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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.02KClosed |
$81.8K - $95.3K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-15.8KClosed |
$1.27M - $1.48M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
64+ 2.74% |
$5.15K - $6K
|
2.4K
$233K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
547New |
$44K - $51.3K
|
547
$53.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2.34KClosed |
$188K - $219K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-10.6KClosed |
$856K - $996K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Buckhead Capital Management LLC
|
BUY
|
- |
2.86K+ 3.38% |
$230K - $268K
|
87.6K
$8.51M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
288New |
$23.2K - $27K
|
288
$28K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-914- 13.98% |
$73.6K - $85.7K
|
5.62K
$546K
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-6.35KClosed |
$511K - $595K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
2.1KNew |
$169K - $197K
|
2.1K
$204K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-2.52KClosed |
$203K - $236K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
47New |
$3.78K - $4.41K
|
47
$4.56K
|
|
|
Aug 01, 2022
Q2 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-255- 2.57% |
$20.5K - $23.9K
|
9.68K
$940K
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-90- 49.72% |
$7.25K - $8.44K
|
91
$8.83K
|
|
|
Jul 29, 2022
Q2 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-147- 3.02% |
$11.8K - $13.8K
|
4.73K
$459K
|
|
|
Jul 29, 2022
Q2 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
2.88KNew |
$232K - $270K
|
2.88K
$279K
|
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-305- 2.67% |
$24.6K - $28.6K
|
11.1K
$1.08M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-221- 12.11% |
$17.8K - $20.7K
|
1.6K
$156K
|
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-29.4KClosed |
$2.36M - $2.75M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-51Closed |
$4.11K - $4.78K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-385Closed |
$31K - $36.1K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-103Closed |
$8.29K - $9.66K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
SELL
|
- |
-2.52KClosed |
$203K - $236K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-610- 2.87% |
$49.1K - $57.2K
|
20.7K
$2M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
4.29K+ 27.1% |
$346K - $402K
|
20.1K
$1.95M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
572+ 10.55% |
$46.1K - $53.6K
|
6K
$582K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-56Closed |
$4.51K - $5.25K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
38.4KNew |
$3.09M - $3.6M
|
38.4K
$3.73M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.69KNew |
$136K - $158K
|
1.69K
$164K
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-375Closed |
$30.2K - $35.2K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-3.12K- 35.63% |
$251K - $292K
|
5.63K
$547K
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-108Closed |
$8.7K - $10.1K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-7.73K- 73.75% |
$622K - $724K
|
2.75K
$267K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-188Closed |
$15.1K - $17.6K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-2.35KClosed |
$189K - $220K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-457- 14.52% |
$36.8K - $42.8K
|
2.69K
$261K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-469- 12.68% |
$37.8K - $44K
|
3.23K
$313K
|
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-59- 1.56% |
$4.75K - $5.53K
|
3.74K
$363K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-491Closed |
$39.5K - $46K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.25KNew |
$100K - $117K
|
1.25K
$121K
|
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-230Closed |
$18.5K - $21.6K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
64+ 2.14% |
$5.15K - $6K
|
3.06K
$297K
|
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
3.95K+ 2.16% |
$318K - $370K
|
187K
$18.1M
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
187KNew |
$15M - $17.5M
|
187K
$18.1M
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
168+ 329.41% |
$13.5K - $15.2K
|
219
$21.3K
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-200Closed |
$16K - $18.1K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-825Closed |
$66.1K - $74.8K
|
0
$0
|
|
|
May 24, 2022
Q1 2022
|
Chelsea Counsel CO
|
SELL
|
- |
-19.8KClosed |
$1.59M - $1.79M
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1KClosed |
$80.1K - $90.6K
|
0
$0
|
|