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 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-3- 0.13% |
$291 - $347
|
2.24K
$257K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.14K+ 18.58% |
$499K - $593K
|
32.8K
$3.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.94KNew |
$188K - $224K
|
1.94K
$222K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.55K+ 6.4% |
$151K - $179K
|
25.8K
$2.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
907+ 11.35% |
$88.1K - $105K
|
8.9K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.49KNew |
$242K - $288K
|
2.49K
$285K
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-769- 1.43% |
$74.7K - $88.9K
|
53K
$6.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Garland Capital Management Inc
|
BUY
|
- |
38.5KNew |
$3.74M - $4.45M
|
38.5K
$4.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.34K- 3.68% |
$130K - $155K
|
35.1K
$4.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-346- 6.45% |
$33.6K - $40K
|
5.02K
$575K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-675- 57.45% |
$65.6K - $78K
|
500
$57.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
405New |
$39.3K - $46.8K
|
405
$46.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1.83K+ 2.35% |
$178K - $211K
|
79.6K
$9.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.59K- 2.62% |
$349K - $415K
|
133K
$15.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-46.5K- 44.28% |
$4.51M - $5.37M
|
58.5K
$6.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.21K+ 1.6% |
$117K - $139K
|
76.7K
$8.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-696- 18.12% |
$67.6K - $80.4K
|
3.15K
$360K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
178+ 3.63% |
$17.3K - $20.6K
|
5.09K
$583K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5+ 0.32% |
$486 - $578
|
1.58K
$181K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-53- 1.63% |
$5.15K - $6.13K
|
3.2K
$366K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
6.28KNew |
$610K - $725K
|
6.28K
$719K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
143+ 4.25% |
$13.9K - $16.5K
|
3.51K
$402K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
104+ 3.82% |
$10.1K - $12K
|
2.83K
$324K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-1.23K- 2.3% |
$119K - $142K
|
52K
$5.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-12- 0.14% |
$1.17K - $1.39K
|
8.79K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
118+ 1.6% |
$11.5K - $13.6K
|
7.49K
$858K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.31K+ 6.68% |
$224K - $267K
|
36.8K
$4.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-16.7K- 7.28% |
$1.62M - $1.93M
|
212K
$24.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-11- 1.08% |
$1.07K - $1.27K
|
1.01K
$116K
|
|
|
Apr 21, 2025
Q1 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-458- 0.95% |
$44.5K - $52.9K
|
47.9K
$5.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-204- 30.72% |
$19.8K - $23.6K
|
460
$52.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-526- 18.99% |
$51.1K - $60.8K
|
2.24K
$257K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1- 0.03% |
$97.1 - $116
|
3.7K
$423K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
816+ 4.46% |
$79.3K - $94.3K
|
19.1K
$2.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-65- 2.95% |
$6.31K - $7.51K
|
2.14K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
41.1KNew |
$3.99M - $4.75M
|
41.1K
$4.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-75- 3.38% |
$7.29K - $8.67K
|
2.14K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.8K- 37.18% |
$1.34M - $1.59M
|
23.3K
$2.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-81- 3.77% |
$7.87K - $9.36K
|
2.07K
$237K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-736- 6.45% |
$71.5K - $85.1K
|
10.7K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-165- 6.51% |
$16K - $19.1K
|
2.37K
$271K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-247- 3.49% |
$24K - $28.5K
|
6.84K
$783K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-34- 13.93% |
$3.3K - $3.93K
|
210
$24K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
60+ 666.67% |
$5.83K - $6.93K
|
69
$7.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-240- 3.28% |
$23.3K - $27.7K
|
7.07K
$809K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
887+ 6.91% |
$86.2K - $103K
|
13.7K
$1.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.81KNew |
$176K - $209K
|
1.81K
$208K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.36K- 44.64% |
$229K - $272K
|
2.92K
$335K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-720- 3.91% |
$69.9K - $83.2K
|
17.7K
$2.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1+ 6.67% |
$97.1 - $116
|
16
$1.83K
|