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 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
197+ 8.64% |
$19.1K - $22.8K
|
2.48K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.93K- 9.48% |
$188K - $223K
|
18.4K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.63K- 27.79% |
$158K - $188K
|
4.24K
$485K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.15K+ 9.13% |
$111K - $133K
|
13.7K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-26.7K- 5.03% |
$2.59M - $3.09M
|
504K
$57.7M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
52New |
$5.05K - $6.01K
|
52
$5.96K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-291- 4.64% |
$28.3K - $33.6K
|
5.97K
$684K
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
30.1KNew |
$2.92M - $3.48M
|
30.1K
$3.44M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9.87K+ 19.91% |
$958K - $1.14M
|
59.4K
$6.81M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-277- 12.46% |
$26.9K - $32K
|
1.95K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.9K+ 14.73% |
$1.74M - $2.07M
|
140K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.92K+ 281.58% |
$284K - $337K
|
3.96K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-285- 2.8% |
$27.7K - $32.9K
|
9.9K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6.98K+ 69.29% |
$678K - $806K
|
17K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.93K- 3.79% |
$187K - $223K
|
48.9K
$5.61M
|
|
|
May 13, 2025
Q1 2025
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-468K- 71.15% |
$45.5M - $54.1M
|
190K
$21.7M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.48KNew |
$144K - $171K
|
1.48K
$170K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.8K- 6.26% |
$175K - $208K
|
27K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-107- 0.56% |
$10.4K - $12.4K
|
18.9K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
376+ 3.42% |
$36.5K - $43.5K
|
11.4K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.74K- 3.31% |
$363K - $432K
|
109K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
222KNew |
$21.6M - $25.7M
|
222K
$25.4M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.18K+ 10.56% |
$503K - $598K
|
54.2K
$6.2M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-150- 1.75% |
$14.6K - $17.3K
|
8.41K
$964K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-221- 1.5% |
$21.5K - $25.5K
|
14.5K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
43KNew |
$4.18M - $4.97M
|
43K
$4.93M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-444K- 82.25% |
$43.2M - $51.4M
|
95.9K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
423K+ 5.17% |
$41.1M - $48.9M
|
8.61M
$986M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.14K+ 6.21% |
$111K - $132K
|
19.6K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2- 1.55% |
$194 - $231
|
127
$14.5K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
598K+ 13.72% |
$58.1M - $69.1M
|
4.95M
$567M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-961- 30.73% |
$93.4K - $111K
|
2.17K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
369+ 1.28% |
$35.8K - $42.6K
|
29.3K
$3.35M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.6K+ 33.36% |
$1.42M - $1.69M
|
58.5K
$6.7M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-664- 2.74% |
$64.5K - $76.7K
|
23.6K
$2.7M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.35K+ 23.13% |
$326K - $387K
|
17.8K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-5- 13.51% |
$486 - $578
|
32
$3.66K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.61K- 0.08% |
$156K - $186K
|
1.9M
$217M
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
2.06KNew |
$200K - $238K
|
2.06K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
277+ 3.57% |
$26.9K - $32K
|
8.04K
$921K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.2K- 1.63% |
$117K - $139K
|
72.3K
$8.28M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-211- 1.52% |
$20.5K - $24.4K
|
13.7K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
46.9K+ 258.99% |
$4.55M - $5.42M
|
65K
$7.44M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-33.8K- 28.2% |
$3.28M - $3.9M
|
85.9K
$9.84M
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-3K- 18.91% |
$291K - $346K
|
12.8K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-130- 2.21% |
$12.6K - $15K
|
5.76K
$660K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
40.2K+ 18.64% |
$3.9M - $4.64M
|
256K
$29.3M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-96.9K- 21.38% |
$9.42M - $11.2M
|
356K
$40.8M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-401- 10.67% |
$39K - $46.3K
|
3.36K
$384K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
20+ 13.33% |
$1.94K - $2.31K
|
170
$19.5K
|