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
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-44.5K- 19.17% |
$4.33M - $5.15M
|
188K
$21.5M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-81.2K- 87.71% |
$7.89M - $9.38M
|
11.4K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
12.8K+ 14.53% |
$1.25M - $1.48M
|
101K
$11.6M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-506- 8.42% |
$49.2K - $58.5K
|
5.51K
$631K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-2.52K- 77.01% |
$245K - $291K
|
753
$86.2K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
742+ 19.97% |
$72.1K - $85.8K
|
4.46K
$510K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
18K+ 212.42% |
$1.75M - $2.08M
|
26.5K
$3.04M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-28.5K- 66.11% |
$2.76M - $3.29M
|
14.6K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-2.47K- 50.77% |
$240K - $285K
|
2.39K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-228- 0.37% |
$22.1K - $26.3K
|
62.2K
$7.12M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-100- 2.1% |
$9.71K - $11.6K
|
4.67K
$535K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.18K+ 10.37% |
$115K - $136K
|
12.6K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
11.7K+ 3.59% |
$1.14M - $1.36M
|
338K
$38.7M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
1.82KNew |
$177K - $210K
|
1.82K
$208K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-100- 2.05% |
$9.71K - $11.6K
|
4.78K
$547K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
158New |
$15.3K - $18.3K
|
158
$18.1K
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-100- 0.12% |
$9.71K - $11.6K
|
82.2K
$9.41M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
27+ 0.07% |
$2.62K - $3.12K
|
41.5K
$4.75M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-375- 6.49% |
$36.4K - $43.3K
|
5.4K
$619K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
793+ 7.02% |
$77K - $91.6K
|
12.1K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
222+ 1.19% |
$21.6K - $25.7K
|
18.9K
$2.17M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-495- 0.06% |
$48.1K - $57.2K
|
872K
$99.9M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.4K- 15.89% |
$428K - $509K
|
23.3K
$2.67M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-45- 2.07% |
$4.37K - $5.2K
|
2.13K
$244K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
358+ 6.9% |
$34.8K - $41.4K
|
5.54K
$635K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-348- 6.2% |
$33.8K - $40.2K
|
5.26K
$603K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-92- 2.67% |
$8.94K - $10.6K
|
3.36K
$385K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.17K- 15.73% |
$114K - $136K
|
6.29K
$720K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
10.4K+ 427.63% |
$1.01M - $1.21M
|
12.9K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.6KNew |
$253K - $301K
|
2.6K
$298K
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-226- 0.9% |
$22K - $26.1K
|
24.9K
$2.85M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.38K+ 4.96% |
$134K - $160K
|
29.2K
$3.35M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.46K+ 2.68% |
$336K - $400K
|
133K
$15.2M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.81K- 1.13% |
$273K - $325K
|
246K
$28.1M
|
|
|
May 08, 2025
Q1 2025
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
500+ 1.79% |
$48.6K - $57.8K
|
28.5K
$3.26M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.58K+ 12.16% |
$251K - $298K
|
23.8K
$2.73M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
599+ 7.61% |
$58.2K - $69.2K
|
8.47K
$970K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-502- 19.68% |
$48.8K - $58K
|
2.05K
$235K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
1.99KNew |
$193K - $230K
|
1.99K
$228K
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-110- 0.62% |
$10.7K - $12.7K
|
17.7K
$2.03M
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
2.15K+ 34.11% |
$209K - $248K
|
8.45K
$967K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.13K- 34.81% |
$110K - $131K
|
2.12K
$243K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
601+ 3.57% |
$58.4K - $69.5K
|
17.4K
$2M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
1.37K+ 8.56% |
$133K - $159K
|
17.4K
$2M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-36- 0.56% |
$3.5K - $4.16K
|
6.42K
$736K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.02KNew |
$196K - $233K
|
2.02K
$231K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
198+ 172.17% |
$19.2K - $22.9K
|
313
$35.8K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-81.1K- 91.0% |
$7.87M - $9.37M
|
8.01K
$918K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-182- 5.41% |
$17.7K - $21K
|
3.18K
$365K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-460- 2.44% |
$44.7K - $53.2K
|
18.4K
$2.11M
|