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
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-783- 21.76% |
$75.8K - $91.8K
|
2.82K
$308K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
160+ 5.6% |
$15.5K - $18.7K
|
3.02K
$330K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-94- 3.65% |
$9.1K - $11K
|
2.48K
$272K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-99- 1.38% |
$9.58K - $11.6K
|
7.05K
$772K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
8.43KNew |
$816K - $988K
|
8.43K
$923K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
65+ 3.08% |
$6.29K - $7.62K
|
2.17K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-250- 1.35% |
$24.2K - $29.3K
|
18.3K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
826+ 23.36% |
$79.9K - $96.8K
|
4.36K
$477K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-67- 0.64% |
$6.48K - $7.85K
|
10.4K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
25+ 0.09% |
$2.42K - $2.93K
|
28K
$3.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
3.85KNew |
$373K - $451K
|
3.85K
$422K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-50- 0.84% |
$4.84K - $5.86K
|
5.88K
$644K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
523+ 1.93% |
$50.6K - $61.3K
|
27.6K
$3.03M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-55.5K- 19.08% |
$5.37M - $6.5M
|
235K
$25.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-694- 2.43% |
$67.2K - $81.3K
|
27.9K
$3.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
2.25K+ 0.71% |
$218K - $263K
|
320K
$35.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
420+ 15.52% |
$40.6K - $49.2K
|
3.13K
$342K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.84K+ 10.46% |
$274K - $332K
|
29.9K
$3.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.05K+ 10.86% |
$198K - $240K
|
20.9K
$2.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
296+ 13.13% |
$28.6K - $34.7K
|
2.55K
$279K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
2.43KNew |
$235K - $284K
|
2.43K
$265K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
3.43K+ 1.06% |
$332K - $402K
|
327K
$35.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.31K+ 0.81% |
$127K - $154K
|
164K
$17.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
215+ 1.89% |
$20.8K - $25.2K
|
11.6K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-319- 3.91% |
$30.9K - $37.4K
|
7.85K
$859K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
106+ 2.61% |
$10.3K - $12.4K
|
4.16K
$455K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.86K- 6.06% |
$277K - $335K
|
44.3K
$4.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.82K- 11.19% |
$176K - $213K
|
14.4K
$1.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
8.19K+ 5.21% |
$792K - $959K
|
165K
$18.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-46- 0.28% |
$4.45K - $5.39K
|
16.3K
$1.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
44New |
$4.26K - $5.16K
|
44
$4.82K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
429+ 0.44% |
$41.5K - $50.3K
|
99K
$10.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-997- 0.78% |
$96.5K - $117K
|
126K
$13.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-300- 8.68% |
$29K - $35.2K
|
3.16K
$346K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
96.2KNew |
$9.31M - $11.3M
|
96.2K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
315+ 0.73% |
$30.5K - $36.9K
|
43.4K
$4.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
44New |
$4.26K - $5.16K
|
44
$4.82K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-30- 0.16% |
$2.9K - $3.52K
|
18.9K
$2.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
41.7K+ 18.61% |
$4.03M - $4.88M
|
266K
$29.1M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.96K- 1.22% |
$190K - $230K
|
159K
$17.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.78K- 6.03% |
$269K - $325K
|
43.3K
$4.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
2.39KNew |
$232K - $281K
|
2.39K
$262K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-223K- 98.97% |
$21.5M - $26.1M
|
2.31K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-353- 50.5% |
$34.2K - $41.4K
|
346
$37.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-770- 7.42% |
$74.5K - $90.2K
|
9.6K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
908KNew |
$87.9M - $106M
|
908K
$99.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
52+ 2.47% |
$5.03K - $6.09K
|
2.16K
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
65+ 0.76% |
$6.29K - $7.62K
|
8.56K
$937K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-113- 2.88% |
$10.9K - $13.2K
|
3.82K
$418K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-210- 5.3% |
$20.3K - $24.6K
|
3.75K
$410K
|