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 12, 2021
Q1 2021
|
American Money Management, LLC
|
SELL
|
- |
-4.03KClosed |
$337K - $397K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-30Closed |
$2.51K - $2.95K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-3.4KClosed |
$284K - $335K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-250Closed |
$20.9K - $24.6K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-105Closed |
$8.77K - $10.3K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-2.86KClosed |
$239K - $282K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Close Asset Management LTD
|
BUY
|
- |
200New |
$16.7K - $19.7K
|
200
$21.1K
|
|
|
May 07, 2021
Q1 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.25KClosed |
$188K - $222K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-2.35KClosed |
$196K - $231K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-116Closed |
$9.69K - $11.4K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-107Closed |
$8.93K - $10.5K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Asio Capital, LLC
|
SELL
|
- |
-22.2KClosed |
$1.85M - $2.18M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-111Closed |
$9.27K - $10.9K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
31New |
$2.59K - $3.05K
|
31
$3.27K
|
|
|
Apr 29, 2021
Q1 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-2.6KClosed |
$217K - $256K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-2.71KClosed |
$226K - $266K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-3.1KClosed |
$259K - $305K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-358Closed |
$29.9K - $35.3K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-106Closed |
$8.85K - $10.4K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-23.3KClosed |
$1.95M - $2.3M
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Arden Trust CO
|
SELL
|
- |
-17.4KClosed |
$1.45M - $1.71M
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-8.82KClosed |
$736K - $868K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-220Closed |
$18.4K - $21.7K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-47- 40.17% |
$3.92K - $4.63K
|
70
$7.38K
|
|
|
Apr 19, 2021
Q1 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-7.06KClosed |
$589K - $695K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-443Closed |
$37K - $43.6K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Clear Street Markets LLC
|
SELL
|
PUT |
-50Closed |
$4.18K - $4.92K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Grassi Investment Management
|
SELL
|
- |
-79.9KClosed |
$6.68M - $7.87M
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Cordasco Financial Network
|
SELL
|
- |
-1K- 58.82% |
$83.5K - $98.5K
|
700
$73.8K
|
|
|
Apr 09, 2021
Q1 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-105- 3.13% |
$8.77K - $10.3K
|
3.25K
$343K
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
6.2K+ 218.22% |
$484K - $586K
|
9.05K
$954K
|
|
|
May 23, 2023
Q4 2020
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
608New |
$47.5K - $57.4K
|
608
$64.1K
|
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.1KClosed |
$85.6K - $103K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-500Closed |
$39K - $47.2K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-320Closed |
$25K - $30.2K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
1.2KNew |
$93.7K - $113K
|
1.2K
$127K
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-212Closed |
$16.6K - $20K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
7New |
$546 - $661
|
7
$738
|
|
|
Feb 12, 2021
Q4 2020
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-8.51KClosed |
$664K - $803K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.33KClosed |
$182K - $220K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-59.1KClosed |
$4.61M - $5.58M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-25.9KClosed |
$2.02M - $2.44M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-13.9KClosed |
$1.09M - $1.31M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-780KClosed |
$60.9M - $73.7M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-2.87KClosed |
$224K - $271K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-2.8KClosed |
$218K - $264K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-3.54KClosed |
$276K - $334K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Burney CO
Reston, VA |
SELL
|
- |
-2.4KClosed |
$187K - $226K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-18Closed |
$1.41K - $1.7K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-4.3KClosed |
$336K - $406K
|
0
$0
|
|