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 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
30.7KNew |
$2.84M - $3.3M
|
30.7K
$2.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
500New |
$46.3K - $53.7K
|
500
$48.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.1K+ 15.02% |
$472K - $548K
|
39.1K
$3.79M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.59K- 64.17% |
$425K - $493K
|
2.57K
$249K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
40+ 0.63% |
$3.7K - $4.29K
|
6.35K
$617K
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-6.65K- 25.04% |
$616K - $714K
|
19.9K
$1.93M
|
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.93KNew |
$179K - $207K
|
1.93K
$187K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.9KNew |
$176K - $204K
|
1.9K
$185K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.4KNew |
$222K - $257K
|
2.4K
$233K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
SELL
|
- |
-1.21K- 21.85% |
$112K - $130K
|
4.32K
$419K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
300+ 9.83% |
$27.8K - $32.2K
|
3.35K
$325K
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-200- 4.27% |
$18.5K - $21.5K
|
4.49K
$436K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-87- 4.37% |
$8.05K - $9.34K
|
1.91K
$185K
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-246- 3.49% |
$22.8K - $26.4K
|
6.8K
$660K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
46+ 1.44% |
$4.26K - $4.94K
|
3.25K
$315K
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-4.4K- 20.93% |
$407K - $472K
|
16.6K
$1.61M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
25+ 0.95% |
$2.31K - $2.68K
|
2.65K
$257K
|
|
|
Aug 01, 2024
Q2 2024
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-51.4K- 99.42% |
$4.76M - $5.52M
|
300
$29.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-13- 1.57% |
$1.2K - $1.4K
|
817
$79.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 4.0% |
$185 - $215
|
52
$5.05K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-71- 6.68% |
$6.57K - $7.62K
|
992
$96.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
300+ 5.07% |
$27.8K - $32.2K
|
6.22K
$604K
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-750- 9.28% |
$69.4K - $80.5K
|
7.33K
$712K
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-90- 3.71% |
$8.33K - $9.66K
|
2.34K
$227K
|
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$176K - $204K
|
1.9K
$184K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$176K - $204K
|
1.9K
$184K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-50- 1.89% |
$4.63K - $5.37K
|
2.6K
$252K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-175- 6.67% |
$16.2K - $18.8K
|
2.45K
$238K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
976+ 65.77% |
$90.3K - $105K
|
2.46K
$239K
|
|
|
Jul 30, 2024
Q2 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-65- 0.52% |
$6.02K - $6.98K
|
12.5K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
142New |
$13.1K - $15.2K
|
142
$13.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-618- 9.44% |
$57.2K - $66.4K
|
5.93K
$576K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-275- 7.31% |
$25.5K - $29.5K
|
3.49K
$338K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
200+ 7.69% |
$18.5K - $21.5K
|
2.8K
$272K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.31KNew |
$214K - $248K
|
2.31K
$224K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-187- 8.59% |
$17.3K - $20.1K
|
1.99K
$193K
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
1.9KNew |
$176K - $204K
|
1.9K
$184K
|
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
42+ 1.75% |
$3.89K - $4.51K
|
2.44K
$237K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
105+ 3.15% |
$9.72K - $11.3K
|
3.44K
$334K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-500- 39.22% |
$46.3K - $53.7K
|
775
$75.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
280New |
$25.9K - $30.1K
|
280
$27.2K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
2.12K+ 11.86% |
$196K - $227K
|
20K
$1.94M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1- 0.99% |
$92.6 - $107
|
100
$9.71K
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-25- 0.5% |
$2.31K - $2.68K
|
4.96K
$481K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
105+ 2.03% |
$9.72K - $11.3K
|
5.28K
$513K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
22New |
$2.04K - $2.36K
|
22
$2.14K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-98- 2.9% |
$9.07K - $10.5K
|
3.29K
$319K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
178+ 11.34% |
$16.5K - $19.1K
|
1.75K
$170K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
350+ 100.29% |
$32.4K - $37.6K
|
699
$67.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-53- 47.32% |
$4.91K - $5.69K
|
59
$5.73K
|