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 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
9.62KNew |
$934K - $1.11M
|
9.62K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-100- 0.03% |
$9.71K - $11.6K
|
320K
$36.7M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-86- 2.46% |
$8.35K - $9.94K
|
3.41K
$391K
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-343- 1.59% |
$33.3K - $39.6K
|
21.2K
$2.43M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
4+ 0.05% |
$389 - $462
|
8.03K
$919K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
5New |
$486 - $578
|
5
$573
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-6.15K- 5.71% |
$598K - $711K
|
102K
$11.6M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.36K- 9.39% |
$132K - $157K
|
13.1K
$1.5M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-100- 3.81% |
$9.71K - $11.6K
|
2.53K
$290K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
43New |
$4.18K - $4.97K
|
43
$4.92K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-103- 1.59% |
$10K - $11.9K
|
6.38K
$731K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.34K- 3.28% |
$227K - $270K
|
69K
$7.9M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
774+ 2.88% |
$75.2K - $89.5K
|
27.7K
$3.17M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
39New |
$3.79K - $4.51K
|
39
$4.47K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
20+ 6.6% |
$1.94K - $2.31K
|
323
$37K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-440- 0.82% |
$42.7K - $50.9K
|
52.9K
$6.06M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-524- 16.82% |
$50.9K - $60.6K
|
2.59K
$297K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
657+ 15.58% |
$63.8K - $75.9K
|
4.88K
$558K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.09K- 9.24% |
$106K - $126K
|
10.8K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
154+ 15.51% |
$15K - $17.8K
|
1.15K
$131K
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
382+ 3.3% |
$37.1K - $44.1K
|
12K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
119+ 0.07% |
$11.6K - $13.8K
|
159K
$18.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-30- 0.6% |
$2.91K - $3.47K
|
4.98K
$570K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.32K- 18.7% |
$225K - $268K
|
10.1K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-144- 2.23% |
$14K - $16.6K
|
6.3K
$722K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.47K+ 53.82% |
$142K - $169K
|
4.19K
$480K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.89K- 38.45% |
$183K - $218K
|
3.02K
$346K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.76K+ 25.94% |
$170K - $203K
|
8.52K
$976K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
113+ 0.39% |
$11K - $13.1K
|
28.9K
$3.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
72+ 1.86% |
$6.99K - $8.32K
|
3.93K
$450K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
200+ 19.57% |
$19.4K - $23.1K
|
1.22K
$140K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.88K- 26.47% |
$182K - $217K
|
5.21K
$596K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
40+ 50.63% |
$3.89K - $4.62K
|
119
$13.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-900- 8.98% |
$87.4K - $104K
|
9.12K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-630- 9.52% |
$61.2K - $72.8K
|
5.99K
$686K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
459+ 1275.0% |
$44.6K - $53K
|
495
$56.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-881- 0.92% |
$85.6K - $102K
|
94.9K
$10.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.06K+ 5.28% |
$200K - $238K
|
41.1K
$4.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-248- 0.9% |
$24.1K - $28.7K
|
27.4K
$3.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.9K+ 8.66% |
$2.61M - $3.11M
|
337K
$38.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
3.15K+ 15.19% |
$306K - $364K
|
23.9K
$2.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-93- 31.0% |
$9.03K - $10.7K
|
207
$23.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
2.9KNew |
$281K - $335K
|
2.9K
$332K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-160- 0.26% |
$15.5K - $18.5K
|
60.9K
$6.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
125+ 4.81% |
$12.1K - $14.4K
|
2.73K
$312K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
199+ 5.08% |
$19.3K - $23K
|
4.12K
$471K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-45- 14.38% |
$4.37K - $5.2K
|
268
$30.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-329- 8.74% |
$32K - $38K
|
3.43K
$393K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.65K+ 39.87% |
$160K - $191K
|
5.8K
$664K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-38- 0.41% |
$3.69K - $4.39K
|
9.17K
$1.05M
|