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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-254- 67.91% |
$24.7K - $29.4K
|
120
$13.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
845+ 2.05% |
$82.1K - $97.7K
|
42K
$4.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.22K- 4.42% |
$118K - $141K
|
26.3K
$2.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
153+ 2.41% |
$14.9K - $17.7K
|
6.5K
$725K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.45K- 19.56% |
$141K - $168K
|
5.97K
$665K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
655+ 5.4% |
$63.6K - $75.7K
|
12.8K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-3.81K- 26.75% |
$370K - $441K
|
10.4K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.38K+ 7.84% |
$328K - $391K
|
46.5K
$5.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.1K- 12.94% |
$107K - $127K
|
7.38K
$823K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
412+ 7.8% |
$40K - $47.6K
|
5.69K
$635K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.72K+ 8.33% |
$167K - $199K
|
22.4K
$2.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-33- 1.42% |
$3.21K - $3.81K
|
2.29K
$255K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4+ 0.15% |
$389 - $462
|
2.65K
$295K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
377+ 9.06% |
$36.6K - $43.6K
|
4.54K
$506K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
36+ 0.24% |
$3.5K - $4.16K
|
15.2K
$1.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-38- 1.67% |
$3.69K - $4.39K
|
2.23K
$249K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
447+ 5.19% |
$43.4K - $51.7K
|
9.06K
$1.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
BUY
|
- |
63+ 0.26% |
$6.12K - $7.28K
|
24.3K
$2.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-175- 1.87% |
$17K - $20.2K
|
9.21K
$1.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.64KNew |
$257K - $305K
|
2.64K
$295K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
104+ 3.92% |
$10.1K - $12K
|
2.76K
$307K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
3.17K+ 1.65% |
$308K - $366K
|
195K
$21.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-27- 6.25% |
$2.62K - $3.12K
|
405
$45.1K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
63+ 1.36% |
$6.12K - $7.28K
|
4.69K
$523K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
75+ 1.41% |
$7.29K - $8.67K
|
5.38K
$600K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-275- 3.76% |
$26.7K - $31.8K
|
7.04K
$784K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-241- 3.95% |
$23.4K - $27.9K
|
5.87K
$654K
|
|
|
Apr 10, 2025
Q1 2025
|
Viking Fund Management LLC
|
BUY
|
- |
1KNew |
$97.1K - $116K
|
1K
$111K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.54KNew |
$247K - $293K
|
2.54K
$283K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.93KNew |
$285K - $339K
|
2.93K
$327K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
115+ 32.95% |
$11.2K - $13.3K
|
464
$51.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-34.7K- 81.55% |
$3.37M - $4.01M
|
7.84K
$874K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-182- 4.75% |
$17.7K - $21K
|
3.65K
$406K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
754+ 17.28% |
$73.2K - $87.1K
|
5.12K
$570K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-982- 4.54% |
$95.4K - $113K
|
20.6K
$2.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-775- 2.77% |
$75.3K - $89.6K
|
27.2K
$3.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.91K+ 21.12% |
$186K - $221K
|
11K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
19+ 1.13% |
$1.85K - $2.2K
|
1.71K
$190K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-200- 0.62% |
$19.4K - $23.1K
|
32.1K
$3.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.98KNew |
$193K - $229K
|
1.98K
$221K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
916+ 43.15% |
$89K - $106K
|
3.04K
$339K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-1.47K- 38.98% |
$143K - $170K
|
2.3K
$256K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-89- 2.17% |
$8.65K - $10.3K
|
4.01K
$447K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
119+ 5.31% |
$11.6K - $13.8K
|
2.36K
$263K
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-150- 4.56% |
$14.6K - $17.3K
|
3.14K
$350K
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
11.5K+ 7.28% |
$1.12M - $1.33M
|
169K
$18.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
535+ 14.14% |
$52K - $61.8K
|
4.32K
$481K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.6K+ 116080.0% |
$1.13M - $1.34M
|
11.6K
$1.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
265+ 9.8% |
$25.7K - $30.6K
|
2.97K
$331K
|
|
|
Apr 09, 2025
Q1 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
20.2K+ 33.28% |
$1.96M - $2.33M
|
80.8K
$9.01M
|