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 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
256+ 3.62% |
$24.9K - $29.6K
|
7.33K
$839K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-153- 7.06% |
$14.9K - $17.7K
|
2.01K
$231K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1.45K- 21.17% |
$141K - $168K
|
5.4K
$619K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.7K+ 21.43% |
$165K - $196K
|
9.63K
$1.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-84- 1.22% |
$8.16K - $9.71K
|
6.82K
$781K
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
SELL
|
- |
-3.8K- 47.07% |
$369K - $439K
|
4.27K
$489K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
2KNew |
$194K - $231K
|
2K
$228K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
498+ 15.38% |
$48.4K - $57.6K
|
3.74K
$428K
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
SELL
|
- |
-650- 21.07% |
$63.1K - $75.1K
|
2.44K
$279K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
40+ 1.71% |
$3.89K - $4.62K
|
2.38K
$273K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-260- 1.34% |
$25.3K - $30K
|
19.1K
$2.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-68- 1.92% |
$6.61K - $7.86K
|
3.47K
$398K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-146- 2.37% |
$14.2K - $16.9K
|
6.01K
$688K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
108+ 2.93% |
$10.5K - $12.5K
|
3.8K
$435K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-105- 2.22% |
$10.2K - $12.1K
|
4.62K
$529K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.5KNew |
$534K - $635K
|
5.5K
$629K
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
2.09KNew |
$203K - $242K
|
2.09K
$240K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-345- 2.98% |
$33.5K - $39.9K
|
11.2K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.33K+ 67.71% |
$226K - $269K
|
5.76K
$660K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.05K+ 41.02% |
$102K - $122K
|
3.62K
$415K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.91K- 1.02% |
$186K - $221K
|
186K
$21.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
135+ 3.01% |
$13.1K - $15.6K
|
4.62K
$529K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-40- 20.0% |
$3.89K - $4.62K
|
160
$18.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.39K- 4.54% |
$135K - $161K
|
29.2K
$3.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-392- 11.12% |
$38.1K - $45.3K
|
3.13K
$359K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3New |
$291 - $347
|
3
$344
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-144- 3.12% |
$14K - $16.6K
|
4.48K
$513K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
230+ 7.34% |
$22.3K - $26.6K
|
3.36K
$385K
|
|
|
Apr 16, 2025
Q1 2025
|
Albert D Mason Inc
|
BUY
|
- |
12.8K+ 96.38% |
$1.24M - $1.48M
|
26K
$2.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-180- 3.15% |
$17.5K - $20.8K
|
5.54K
$635K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-117- 3.27% |
$11.4K - $13.5K
|
3.47K
$397K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
940+ 2.0% |
$91.3K - $109K
|
48K
$5.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
58+ 0.27% |
$5.63K - $6.7K
|
21.2K
$2.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-225- 10.11% |
$21.9K - $26K
|
2K
$229K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-976- 7.7% |
$94.8K - $113K
|
11.7K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-2.13K- 5.71% |
$207K - $246K
|
35.2K
$4.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.88KNew |
$182K - $217K
|
1.88K
$215K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.16K- 1.26% |
$113K - $134K
|
91.3K
$10.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.3K- 51.2% |
$515K - $612K
|
5.05K
$578K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-939- 7.93% |
$91.2K - $109K
|
10.9K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-174- 1.65% |
$16.9K - $20.1K
|
10.4K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
4.26KNew |
$413K - $492K
|
4.26K
$487K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.01K+ 4.11% |
$98.3K - $117K
|
25.6K
$2.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-910- 2.85% |
$88.4K - $105K
|
31K
$3.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-330- 1.18% |
$32.1K - $38.1K
|
27.6K
$3.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-720- 11.84% |
$69.9K - $83.2K
|
5.36K
$614K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.48K+ 34.65% |
$143K - $170K
|
5.73K
$656K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-268- 21.75% |
$26K - $31K
|
964
$110K
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.5K+ 6.85% |
$145K - $173K
|
23.3K
$2.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-469- 6.65% |
$45.6K - $54.2K
|
6.58K
$754K
|