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 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-38.9K- 15.34% |
$3.78M - $4.49M
|
215K
$24.6M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-3.34K- 7.14% |
$324K - $386K
|
43.4K
$4.97M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
163+ 19.95% |
$15.8K - $18.8K
|
980
$112K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.23K+ 3.46% |
$120K - $143K
|
36.9K
$4.22M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.73K- 4.65% |
$362K - $431K
|
76.5K
$8.76M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
149+ 5.07% |
$14.5K - $17.2K
|
3.09K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-38- 2.47% |
$3.69K - $4.39K
|
1.5K
$172K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.19K+ 1.69% |
$698K - $831K
|
432K
$49.5M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
200+ 38.46% |
$19.4K - $23.1K
|
720
$82.5K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-729- 35.06% |
$70.8K - $84.3K
|
1.35K
$155K
|
|
|
May 09, 2025
Q1 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-1.26K- 1.32% |
$122K - $145K
|
94K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
23.2K+ 425.29% |
$2.25M - $2.68M
|
28.7K
$3.28M
|
|
|
May 09, 2025
Q1 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-150- 1.2% |
$14.6K - $17.3K
|
12.3K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Beddow Capital Management Inc
|
SELL
|
- |
-125- 2.72% |
$12.1K - $14.4K
|
4.47K
$511K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
44+ 22.0% |
$4.27K - $5.09K
|
244
$27.9K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
40New |
$3.89K - $4.62K
|
40
$4.58K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-165- 1.94% |
$16K - $19.1K
|
8.33K
$953K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.06K- 44.19% |
$297K - $353K
|
3.86K
$442K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
429+ 4.22% |
$41.7K - $49.6K
|
10.6K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-1.47K- 17.46% |
$143K - $170K
|
6.95K
$796K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.02K- 24.67% |
$98.8K - $118K
|
3.11K
$356K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
696New |
$67.6K - $80.4K
|
696
$79.7K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-125- 51.65% |
$12.1K - $14.4K
|
117
$13.4K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.35K- 12.07% |
$325K - $387K
|
24.4K
$2.79M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
852+ 281.19% |
$82.8K - $98.5K
|
1.16K
$132K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.31KNew |
$224K - $267K
|
2.31K
$264K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-276- 2.53% |
$26.8K - $31.9K
|
10.6K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.93KNew |
$188K - $223K
|
1.93K
$221K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.39K- 17.05% |
$135K - $160K
|
6.75K
$773K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
93.6KNew |
$9.09M - $10.8M
|
93.6K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.32K+ 46.94% |
$128K - $152K
|
4.13K
$473K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-19- 5.01% |
$1.85K - $2.2K
|
360
$41.2K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.38M+ 60.32% |
$134M - $159M
|
3.66M
$419M
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.88K+ 11.86% |
$183K - $218K
|
17.8K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-12- 0.31% |
$1.17K - $1.39K
|
3.84K
$440K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.13K- 6.44% |
$790K - $939K
|
118K
$13.5M
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-483- 6.37% |
$46.9K - $55.8K
|
7.1K
$813K
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
SELL
|
- |
-2.56K- 70.93% |
$249K - $296K
|
1.05K
$120K
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
SELL
|
CALL |
-4.5K- 20.0% |
$437K - $520K
|
18K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-659- 5.03% |
$64K - $76.2K
|
12.4K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-642K- 5.82% |
$62.4M - $74.2M
|
10.4M
$1.19B
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-602- 4.36% |
$58.5K - $69.6K
|
13.2K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-69- 5.93% |
$6.7K - $7.97K
|
1.09K
$125K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.01KNew |
$196K - $233K
|
2.01K
$231K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
26+ 1.2% |
$2.53K - $3K
|
2.19K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
270+ 8.31% |
$26.2K - $31.2K
|
3.52K
$403K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
20.2K+ 12.19% |
$1.96M - $2.33M
|
186K
$21.3M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
107+ 4.48% |
$10.4K - $12.4K
|
2.5K
$286K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
443+ 1.67% |
$43K - $51.2K
|
27K
$3.09M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.7KNew |
$457K - $543K
|
4.7K
$538K
|