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, 2019
Q1 2019
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-28.1KClosed |
$2.12M - $2.42M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-465Closed |
$35K - $40.1K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-1.75KClosed |
$132K - $151K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-107Closed |
$8.06K - $9.22K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-140Closed |
$10.5K - $12.1K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Fosun International LTD
|
SELL
|
- |
-6.2KClosed |
$467K - $534K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-72Closed |
$5.42K - $6.2K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-7.71KClosed |
$580K - $664K
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.56KClosed |
$193K - $220K
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-2.91KClosed |
$219K - $251K
|
0
$0
|
|
|
Apr 17, 2019
Q1 2019
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-65Closed |
$4.9K - $5.6K
|
0
$0
|
|
|
Apr 11, 2019
Q1 2019
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-4.1KClosed |
$309K - $353K
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Centric Wealth Management
|
SELL
|
- |
-3.56KClosed |
$268K - $306K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
225+ 900.0% |
$16.6K - $18.5K
|
250
$26.4K
|
|
|
Feb 14, 2019
Q4 2018
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-4.8KClosed |
$354K - $394K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Jefferies Group LLC
New York, NY |
SELL
|
CALL |
-40KClosed |
$2.95M - $3.28M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
7.34K+ 69.93% |
$541K - $602K
|
17.8K
$1.88M
|
|
|
Feb 14, 2019
Q4 2018
|
Advent Capital Management
New York, NY |
SELL
|
- |
-55Closed |
$4.05K - $4.51K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
First National Bank Of South Miami
|
BUY
|
- |
1.37KNew |
$101K - $112K
|
1.37K
$144K
|
|
|
Feb 13, 2019
Q4 2018
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
632New |
$46.6K - $51.8K
|
632
$66.7K
|
|
|
Feb 13, 2019
Q4 2018
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.4KClosed |
$177K - $197K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-100Closed |
$7.37K - $8.2K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-13.7KClosed |
$1.01M - $1.12M
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
9.76KNew |
$719K - $801K
|
9.76K
$1.03M
|
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-143Closed |
$10.5K - $11.7K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.15KClosed |
$453K - $505K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-4.71KClosed |
$347K - $386K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-200Closed |
$14.7K - $16.4K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-346Closed |
$25.5K - $28.4K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-8.09KClosed |
$596K - $664K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
275New |
$20.3K - $22.6K
|
275
$29K
|
|
|
Feb 04, 2019
Q4 2018
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-100Closed |
$7.37K - $8.2K
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-645Closed |
$47.5K - $52.9K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Harrington Investments, Inc
|
SELL
|
- |
-32Closed |
$2.36K - $2.62K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.14KClosed |
$84K - $93.5K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-650Closed |
$47.9K - $53.3K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Forward Management, LLC
|
SELL
|
- |
-22.4KClosed |
$1.65M - $1.84M
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-185Closed |
$13.6K - $15.2K
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.34KClosed |
$246K - $274K
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-13.6KClosed |
$1M - $1.12M
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-155Closed |
$11.4K - $12.7K
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
New Capital Management LP
|
SELL
|
- |
-75Closed |
$5.52K - $6.15K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-17Closed |
$1.25K - $1.39K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-5Closed |
$368 - $410
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Monument Capital Management
|
SELL
|
- |
-1.72KClosed |
$126K - $141K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-40Closed |
$2.95K - $3.28K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-663Closed |
$48.8K - $54.4K
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-8KClosed |
$589K - $656K
|
0
$0
|
|
|
Jan 04, 2019
Q4 2018
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-53Closed |
$3.9K - $4.35K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 27, 2018
Q3 2018
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-30.2KClosed |
$2.02M - $2.34M
|
0
$0
|
|