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 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-410- 75.23% |
$38K - $44K
|
135
$13.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2KNew |
$185K - $215K
|
2K
$194K
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
1.93KNew |
$178K - $207K
|
1.93K
$187K
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-10- 0.34% |
$926 - $1.07K
|
2.97K
$288K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
87+ 669.23% |
$8.05K - $9.34K
|
100
$9.71K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
27+ 0.51% |
$2.5K - $2.9K
|
5.28K
$513K
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-30- 2.06% |
$2.78K - $3.22K
|
1.43K
$139K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-70- 1.09% |
$6.48K - $7.52K
|
6.36K
$618K
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
1.89KNew |
$175K - $203K
|
1.89K
$183K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-681- 21.86% |
$63K - $73.1K
|
2.43K
$236K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-226- 1.21% |
$20.9K - $24.3K
|
18.4K
$1.79M
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
16New |
$1.48K - $1.72K
|
16
$1.55K
|
|
|
Jul 10, 2024
Q2 2024
|
Boit C F David
Boston, MA |
BUY
|
- |
12.8KNew |
$1.18M - $1.37M
|
12.8K
$1.24M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-321- 4.57% |
$29.7K - $34.5K
|
6.7K
$651K
|
|
|
Jul 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-100- 3.71% |
$9.26K - $10.7K
|
2.6K
$252K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
271New |
$25.1K - $29.1K
|
271
$26.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-250- 1.66% |
$23.1K - $26.8K
|
14.8K
$1.43M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-150- 2.91% |
$13.9K - $16.1K
|
5K
$485K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-169- 2.87% |
$15.6K - $18.1K
|
5.72K
$555K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.55% |
$278 - $322
|
544
$52.8K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
4.04KNew |
$374K - $434K
|
4.04K
$393K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.96KNew |
$181K - $210K
|
1.96K
$190K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-1.08K- 32.5% |
$99.5K - $115K
|
2.23K
$217K
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
2.7KNew |
$250K - $290K
|
2.7K
$262K
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-100- 1.68% |
$9.26K - $10.7K
|
5.86K
$568K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-37.4K- 68.78% |
$3.57M - $4.06M
|
17K
$1.65M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
17.2KNew |
$1.64M - $1.86M
|
17.2K
$1.67M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
24New |
$2.29K - $2.6K
|
24
$2.33K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-100- 1.21% |
$9.53K - $10.8K
|
8.15K
$791K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-86.5K- 28.83% |
$8.24M - $9.38M
|
214K
$20.7M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-3.05K- 19.96% |
$291K - $331K
|
12.2K
$1.19M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-150- 23.08% |
$14.3K - $16.3K
|
500
$48.5K
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
281+ 11.24% |
$26.8K - $30.5K
|
2.78K
$270K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
229+ 5.84% |
$21.8K - $24.8K
|
4.15K
$403K
|
|
|
May 15, 2024
Q1 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-70.9K- 17.98% |
$6.76M - $7.69M
|
324K
$31.4M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
36New |
$3.43K - $3.9K
|
36
$3.49K
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-2.7KClosed |
$258K - $293K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-110- 0.23% |
$10.5K - $11.9K
|
48.5K
$4.71M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-150- 37.5% |
$14.3K - $16.3K
|
250
$24.3K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
27.1KNew |
$2.58M - $2.94M
|
27.1K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
4.09K+ 205.68% |
$390K - $444K
|
6.08K
$590K
|
|
|
May 15, 2024
Q1 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
106KNew |
$10.1M - $11.5M
|
106K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-17.1K- 69.41% |
$1.63M - $1.86M
|
7.56K
$734K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.88KNew |
$369K - $420K
|
3.88K
$376K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-124- 5.34% |
$11.8K - $13.5K
|
2.2K
$213K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-33- 14.16% |
$3.14K - $3.58K
|
200
$19.4K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-350- 3.41% |
$33.3K - $38K
|
9.93K
$964K
|
|
|
May 15, 2024
Q1 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-735K- 97.31% |
$70M - $79.7M
|
20.3K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
518+ 1.87% |
$49.3K - $56.2K
|
28.3K
$2.74M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
87.1K+ 157.8% |
$8.3M - $9.45M
|
142K
$13.8M
|
|