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 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
574+ 47.83% |
$60.9K - $69.4K
|
1.77K
$195K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
102+ 5.08% |
$10.8K - $12.3K
|
2.11K
$231K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
7.15KNew |
$759K - $864K
|
7.15K
$785K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
40+ 26.67% |
$4.25K - $4.84K
|
190
$20.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-100- 2.4% |
$10.6K - $12.1K
|
4.06K
$446K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-265- 27.46% |
$28.1K - $32K
|
700
$76.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.11K+ 6.23% |
$224K - $255K
|
36K
$3.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-441- 14.02% |
$46.8K - $53.3K
|
2.71K
$297K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
531+ 1.07% |
$56.4K - $64.2K
|
50.4K
$5.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-21- 0.65% |
$2.23K - $2.54K
|
3.19K
$350K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-84- 4.27% |
$8.91K - $10.2K
|
1.88K
$207K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-375- 0.92% |
$39.8K - $45.3K
|
40.3K
$4.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.17KNew |
$230K - $262K
|
2.17K
$238K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.78K- 6.73% |
$189K - $215K
|
24.7K
$2.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-35- 1.15% |
$3.71K - $4.23K
|
3.01K
$331K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-30- 13.04% |
$3.18K - $3.63K
|
200
$22K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
14+ 0.43% |
$1.49K - $1.69K
|
3.29K
$361K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.25K+ 12.66% |
$132K - $151K
|
11.1K
$1.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-11- 0.76% |
$1.17K - $1.33K
|
1.44K
$158K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.5K+ 4.07% |
$1.43M - $1.63M
|
345K
$37.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
254+ 13.07% |
$27K - $30.7K
|
2.2K
$241K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
33New |
$3.5K - $3.99K
|
33
$3.62K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
90New |
$9.55K - $10.9K
|
90
$9.88K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
200+ 8.03% |
$21.2K - $24.2K
|
2.69K
$295K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-131- 10.77% |
$13.9K - $15.8K
|
1.09K
$119K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.87KNew |
$198K - $226K
|
1.87K
$205K
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-850- 23.45% |
$90.2K - $103K
|
2.78K
$305K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
95+ 4.76% |
$10.1K - $11.5K
|
2.09K
$230K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-59.2K- 96.14% |
$6.28M - $7.16M
|
2.38K
$261K
|
|
|
Oct 08, 2024
Q3 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-25- 1.1% |
$2.65K - $3.02K
|
2.24K
$246K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-642- 80.86% |
$68.1K - $77.6K
|
152
$16.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-126- 0.76% |
$13.4K - $15.2K
|
16.4K
$1.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-96- 4.72% |
$10.2K - $11.6K
|
1.94K
$213K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-65- 1.83% |
$6.9K - $7.86K
|
3.5K
$384K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.15KNew |
$122K - $138K
|
1.15K
$126K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.85KNew |
$196K - $224K
|
1.85K
$203K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
374New |
$39.7K - $45.2K
|
374
$41.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
120+ 2.64% |
$12.7K - $14.5K
|
4.66K
$512K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
324+ 125.58% |
$34.4K - $39.2K
|
582
$63.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.4KNew |
$255K - $290K
|
2.4K
$264K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.9KNew |
$202K - $230K
|
1.9K
$209K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-3- 0.23% |
$318 - $363
|
1.31K
$144K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.4KNew |
$1.1M - $1.26M
|
10.4K
$1.14M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-35- 0.53% |
$3.71K - $4.23K
|
6.54K
$718K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-59- 2.8% |
$6.26K - $7.13K
|
2.05K
$225K
|
|
| Q2 2024 | |||||||
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.31K- 25.5% |
$121K - $141K
|
3.83K
$421K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-348- 7.93% |
$32.2K - $37.4K
|
4.04K
$444K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
6+ 2.4% |
$555 - $644
|
256
$28.1K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
6.14KNew |
$568K - $659K
|
6.14K
$674K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-107- 16.41% |
$9.9K - $11.5K
|
545
$59.8K
|
|