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 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.5KNew |
$694K - $805K
|
7.5K
$820K
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.1K+ 38.68% |
$380K - $440K
|
14.7K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
1.85K+ 7.58% |
$171K - $199K
|
26.3K
$2.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
12.7K+ 297.06% |
$1.18M - $1.37M
|
17K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
4.3K+ 36.44% |
$398K - $462K
|
16.1K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-200- 2.7% |
$18.5K - $21.5K
|
7.2K
$787K
|
|
|
Aug 14, 2024
Q2 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
7.5KNew |
$694K - $805K
|
7.5K
$820K
|
|
|
Aug 14, 2024
Q2 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
CALL |
50KNew |
$4.63M - $5.37M
|
50K
$5.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
840+ 420.0% |
$77.8K - $90.2K
|
1.04K
$114K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
50New |
$4.63K - $5.37K
|
50
$5.47K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.33K- 61.95% |
$401K - $465K
|
2.66K
$291K
|
|
|
Aug 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
120KNew |
$11.1M - $12.9M
|
120K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-41.7K- 95.05% |
$3.86M - $4.48M
|
2.18K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
150New |
$13.9K - $16.1K
|
150
$16.4K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.93K- 42.18% |
$178K - $207K
|
2.64K
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-6.93K- 14.95% |
$641K - $744K
|
39.4K
$4.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.84K+ 19.17% |
$355K - $412K
|
23.9K
$2.61M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.12KNew |
$381K - $442K
|
4.12K
$450K
|
|
|
Aug 13, 2024
Q2 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
1.95KNew |
$181K - $209K
|
1.95K
$213K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.55KNew |
$144K - $167K
|
1.55K
$170K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8.35K+ 0.45% |
$773K - $897K
|
1.87M
$204M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-659- 14.88% |
$61K - $70.8K
|
3.77K
$412K
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-54- 0.23% |
$5K - $5.8K
|
23K
$2.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.3K- 15.0% |
$213K - $247K
|
13K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
19.8KNew |
$1.83M - $2.12M
|
19.8K
$2.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2KNew |
$185K - $215K
|
2K
$219K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
600New |
$55.5K - $64.4K
|
600
$65.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-224- 33.53% |
$20.7K - $24.1K
|
444
$48.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-64- 2.38% |
$5.92K - $6.87K
|
2.62K
$286K
|
|
|
Aug 12, 2024
Q2 2024
|
Kidder Stephen W
|
SELL
|
- |
-7.16K- 57.66% |
$662K - $768K
|
5.25K
$575K
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
SELL
|
- |
-76- 3.14% |
$7.04K - $8.16K
|
2.35K
$256K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
47+ 3.34% |
$4.35K - $5.05K
|
1.46K
$159K
|
|
|
Aug 12, 2024
Q2 2024
|
Dempze Nancy E
|
SELL
|
- |
-6.26K- 63.91% |
$579K - $672K
|
3.53K
$386K
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
SELL
|
- |
-3.88K- 50.7% |
$359K - $416K
|
3.77K
$412K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
232+ 3.67% |
$21.5K - $24.9K
|
6.56K
$717K
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
350New |
$32.4K - $37.6K
|
350
$38.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
607KNew |
$56.2M - $65.2M
|
607K
$66.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
13New |
$1.2K - $1.4K
|
13
$1.42K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-240K- 62.92% |
$22.2M - $25.8M
|
142K
$15.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
107New |
$9.9K - $11.5K
|
107
$11.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.66K- 6.28% |
$154K - $179K
|
24.8K
$2.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-140- 1.19% |
$13K - $15K
|
11.6K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-29- 36.71% |
$2.68K - $3.11K
|
50
$5.47K
|
|
|
Aug 08, 2024
Q2 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
6+ 0.1% |
$555 - $644
|
6.21K
$679K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.05% |
$92.6 - $107
|
2.06K
$225K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
30+ 1.14% |
$2.78K - $3.22K
|
2.67K
$292K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.17K- 6.1% |
$109K - $126K
|
18.1K
$1.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.57KNew |
$238K - $276K
|
2.57K
$281K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-47- 74.6% |
$4.35K - $5.05K
|
16
$1.75K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.98KNew |
$183K - $212K
|
1.98K
$216K
|