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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-7- 0.2% |
$648 - $752
|
3.55K
$344K
|
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.97KNew |
$183K - $212K
|
1.97K
$191K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-10- 0.42% |
$926 - $1.07K
|
2.37K
$230K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
267New |
$24.7K - $28.7K
|
267
$25.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.95KNew |
$181K - $209K
|
1.95K
$189K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
998+ 13.18% |
$92.4K - $107K
|
8.57K
$832K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$185 - $215
|
3.5K
$340K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
1.92KNew |
$178K - $206K
|
1.92K
$186K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
328+ 6.19% |
$30.4K - $35.2K
|
5.63K
$546K
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-365- 13.05% |
$33.8K - $39.2K
|
2.43K
$236K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
380New |
$35.2K - $40.8K
|
380
$36.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.97KNew |
$182K - $211K
|
1.97K
$191K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
2.3KNew |
$212K - $246K
|
2.3K
$223K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-101- 82.11% |
$9.35K - $10.8K
|
22
$2.14K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.07K+ 5.8% |
$192K - $222K
|
37.7K
$3.66M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
66+ 1.96% |
$6.11K - $7.09K
|
3.43K
$332K
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
599+ 20.67% |
$55.4K - $64.3K
|
3.5K
$339K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-42- 25.77% |
$3.89K - $4.51K
|
121
$11.7K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
349+ 9.31% |
$32.3K - $37.5K
|
4.1K
$398K
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
2.23KNew |
$206K - $239K
|
2.23K
$216K
|
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-100- 3.4% |
$9.26K - $10.7K
|
2.85K
$276K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.81% |
$185 - $215
|
250
$24.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
100+ 4.26% |
$9.26K - $10.7K
|
2.45K
$238K
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
8.75KNew |
$810K - $940K
|
8.75K
$850K
|
|
|
Jul 19, 2024
Q2 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-797- 86.91% |
$73.8K - $85.6K
|
120
$11.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-11- 0.6% |
$1.02K - $1.18K
|
1.83K
$178K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-178- 2.32% |
$16.5K - $19.1K
|
7.51K
$729K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-981- 24.57% |
$90.8K - $105K
|
3.01K
$292K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
500+ 2272.73% |
$46.3K - $53.7K
|
522
$50.7K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-44- 1.41% |
$4.07K - $4.72K
|
3.08K
$299K
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
72+ 3.25% |
$6.67K - $7.73K
|
2.29K
$222K
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-500- 11.52% |
$46.3K - $53.7K
|
3.84K
$373K
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-2- 0.04% |
$185 - $215
|
5.17K
$501K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.01KNew |
$93.9K - $109K
|
1.01K
$98.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5+ 0.2% |
$463 - $537
|
2.57K
$249K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-56- 0.98% |
$5.18K - $6.01K
|
5.64K
$547K
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
6.75KNew |
$625K - $725K
|
6.75K
$655K
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.23KNew |
$206K - $239K
|
2.23K
$216K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-63- 2.12% |
$5.83K - $6.76K
|
2.91K
$283K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
400+ 5.64% |
$37K - $42.9K
|
7.5K
$728K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.65KNew |
$338K - $392K
|
3.65K
$355K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
240+ 2.86% |
$22.2K - $25.8K
|
8.64K
$838K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.31% |
$92.6 - $107
|
327
$31.7K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
500+ 14.71% |
$46.3K - $53.7K
|
3.9K
$379K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
10+ 0.22% |
$926 - $1.07K
|
4.47K
$433K
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5+ 0.23% |
$463 - $537
|
2.22K
$215K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
8.51KNew |
$787K - $913K
|
8.51K
$826K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
40+ 1.08% |
$3.7K - $4.29K
|
3.74K
$363K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-474- 10.25% |
$43.9K - $50.9K
|
4.15K
$403K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 1.38% |
$741 - $859
|
589
$57.2K
|