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 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-25Closed |
$1.89K - $2.32K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-2.28KClosed |
$172K - $211K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-5Closed |
$377 - $464
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Time Scale Financial, Inc.
|
BUY
|
- |
200New |
$15.1K - $18.6K
|
200
$23.4K
|
|
|
Jul 30, 2019
Q2 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.78KClosed |
$134K - $165K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-2.27KClosed |
$171K - $210K
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Conning Inc.
|
SELL
|
- |
-6KClosed |
$452K - $557K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Kessler Investment Group, LLC
|
SELL
|
- |
-278Closed |
$21K - $25.8K
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.15KClosed |
$238K - $293K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-423Closed |
$31.9K - $39.3K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Wolverine Asset Management LLC
|
SELL
|
- |
-8.37KClosed |
$631K - $721K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-28.1KClosed |
$2.12M - $2.42M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-465Closed |
$35K - $40.1K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-1.75KClosed |
$132K - $151K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-107Closed |
$8.06K - $9.22K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-140Closed |
$10.5K - $12.1K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Fosun International LTD
|
SELL
|
- |
-6.2KClosed |
$467K - $534K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-72Closed |
$5.42K - $6.2K
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.56KClosed |
$193K - $220K
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-2.91KClosed |
$219K - $251K
|
0
$0
|
|
|
Apr 17, 2019
Q1 2019
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-65Closed |
$4.9K - $5.6K
|
0
$0
|
|
|
Apr 11, 2019
Q1 2019
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-4.1KClosed |
$309K - $353K
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Centric Wealth Management
|
SELL
|
- |
-3.56KClosed |
$268K - $306K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
225+ 900.0% |
$16.6K - $18.5K
|
250
$29.2K
|
|
|
Feb 14, 2019
Q4 2018
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-4.8KClosed |
$354K - $394K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Jefferies Group LLC
New York, NY |
SELL
|
CALL |
-40KClosed |
$2.95M - $3.28M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
7.34K+ 69.93% |
$541K - $602K
|
17.8K
$2.08M
|
|
|
Feb 14, 2019
Q4 2018
|
Advent Capital Management
New York, NY |
SELL
|
- |
-55Closed |
$4.05K - $4.51K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
First National Bank Of South Miami
|
BUY
|
- |
1.37KNew |
$101K - $112K
|
1.37K
$160K
|
|
|
Feb 13, 2019
Q4 2018
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
632New |
$46.6K - $51.8K
|
632
$73.8K
|
|
|
Feb 13, 2019
Q4 2018
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.4KClosed |
$177K - $197K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-100Closed |
$7.37K - $8.2K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-13.7KClosed |
$1.01M - $1.12M
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
9.76KNew |
$719K - $801K
|
9.76K
$1.14M
|
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-143Closed |
$10.5K - $11.7K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.15KClosed |
$453K - $505K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-4.71KClosed |
$347K - $386K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-200Closed |
$14.7K - $16.4K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-346Closed |
$25.5K - $28.4K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-8.09KClosed |
$596K - $664K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
275New |
$20.3K - $22.6K
|
275
$32.1K
|
|
|
Feb 04, 2019
Q4 2018
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-100Closed |
$7.37K - $8.2K
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-645Closed |
$47.5K - $52.9K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Harrington Investments, Inc
|
SELL
|
- |
-32Closed |
$2.36K - $2.62K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.14KClosed |
$84K - $93.5K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-650Closed |
$47.9K - $53.3K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Forward Management, LLC
|
SELL
|
- |
-22.4KClosed |
$1.65M - $1.84M
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-185Closed |
$13.6K - $15.2K
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.34KClosed |
$246K - $274K
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-13.6KClosed |
$1M - $1.12M
|
0
$0
|
|