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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
30+ 0.56% |
$3.18K - $3.63K
|
5.35K
$585K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-209- 9.92% |
$22.2K - $25.3K
|
1.9K
$208K
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-100- 4.6% |
$10.6K - $12.1K
|
2.08K
$227K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
128New |
$13.6K - $15.5K
|
128
$14K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.8KNew |
$191K - $218K
|
1.8K
$197K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.27K- 38.05% |
$135K - $153K
|
2.07K
$226K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3+ 0.13% |
$318 - $363
|
2.25K
$246K
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-43- 1.91% |
$4.56K - $5.2K
|
2.2K
$241K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-109- 93.97% |
$11.6K - $13.2K
|
7
$765
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
128+ 0.57% |
$13.6K - $15.5K
|
22.8K
$2.49M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
521+ 24.49% |
$55.3K - $63K
|
2.65K
$290K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-968- 35.14% |
$103K - $117K
|
1.79K
$195K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.19K- 2.9% |
$126K - $144K
|
39.8K
$4.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-522- 22.98% |
$55.4K - $63.1K
|
1.75K
$191K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
819+ 1.77% |
$86.9K - $99K
|
47K
$5.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$106 - $121
|
2.12K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-190- 9.33% |
$20.2K - $23K
|
1.85K
$202K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.35KNew |
$249K - $284K
|
2.35K
$257K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-200- 8.04% |
$21.2K - $24.2K
|
2.29K
$250K
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.71K- 27.09% |
$181K - $206K
|
4.59K
$502K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
30+ 1.1% |
$3.18K - $3.63K
|
2.76K
$302K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
208KNew |
$22M - $25.1M
|
208K
$22.7M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
381+ 0.67% |
$40.4K - $46.1K
|
57.5K
$6.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1- 0.17% |
$106 - $121
|
594
$65K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5- 2.07% |
$531 - $604
|
237
$25.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.82KNew |
$193K - $220K
|
1.82K
$199K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-50- 0.68% |
$5.31K - $6.04K
|
7.31K
$800K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
173KNew |
$18.3M - $20.9M
|
173K
$18.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-124- 5.17% |
$13.2K - $15K
|
2.27K
$249K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
30New |
$3.18K - $3.63K
|
30
$3.28K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.3KNew |
$137K - $157K
|
1.3K
$142K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-74- 2.18% |
$7.85K - $8.95K
|
3.33K
$364K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-49- 1.68% |
$5.2K - $5.92K
|
2.87K
$313K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-871- 27.3% |
$92.4K - $105K
|
2.32K
$254K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.15KNew |
$228K - $260K
|
2.15K
$235K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18.4K- 3.43% |
$1.96M - $2.23M
|
518K
$56.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24.4K- 6.88% |
$2.59M - $2.95M
|
330K
$36.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5KNew |
$531K - $604K
|
5K
$547K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
14New |
$1.49K - $1.69K
|
14
$1.53K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
43New |
$4.56K - $5.2K
|
43
$4.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-23- 17.42% |
$2.44K - $2.78K
|
109
$11.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-25- 1.06% |
$2.65K - $3.02K
|
2.33K
$255K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
190+ 7.2% |
$20.2K - $23K
|
2.83K
$309K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-115- 15.54% |
$12.2K - $13.9K
|
625
$68.3K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-15- 41.67% |
$1.59K - $1.81K
|
21
$2.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
574+ 47.83% |
$60.9K - $69.4K
|
1.77K
$194K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
40+ 26.67% |
$4.25K - $4.84K
|
190
$20.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-100- 2.4% |
$10.6K - $12.1K
|
4.06K
$444K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-265- 27.46% |
$28.1K - $32K
|
700
$76.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.11K+ 6.23% |
$224K - $255K
|
36K
$3.93M
|