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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
4.44KNew |
$423K - $482K
|
4.44K
$488K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-183- 47.78% |
$17.4K - $19.9K
|
200
$22K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
400New |
$38.1K - $43.4K
|
400
$43.9K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
498+ 15.87% |
$47.4K - $54K
|
3.64K
$399K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-11.7K- 71.32% |
$1.11M - $1.27M
|
4.69K
$515K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.8K- 5.48% |
$267K - $304K
|
48.3K
$5.3M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.04KNew |
$289K - $330K
|
3.04K
$334K
|
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
30.7KNew |
$2.92M - $3.33M
|
30.7K
$3.37M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-600- 80.0% |
$57.2K - $65.1K
|
150
$16.5K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
4.77KNew |
$455K - $518K
|
4.77K
$524K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-524- 4.84% |
$49.9K - $56.8K
|
10.3K
$1.13M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.25KNew |
$119K - $136K
|
1.25K
$138K
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
20KNew |
$1.9M - $2.16M
|
20K
$2.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-4.51K- 5.53% |
$430K - $490K
|
77K
$8.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
146+ 57.48% |
$13.9K - $15.8K
|
400
$43.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
377+ 11.4% |
$35.9K - $40.9K
|
3.69K
$405K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.69KNew |
$351K - $400K
|
3.69K
$405K
|
|
|
Apr 30, 2024
Q1 2024
|
Privium Fund Management B.V.
|
SELL
|
- |
-3.98K- 39.88% |
$379K - $432K
|
6K
$659K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-100- 72.46% |
$9.53K - $10.8K
|
38
$4.17K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
29New |
$2.76K - $3.15K
|
29
$3.18K
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
449+ 14.25% |
$42.8K - $48.7K
|
3.6K
$395K
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
SELL
|
- |
-9.84K- 56.73% |
$937K - $1.07M
|
7.51K
$824K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-22- 7.89% |
$2.1K - $2.39K
|
257
$28.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.66K+ 20.27% |
$158K - $180K
|
9.83K
$1.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
67New |
$6.38K - $7.27K
|
67
$7.36K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-720- 25.03% |
$68.6K - $78.1K
|
2.16K
$237K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-200- 0.84% |
$19.1K - $21.7K
|
23.5K
$2.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-445- 16.04% |
$42.4K - $48.3K
|
2.33K
$256K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
150New |
$14.3K - $16.3K
|
150
$16.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Beddow Capital Management Inc
|
SELL
|
- |
-1K- 23.58% |
$95.3K - $108K
|
3.24K
$356K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
357+ 2.6% |
$34K - $38.7K
|
14.1K
$1.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-380- 14.14% |
$36.2K - $41.2K
|
2.31K
$253K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
48New |
$4.57K - $5.21K
|
48
$5.27K
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
BUY
|
- |
100+ 2.17% |
$9.53K - $10.8K
|
4.7K
$516K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-25- 0.87% |
$2.38K - $2.71K
|
2.86K
$314K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-16- 0.38% |
$1.52K - $1.74K
|
4.22K
$464K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
255New |
$24.3K - $27.7K
|
255
$28K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-153- 3.77% |
$14.6K - $16.6K
|
3.9K
$428K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
70+ 3.28% |
$6.67K - $7.59K
|
2.2K
$242K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-700- 6.5% |
$66.7K - $75.9K
|
10.1K
$1.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
15+ 42.86% |
$1.43K - $1.63K
|
50
$5.49K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-79- 28.94% |
$7.53K - $8.57K
|
194
$21.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-14.7K- 1.39% |
$1.4M - $1.6M
|
1.04M
$114M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-200- 4.72% |
$19.1K - $21.7K
|
4.04K
$444K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-200- 8.49% |
$19.1K - $21.7K
|
2.16K
$237K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.37KNew |
$226K - $257K
|
2.37K
$261K
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
SELL
|
- |
-225- 7.56% |
$21.4K - $24.4K
|
2.75K
$302K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-298- 4.81% |
$28.4K - $32.3K
|
5.9K
$648K
|
|
| Q4 2023 | |||||||
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
136+ 33.5% |
$12.5K - $13.8K
|
542
$59.5K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
64New |
$5.91K - $6.5K
|
64
$7.03K
|
|