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 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
518+ 1.87% |
$49.3K - $56.2K
|
28.3K
$3.72M
|
|
|
May 15, 2024
Q1 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-197K- 70.38% |
$18.8M - $21.4M
|
82.9K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
564New |
$53.7K - $61.2K
|
564
$74.2K
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-491- 17.38% |
$46.8K - $53.3K
|
2.33K
$307K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-764- 25.38% |
$72.8K - $82.9K
|
2.25K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-458- 45.8% |
$43.6K - $49.7K
|
542
$71.3K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-8.4K- 76.04% |
$800K - $911K
|
2.65K
$348K
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
5KNew |
$476K - $542K
|
5K
$658K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.28K- 2.99% |
$217K - $247K
|
73.9K
$9.72M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.4K+ 82.69% |
$1.09M - $1.24M
|
25.2K
$3.31M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
266+ 6.1% |
$25.3K - $28.9K
|
4.63K
$609K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
30New |
$2.86K - $3.25K
|
30
$3.95K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
54+ 5.39% |
$5.14K - $5.86K
|
1.06K
$139K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.84KNew |
$366K - $417K
|
3.84K
$505K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.93KNew |
$375K - $427K
|
3.93K
$517K
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-5.56K- 4.05% |
$529K - $603K
|
132K
$17.3M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.69KNew |
$637K - $725K
|
6.69K
$880K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
84+ 3.35% |
$8K - $9.11K
|
2.59K
$341K
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
4.44KNew |
$423K - $482K
|
4.44K
$584K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-183- 47.78% |
$17.4K - $19.9K
|
200
$26.3K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
498+ 15.87% |
$47.4K - $54K
|
3.64K
$478K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-11.7K- 71.32% |
$1.11M - $1.27M
|
4.69K
$617K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-524- 4.84% |
$49.9K - $56.8K
|
10.3K
$1.36M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.25KNew |
$119K - $136K
|
1.25K
$165K
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
20KNew |
$1.9M - $2.16M
|
20K
$2.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-4.51K- 5.53% |
$430K - $490K
|
77K
$10.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
146+ 57.48% |
$13.9K - $15.8K
|
400
$52.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
377+ 11.4% |
$35.9K - $40.9K
|
3.69K
$485K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.69KNew |
$351K - $400K
|
3.69K
$485K
|
|
|
Apr 30, 2024
Q1 2024
|
Privium Fund Management B.V.
|
SELL
|
- |
-3.98K- 39.88% |
$379K - $432K
|
6K
$789K
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
SELL
|
- |
-9.84K- 56.73% |
$937K - $1.07M
|
7.51K
$987K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-22- 7.89% |
$2.1K - $2.39K
|
257
$33.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.66K+ 20.27% |
$158K - $180K
|
9.83K
$1.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
67New |
$6.38K - $7.27K
|
67
$8.81K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-200- 0.84% |
$19.1K - $21.7K
|
23.5K
$3.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-445- 16.04% |
$42.4K - $48.3K
|
2.33K
$307K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
150New |
$14.3K - $16.3K
|
150
$19.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
BUY
|
- |
100+ 2.17% |
$9.53K - $10.8K
|
4.7K
$618K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
255New |
$24.3K - $27.7K
|
255
$33.5K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-153- 3.77% |
$14.6K - $16.6K
|
3.9K
$513K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-14.7K- 1.39% |
$1.4M - $1.6M
|
1.04M
$137M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-200- 4.72% |
$19.1K - $21.7K
|
4.04K
$531K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-298- 4.81% |
$28.4K - $32.3K
|
5.9K
$776K
|
|
| Q4 2023 | |||||||
|
Oct 30, 2025
Q4 2023
|
Broadwater Capital Management LLC
Boston, MA |
BUY
|
- |
370New |
$34.1K - $37.6K
|
370
$48.7K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
64New |
$5.91K - $6.5K
|
64
$8.42K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
709New |
$65.4K - $72K
|
709
$93.3K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
54New |
$4.98K - $5.48K
|
54
$7.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
90New |
$8.3K - $9.14K
|
90
$11.8K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
150New |
$13.8K - $15.2K
|
150
$19.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Sal Trading, LLC
Wilmington, DE |
SELL
|
- |
-3.4K- 32.69% |
$314K - $345K
|
7K
$921K
|
|