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 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
2.12K+ 11.86% |
$196K - $227K
|
20K
$2.63M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1- 0.99% |
$92.6 - $107
|
100
$13.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-25- 0.5% |
$2.31K - $2.68K
|
4.96K
$652K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
22New |
$2.04K - $2.36K
|
22
$2.89K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-98- 2.9% |
$9.07K - $10.5K
|
3.29K
$432K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
178+ 11.34% |
$16.5K - $19.1K
|
1.75K
$230K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-53- 47.32% |
$4.91K - $5.69K
|
59
$7.76K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-7- 0.2% |
$648 - $752
|
3.55K
$467K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
267New |
$24.7K - $28.7K
|
267
$35.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.95KNew |
$181K - $209K
|
1.95K
$257K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
1.92KNew |
$178K - $206K
|
1.92K
$252K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
328+ 6.19% |
$30.4K - $35.2K
|
5.63K
$740K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
380New |
$35.2K - $40.8K
|
380
$50K
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.97KNew |
$182K - $211K
|
1.97K
$259K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-101- 82.11% |
$9.35K - $10.8K
|
22
$2.89K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
66+ 1.96% |
$6.11K - $7.09K
|
3.43K
$451K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-42- 25.77% |
$3.89K - $4.51K
|
121
$15.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
2.23KNew |
$206K - $239K
|
2.23K
$293K
|
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-100- 3.4% |
$9.26K - $10.7K
|
2.85K
$374K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
100+ 4.26% |
$9.26K - $10.7K
|
2.45K
$322K
|
|
|
Jul 19, 2024
Q2 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-797- 86.91% |
$73.8K - $85.6K
|
120
$15.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-981- 24.57% |
$90.8K - $105K
|
3.01K
$396K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-44- 1.41% |
$4.07K - $4.72K
|
3.08K
$406K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.01KNew |
$93.9K - $109K
|
1.01K
$133K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.65KNew |
$338K - $392K
|
3.65K
$481K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
500+ 14.71% |
$46.3K - $53.7K
|
3.9K
$513K
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5+ 0.23% |
$463 - $537
|
2.22K
$292K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
8.51KNew |
$787K - $913K
|
8.51K
$1.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 1.38% |
$741 - $859
|
589
$77.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-681- 21.86% |
$63K - $73.1K
|
2.43K
$320K
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
16New |
$1.48K - $1.72K
|
16
$2.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Boit C F David
Boston, MA |
BUY
|
- |
12.8KNew |
$1.18M - $1.37M
|
12.8K
$1.68M
|
|
|
Jul 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-100- 3.71% |
$9.26K - $10.7K
|
2.6K
$341K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
271New |
$25.1K - $29.1K
|
271
$35.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-150- 2.91% |
$13.9K - $16.1K
|
5K
$658K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.55% |
$278 - $322
|
544
$71.6K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-1.08K- 32.5% |
$99.5K - $115K
|
2.23K
$294K
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
2.7KNew |
$250K - $290K
|
2.7K
$355K
|
|
| Q1 2024 | |||||||
|
Aug 15, 2025
Q1 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-55- 9.91% |
$5.24K - $5.97K
|
500
$65.8K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
17.2KNew |
$1.64M - $1.86M
|
17.2K
$2.26M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
24New |
$2.29K - $2.6K
|
24
$3.16K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-86.5K- 28.83% |
$8.24M - $9.38M
|
214K
$28.1M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-150- 23.08% |
$14.3K - $16.3K
|
500
$65.8K
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
281+ 11.24% |
$26.8K - $30.5K
|
2.78K
$366K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
229+ 5.84% |
$21.8K - $24.8K
|
4.15K
$546K
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-2.7KClosed |
$258K - $293K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
27.1KNew |
$2.58M - $2.94M
|
27.1K
$3.57M
|
|
|
May 15, 2024
Q1 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
106KNew |
$10.1M - $11.5M
|
106K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-17.1K- 69.41% |
$1.63M - $1.86M
|
7.56K
$994K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-33- 14.16% |
$3.14K - $3.58K
|
200
$26.3K
|
|