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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.8K+ 3.5% |
$1.53M - $1.82M
|
466K
$53.4M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2KNew |
$194K - $231K
|
2K
$229K
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-156- 2.51% |
$15.2K - $18K
|
6.05K
$693K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-165- 7.97% |
$16K - $19.1K
|
1.91K
$218K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
139+ 0.33% |
$13.5K - $16.1K
|
42.2K
$4.83M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-175- 1.2% |
$17K - $20.2K
|
14.4K
$1.65M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-200- 15.38% |
$19.4K - $23.1K
|
1.1K
$126K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
49+ 1.21% |
$4.76K - $5.66K
|
4.11K
$471K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-2.82K- 9.39% |
$274K - $326K
|
27.2K
$3.12M
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-234- 1.79% |
$22.7K - $27K
|
12.8K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
75+ 1.81% |
$7.29K - $8.67K
|
4.23K
$484K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-242- 10.34% |
$23.5K - $28K
|
2.1K
$240K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
165New |
$16K - $19.1K
|
165
$18.9K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.92K- 0.74% |
$284K - $338K
|
392K
$44.9M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
214New |
$20.8K - $24.7K
|
214
$24.5K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-75- 2.39% |
$7.29K - $8.67K
|
3.06K
$351K
|
|
|
May 07, 2025
Q1 2025
|
Thornburg Investment Management Inc
|
SELL
|
- |
-2.91K- 37.32% |
$283K - $336K
|
4.89K
$560K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-460- 0.88% |
$44.7K - $53.2K
|
51.9K
$5.95M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-8.1K- 78.02% |
$787K - $936K
|
2.28K
$261K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-69- 1.13% |
$6.7K - $7.97K
|
6.05K
$693K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5+ 1.59% |
$486 - $578
|
319
$36.5K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.5K- 8.13% |
$243K - $289K
|
28.3K
$3.24M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-42- 2.32% |
$4.08K - $4.85K
|
1.77K
$203K
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-172- 7.17% |
$16.7K - $19.9K
|
2.23K
$255K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-228- 9.86% |
$22.1K - $26.3K
|
2.08K
$239K
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
SELL
|
- |
-1.04K- 6.04% |
$101K - $120K
|
16.1K
$1.84M
|
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
BUY
|
- |
872+ 0.87% |
$84.7K - $101K
|
102K
$11.6M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-149- 5.31% |
$14.5K - $17.2K
|
2.66K
$304K
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-38.8K- 85.84% |
$3.76M - $4.48M
|
6.39K
$732K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
245+ 2.11% |
$23.8K - $28.3K
|
11.9K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
488+ 7.84% |
$47.4K - $56.4K
|
6.71K
$768K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
922+ 24.31% |
$89.6K - $107K
|
4.71K
$540K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
1.95KNew |
$189K - $225K
|
1.95K
$223K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
139+ 4.31% |
$13.5K - $16.1K
|
3.36K
$385K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
640New |
$62.2K - $74K
|
640
$73.3K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-19- 0.03% |
$1.85K - $2.2K
|
58.7K
$6.72M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-17.5K- 10.47% |
$1.7M - $2.02M
|
149K
$17.1M
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
3.56K+ 11.6% |
$346K - $412K
|
34.3K
$3.93M
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
453+ 12.6% |
$44K - $52.4K
|
4.05K
$464K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
508+ 9.2% |
$49.3K - $58.7K
|
6.03K
$691K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-1.27K- 0.91% |
$123K - $146K
|
138K
$15.8M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.07K+ 10.24% |
$298K - $354K
|
33K
$3.78M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
697+ 0.55% |
$67.7K - $80.6K
|
127K
$14.5M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
18.3K+ 4.58% |
$1.78M - $2.12M
|
418K
$47.9M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
411+ 14.21% |
$39.9K - $47.5K
|
3.3K
$378K
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
32.4K+ 373.04% |
$3.15M - $3.74M
|
41.1K
$4.7M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.23K+ 7.47% |
$314K - $373K
|
46.5K
$5.32M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.26K+ 1.23% |
$316K - $377K
|
269K
$30.8M
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
5+ 0.24% |
$486 - $578
|
2.13K
$244K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.55K- 33.73% |
$150K - $179K
|
3.04K
$348K
|