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 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
320+ 29.36% |
$34K - $38.7K
|
1.41K
$137K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.41K- 25.6% |
$150K - $170K
|
4.1K
$398K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.15KNew |
$122K - $138K
|
1.15K
$111K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-50- 0.49% |
$5.31K - $6.04K
|
10.2K
$994K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.85KNew |
$196K - $224K
|
1.85K
$180K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
363+ 2.49% |
$38.5K - $43.9K
|
14.9K
$1.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
229+ 4.7% |
$24.3K - $27.7K
|
5.1K
$495K
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
50+ 0.14% |
$5.31K - $6.04K
|
36.4K
$3.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
374New |
$39.7K - $45.2K
|
374
$36.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.1K+ 3.39% |
$117K - $133K
|
33.5K
$3.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-93- 1.67% |
$9.87K - $11.2K
|
5.49K
$533K
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
120+ 2.64% |
$12.7K - $14.5K
|
4.66K
$452K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-831- 4.76% |
$88.2K - $100K
|
16.6K
$1.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-305- 3.46% |
$32.4K - $36.9K
|
8.5K
$825K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
267+ 4.29% |
$28.3K - $32.3K
|
6.5K
$631K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
74+ 493.33% |
$7.85K - $8.95K
|
89
$8.64K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-561- 3.5% |
$59.5K - $67.8K
|
15.5K
$1.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.63K+ 7.66% |
$173K - $197K
|
22.9K
$2.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.83KNew |
$195K - $222K
|
1.83K
$178K
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-1.3K- 26.0% |
$138K - $157K
|
3.7K
$359K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.06K- 28.88% |
$325K - $370K
|
7.54K
$732K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
324+ 125.58% |
$34.4K - $39.2K
|
582
$56.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.4KNew |
$255K - $290K
|
2.4K
$233K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.9KNew |
$202K - $230K
|
1.9K
$185K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-3- 0.23% |
$318 - $363
|
1.31K
$127K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-75- 0.93% |
$7.96K - $9.07K
|
8.01K
$778K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.4KNew |
$1.1M - $1.26M
|
10.4K
$1.01M
|
|
|
Oct 04, 2024
Q3 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
32.8K+ 118.35% |
$3.48M - $3.97M
|
60.5K
$5.88M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-933- 4.29% |
$99K - $113K
|
20.8K
$2.02M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-35- 0.53% |
$3.71K - $4.23K
|
6.54K
$635K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.36K+ 33.33% |
$144K - $164K
|
5.44K
$528K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.37K+ 18.81% |
$358K - $408K
|
21.3K
$2.07M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.63K- 4.73% |
$173K - $197K
|
32.9K
$3.19M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-108- 1.46% |
$11.5K - $13.1K
|
7.27K
$706K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
51+ 0.26% |
$5.41K - $6.17K
|
19.7K
$1.91M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-50- 1.19% |
$5.31K - $6.04K
|
4.15K
$403K
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-300- 1.33% |
$31.8K - $36.3K
|
22.3K
$2.17M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-59- 2.8% |
$6.26K - $7.13K
|
2.05K
$199K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-404- 2.63% |
$42.9K - $48.8K
|
14.9K
$1.45M
|
|
| Q2 2024 | |||||||
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-348- 7.93% |
$32.2K - $37.4K
|
4.04K
$392K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-1.32K- 34.56% |
$122K - $142K
|
2.5K
$243K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
6+ 2.4% |
$555 - $644
|
256
$24.9K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
6.14KNew |
$568K - $659K
|
6.14K
$596K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-107- 16.41% |
$9.9K - $11.5K
|
545
$52.9K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
15New |
$1.39K - $1.61K
|
15
$1.46K
|
|
|
Aug 27, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2.35KNew |
$218K - $252K
|
2.35K
$228K
|
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
57K+ 32.99% |
$5.28M - $6.12M
|
230K
$22.3M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.12% |
$278 - $322
|
2.58K
$250K
|
|
|
Aug 23, 2024
Q2 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
403+ 2.45% |
$37.3K - $43.3K
|
16.9K
$1.64M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
21.3KNew |
$1.97M - $2.29M
|
21.3K
$2.07M
|
|