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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
71+ 3.1% |
$6.57K - $7.62K
|
2.36K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
35+ 1.16% |
$3.24K - $3.76K
|
3.06K
$297K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.55KNew |
$144K - $167K
|
1.55K
$151K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8.35K+ 0.45% |
$773K - $897K
|
1.87M
$181M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-659- 14.88% |
$61K - $70.8K
|
3.77K
$366K
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-54- 0.23% |
$5K - $5.8K
|
23K
$2.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.3K- 15.0% |
$213K - $247K
|
13K
$1.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
19.8KNew |
$1.83M - $2.12M
|
19.8K
$1.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2KNew |
$185K - $215K
|
2K
$194K
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
185+ 6.13% |
$17.1K - $19.9K
|
3.2K
$311K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
600New |
$55.5K - $64.4K
|
600
$58.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-224- 33.53% |
$20.7K - $24.1K
|
444
$43.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-64- 2.38% |
$5.92K - $6.87K
|
2.62K
$254K
|
|
|
Aug 12, 2024
Q2 2024
|
Kidder Stephen W
|
SELL
|
- |
-7.16K- 57.66% |
$662K - $768K
|
5.25K
$510K
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
SELL
|
- |
-76- 3.14% |
$7.04K - $8.16K
|
2.35K
$228K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
47+ 3.34% |
$4.35K - $5.05K
|
1.46K
$141K
|
|
|
Aug 12, 2024
Q2 2024
|
Dempze Nancy E
|
SELL
|
- |
-6.26K- 63.91% |
$579K - $672K
|
3.53K
$343K
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
SELL
|
- |
-3.88K- 50.7% |
$359K - $416K
|
3.77K
$366K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
232+ 3.67% |
$21.5K - $24.9K
|
6.56K
$637K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
283New |
$26.2K - $30.4K
|
283
$27.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
350New |
$32.4K - $37.6K
|
350
$34K
|
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
607KNew |
$56.2M - $65.2M
|
607K
$58.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
29K+ 25.87% |
$2.68M - $3.11M
|
141K
$13.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
13New |
$1.2K - $1.4K
|
13
$1.26K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-240K- 62.92% |
$22.2M - $25.8M
|
142K
$13.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
9+ 1.81% |
$833 - $966
|
507
$49.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.19K- 32.57% |
$110K - $128K
|
2.46K
$239K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-10- 0.42% |
$926 - $1.07K
|
2.35K
$228K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.88KNew |
$267K - $310K
|
2.88K
$280K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
15+ 0.48% |
$1.39K - $1.61K
|
3.11K
$302K
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
100New |
$9.26K - $10.7K
|
100
$9.71K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-10- 32.26% |
$926 - $1.07K
|
21
$2.04K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
107New |
$9.9K - $11.5K
|
107
$10.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-36- 1.34% |
$3.33K - $3.87K
|
2.66K
$258K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
3+ 0.06% |
$278 - $322
|
4.8K
$466K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.66K- 6.28% |
$154K - $179K
|
24.8K
$2.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-140- 1.19% |
$13K - $15K
|
11.6K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-29- 36.71% |
$2.68K - $3.11K
|
50
$4.85K
|
|
|
Aug 08, 2024
Q2 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
6+ 0.1% |
$555 - $644
|
6.21K
$603K
|
|
|
Aug 08, 2024
Q2 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
3.47K+ 14.73% |
$321K - $372K
|
27K
$2.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-21- 0.6% |
$1.94K - $2.25K
|
3.5K
$340K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-140- 1.96% |
$13K - $15K
|
7.01K
$680K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.05% |
$92.6 - $107
|
2.06K
$200K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
30+ 1.14% |
$2.78K - $3.22K
|
2.67K
$259K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.17K- 6.1% |
$109K - $126K
|
18.1K
$1.76M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.57KNew |
$238K - $276K
|
2.57K
$249K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
41+ 31.3% |
$3.8K - $4.4K
|
172
$16.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.81K- 13.79% |
$168K - $195K
|
11.3K
$1.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-47- 74.6% |
$4.35K - $5.05K
|
16
$1.55K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.98KNew |
$183K - $212K
|
1.98K
$192K
|