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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-2.42K- 35.18% |
$223K - $253K
|
4.45K
$475K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
PUT |
10.3KNew |
$953K - $1.08M
|
10.3K
$1.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
153+ 3.56% |
$14.2K - $16.1K
|
4.45K
$475K
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.41KNew |
$223K - $253K
|
2.41K
$257K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.08KNew |
$192K - $218K
|
2.08K
$222K
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
BUY
|
- |
2.41KNew |
$223K - $253K
|
2.41K
$258K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
576+ 13.2% |
$53.3K - $60.4K
|
4.94K
$528K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-100- 4.35% |
$9.25K - $10.5K
|
2.2K
$235K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-128- 1.45% |
$11.8K - $13.4K
|
8.68K
$927K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
86+ 3.81% |
$7.96K - $9.02K
|
2.34K
$250K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.7KNew |
$249K - $283K
|
2.7K
$288K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
85+ 3.83% |
$7.86K - $8.92K
|
2.3K
$246K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
10+ 1.9% |
$925 - $1.05K
|
535
$57.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.55KNew |
$606K - $687K
|
6.55K
$700K
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
13+ 0.33% |
$1.2K - $1.36K
|
3.91K
$417K
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
250New |
$23.1K - $26.2K
|
250
$26.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
18New |
$1.67K - $1.89K
|
18
$1.92K
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-298- 9.89% |
$27.6K - $31.3K
|
2.71K
$290K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-33.1K- 54.35% |
$3.07M - $3.48M
|
27.8K
$2.97M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
99+ 49.5% |
$9.16K - $10.4K
|
299
$31.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-236- 8.16% |
$21.8K - $24.8K
|
2.66K
$284K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
466New |
$43.1K - $48.9K
|
466
$49.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
86+ 1.42% |
$7.96K - $9.02K
|
6.15K
$657K
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
4.08KNew |
$378K - $428K
|
4.08K
$436K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-24- 0.35% |
$2.22K - $2.52K
|
6.93K
$740K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-150- 17.5% |
$13.9K - $15.7K
|
707
$75.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.2K- 22.03% |
$111K - $126K
|
4.25K
$454K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.73K- 39.48% |
$160K - $181K
|
2.65K
$283K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-1.1K- 31.85% |
$101K - $115K
|
2.35K
$251K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
55+ 1.94% |
$5.09K - $5.77K
|
2.88K
$308K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
300+ 416.67% |
$27.8K - $31.5K
|
372
$39.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-150- 5.73% |
$13.9K - $15.7K
|
2.47K
$264K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-31- 1.25% |
$2.87K - $3.25K
|
2.44K
$261K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.89K+ 9.13% |
$175K - $198K
|
22.6K
$2.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.07KNew |
$192K - $217K
|
2.07K
$221K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
118+ 1.61% |
$10.9K - $12.4K
|
7.46K
$798K
|
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
4.78KNew |
$442K - $501K
|
4.78K
$511K
|
|
|
Jul 19, 2023
Q2 2023
|
Hartford Investment Management CO
|
BUY
|
- |
388+ 7.32% |
$35.9K - $40.7K
|
5.69K
$608K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-9- 11.39% |
$833 - $944
|
70
$7.48K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-9.15K- 80.79% |
$846K - $960K
|
2.18K
$232K
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.06KNew |
$191K - $216K
|
2.06K
$220K
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
2.11KNew |
$196K - $222K
|
2.11K
$226K
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-117- 3.02% |
$10.8K - $12.3K
|
3.76K
$402K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-60- 41.38% |
$5.55K - $6.29K
|
85
$9.08K
|
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
3.35KNew |
$310K - $351K
|
3.35K
$358K
|
|
|
Jul 12, 2023
Q2 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
16.9KNew |
$1.57M - $1.78M
|
16.9K
$1.81M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
170+ 33.86% |
$15.7K - $17.8K
|
672
$71.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-4.37K- 19.42% |
$404K - $458K
|
18.1K
$1.94M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-58- 1.98% |
$5.37K - $6.08K
|
2.87K
$307K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.16KNew |
$200K - $226K
|
2.16K
$231K
|