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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.66KClosed |
$212K - $234K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-3.77KClosed |
$300K - $332K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-26Closed |
$2.07K - $2.29K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-538Closed |
$42.9K - $47.4K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Mitchell Capital Management CO
|
SELL
|
- |
-3.08KClosed |
$246K - $272K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-561Closed |
$44.7K - $49.4K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-14.6KClosed |
$1.16M - $1.28M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
431New |
$34.4K - $38K
|
431
$47.1K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-200Closed |
$15.9K - $17.6K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-2.59KClosed |
$206K - $228K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-248- 71.26% |
$19.8K - $21.9K
|
100
$10.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-6Closed |
$478 - $529
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-3.39KClosed |
$270K - $299K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-588- 24.37% |
$46.9K - $51.8K
|
1.83K
$200K
|
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-47- 13.86% |
$3.75K - $4.14K
|
292
$31.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
6.73KNew |
$536K - $593K
|
6.73K
$736K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-40- 1.07% |
$3.19K - $3.53K
|
3.7K
$404K
|
|
|
Jan 14, 2022
Q4 2021
|
17 Capital Partners, LLC
|
SELL
|
- |
-10.8KClosed |
$858K - $949K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.55KClosed |
$362K - $401K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
252New |
$20.1K - $22.2K
|
252
$27.6K
|
|
| Q3 2021 | |||||||
|
Oct 02, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.9KClosed |
$156K - $181K
|
0
$0
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.23KClosed |
$183K - $212K
|
0
$0
|
|
|
Nov 17, 2021
Q3 2021
|
Swisspartners Advisors LTD
Zurich, V8 |
SELL
|
- |
-15.5KClosed |
$1.26M - $1.47M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-486Closed |
$39.7K - $46.2K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-15.5KClosed |
$1.26M - $1.47M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
13+ 0.42% |
$1.06K - $1.24K
|
3.12K
$342K
|
|
|
Nov 15, 2021
Q3 2021
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-2.69KClosed |
$220K - $256K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-78Closed |
$6.38K - $7.42K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-26Closed |
$2.13K - $2.47K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-2.6KClosed |
$213K - $247K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 6.33% |
$8.18K - $9.51K
|
1.48K
$162K
|
|
|
Nov 12, 2021
Q3 2021
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-184KClosed |
$15M - $17.5M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.12KClosed |
$91.4K - $106K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-11.1KClosed |
$910K - $1.06M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
236New |
$19.3K - $22.5K
|
236
$25.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
11.2KNew |
$916K - $1.07M
|
11.2K
$1.22M
|
|
|
Nov 10, 2021
Q3 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-71Closed |
$5.81K - $6.75K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3.56KClosed |
$291K - $338K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Brooktree Capital Management
|
SELL
|
- |
-2.54KClosed |
$208K - $242K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-6.81KClosed |
$557K - $648K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-51Closed |
$4.17K - $4.85K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-3.3KClosed |
$270K - $314K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-402Closed |
$32.9K - $38.2K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Ar Asset Management Inc
|
BUY
|
- |
2.7K+ 33.54% |
$221K - $257K
|
10.8K
$1.18M
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-460Closed |
$37.6K - $43.8K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.23KClosed |
$183K - $213K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.23KClosed |
$182K - $212K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
11.8KNew |
$963K - $1.12M
|
11.8K
$1.29M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-7Closed |
$572 - $666
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-634Closed |
$51.8K - $60.3K
|
0
$0
|
|