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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
6.06K+ 41.62% |
$643K - $733K
|
20.6K
$2.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-77- 0.78% |
$8.17K - $9.31K
|
9.75K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
36New |
$3.82K - $4.35K
|
36
$3.95K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
85+ 98.84% |
$9.02K - $10.3K
|
171
$18.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-160- 37.12% |
$17K - $19.3K
|
271
$29.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.75KNew |
$292K - $333K
|
2.75K
$302K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
26.3K+ 2.88% |
$2.79M - $3.18M
|
939K
$103M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.8K+ 1.29% |
$2.64M - $3M
|
1.95M
$215M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-85- 94.44% |
$9.02K - $10.3K
|
5
$549
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
100+ 1.06% |
$10.6K - $12.1K
|
9.49K
$1.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-740- 16.75% |
$78.5K - $89.5K
|
3.68K
$404K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.79KNew |
$190K - $217K
|
1.79K
$197K
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-8.79K- 44.0% |
$933K - $1.06M
|
11.2K
$1.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-272K- 21.4% |
$28.9M - $32.9M
|
1M
$110M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.18K- 5.89% |
$125K - $143K
|
18.9K
$2.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
354+ 13.55% |
$37.6K - $42.8K
|
2.97K
$326K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-109- 4.68% |
$11.6K - $13.2K
|
2.22K
$244K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-275- 22.02% |
$29.2K - $33.2K
|
974
$107K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.8K- 83.85% |
$403K - $459K
|
732
$80.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
BUY
|
- |
69+ 0.52% |
$7.32K - $8.34K
|
13.3K
$1.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.7K+ 62.68% |
$181K - $206K
|
4.42K
$485K
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-8.4K- 2.57% |
$891K - $1.01M
|
318K
$34.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
35+ 0.4% |
$3.71K - $4.23K
|
8.68K
$953K
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
48.6KNew |
$5.16M - $5.88M
|
48.6K
$5.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
746+ 2.03% |
$79.2K - $90.2K
|
37.4K
$4.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-1.82K- 35.95% |
$193K - $219K
|
3.23K
$355K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-69- 1.49% |
$7.32K - $8.34K
|
4.55K
$499K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-17- 0.6% |
$1.8K - $2.06K
|
2.82K
$309K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 21.05% |
$425 - $484
|
23
$2.53K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
68+ 113.33% |
$7.22K - $8.22K
|
128
$14.1K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-501- 5.22% |
$53.2K - $60.6K
|
9.09K
$999K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-805- 1.21% |
$85.4K - $97.3K
|
65.6K
$7.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-12.5K- 86.15% |
$1.33M - $1.51M
|
2.01K
$221K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
926+ 5.17% |
$98.3K - $112K
|
18.9K
$2.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
7New |
$743 - $846
|
7
$769
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.9K- 5.48% |
$201K - $229K
|
32.7K
$3.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-664- 3.46% |
$70.5K - $80.3K
|
18.5K
$2.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.3K+ 8.6% |
$244K - $278K
|
29K
$3.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.32K- 11.7% |
$247K - $281K
|
17.5K
$1.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 0.07% |
$531 - $604
|
7.49K
$823K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
145New |
$15.4K - $17.5K
|
145
$15.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
822+ 21.26% |
$87.2K - $99.4K
|
4.69K
$515K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.2KNew |
$1.19M - $1.36M
|
11.2K
$1.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-318- 1.94% |
$33.7K - $38.4K
|
16.1K
$1.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
1.99KNew |
$211K - $241K
|
1.99K
$219K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
119+ 2.67% |
$12.6K - $14.4K
|
4.57K
$502K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
191+ 0.42% |
$20.3K - $23.1K
|
46K
$5.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-70- 0.66% |
$7.43K - $8.46K
|
10.5K
$1.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
11+ 0.28% |
$1.17K - $1.33K
|
3.93K
$431K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-508- 0.13% |
$53.9K - $61.4K
|
395K
$43.4M
|