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 05, 2025
Q1 2025
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
SELL
|
- |
-2.56K- 1.8% |
$249K - $296K
|
140K
$16M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.53K- 3.78% |
$149K - $177K
|
39K
$4.47M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.58K+ 9.64% |
$154K - $183K
|
18K
$2.06M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
200+ 0.88% |
$19.4K - $23.1K
|
22.9K
$2.62M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-200- 2.04% |
$19.4K - $23.1K
|
9.62K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
285+ 8.73% |
$27.7K - $32.9K
|
3.55K
$407K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-18.7K- 47.16% |
$1.82M - $2.17M
|
21K
$2.4M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-176- 0.8% |
$17.1K - $20.3K
|
21.9K
$2.51M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.37K+ 32.01% |
$522K - $621K
|
22.2K
$2.54M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-131- 5.44% |
$12.7K - $15.1K
|
2.28K
$261K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
486+ 5.6% |
$47.2K - $56.2K
|
9.16K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
661+ 28.63% |
$64.2K - $76.4K
|
2.97K
$340K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-39- 1.89% |
$3.79K - $4.51K
|
2.02K
$231K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
97+ 4.45% |
$9.42K - $11.2K
|
2.28K
$261K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.97K+ 92.36% |
$483K - $574K
|
10.3K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-7.35K- 6.14% |
$714K - $849K
|
112K
$12.9M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
317+ 118.73% |
$30.8K - $36.6K
|
584
$66.9K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
85+ 0.49% |
$8.26K - $9.82K
|
17.6K
$2.01M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
407+ 23.53% |
$39.5K - $47K
|
2.14K
$245K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
48+ 1.26% |
$4.66K - $5.55K
|
3.86K
$443K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.1K+ 19.64% |
$107K - $127K
|
6.7K
$767K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
137+ 0.72% |
$13.3K - $15.8K
|
19.2K
$2.2M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
149+ 4.35% |
$14.5K - $17.2K
|
3.58K
$410K
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
225+ 2.93% |
$21.9K - $26K
|
7.9K
$905K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
72+ 1.26% |
$6.99K - $8.32K
|
5.8K
$664K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3.03K- 3.71% |
$294K - $350K
|
78.5K
$8.99M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
155+ 2.14% |
$15.1K - $17.9K
|
7.4K
$847K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
20.2K+ 102.06% |
$1.96M - $2.33M
|
40K
$4.58M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
511+ 0.97% |
$49.6K - $59.1K
|
53.2K
$6.09M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
346+ 1.44% |
$33.6K - $40K
|
24.4K
$2.8M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-352- 10.47% |
$34.2K - $40.7K
|
3.01K
$345K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.3K+ 19.35% |
$223K - $265K
|
14.2K
$1.62M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.82KNew |
$177K - $210K
|
1.82K
$208K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
196+ 6.96% |
$19K - $22.7K
|
3.01K
$345K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
118+ 9.88% |
$11.5K - $13.6K
|
1.31K
$150K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
63+ 0.66% |
$6.12K - $7.28K
|
9.67K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
26.8K+ 27.84% |
$2.6M - $3.1M
|
123K
$14.1M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-324- 2.86% |
$31.5K - $37.4K
|
11K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-3.03K- 14.8% |
$295K - $351K
|
17.5K
$2M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.78K- 2.82% |
$173K - $206K
|
61.3K
$7.02M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-450- 0.27% |
$43.7K - $52K
|
163K
$18.7M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-398- 3.09% |
$38.7K - $46K
|
12.5K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
509+ 3.19% |
$49.4K - $58.8K
|
16.5K
$1.88M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2.78K- 34.01% |
$270K - $322K
|
5.4K
$619K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
140+ 1.4% |
$13.6K - $16.2K
|
10.1K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-62- 0.38% |
$6.02K - $7.17K
|
16.1K
$1.85M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-72- 5.15% |
$6.99K - $8.32K
|
1.33K
$152K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-178- 2.39% |
$17.3K - $20.6K
|
7.27K
$833K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
4.16K+ 69.76% |
$404K - $481K
|
10.1K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-34- 0.14% |
$3.3K - $3.93K
|
24.5K
$2.81M
|