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 12, 2024
Q3 2024
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
527+ 0.35% |
$55.9K - $63.7K
|
152K
$14.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-703- 7.03% |
$74.6K - $85K
|
9.3K
$902K
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
12.2K+ 488.0% |
$1.29M - $1.47M
|
14.6K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-771- 3.41% |
$81.8K - $93.2K
|
21.8K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-157- 2.98% |
$16.7K - $19K
|
5.11K
$496K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.18K+ 2218.87% |
$125K - $142K
|
1.23K
$119K
|
|
|
Nov 12, 2024
Q3 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-51.5K- 21.02% |
$5.46M - $6.22M
|
193K
$18.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-250- 1.17% |
$26.5K - $30.2K
|
21.2K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-140- 4.05% |
$14.9K - $16.9K
|
3.32K
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-941- 0.16% |
$99.9K - $114K
|
580K
$56.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-330- 2.3% |
$35K - $39.9K
|
14K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
98+ 1.74% |
$10.4K - $11.8K
|
5.73K
$556K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
69+ 3.19% |
$7.32K - $8.34K
|
2.23K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-10- 0.07% |
$1.06K - $1.21K
|
14.9K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-325- 0.84% |
$34.5K - $39.3K
|
38.5K
$3.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
126+ 1.94% |
$13.4K - $15.2K
|
6.61K
$642K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-376- 6.77% |
$39.9K - $45.5K
|
5.18K
$503K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.15K- 21.05% |
$122K - $139K
|
4.32K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
79New |
$8.38K - $9.55K
|
79
$7.67K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
41+ 1.17% |
$4.35K - $4.96K
|
3.54K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-90- 4.09% |
$9.55K - $10.9K
|
2.11K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
848+ 10.62% |
$90K - $103K
|
8.84K
$858K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
31K+ 14.91% |
$3.29M - $3.75M
|
239K
$23.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.21K- 0.99% |
$235K - $267K
|
221K
$21.4M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-401- 3.71% |
$42.6K - $48.5K
|
10.4K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.74K- 1.81% |
$609K - $694K
|
312K
$30.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-395- 3.38% |
$41.9K - $47.8K
|
11.3K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
7.07KNew |
$751K - $855K
|
7.07K
$687K
|
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
SELL
|
- |
-239- 0.32% |
$25.4K - $28.9K
|
73.7K
$7.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
17.3KNew |
$1.84M - $2.09M
|
17.3K
$1.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-729- 15.45% |
$77.4K - $88.1K
|
3.99K
$387K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
82New |
$8.7K - $9.91K
|
82
$7.96K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-1K- 7.28% |
$106K - $121K
|
12.7K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9- 0.08% |
$955 - $1.09K
|
11.3K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.93K+ 24.67% |
$205K - $233K
|
9.74K
$945K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.85K- 61.53% |
$621K - $707K
|
3.66K
$355K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-359- 3.64% |
$38.1K - $43.4K
|
9.5K
$922K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.16K+ 294.92% |
$123K - $140K
|
1.56K
$151K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.76K- 2.5% |
$293K - $333K
|
108K
$10.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.12K- 4.45% |
$119K - $136K
|
24.1K
$2.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.11KNew |
$118K - $135K
|
1.11K
$108K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-33- 0.56% |
$3.5K - $3.99K
|
5.83K
$566K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-20- 0.11% |
$2.12K - $2.42K
|
18.9K
$1.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
40+ 0.43% |
$4.25K - $4.84K
|
9.41K
$913K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.5K+ 7.34% |
$3.13M - $3.57M
|
432K
$41.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
39+ 1.14% |
$4.14K - $4.71K
|
3.46K
$336K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.62K- 2.42% |
$171K - $195K
|
65K
$6.31M
|
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-35.8K- 20.19% |
$3.8M - $4.33M
|
141K
$13.7M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
919+ 9.65% |
$97.5K - $111K
|
10.4K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-171K- 1.41% |
$18.2M - $20.7M
|
12M
$1.17B
|