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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
16.9KNew |
$1.57M - $1.78M
|
16.9K
$1.85M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
170+ 33.86% |
$15.7K - $17.8K
|
672
$73.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-4.37K- 19.42% |
$404K - $458K
|
18.1K
$1.98M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-58- 1.98% |
$5.37K - $6.08K
|
2.87K
$314K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.16KNew |
$200K - $226K
|
2.16K
$236K
|
|
| Q1 2023 | |||||||
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-2.83KClosed |
$226K - $262K
|
0
$0
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
484+ 32.27% |
$38.7K - $44.9K
|
1.98K
$217K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
190+ 44.71% |
$15.2K - $17.6K
|
615
$67.3K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.88K- 97.26% |
$151K - $175K
|
53
$5.8K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
30New |
$2.4K - $2.78K
|
30
$3.28K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-106- 9.46% |
$8.48K - $9.84K
|
1.02K
$111K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
575+ 6.64% |
$46K - $53.4K
|
9.24K
$1.01M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-125- 50.4% |
$10K - $11.6K
|
123
$13.5K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
345+ 4.24% |
$27.6K - $32K
|
8.48K
$927K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.29K- 2.97% |
$104K - $120K
|
42.3K
$4.62M
|
|
|
May 15, 2023
Q1 2023
|
Ddd Partners, LLC
|
BUY
|
- |
1.97K+ 0.99% |
$157K - $182K
|
200K
$21.9M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 50.0% |
$240 - $278
|
3
$328
|
|
|
May 15, 2023
Q1 2023
|
Iszo Capital Management LP
New York, NY |
BUY
|
- |
22KNew |
$1.76M - $2.04M
|
22K
$2.41M
|
|
|
May 15, 2023
Q1 2023
|
Ionic Capital Management LLC
New York, NY |
BUY
|
CALL |
117KNew |
$9.35M - $10.8M
|
117K
$12.8M
|
|
|
May 12, 2023
Q1 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-170- 1.88% |
$13.6K - $15.8K
|
8.87K
$970K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.18K+ 47.8% |
$94.8K - $110K
|
3.66K
$400K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
376+ 13.59% |
$30.1K - $34.9K
|
3.14K
$344K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
CALL |
-85.1K- 94.87% |
$6.81M - $7.9M
|
4.6K
$503K
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
27.8KNew |
$2.22M - $2.58M
|
27.8K
$3.04M
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-2.08K- 42.56% |
$166K - $193K
|
2.8K
$306K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-700- 75.35% |
$56K - $65K
|
229
$25K
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-942- 54.08% |
$75.4K - $87.4K
|
800
$87.5K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-200- 6.34% |
$16K - $18.6K
|
2.95K
$323K
|
|
|
May 11, 2023
Q1 2023
|
Arnhold LLC
|
SELL
|
- |
-3K- 19.19% |
$240K - $278K
|
12.6K
$1.38M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.1KNew |
$88K - $102K
|
1.1K
$120K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-319- 12.48% |
$25.5K - $29.6K
|
2.24K
$245K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
427New |
$34.2K - $39.6K
|
427
$46.7K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-24.4K- 87.97% |
$1.95M - $2.27M
|
3.34K
$365K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
11New |
$880 - $1.02K
|
11
$1.2K
|
|
|
May 05, 2023
Q1 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-627- 22.31% |
$50.2K - $58.2K
|
2.18K
$239K
|
|
|
May 05, 2023
Q1 2023
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-38.5K- 43.78% |
$3.08M - $3.58M
|
49.5K
$5.41M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
350New |
$28K - $32.5K
|
350
$38.3K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
79New |
$6.32K - $7.33K
|
79
$8.64K
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
2.83KNew |
$226K - $263K
|
2.83K
$309K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
255New |
$20.4K - $23.7K
|
255
$27.9K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
370New |
$29.6K - $34.3K
|
370
$40.5K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.31% |
$80 - $92.8
|
322
$35.2K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-193- 65.87% |
$15.4K - $17.9K
|
100
$10.9K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
56New |
$4.48K - $5.2K
|
56
$6.12K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.44K- 17.75% |
$195K - $226K
|
11.3K
$1.24M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-29- 22.48% |
$2.32K - $2.69K
|
100
$10.9K
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-300- 94.64% |
$24K - $27.8K
|
17
$1.86K
|
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-7- 0.28% |
$560 - $650
|
2.51K
$274K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
12New |
$960 - $1.11K
|
12
$1.31K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
48+ 35.29% |
$3.84K - $4.45K
|
184
$20.1K
|
|