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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
5.5KNew |
$524K - $597K
|
5.5K
$534K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
62.8KNew |
$5.98M - $6.81M
|
62.8K
$6.09M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-301K- 69.64% |
$28.7M - $32.7M
|
131K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-10K- 16.67% |
$953K - $1.08M
|
50K
$4.85M
|
|
|
May 15, 2024
Q1 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-197K- 70.38% |
$18.8M - $21.4M
|
82.9K
$8.05M
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.3KNew |
$124K - $141K
|
1.3K
$126K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
564New |
$53.7K - $61.2K
|
564
$54.8K
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-491- 17.38% |
$46.8K - $53.3K
|
2.33K
$227K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-764- 25.38% |
$72.8K - $82.9K
|
2.25K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-458- 45.8% |
$43.6K - $49.7K
|
542
$52.6K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-8.4K- 76.04% |
$800K - $911K
|
2.65K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
336New |
$32K - $36.4K
|
336
$32.6K
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
5KNew |
$476K - $542K
|
5K
$485K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.28K- 2.99% |
$217K - $247K
|
73.9K
$7.17M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.4K+ 82.69% |
$1.09M - $1.24M
|
25.2K
$2.44M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-150- 1.15% |
$14.3K - $16.3K
|
12.9K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
266+ 6.1% |
$25.3K - $28.9K
|
4.63K
$449K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
30New |
$2.86K - $3.25K
|
30
$2.91K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-5- 1.3% |
$476 - $542
|
379
$36.8K
|
|
|
May 13, 2024
Q1 2024
|
Thornburg Investment Management Inc
|
BUY
|
- |
966+ 14.14% |
$92K - $105K
|
7.8K
$757K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
100+ 9.29% |
$9.53K - $10.8K
|
1.18K
$114K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
54+ 5.39% |
$5.14K - $5.86K
|
1.06K
$102K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.46K+ 28.17% |
$520K - $593K
|
24.9K
$2.41M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
114+ 73.55% |
$10.9K - $12.4K
|
269
$26.1K
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-490- 8.92% |
$46.7K - $53.2K
|
5K
$486K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.84KNew |
$366K - $417K
|
3.84K
$373K
|
|
|
May 10, 2024
Q1 2024
|
American Assets Investment Management, LLC
|
BUY
|
- |
93.6KNew |
$8.92M - $10.2M
|
93.6K
$9.09M
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-100- 1.99% |
$9.53K - $10.8K
|
4.92K
$477K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.93KNew |
$375K - $427K
|
3.93K
$382K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
60+ 28.99% |
$5.72K - $6.51K
|
267
$25.9K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-200- 5.15% |
$19.1K - $21.7K
|
3.69K
$358K
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-5.56K- 4.05% |
$529K - $603K
|
132K
$12.8M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
56+ 2.21% |
$5.34K - $6.07K
|
2.59K
$251K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-398- 4.99% |
$37.9K - $43.2K
|
7.58K
$735K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.69KNew |
$637K - $725K
|
6.69K
$649K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
84+ 3.35% |
$8K - $9.11K
|
2.59K
$252K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 0.24% |
$95.3 - $108
|
415
$40.3K
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
4.44KNew |
$423K - $482K
|
4.44K
$431K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-183- 47.78% |
$17.4K - $19.9K
|
200
$19.4K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
400New |
$38.1K - $43.4K
|
400
$38.8K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
498+ 15.87% |
$47.4K - $54K
|
3.64K
$353K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-11.7K- 71.32% |
$1.11M - $1.27M
|
4.69K
$456K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.8K- 5.48% |
$267K - $304K
|
48.3K
$4.69M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.04KNew |
$289K - $330K
|
3.04K
$295K
|
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
30.7KNew |
$2.92M - $3.33M
|
30.7K
$2.98M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-600- 80.0% |
$57.2K - $65.1K
|
150
$14.6K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
4.77KNew |
$455K - $518K
|
4.77K
$463K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-524- 4.84% |
$49.9K - $56.8K
|
10.3K
$1M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.25KNew |
$119K - $136K
|
1.25K
$122K
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
20KNew |
$1.9M - $2.16M
|
20K
$1.94M
|