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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-5.8K- 13.63% |
$563K - $670K
|
36.7K
$4.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.98KNew |
$192K - $228K
|
1.98K
$226K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
222+ 1.86% |
$21.6K - $25.7K
|
12.1K
$1.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-300- 1.69% |
$29.1K - $34.7K
|
17.4K
$2M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
19.4K+ 81.5% |
$1.88M - $2.24M
|
43.1K
$4.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
50+ 1.23% |
$4.86K - $5.78K
|
4.11K
$471K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
116+ 3.7% |
$11.3K - $13.4K
|
3.25K
$372K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.54K+ 12.3% |
$441K - $525K
|
41.5K
$4.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.89KNew |
$183K - $218K
|
1.89K
$216K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-158- 2.02% |
$15.3K - $18.3K
|
7.65K
$876K
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
700+ 30.3% |
$68K - $80.9K
|
3.01K
$345K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-800- 5.33% |
$77.7K - $92.5K
|
14.2K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-22- 3.53% |
$2.14K - $2.54K
|
602
$68.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-400- 2.69% |
$38.9K - $46.2K
|
14.5K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-77- 2.38% |
$7.48K - $8.9K
|
3.16K
$362K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-330K- 17.03% |
$32.1M - $38.2M
|
1.61M
$184M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-25- 4.59% |
$2.43K - $2.89K
|
520
$59.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-385- 3.74% |
$37.4K - $44.5K
|
9.9K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
7.86K+ 3.05% |
$764K - $909K
|
266K
$30.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-1- 1.69% |
$97.1 - $116
|
58
$6.64K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.07KNew |
$201K - $239K
|
2.07K
$237K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.37K+ 47.41% |
$521K - $620K
|
16.7K
$1.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
50+ 0.81% |
$4.86K - $5.78K
|
6.19K
$708K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
699+ 8.46% |
$67.9K - $80.8K
|
8.96K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
442+ 1.16% |
$42.9K - $51.1K
|
38.7K
$4.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-5.25K- 2.63% |
$510K - $607K
|
194K
$22.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-95- 4.58% |
$9.23K - $11K
|
1.98K
$227K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-905- 2.5% |
$87.9K - $105K
|
35.2K
$4.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.08K- 11.08% |
$105K - $125K
|
8.69K
$995K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
362+ 5.47% |
$35.2K - $41.8K
|
6.98K
$799K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
932New |
$90.5K - $108K
|
932
$107K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
3.01KNew |
$292K - $348K
|
3.01K
$345K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
580+ 10.03% |
$56.3K - $67K
|
6.36K
$728K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
200+ 0.46% |
$19.4K - $23.1K
|
43.6K
$5M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.74K- 5.31% |
$169K - $201K
|
30.9K
$3.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.57KNew |
$249K - $296K
|
2.57K
$294K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
48New |
$4.66K - $5.55K
|
48
$5.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.06K- 11.47% |
$103K - $122K
|
8.16K
$935K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-250- 3.68% |
$24.3K - $28.9K
|
6.55K
$750K
|
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-40- 1.64% |
$3.89K - $4.62K
|
2.4K
$275K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
154+ 4.61% |
$15K - $17.8K
|
3.49K
$400K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.5K- 73.68% |
$632K - $751K
|
2.32K
$266K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.08K- 22.45% |
$105K - $125K
|
3.74K
$428K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-51- 1.89% |
$4.95K - $5.89K
|
2.65K
$304K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
358+ 6.92% |
$34.8K - $41.4K
|
5.53K
$634K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
494+ 3.42% |
$48K - $57.1K
|
14.9K
$1.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-92- 0.75% |
$8.94K - $10.6K
|
12.1K
$1.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-193- 0.38% |
$18.7K - $22.3K
|
50.4K
$5.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
913+ 34.12% |
$88.7K - $106K
|
3.59K
$411K
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-750- 8.2% |
$72.9K - $86.7K
|
8.39K
$961K
|