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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
50+ 102.04% |
$4.74K - $5.26K
|
99
$9.75K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-40- 1.08% |
$3.79K - $4.21K
|
3.65K
$360K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
347+ 2.27% |
$32.9K - $36.5K
|
15.6K
$1.54M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
4New |
$379 - $421
|
4
$394
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
54New |
$5.12K - $5.68K
|
54
$5.32K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
400+ 310.08% |
$37.9K - $42.1K
|
529
$52.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
75New |
$7.1K - $7.88K
|
75
$7.38K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-650- 63.41% |
$61.6K - $68.3K
|
375
$36.9K
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
234+ 1.0% |
$22.2K - $24.6K
|
23.7K
$2.33M
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-133- 95.68% |
$12.3K - $14K
|
6
$591
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-96- 31.58% |
$8.88K - $10.1K
|
208
$20.5K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.59K- 28.92% |
$703K - $797K
|
18.7K
$1.84M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
872New |
$80.7K - $91.5K
|
872
$85.8K
|
|
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
BUY
|
- |
14.4K+ 17.13% |
$1.34M - $1.52M
|
98.8K
$9.73M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
188+ 50.81% |
$17.4K - $19.7K
|
558
$54.9K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.58KNew |
$146K - $166K
|
1.58K
$155K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
62.6KNew |
$5.79M - $6.56M
|
62.6K
$6.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.1KNew |
$379K - $430K
|
4.1K
$404K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
75.7KNew |
$7M - $7.94M
|
75.7K
$7.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
79New |
$7.31K - $8.29K
|
79
$7.78K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-500- 50.0% |
$46.3K - $52.5K
|
500
$49.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-541- 20.41% |
$50.1K - $56.8K
|
2.11K
$208K
|
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
65.4KNew |
$6.05M - $6.86M
|
65.4K
$6.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
252KNew |
$23.3M - $26.4M
|
252K
$24.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
10KNew |
$925K - $1.05M
|
10K
$985K
|
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
CALL |
1.55MNew |
$143M - $163M
|
1.55M
$153M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
106K+ 99.29% |
$9.76M - $11.1M
|
212K
$20.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
37New |
$3.42K - $3.88K
|
37
$3.64K
|
|
|
Aug 11, 2023
Q2 2023
|
Sal Trading, LLC
Wilmington, DE |
BUY
|
CALL |
13.5KNew |
$1.25M - $1.42M
|
13.5K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.04% |
$92.5 - $105
|
2.66K
$262K
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-4.6K- 29.3% |
$426K - $483K
|
11.1K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.49K+ 19.2% |
$138K - $157K
|
9.28K
$913K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-46- 1.68% |
$4.26K - $4.83K
|
2.7K
$265K
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-2.42K- 35.18% |
$223K - $253K
|
4.45K
$438K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
PUT |
10.3KNew |
$953K - $1.08M
|
10.3K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
153+ 3.56% |
$14.2K - $16.1K
|
4.45K
$438K
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.41KNew |
$223K - $253K
|
2.41K
$237K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.08KNew |
$192K - $218K
|
2.08K
$204K
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
BUY
|
- |
2.41KNew |
$223K - $253K
|
2.41K
$237K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
576+ 13.2% |
$53.3K - $60.4K
|
4.94K
$486K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-100- 4.35% |
$9.25K - $10.5K
|
2.2K
$216K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-128- 1.45% |
$11.8K - $13.4K
|
8.68K
$854K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
86+ 3.81% |
$7.96K - $9.02K
|
2.34K
$231K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.7KNew |
$249K - $283K
|
2.7K
$265K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
85+ 3.83% |
$7.86K - $8.92K
|
2.3K
$227K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
10+ 1.9% |
$925 - $1.05K
|
535
$52.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.55KNew |
$606K - $687K
|
6.55K
$645K
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
13+ 0.33% |
$1.2K - $1.36K
|
3.91K
$384K
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
250New |
$23.1K - $26.2K
|
250
$24.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
18New |
$1.67K - $1.89K
|
18
$1.77K
|
|