Latest Institutional Sells of Novartis Ag (NVS)
This list provides information on the latest institutional transactions involving Novartis Ag (NVS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-135- 87.1% |
$10.8K - $12.5K
|
20
$2.1K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-125- 50.4% |
$10K - $11.6K
|
123
$12.9K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-106- 9.46% |
$8.48K - $9.84K
|
1.02K
$106K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-74- 3.12% |
$5.92K - $6.87K
|
2.3K
$241K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-40- 0.99% |
$3.2K - $3.71K
|
4K
$419K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-29- 22.48% |
$2.32K - $2.69K
|
100
$10.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-23- 4.12% |
$1.84K - $2.13K
|
535
$56.1K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-15- 5.56% |
$1.2K - $1.39K
|
255
$26.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-7- 0.28% |
$560 - $650
|
2.51K
$263K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-5- 3.85% |
$400 - $464
|
125
$13.1K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-5- 3.82% |
$400 - $464
|
126
$13.2K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 50.0% |
$240 - $278
|
3
$315
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-157K- 80.09% |
$11.8M - $14.5M
|
39K
$4.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-48.1K- 93.38% |
$3.64M - $4.45M
|
3.41K
$358K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-9.37K- 15.73% |
$708K - $867K
|
50.2K
$5.27M
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
SELL
|
- |
-8.87K- 20.66% |
$670K - $821K
|
34.1K
$3.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
PUT |
-4.7K- 97.92% |
$355K - $435K
|
100
$10.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4.57K- 26.44% |
$345K - $423K
|
12.7K
$1.33M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-4.43K- 1.91% |
$335K - $410K
|
228K
$23.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-3.63K- 96.41% |
$274K - $336K
|
135
$14.2K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.24K- 11.19% |
$244K - $299K
|
25.7K
$2.69M
|
|
|
Jan 03, 2023
Q4 2022
|
Somerset Trust CO
|
SELL
|
- |
-2.14K- 12.35% |
$161K - $198K
|
15.2K
$1.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-2.06K- 1.42% |
$156K - $191K
|
143K
$15M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.39K- 35.38% |
$105K - $129K
|
2.54K
$266K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.14K- 25.07% |
$86.4K - $106K
|
3.42K
$359K
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-999- 23.49% |
$75.5K - $92.4K
|
3.25K
$341K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-600- 66.67% |
$45.3K - $55.5K
|
300
$31.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-359- 9.57% |
$27.1K - $33.2K
|
3.39K
$356K
|
|
|
Feb 14, 2023
Q4 2022
|
Security Asset Management
|
SELL
|
- |
-225- 4.12% |
$17K - $20.8K
|
5.24K
$549K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-214- 1.18% |
$16.2K - $19.8K
|
17.9K
$1.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-200- 18.71% |
$15.1K - $18.5K
|
869
$91.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-100- 56.5% |
$7.56K - $9.25K
|
77
$8.07K
|
|
|
Jan 10, 2023
Q4 2022
|
Hoese & CO LLP
|
SELL
|
- |
-50- 5.71% |
$3.78K - $4.63K
|
825
$86.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-39- 19.5% |
$2.95K - $3.61K
|
161
$16.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-30- 20.69% |
$2.27K - $2.78K
|
115
$12.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-25- 18.25% |
$1.89K - $2.31K
|
112
$11.7K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-2.89K- 18.26% |
$216K - $253K
|
13K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.51K- 0.85% |
$187K - $219K
|
294K
$30.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-2K- 34.55% |
$149K - $175K
|
3.79K
$397K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.76K- 19.57% |
$131K - $153K
|
7.23K
$758K
|
|
|
Nov 14, 2022
Q3 2022
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-1.24K- 12.4% |
$92.4K - $108K
|
8.75K
$918K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-823- 32.22% |
$61.4K - $71.8K
|
1.73K
$182K
|
|
|
Nov 02, 2022
Q3 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-512- 4.64% |
$38.2K - $44.7K
|
10.5K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-500- 20.88% |
$37.3K - $43.6K
|
1.9K
$199K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-500- 6.17% |
$37.3K - $43.6K
|
7.6K
$797K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-355- 3.12% |
$26.5K - $31K
|
11K
$1.16M
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-312- 0.6% |
$23.3K - $27.2K
|
51.3K
$5.38M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-235Closed |
$17.5K - $20.5K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
SELL
|
- |
-223- 5.66% |
$16.6K - $19.5K
|
3.72K
$390K
|
|
|
Nov 29, 2022
Q3 2022
|
Salem Capital Management Inc
|
SELL
|
- |
-200- 1.21% |
$14.9K - $17.5K
|
16.4K
$1.72M
|
|