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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-368- 4.91% |
$34.9K - $38.7K
|
7.12K
$691K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-60- 13.42% |
$5.68K - $6.31K
|
387
$37.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.57% |
$1.42K - $1.58K
|
2.6K
$253K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
58.8KNew |
$5.57M - $6.18M
|
58.8K
$5.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
1.46K+ 29.35% |
$139K - $154K
|
6.45K
$626K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-575- 10.58% |
$54.5K - $60.4K
|
4.86K
$472K
|
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
BUY
|
- |
2.79K+ 1020.15% |
$264K - $293K
|
3.06K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
41New |
$3.88K - $4.31K
|
41
$3.98K
|
|
|
Nov 13, 2023
Q3 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-620- 2.9% |
$58.7K - $65.2K
|
20.8K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
279New |
$26.4K - $29.3K
|
279
$27.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
909+ 3.03% |
$86.1K - $95.6K
|
30.9K
$3M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-22Closed |
$2.08K - $2.31K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.66KNew |
$157K - $175K
|
1.66K
$161K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.2KNew |
$114K - $126K
|
1.2K
$116K
|
|
|
Nov 13, 2023
Q3 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-150- 4.23% |
$14.2K - $15.8K
|
3.39K
$329K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-7.28K- 4.84% |
$689K - $765K
|
143K
$13.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-76.3K- 97.2% |
$7.22M - $8.02M
|
2.2K
$214K
|
|
|
Nov 09, 2023
Q3 2023
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
710+ 0.07% |
$67.3K - $74.6K
|
1.07M
$104M
|
|
|
Nov 09, 2023
Q3 2023
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
51.1KNew |
$4.84M - $5.37M
|
51.1K
$4.96M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
642New |
$60.8K - $67.5K
|
642
$62.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.97KNew |
$186K - $207K
|
1.97K
$191K
|
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
2.26KNew |
$214K - $237K
|
2.26K
$219K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
35KNew |
$3.32M - $3.68M
|
35K
$3.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.97KNew |
$187K - $207K
|
1.97K
$192K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.3K- 9.41% |
$1.26M - $1.4M
|
128K
$12.5M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
138+ 862.5% |
$13.1K - $14.5K
|
154
$15K
|
|
|
Nov 02, 2023
Q3 2023
|
Beck Bode, LLC
|
BUY
|
- |
4.43K+ 10.46% |
$419K - $465K
|
46.7K
$4.54M
|
|
|
Nov 01, 2023
Q3 2023
|
Heron Bay Capital Management
|
BUY
|
- |
215+ 10.7% |
$20.4K - $22.6K
|
2.23K
$216K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-18- 1.9% |
$1.71K - $1.89K
|
931
$90.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
26New |
$2.46K - $2.73K
|
26
$2.52K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
125New |
$11.8K - $13.1K
|
125
$12.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-400- 64.83% |
$37.9K - $42.1K
|
217
$21.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-632- 4.35% |
$59.9K - $66.4K
|
13.9K
$1.35M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.55K+ 21.08% |
$526K - $584K
|
31.9K
$3.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
100+ 3.15% |
$9.47K - $10.5K
|
3.28K
$318K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
161New |
$15.3K - $16.9K
|
161
$15.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
110+ 110.0% |
$10.4K - $11.6K
|
210
$20.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.02KNew |
$191K - $212K
|
2.02K
$196K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
330+ 1.32% |
$31.3K - $34.7K
|
25.3K
$2.46M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-330- 1.31% |
$31.3K - $34.7K
|
24.8K
$2.41M
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-30- 0.72% |
$2.84K - $3.15K
|
4.12K
$400K
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.23K- 29.44% |
$116K - $129K
|
2.94K
$286K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-3.6K- 16.05% |
$341K - $378K
|
18.8K
$1.83M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
49New |
$4.64K - $5.15K
|
49
$4.76K
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-100- 3.53% |
$9.47K - $10.5K
|
2.73K
$265K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
128+ 5.59% |
$12.1K - $13.5K
|
2.42K
$235K
|
|
|
Oct 19, 2023
Q3 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-865- 25.44% |
$81.9K - $90.9K
|
2.54K
$246K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-179- 5.32% |
$17K - $18.8K
|
3.19K
$309K
|
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-5.37K- 37.14% |
$509K - $565K
|
9.09K
$883K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
29New |
$2.75K - $3.05K
|
29
$2.82K
|