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 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-42- 25.77% |
$3.89K - $4.51K
|
121
$13.3K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
349+ 9.31% |
$32.3K - $37.5K
|
4.1K
$450K
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
2.23KNew |
$206K - $239K
|
2.23K
$245K
|
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-100- 3.4% |
$9.26K - $10.7K
|
2.85K
$312K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.81% |
$185 - $215
|
250
$27.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
100+ 4.26% |
$9.26K - $10.7K
|
2.45K
$269K
|
|
|
Jul 19, 2024
Q2 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-797- 86.91% |
$73.8K - $85.6K
|
120
$13.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-11- 0.6% |
$1.02K - $1.18K
|
1.83K
$201K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-981- 24.57% |
$90.8K - $105K
|
3.01K
$331K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-44- 1.41% |
$4.07K - $4.72K
|
3.08K
$339K
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-500- 11.52% |
$46.3K - $53.7K
|
3.84K
$422K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.01KNew |
$93.9K - $109K
|
1.01K
$111K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-56- 0.98% |
$5.18K - $6.01K
|
5.64K
$619K
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.23KNew |
$206K - $239K
|
2.23K
$244K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-63- 2.12% |
$5.83K - $6.76K
|
2.91K
$320K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.65KNew |
$338K - $392K
|
3.65K
$401K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
500+ 14.71% |
$46.3K - $53.7K
|
3.9K
$428K
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5+ 0.23% |
$463 - $537
|
2.22K
$244K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
8.51KNew |
$787K - $913K
|
8.51K
$934K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 1.38% |
$741 - $859
|
589
$64.7K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-410- 75.23% |
$38K - $44K
|
135
$14.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2KNew |
$185K - $215K
|
2K
$220K
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
1.93KNew |
$178K - $207K
|
1.93K
$211K
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-10- 0.34% |
$926 - $1.07K
|
2.97K
$326K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
87+ 669.23% |
$8.05K - $9.34K
|
100
$11K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
27+ 0.51% |
$2.5K - $2.9K
|
5.28K
$580K
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-30- 2.06% |
$2.78K - $3.22K
|
1.43K
$157K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-70- 1.09% |
$6.48K - $7.52K
|
6.36K
$699K
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
1.89KNew |
$175K - $203K
|
1.89K
$207K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-681- 21.86% |
$63K - $73.1K
|
2.43K
$267K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-226- 1.21% |
$20.9K - $24.3K
|
18.4K
$2.02M
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
16New |
$1.48K - $1.72K
|
16
$1.76K
|
|
|
Jul 10, 2024
Q2 2024
|
Boit C F David
Boston, MA |
BUY
|
- |
12.8KNew |
$1.18M - $1.37M
|
12.8K
$1.41M
|
|
|
Jul 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-100- 3.71% |
$9.26K - $10.7K
|
2.6K
$285K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
271New |
$25.1K - $29.1K
|
271
$29.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-150- 2.91% |
$13.9K - $16.1K
|
5K
$549K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-169- 2.87% |
$15.6K - $18.1K
|
5.72K
$628K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.55% |
$278 - $322
|
544
$59.7K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.96KNew |
$181K - $210K
|
1.96K
$215K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-1.08K- 32.5% |
$99.5K - $115K
|
2.23K
$245K
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
2.7KNew |
$250K - $290K
|
2.7K
$296K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
66+ 122.22% |
$6.29K - $7.16K
|
120
$13.2K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-37.4K- 68.78% |
$3.57M - $4.06M
|
17K
$1.87M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
17.2KNew |
$1.64M - $1.86M
|
17.2K
$1.89M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
24New |
$2.29K - $2.6K
|
24
$2.64K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-100- 1.21% |
$9.53K - $10.8K
|
8.15K
$895K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-86.5K- 28.83% |
$8.24M - $9.38M
|
214K
$23.5M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-150- 23.08% |
$14.3K - $16.3K
|
500
$54.9K
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
281+ 11.24% |
$26.8K - $30.5K
|
2.78K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
229+ 5.84% |
$21.8K - $24.8K
|
4.15K
$455K
|
|