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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2019
Q3 2019
|
F3 Logic, LLC
|
SELL
|
- |
-6KClosed |
$513K - $566K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Broad Peak Investment Holdings Ltd.
Singapore, U0 |
SELL
|
CALL |
-55KClosed |
$4.7M - $5.18M
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.74KClosed |
$149K - $164K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Orser Capital Management, LLC
|
BUY
|
- |
740New |
$63.3K - $69.8K
|
740
$97.3K
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
292+ 97.33% |
$25K - $27.5K
|
592
$77.9K
|
|
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-2Closed |
$171 - $189
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-879Closed |
$75.2K - $82.9K
|
0
$0
|
|
|
Oct 16, 2019
Q3 2019
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-22KClosed |
$1.88M - $2.08M
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
BUY
|
- |
5.03K+ 587.84% |
$430K - $474K
|
5.88K
$774K
|
|
|
Oct 10, 2019
Q3 2019
|
Legacy Advisors, LLC
|
SELL
|
- |
-400Closed |
$34.2K - $37.7K
|
0
$0
|
|
|
Oct 03, 2019
Q3 2019
|
Xr Securities LLC
|
SELL
|
- |
-5.94KClosed |
$508K - $560K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
9.11KNew |
$687K - $846K
|
9.11K
$1.2M
|
|
|
Aug 15, 2019
Q2 2019
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.46KClosed |
$110K - $135K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Strategy Asset Managers LLC
|
SELL
|
- |
-602Closed |
$45.4K - $55.9K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-15.1KClosed |
$1.14M - $1.4M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Point State Capital LP
New York, NY |
SELL
|
- |
-36.8KClosed |
$2.77M - $3.42M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-3.1KClosed |
$234K - $288K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
CALL |
4KNew |
$302K - $371K
|
4K
$526K
|
|
|
Aug 14, 2019
Q2 2019
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-600KClosed |
$45.2M - $55.7M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-2.7KClosed |
$204K - $251K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-6.34KClosed |
$478K - $588K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-775Closed |
$58.4K - $71.9K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-107KClosed |
$8.1M - $9.96M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Natixis
Paris, I0 |
SELL
|
- |
-6.95KClosed |
$524K - $644K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-193Closed |
$14.6K - $17.9K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-2.9KClosed |
$219K - $269K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Girard Partners Ltd.
|
SELL
|
- |
-2.26KClosed |
$170K - $210K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-25Closed |
$1.89K - $2.32K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-2.28KClosed |
$172K - $211K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-5Closed |
$377 - $464
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Time Scale Financial, Inc.
|
BUY
|
- |
200New |
$15.1K - $18.6K
|
200
$26.3K
|
|
|
Jul 30, 2019
Q2 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.78KClosed |
$134K - $165K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-2.27KClosed |
$171K - $210K
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Conning Inc.
|
SELL
|
- |
-6KClosed |
$452K - $557K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Kessler Investment Group, LLC
|
SELL
|
- |
-278Closed |
$21K - $25.8K
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.15KClosed |
$238K - $293K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-423Closed |
$31.9K - $39.3K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Wolverine Asset Management LLC
|
SELL
|
- |
-8.37KClosed |
$631K - $721K
|
0
$0
|
|
|
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
|
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 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
$32.9K
|
|