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 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-756- 1.71% |
$73.4K - $87.4K
|
43.6K
$4.99M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-65.3K- 14.05% |
$6.34M - $7.54M
|
399K
$45.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-33.9K- 1.4% |
$3.29M - $3.92M
|
2.39M
$274M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14+ 0.16% |
$1.36K - $1.62K
|
8.9K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.16KNew |
$113K - $134K
|
1.16K
$133K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-5.77K- 52.91% |
$561K - $667K
|
5.14K
$588K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.85KNew |
$180K - $214K
|
1.85K
$212K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-161- 2.31% |
$15.6K - $18.6K
|
6.81K
$780K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
903+ 5.22% |
$87.7K - $104K
|
18.2K
$2.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-200- 4.29% |
$19.4K - $23.1K
|
4.47K
$511K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-200- 2.33% |
$19.4K - $23.1K
|
8.37K
$959K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-532- 1.31% |
$51.7K - $61.5K
|
40K
$4.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-39- 2.69% |
$3.79K - $4.51K
|
1.41K
$162K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
14+ 9.59% |
$1.36K - $1.62K
|
160
$18.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
200+ 2.68% |
$19.4K - $23.1K
|
7.66K
$877K
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
4.7KNew |
$457K - $543K
|
4.7K
$538K
|
|
|
Apr 25, 2025
Q1 2025
|
Henry James International Management Inc.
|
BUY
|
- |
16+ 0.03% |
$1.55K - $1.85K
|
46K
$5.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-318- 3.13% |
$30.9K - $36.8K
|
9.84K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
190+ 7.11% |
$18.5K - $22K
|
2.86K
$328K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-310- 3.39% |
$30.1K - $35.8K
|
8.84K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-5.73K- 4.03% |
$556K - $662K
|
136K
$15.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
675New |
$65.6K - $78K
|
675
$77.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
170+ 0.23% |
$16.5K - $19.6K
|
75.6K
$8.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
200New |
$19.4K - $23.1K
|
200
$22.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-75- 0.92% |
$7.29K - $8.67K
|
8.12K
$929K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.44KNew |
$431K - $513K
|
4.44K
$508K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-628- 8.15% |
$61K - $72.6K
|
7.07K
$810K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.76K- 28.77% |
$171K - $204K
|
4.36K
$499K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-340- 4.93% |
$33K - $39.3K
|
6.55K
$750K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
14+ 0.13% |
$1.36K - $1.62K
|
10.4K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-101K- 19.06% |
$9.79M - $11.6M
|
428K
$49M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
183+ 366.0% |
$17.8K - $21.1K
|
233
$26.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-45- 1.14% |
$4.37K - $5.2K
|
3.9K
$446K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-63- 9.72% |
$6.12K - $7.28K
|
585
$67K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.25K- 7.76% |
$121K - $144K
|
14.9K
$1.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
14.1K+ 14.28% |
$1.37M - $1.62M
|
112K
$12.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
100New |
$9.71K - $11.6K
|
100
$11.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-710- 50.0% |
$69K - $82.1K
|
710
$81.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.58K+ 55.25% |
$251K - $299K
|
7.26K
$832K
|
|
|
Apr 24, 2025
Q1 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
44+ 1.15% |
$4.27K - $5.09K
|
3.86K
$442K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-104- 3.41% |
$10.1K - $12K
|
2.94K
$337K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-855- 22.2% |
$83.1K - $98.8K
|
3K
$343K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-252- 16.79% |
$24.5K - $29.1K
|
1.25K
$143K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-59.8K- 5.15% |
$5.81M - $6.91M
|
1.1M
$126M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.77K+ 5.96% |
$172K - $204K
|
31.4K
$3.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-318- 6.8% |
$30.9K - $36.8K
|
4.36K
$499K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-413- 8.51% |
$40.1K - $47.7K
|
4.44K
$508K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
446+ 17.25% |
$43.3K - $51.5K
|
3.03K
$347K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.11K+ 10.85% |
$107K - $128K
|
11.3K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
272+ 11.62% |
$26.4K - $31.4K
|
2.61K
$299K
|