.78K
$950K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
449+ 0.32% |
$47.7K - $54.3K
|
142K
$13.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-413- 8.9% |
$43.8K - $49.9K
|
4.23K
$410K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-200- 9.18% |
$21.2K - $24.2K
|
1.98K
$192K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
102+ 5.08% |
$10.8K - $12.3K
|
2.11K
$205K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.51K- 3.7% |
$478K - $545K
|
117K
$11.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.84K+ 159.31% |
$726K - $827K
|
11.1K
$1.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
7.15KNew |
$759K - $864K
|
7.15K
$694K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$531 - $604
|
8.43K
$819K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-902- 6.76% |
$95.7K - $109K
|
12.4K
$1.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
276+ 12.42% |
$29.3K - $33.4K
|
2.5K
$243K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
254+ 9.95% |
$27K - $30.7K
|
2.81K
$273K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.66K+ 25.36% |
$282K - $321K
|
13.1K
$1.27M
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
305+ 1.66% |
$32.4K - $36.9K
|
18.7K
$1.81M
|