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 01, 2020
Q1 2020
|
55 I, LLC
Boston, MA |
SELL
|
- |
-3.17KClosed |
$224K - $314K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-23.4KClosed |
$1.66M - $2.32M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Eagle Ridge Investment Management
|
SELL
|
- |
-2.25KClosed |
$159K - $222K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Harvey Capital Management Inc
|
SELL
|
- |
-11.3KClosed |
$795K - $1.11M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-157Closed |
$11.1K - $15.5K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-27Closed |
$1.91K - $2.67K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.21KClosed |
$156K - $219K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-30Closed |
$2.12K - $2.97K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-2.43KClosed |
$172K - $241K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-195Closed |
$13.8K - $19.3K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.8KClosed |
$198K - $277K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-2.55KClosed |
$180K - $253K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
135New |
$9.54K - $13.4K
|
135
$17.8K
|
|
|
Apr 16, 2020
Q1 2020
|
Autus Asset Management, LLC
|
SELL
|
- |
-3.37KClosed |
$238K - $334K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.19KClosed |
$225K - $316K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-5.29KClosed |
$374K - $524K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Dec 21, 2023
Q4 2019
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
120+ 120.0% |
$10.1K - $11.4K
|
220
$28.9K
|
|
|
Feb 18, 2020
Q4 2019
|
Bridges Investment Management Inc
|
SELL
|
- |
-9.45KClosed |
$797K - $901K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Truist Financial Corp
|
BUY
|
CALL |
2.5KNew |
$211K - $238K
|
2.5K
$329K
|
|
|
Feb 14, 2020
Q4 2019
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
SELL
|
- |
-50KClosed |
$4.22M - $4.77M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3KClosed |
$253K - $286K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2.34KClosed |
$197K - $223K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-3.19KClosed |
$269K - $304K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Hilton Capital Management, LLC
|
SELL
|
- |
-300Closed |
$25.3K - $28.6K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-1KClosed |
$84.4K - $95.4K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-148KClosed |
$12.5M - $14.1M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-770Closed |
$64.9K - $73.4K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-66Closed |
$5.57K - $6.29K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-614Closed |
$51.8K - $58.6K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.31KClosed |
$195K - $221K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Bray Capital Advisors
|
SELL
|
- |
-51- 9.85% |
$4.3K - $4.86K
|
467
$61.4K
|
|
|
Jan 31, 2020
Q4 2019
|
Seelaus Asset Management LLC
|
SELL
|
- |
-2.83KClosed |
$238K - $270K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-546Closed |
$46.1K - $52.1K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.02KClosed |
$170K - $193K
|
0
$0
|
|
|
Jan 09, 2020
Q4 2019
|
Baxter Bros Inc
|
BUY
|
- |
2.6KNew |
$220K - $248K
|
2.6K
$342K
|
|
|
Jan 07, 2020
Q4 2019
|
Atwater Malick LLC
|
SELL
|
- |
-900Closed |
$75.9K - $85.8K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Islet Management, LP
New York, NY |
SELL
|
- |
-50KClosed |
$4.28M - $4.71M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-334Closed |
$28.6K - $31.5K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
328KNew |
$28M - $30.9M
|
328K
$43.1M
|
|
|
Nov 14, 2019
Q3 2019
|
Friess Associates LLC
Greenville, DE |
SELL
|
- |
-39.2KClosed |
$3.36M - $3.7M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-99.2KClosed |
$8.48M - $9.35M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
1.5KNew |
$128K - $141K
|
1.5K
$197K
|
|
|
Nov 14, 2019
Q3 2019
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-433KClosed |
$37M - $40.8M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Sio Capital Management, LLC
New York, NY |
SELL
|
- |
-90.9KClosed |
$7.77M - $8.57M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.42KClosed |
$207K - $228K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-531Closed |
$45.4K - $50.1K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.47KClosed |
$212K - $233K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-37.7KClosed |
$3.23M - $3.56M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-347KClosed |
$29.7M - $32.7M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.01KClosed |
$86.7K - $95.5K
|
0
$0
|
|