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 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-40- 1.67% |
$4.25K - $4.84K
|
2.36K
$229K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
65+ 1.1% |
$6.9K - $7.86K
|
6K
$582K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
40+ 26.67% |
$4.25K - $4.84K
|
190
$18.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-100- 2.4% |
$10.6K - $12.1K
|
4.06K
$394K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-12- 1.19% |
$1.27K - $1.45K
|
1K
$97.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-350- 8.71% |
$37.1K - $42.3K
|
3.67K
$356K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-313- 0.64% |
$33.2K - $37.8K
|
48.4K
$4.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-265- 27.46% |
$28.1K - $32K
|
700
$68K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.11K+ 6.23% |
$224K - $255K
|
36K
$3.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
444+ 0.95% |
$47.1K - $53.7K
|
47.3K
$4.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7.59K- 12.92% |
$805K - $917K
|
51.1K
$4.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-950- 5.41% |
$101K - $115K
|
16.6K
$1.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-7- 0.29% |
$743 - $846
|
2.38K
$231K
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-59- 0.28% |
$6.26K - $7.13K
|
21K
$2.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-441- 14.02% |
$46.8K - $53.3K
|
2.71K
$263K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
204+ 4.05% |
$21.7K - $24.7K
|
5.24K
$509K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
394+ 6.09% |
$41.8K - $47.6K
|
6.86K
$666K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
531+ 1.07% |
$56.4K - $64.2K
|
50.4K
$4.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
100+ 4.41% |
$10.6K - $12.1K
|
2.37K
$230K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
145+ 5.77% |
$15.4K - $17.5K
|
2.66K
$258K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-220- 1.26% |
$23.3K - $26.6K
|
17.3K
$1.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12KNew |
$1.27M - $1.45M
|
12K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
351+ 11.44% |
$37.3K - $42.4K
|
3.42K
$332K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-21- 0.65% |
$2.23K - $2.54K
|
3.19K
$310K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
218+ 7.84% |
$23.1K - $26.4K
|
3K
$291K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-84- 4.27% |
$8.91K - $10.2K
|
1.88K
$183K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.06K+ 29.58% |
$430K - $490K
|
17.8K
$1.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-740- 6.62% |
$78.5K - $89.5K
|
10.4K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-375- 0.92% |
$39.8K - $45.3K
|
40.3K
$3.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
170+ 1.62% |
$18K - $20.6K
|
10.7K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.17KNew |
$230K - $262K
|
2.17K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
516+ 9.06% |
$54.8K - $62.4K
|
6.21K
$603K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-125- 1.04% |
$13.3K - $15.1K
|
11.9K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-180- 6.54% |
$19.1K - $21.8K
|
2.57K
$250K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
3.81K+ 58.67% |
$404K - $460K
|
10.3K
$999K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.78K- 6.73% |
$189K - $215K
|
24.7K
$2.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-185- 1.55% |
$19.6K - $22.4K
|
11.7K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-99- 1.86% |
$10.5K - $12K
|
5.21K
$506K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-330- 0.97% |
$35K - $39.9K
|
33.8K
$3.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-35- 0.83% |
$3.71K - $4.23K
|
4.21K
$408K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-199- 2.82% |
$21.1K - $24.1K
|
6.86K
$666K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.19KNew |
$445K - $507K
|
4.19K
$407K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-197- 7.45% |
$20.9K - $23.8K
|
2.45K
$238K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
148+ 6.71% |
$15.7K - $17.9K
|
2.35K
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-35- 1.15% |
$3.71K - $4.23K
|
3.01K
$292K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
77+ 2.33% |
$8.17K - $9.31K
|
3.39K
$329K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-30- 13.04% |
$3.18K - $3.63K
|
200
$19.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-55K- 43.46% |
$5.83M - $6.64M
|
71.5K
$6.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3+ 0.07% |
$318 - $363
|
4.48K
$435K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
5.14K+ 22.21% |
$546K - $621K
|
28.3K
$2.75M
|