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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2020
Q3 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-9.91KClosed |
$814K - $902K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-695Closed |
$57.1K - $63.2K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-55Closed |
$4.52K - $5.01K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-522Closed |
$42.9K - $47.5K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-5.92KClosed |
$486K - $538K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-2.43KClosed |
$199K - $221K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-2.42KClosed |
$199K - $220K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-1KClosed |
$82.1K - $91K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.66KClosed |
$218K - $242K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
2.6KNew |
$213K - $237K
|
2.6K
$252K
|
|
|
Oct 20, 2020
Q3 2020
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-17Closed |
$1.4K - $1.55K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-2.62KClosed |
$215K - $239K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-37.1KClosed |
$3.05M - $3.38M
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-492Closed |
$40.4K - $44.8K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-19Closed |
$1.56K - $1.73K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
331+ 5.32% |
$26.8K - $30.2K
|
6.56K
$636K
|
|
|
Aug 01, 2022
Q2 2020
|
Cowen Prime Advisors LLC
|
BUY
|
- |
100New |
$8.09K - $9.11K
|
100
$9.71K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-144Closed |
$11.7K - $13.1K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-103Closed |
$8.34K - $9.38K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.45KClosed |
$117K - $132K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.42KClosed |
$115K - $130K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
SELL
|
- |
-440KClosed |
$35.6M - $40.1M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-24.1KClosed |
$1.95M - $2.19M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-655Closed |
$53K - $59.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.52KClosed |
$528K - $594K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.81KClosed |
$228K - $256K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-55Closed |
$4.45K - $5.01K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-110KClosed |
$8.9M - $10M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-8.33KClosed |
$674K - $759K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-616KClosed |
$49.8M - $56.1M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-16Closed |
$1.29K - $1.46K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-4.75KClosed |
$384K - $432K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-8.25KClosed |
$668K - $752K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-42.9KClosed |
$3.47M - $3.9M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-13KClosed |
$1.05M - $1.18M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Jennison Associates LLC
|
SELL
|
- |
-216KClosed |
$17.5M - $19.7M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.21KClosed |
$98K - $110K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-75Closed |
$6.07K - $6.83K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-71Closed |
$5.75K - $6.47K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-36Closed |
$2.91K - $3.28K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-7.9KClosed |
$639K - $720K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
G&S Capital LLC
|
SELL
|
- |
-105Closed |
$8.5K - $9.57K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-59KClosed |
$4.78M - $5.38M
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Btr Capital Management Inc
|
SELL
|
- |
-2.89KClosed |
$233K - $263K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.73KClosed |
$221K - $248K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.4KClosed |
$275K - $310K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.63KClosed |
$213K - $240K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-28.5KClosed |
$2.01M - $2.82M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-2.14KClosed |
$151K - $212K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-6.9KClosed |
$487K - $683K
|
0
$0
|
|