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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-75- 12.0% |
$6.01K - $6.8K
|
550
$53.4K
|
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-375- 5.77% |
$30K - $34K
|
6.13K
$595K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-125Closed |
$10K - $11.3K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-6.09KClosed |
$488K - $552K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-6.2KClosed |
$497K - $562K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-21Closed |
$1.68K - $1.9K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-81Closed |
$6.49K - $7.34K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Jvl Associates LLC
|
SELL
|
- |
-1.6K- 32.58% |
$128K - $145K
|
3.3K
$320K
|
|
| Q4 2021 | |||||||
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
233New |
$18.6K - $20.5K
|
233
$22.6K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
1.39KNew |
$111K - $123K
|
1.39K
$135K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-80Closed |
$6.38K - $7.05K
|
0
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-31Closed |
$2.47K - $2.73K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
925New |
$73.7K - $81.5K
|
925
$89.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
4.2KNew |
$335K - $370K
|
4.2K
$408K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Agricole S A
|
BUY
|
- |
243New |
$19.4K - $21.4K
|
243
$23.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-600Closed |
$47.8K - $52.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-298Closed |
$23.8K - $26.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
135K+ 3717.55% |
$10.8M - $11.9M
|
139K
$13.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-11Closed |
$877 - $969
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-7.12KClosed |
$567K - $627K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-284Closed |
$22.6K - $25K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.19K- 28.93% |
$94.8K - $105K
|
2.92K
$284K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-167Closed |
$13.3K - $14.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-519Closed |
$41.4K - $45.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2Closed |
$159 - $176
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Parnassus Investments, LLC
|
BUY
|
- |
90.1K+ 7.82% |
$7.18M - $7.94M
|
1.24M
$121M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
310New |
$24.7K - $27.3K
|
310
$30.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-514Closed |
$41K - $45.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
1.17KNew |
$93K - $103K
|
1.17K
$113K
|
|
|
Feb 11, 2022
Q4 2021
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-3.29KClosed |
$262K - $290K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
SELL
|
- |
-105KClosed |
$8.38M - $9.27M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
SELL
|
- |
-10Closed |
$797 - $881
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Allen Investment Management LLC
|
BUY
|
- |
5KNew |
$399K - $441K
|
5K
$485K
|
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
390New |
$31.1K - $34.4K
|
390
$37.9K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-48- 58.54% |
$3.83K - $4.23K
|
34
$3.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-280Closed |
$22.3K - $24.7K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-9.7KClosed |
$773K - $855K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
SELL
|
- |
-90Closed |
$7.17K - $7.93K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-25.2KClosed |
$2.01M - $2.22M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.66KClosed |
$212K - $234K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-3.77KClosed |
$300K - $332K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-26Closed |
$2.07K - $2.29K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-538Closed |
$42.9K - $47.4K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Mitchell Capital Management CO
|
SELL
|
- |
-3.08KClosed |
$246K - $272K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-561Closed |
$44.7K - $49.4K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-14.6KClosed |
$1.16M - $1.28M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
431New |
$34.4K - $38K
|
431
$41.8K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-200Closed |
$15.9K - $17.6K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-2.59KClosed |
$206K - $228K
|
0
$0
|
|