Latest Institutional Sells of Novartis Ag (NVS)
This list provides information on the latest institutional transactions involving Novartis Ag (NVS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
SELL
|
- |
-9.84K- 56.73% |
$937K - $1.07M
|
7.51K
$987K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-8.4K- 76.04% |
$800K - $911K
|
2.65K
$348K
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-5.56K- 4.05% |
$529K - $603K
|
132K
$17.3M
|
|
|
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
|
Privium Fund Management B.V.
|
SELL
|
- |
-3.98K- 39.88% |
$379K - $432K
|
6K
$789K
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-2.7KClosed |
$258K - $293K
|
0
$0
|
|
|
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
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-764- 25.38% |
$72.8K - $82.9K
|
2.25K
$295K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-524- 4.84% |
$49.9K - $56.8K
|
10.3K
$1.36M
|
|
|
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
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-458- 45.8% |
$43.6K - $49.7K
|
542
$71.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-445- 16.04% |
$42.4K - $48.3K
|
2.33K
$307K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-298- 4.81% |
$28.4K - $32.3K
|
5.9K
$776K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-200- 0.84% |
$19.1K - $21.7K
|
23.5K
$3.09M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-200- 4.72% |
$19.1K - $21.7K
|
4.04K
$531K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-183- 47.78% |
$17.4K - $19.9K
|
200
$26.3K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-153- 3.77% |
$14.6K - $16.6K
|
3.9K
$513K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-150- 23.08% |
$14.3K - $16.3K
|
500
$65.8K
|
|
|
Aug 15, 2025
Q1 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-55- 9.91% |
$5.24K - $5.97K
|
500
$65.8K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-33- 14.16% |
$3.14K - $3.58K
|
200
$26.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-22- 7.89% |
$2.1K - $2.39K
|
257
$33.8K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-165K- 67.55% |
$15.2M - $16.7M
|
79.1K
$10.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-41.8K- 53.24% |
$3.86M - $4.24M
|
36.7K
$4.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-13.7K- 31.35% |
$1.27M - $1.39M
|
30.1K
$3.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.96K- 98.41% |
$458K - $504K
|
80
$10.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-4.38K- 51.14% |
$404K - $444K
|
4.18K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Sal Trading, LLC
Wilmington, DE |
SELL
|
- |
-3.4K- 32.69% |
$314K - $345K
|
7K
$921K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-3.18K- 47.79% |
$294K - $323K
|
3.48K
$457K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2K- 1.31% |
$185K - $203K
|
151K
$19.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.69K- 17.2% |
$156K - $171K
|
8.12K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.6K- 40.25% |
$148K - $162K
|
2.38K
$312K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.23K- 34.89% |
$113K - $125K
|
2.29K
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
Penn Mutual Asset Management, LLC
Horsham, PA |
SELL
|
- |
-1K- 24.27% |
$92.3K - $102K
|
3.12K
$410K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-871- 19.16% |
$80.4K - $88.4K
|
3.67K
$483K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
SELL
|
- |
-818- 6.92% |
$75.5K - $83.1K
|
11K
$1.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-625- 11.24% |
$57.7K - $63.5K
|
4.94K
$649K
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
SELL
|
- |
-550- 62.5% |
$50.7K - $55.8K
|
330
$43.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-495- 18.37% |
$45.7K - $50.3K
|
2.2K
$289K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-232- 6.68% |
$21.4K - $23.6K
|
3.24K
$426K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-195- 71.69% |
$18K - $19.8K
|
77
$10.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-135- 5.91% |
$12.5K - $13.7K
|
2.15K
$283K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-114- 3.71% |
$10.5K - $11.6K
|
2.96K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-105- 3.7% |
$9.69K - $10.7K
|
2.73K
$360K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-71- 73.2% |
$6.55K - $7.21K
|
26
$3.42K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-33- 1.63% |
$3.04K - $3.35K
|
1.99K
$262K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-15- 13.27% |
$1.38K - $1.52K
|
98
$12.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-4- 0.02% |
$369 - $406
|
20.4K
$2.69M
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.3K- 9.41% |
$1.26M - $1.4M
|
128K
$16.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-7.28K- 4.84% |
$689K - $765K
|
143K
$18.8M
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-5.43K- 50.29% |
$514K - $571K
|
5.37K
$706K
|
|