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 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
7.25K+ 15.24% |
$769K - $876K
|
54.8K
$5.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-73.7K- 5.45% |
$7.82M - $8.9M
|
1.28M
$124M
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
14+ 0.43% |
$1.49K - $1.69K
|
3.29K
$320K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-544- 14.06% |
$57.7K - $65.8K
|
3.32K
$323K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.25K+ 12.66% |
$132K - $151K
|
11.1K
$1.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-11- 0.76% |
$1.17K - $1.33K
|
1.44K
$139K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-30- 0.73% |
$3.18K - $3.63K
|
4.07K
$395K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.5K+ 4.07% |
$1.43M - $1.63M
|
345K
$33.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
24+ 4.09% |
$2.55K - $2.9K
|
611
$59.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
401+ 3.9% |
$42.6K - $48.5K
|
10.7K
$1.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
332+ 5.96% |
$35.2K - $40.1K
|
5.9K
$573K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
332+ 37.26% |
$35.2K - $40.1K
|
1.22K
$119K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
150+ 17.71% |
$15.9K - $18.1K
|
997
$96.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
254+ 13.07% |
$27K - $30.7K
|
2.2K
$213K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
823+ 4.1% |
$87.3K - $99.5K
|
20.9K
$2.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
33New |
$3.5K - $3.99K
|
33
$3.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
90New |
$9.55K - $10.9K
|
90
$8.74K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
200+ 8.03% |
$21.2K - $24.2K
|
2.69K
$261K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.26K+ 1.32% |
$133K - $152K
|
96.3K
$9.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-12.4K- 7.02% |
$1.32M - $1.5M
|
165K
$16M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-147- 83.05% |
$15.6K - $17.8K
|
30
$2.91K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.91K+ 32.89% |
$203K - $231K
|
7.71K
$749K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-109- 5.15% |
$11.6K - $13.2K
|
2.01K
$195K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
361+ 9.16% |
$38.3K - $43.6K
|
4.3K
$418K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-131- 10.77% |
$13.9K - $15.8K
|
1.09K
$105K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.87KNew |
$198K - $226K
|
1.87K
$181K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
832+ 7.54% |
$88.3K - $101K
|
11.9K
$1.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-850- 23.45% |
$90.2K - $103K
|
2.78K
$269K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
95+ 4.76% |
$10.1K - $11.5K
|
2.09K
$203K
|
|
|
Oct 09, 2024
Q3 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
5.37K+ 3.34% |
$570K - $649K
|
166K
$16.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
4.32K+ 19.09% |
$458K - $522K
|
26.9K
$2.61M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
948+ 47.49% |
$101K - $115K
|
2.94K
$286K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.43K- 18.5% |
$152K - $173K
|
6.32K
$613K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-59.2K- 96.14% |
$6.28M - $7.16M
|
2.38K
$231K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
39+ 150.0% |
$4.14K - $4.71K
|
65
$6.31K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
118+ 3.12% |
$12.5K - $14.3K
|
3.9K
$378K
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-302- 1.25% |
$32.1K - $36.5K
|
23.9K
$2.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.39K+ 31.35% |
$466K - $531K
|
18.4K
$1.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-25- 1.1% |
$2.65K - $3.02K
|
2.24K
$218K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-642- 80.86% |
$68.1K - $77.6K
|
152
$14.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
128+ 3.77% |
$13.6K - $15.5K
|
3.53K
$342K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-126- 0.76% |
$13.4K - $15.2K
|
16.4K
$1.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
170+ 6.74% |
$18K - $20.6K
|
2.69K
$262K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
316+ 5.38% |
$33.5K - $38.2K
|
6.19K
$601K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-96- 4.72% |
$10.2K - $11.6K
|
1.94K
$188K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-145- 1.22% |
$15.4K - $17.5K
|
11.8K
$1.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-5.41K- 6.7% |
$574K - $654K
|
75.4K
$7.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-65- 1.83% |
$6.9K - $7.86K
|
3.5K
$339K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.06K+ 3.94% |
$112K - $128K
|
27.9K
$2.71M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-40- 0.14% |
$4.25K - $4.84K
|
27.6K
$2.67M
|