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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.81KNew |
$175K - $212K
|
1.81K
$193K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-790- 1.35% |
$76.5K - $92.6K
|
57.8K
$6.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.44K- 3.82% |
$817K - $989K
|
212K
$22.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
12KNew |
$1.16M - $1.41M
|
12K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-429- 0.58% |
$41.5K - $50.3K
|
73.5K
$7.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
SELL
|
- |
-198- 1.49% |
$19.2K - $23.2K
|
13.1K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-35- 2.85% |
$3.39K - $4.1K
|
1.19K
$127K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-100- 2.35% |
$9.68K - $11.7K
|
4.16K
$442K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
899+ 28.42% |
$87K - $105K
|
4.06K
$432K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-9.84K- 19.53% |
$952K - $1.15M
|
40.5K
$4.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-208- 1.17% |
$20.1K - $24.4K
|
17.5K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-164- 1.01% |
$15.9K - $19.2K
|
16.1K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-115- 23.66% |
$11.1K - $13.5K
|
371
$39.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-92- 1.84% |
$8.9K - $10.8K
|
4.91K
$522K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-14- 0.41% |
$1.35K - $1.64K
|
3.36K
$357K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-429- 11.67% |
$41.5K - $50.3K
|
3.25K
$345K
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-342- 0.18% |
$33.1K - $40.1K
|
193K
$20.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.08K- 1.88% |
$201K - $244K
|
108K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-195- 1.36% |
$18.9K - $22.9K
|
14.1K
$1.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-181- 90.05% |
$17.5K - $21.2K
|
20
$2.13K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-413- 3.86% |
$40K - $48.4K
|
10.3K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.24K+ 52.33% |
$120K - $146K
|
3.62K
$385K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.68K- 5.18% |
$162K - $196K
|
30.6K
$3.25M
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
40+ 1.7% |
$3.87K - $4.69K
|
2.4K
$255K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
20+ 11.63% |
$1.94K - $2.34K
|
192
$20.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
67+ 0.11% |
$6.48K - $7.85K
|
62.4K
$6.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-255- 7.3% |
$24.7K - $29.9K
|
3.24K
$344K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-783- 21.76% |
$75.8K - $91.8K
|
2.82K
$299K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
160+ 5.6% |
$15.5K - $18.7K
|
3.02K
$320K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-94- 3.65% |
$9.1K - $11K
|
2.48K
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-99- 1.38% |
$9.58K - $11.6K
|
7.05K
$749K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
8.43KNew |
$816K - $988K
|
8.43K
$896K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
65+ 3.08% |
$6.29K - $7.62K
|
2.17K
$231K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-250- 1.35% |
$24.2K - $29.3K
|
18.3K
$1.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
826+ 23.36% |
$79.9K - $96.8K
|
4.36K
$464K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-67- 0.64% |
$6.48K - $7.85K
|
10.4K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
25+ 0.09% |
$2.42K - $2.93K
|
28K
$2.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
3.85KNew |
$373K - $451K
|
3.85K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-50- 0.84% |
$4.84K - $5.86K
|
5.88K
$625K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
523+ 1.93% |
$50.6K - $61.3K
|
27.6K
$2.94M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-55.5K- 19.08% |
$5.37M - $6.5M
|
235K
$25M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-694- 2.43% |
$67.2K - $81.3K
|
27.9K
$2.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
2.25K+ 0.71% |
$218K - $263K
|
320K
$34M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
3.43K+ 1.06% |
$332K - $402K
|
327K
$34.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.31K+ 0.81% |
$127K - $154K
|
164K
$17.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
215+ 1.89% |
$20.8K - $25.2K
|
11.6K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-319- 3.91% |
$30.9K - $37.4K
|
7.85K
$834K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
106+ 2.61% |
$10.3K - $12.4K
|
4.16K
$442K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.86K- 6.06% |
$277K - $335K
|
44.3K
$4.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.82K- 11.19% |
$176K - $213K
|
14.4K
$1.53M
|