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 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
45New |
$3.6K - $4.08K
|
45
$4.45K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
300New |
$24K - $27.2K
|
300
$29.7K
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-139Closed |
$11.1K - $12.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-8.72KClosed |
$698K - $790K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-20.3KClosed |
$1.63M - $1.84M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-4.54KClosed |
$364K - $412K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-34Closed |
$2.72K - $3.08K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-850Closed |
$68.1K - $77K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-2.72KClosed |
$218K - $246K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
517+ 15.03% |
$41.4K - $46.9K
|
3.96K
$392K
|
|
|
May 16, 2022
Q1 2022
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-3.13KClosed |
$251K - $284K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Camber Capital Management LP
Boston, MA |
SELL
|
CALL |
-1MClosed |
$80.1M - $90.6M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.68KClosed |
$215K - $243K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Holistic Financial Partners
|
BUY
|
- |
2.54KNew |
$204K - $231K
|
2.54K
$252K
|
|
|
May 13, 2022
Q1 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-2.3KClosed |
$184K - $208K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-40Closed |
$3.2K - $3.62K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-65.7KClosed |
$5.26M - $5.95M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-7.37KClosed |
$590K - $668K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-3.51KClosed |
$281K - $318K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-4.75KClosed |
$380K - $430K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Polaris Capital Management, LLC
Boston, MA |
BUY
|
- |
100New |
$8.01K - $9.06K
|
100
$9.9K
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.7KClosed |
$216K - $245K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
109New |
$8.73K - $9.88K
|
109
$10.8K
|
|
|
May 10, 2022
Q1 2022
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-7.42KClosed |
$595K - $673K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-85Closed |
$6.81K - $7.7K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-185KClosed |
$14.8M - $16.8M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-1.28MClosed |
$103M - $116M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-11- 16.42% |
$881 - $997
|
56
$5.54K
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-72Closed |
$5.77K - $6.52K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7+ 0.68% |
$561 - $634
|
1.04K
$103K
|
|
|
May 05, 2022
Q1 2022
|
Aigen Investment Management, LP
|
SELL
|
- |
-26.9KClosed |
$2.16M - $2.44M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
William Allan, LLC
|
SELL
|
- |
-1.17KClosed |
$93.7K - $106K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.8KNew |
$224K - $254K
|
2.8K
$277K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-10Closed |
$801 - $906
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-44Closed |
$3.52K - $3.99K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
BUY
|
- |
50+ 33.33% |
$4.01K - $4.53K
|
200
$19.8K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
110+ 67.48% |
$8.81K - $9.97K
|
273
$27K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
3.07KNew |
$246K - $278K
|
3.07K
$304K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
25+ 2.27% |
$2K - $2.27K
|
1.13K
$111K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-478Closed |
$38.3K - $43.3K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-10.5KClosed |
$838K - $948K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.5KClosed |
$120K - $135K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-1.56KClosed |
$125K - $141K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-600Closed |
$48.1K - $54.4K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
67New |
$5.37K - $6.07K
|
67
$6.63K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-200- 95.24% |
$16K - $18.1K
|
10
$990
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1.63KClosed |
$130K - $147K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.51KClosed |
$281K - $318K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Scout Investments, Inc.
|
SELL
|
- |
-154KClosed |
$12.3M - $13.9M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-248- 71.26% |
$19.9K - $22.5K
|
100
$9.9K
|