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 |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2023
Q4 2022
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
3.51KNew |
$265K - $324K
|
3.51K
$351K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
23New |
$1.74K - $2.13K
|
23
$2.31K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.24K- 11.19% |
$244K - $299K
|
25.7K
$2.57M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
154New |
$11.6K - $14.2K
|
154
$15.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
14.7KNew |
$1.11M - $1.36M
|
14.7K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Security Asset Management
|
SELL
|
- |
-225- 4.12% |
$17K - $20.8K
|
5.24K
$525K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
123New |
$9.29K - $11.4K
|
123
$12.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-9.37K- 15.73% |
$708K - $867K
|
50.2K
$5.03M
|
|
|
Feb 14, 2023
Q4 2022
|
First Light Asset Management, LLC
Edina, MN |
BUY
|
- |
4.12KNew |
$311K - $381K
|
4.12K
$413K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
27.5KNew |
$2.08M - $2.54M
|
27.5K
$2.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-214- 1.18% |
$16.2K - $19.8K
|
17.9K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.31KNew |
$174K - $213K
|
2.31K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
9.68KNew |
$731K - $895K
|
9.68K
$970K
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-157K- 80.09% |
$11.8M - $14.5M
|
39K
$3.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
CALL |
200KNew |
$15.1M - $18.5M
|
200K
$20M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
690KNew |
$52.1M - $63.9M
|
690K
$69.2M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
350New |
$26.4K - $32.4K
|
350
$35.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
2.32KNew |
$175K - $214K
|
2.32K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4.57K- 26.44% |
$345K - $423K
|
12.7K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.44KNew |
$260K - $318K
|
3.44K
$344K
|
|
|
Feb 14, 2023
Q4 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
CALL |
83KNew |
$6.27M - $7.68M
|
83K
$8.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$227 - $278
|
3
$301
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
45.1KNew |
$3.41M - $4.18M
|
45.1K
$4.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
300New |
$22.7K - $27.8K
|
300
$30.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
450New |
$34K - $41.6K
|
450
$45.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6KNew |
$453K - $555K
|
6K
$601K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
389New |
$29.4K - $36K
|
389
$39K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
25New |
$1.89K - $2.31K
|
25
$2.51K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
6New |
$453 - $555
|
6
$601
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
12K+ 32332.43% |
$904K - $1.11M
|
12K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.14K- 25.07% |
$86.4K - $106K
|
3.42K
$343K
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-48.1K- 93.38% |
$3.64M - $4.45M
|
3.41K
$342K
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-999- 23.49% |
$75.5K - $92.4K
|
3.25K
$326K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-200- 18.71% |
$15.1K - $18.5K
|
869
$87.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-600- 66.67% |
$45.3K - $55.5K
|
300
$30.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
100+ 200.0% |
$7.56K - $9.25K
|
150
$15K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-3.63K- 96.41% |
$274K - $336K
|
135
$13.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-359- 9.57% |
$27.1K - $33.2K
|
3.39K
$340K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
34New |
$2.57K - $3.15K
|
34
$3.41K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
65New |
$4.91K - $6.01K
|
65
$6.51K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
PUT |
-4.7K- 97.92% |
$355K - $435K
|
100
$10K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.3KNew |
$852K - $1.04M
|
11.3K
$1.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
201+ 3.53% |
$15.2K - $18.6K
|
5.9K
$591K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-2.06K- 1.42% |
$156K - $191K
|
143K
$14.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.67KNew |
$202K - $247K
|
2.67K
$268K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
861+ 3.02% |
$65K - $79.7K
|
29.3K
$2.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
232New |
$17.5K - $21.5K
|
232
$23.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$75.6 - $92.5
|
7.58K
$759K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-100- 56.5% |
$7.56K - $9.25K
|
77
$7.72K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
207New |
$15.6K - $19.2K
|
207
$20.7K
|