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 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
10.3KNew |
$881K - $973K
|
10.3K
$1M
|
|
|
Aug 16, 2021
Q2 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-3.05KClosed |
$260K - $287K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-29.3KClosed |
$2.5M - $2.76M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
64New |
$5.46K - $6.03K
|
64
$6.21K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-700Closed |
$59.7K - $65.9K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-210Closed |
$17.9K - $19.8K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.71KClosed |
$231K - $255K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-84Closed |
$7.16K - $7.91K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-62Closed |
$5.28K - $5.84K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-2.53KClosed |
$215K - $238K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Ars Investment Partners, LLC
|
SELL
|
- |
-2.4KClosed |
$205K - $226K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-2.44KClosed |
$208K - $229K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-299Closed |
$25.5K - $28.2K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-195Closed |
$16.6K - $18.4K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-9.32KClosed |
$794K - $877K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Wrapmanager Inc
|
SELL
|
- |
-3.06KClosed |
$261K - $288K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
605New |
$51.6K - $57K
|
605
$58.7K
|
|
|
Aug 03, 2021
Q2 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.28KClosed |
$109K - $120K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-61Closed |
$5.2K - $5.74K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.41KClosed |
$205K - $227K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.44KClosed |
$208K - $230K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Ade, LLC
|
SELL
|
- |
-503Closed |
$42.9K - $47.4K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-469Closed |
$40K - $44.2K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Rba Wealth Management, LLC
|
SELL
|
- |
-574Closed |
$48.9K - $54K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Bradley Mark J.
|
SELL
|
- |
-2.43KClosed |
$207K - $229K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-5.45KClosed |
$465K - $513K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-205Closed |
$17.5K - $19.3K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-8.7KClosed |
$742K - $819K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
15.1KNew |
$1.29M - $1.42M
|
15.1K
$1.46M
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-494Closed |
$42.1K - $46.5K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.41KClosed |
$206K - $227K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-2.34KClosed |
$199K - $220K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-25.2KClosed |
$2.15M - $2.37M
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-3.35KClosed |
$286K - $315K
|
0
$0
|
|
|
Jul 09, 2021
Q2 2021
|
Mcia Inc
|
SELL
|
- |
-9.1KClosed |
$775K - $856K
|
0
$0
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
16New |
$1.36K - $1.51K
|
16
$1.55K
|
|
| Q1 2021 | |||||||
|
Sep 11, 2023
Q1 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
587New |
$49K - $57.8K
|
587
$57K
|
|
|
Jun 21, 2021
Q1 2021
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-3.17KClosed |
$265K - $312K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3.5KClosed |
$292K - $344K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-136Closed |
$11.4K - $13.4K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.68KClosed |
$140K - $165K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-818Closed |
$68.3K - $80.5K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-84- 6.25% |
$7.01K - $8.27K
|
1.26K
$122K
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
SELL
|
PUT |
-3.5KClosed |
$292K - $345K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
SELL
|
CALL |
-120KClosed |
$10M - $11.8M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-120Closed |
$10K - $11.8K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Tekla Capital Management LLC
|
SELL
|
- |
-8.3K- 5.74% |
$693K - $817K
|
136K
$13.2M
|
|
|
May 14, 2021
Q1 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-2.14KClosed |
$179K - $211K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
PUT |
5.31KNew |
$444K - $523K
|
5.31K
$516K
|
|
|
May 14, 2021
Q1 2021
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-3.34KClosed |
$279K - $329K
|
0
$0
|
|