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 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
84.6K+ 1002.76% |
$8.21M - $9.77M
|
93K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.84K- 46.41% |
$178K - $212K
|
2.12K
$243K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
120K+ 28.41% |
$11.7M - $13.9M
|
543K
$62.2M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-562- 3.54% |
$54.6K - $65K
|
15.3K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
87+ 3.14% |
$8.45K - $10.1K
|
2.86K
$327K
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
12.9K+ 33.35% |
$1.25M - $1.49M
|
51.5K
$5.89M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-27.9K- 50.48% |
$2.71M - $3.22M
|
27.3K
$3.13M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-178- 1.86% |
$17.3K - $20.6K
|
9.4K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.71KNew |
$263K - $313K
|
2.71K
$310K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-52- 1.87% |
$5.05K - $6.01K
|
2.74K
$313K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-978- 7.9% |
$95K - $113K
|
11.4K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
11K+ 412.9% |
$1.07M - $1.28M
|
13.7K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-32.8K- 88.92% |
$3.19M - $3.8M
|
4.09K
$469K
|
|
|
May 12, 2025
Q1 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-650- 4.44% |
$63.1K - $75.1K
|
14K
$1.6M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
977New |
$94.9K - $113K
|
977
$112K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
264+ 1.04% |
$25.6K - $30.5K
|
25.8K
$2.95M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5- 0.2% |
$486 - $578
|
2.46K
$281K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-25.7K- 25.21% |
$2.5M - $2.97M
|
76.4K
$8.74M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
19.3K+ 13.74% |
$1.87M - $2.23M
|
160K
$18.3M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
9.25K+ 7.9% |
$898K - $1.07M
|
126K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.33K- 17.58% |
$421K - $501K
|
20.3K
$2.33M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-681- 5.55% |
$66.2K - $78.7K
|
11.6K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-20- 0.63% |
$1.94K - $2.31K
|
3.14K
$359K
|
|
|
May 12, 2025
Q1 2025
|
Dillon & Associates Inc
|
SELL
|
- |
-73- 2.33% |
$7.09K - $8.44K
|
3.06K
$351K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
172+ 3.94% |
$16.7K - $19.9K
|
4.53K
$519K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
209+ 5.02% |
$20.3K - $24.2K
|
4.37K
$500K
|
|
|
May 12, 2025
Q1 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
1.73K+ 0.9% |
$168K - $200K
|
195K
$22.3M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
42+ 1.15% |
$4.08K - $4.85K
|
3.68K
$422K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
103+ 2.38% |
$10K - $11.9K
|
4.44K
$508K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.85KNew |
$180K - $214K
|
1.85K
$212K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
22+ 0.67% |
$2.14K - $2.54K
|
3.29K
$376K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
148New |
$14.4K - $17.1K
|
148
$16.9K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-948- 9.51% |
$92.1K - $110K
|
9.02K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-8.05K- 78.36% |
$782K - $930K
|
2.22K
$255K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.88KNew |
$183K - $218K
|
1.88K
$216K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
693+ 6.68% |
$67.3K - $80.1K
|
11.1K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-47.2K- 19.68% |
$4.58M - $5.45M
|
193K
$22.1M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
26New |
$2.53K - $3K
|
26
$2.98K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
21New |
$2.04K - $2.43K
|
21
$2.4K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
325+ 12.0% |
$31.6K - $37.6K
|
3.03K
$347K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.49K+ 1.06% |
$242K - $288K
|
238K
$27.2M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-11.9K- 22.26% |
$1.15M - $1.37M
|
41.5K
$4.75M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.78K- 9.61% |
$270K - $321K
|
26.1K
$2.99M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
7+ 17.95% |
$680 - $809
|
46
$5.27K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-582- 9.55% |
$56.5K - $67.3K
|
5.51K
$631K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
3.6KNew |
$350K - $416K
|
3.6K
$412K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
4.62K+ 7.98% |
$448K - $533K
|
62.4K
$7.15M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.79K+ 3.67% |
$757K - $900K
|
220K
$25.2M
|
|
|
May 09, 2025
Q1 2025
|
Kazazian Asset Management, LLC
Fort Lauderdale, FL |
BUY
|
- |
1.82KNew |
$177K - $210K
|
1.82K
$208K
|