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 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-150- 5.45% |
$14.6K - $17.3K
|
2.6K
$298K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
22+ 0.2% |
$2.13K - $2.58K
|
10.9K
$1.25M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.5K- 4.9% |
$242K - $293K
|
48.5K
$5.56M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-31- 0.31% |
$3K - $3.63K
|
9.96K
$1.14M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.1K+ 18.73% |
$1.85M - $2.24M
|
121K
$13.9M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.85K- 9.96% |
$372K - $451K
|
34.8K
$3.98M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
180New |
$17.4K - $21.1K
|
180
$20.6K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
85New |
$8.23K - $9.96K
|
85
$9.73K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
978New |
$94.7K - $115K
|
978
$112K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
18New |
$1.74K - $2.11K
|
18
$2.06K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-21Closed |
$2.03K - $2.46K
|
0
$0
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
229New |
$22.2K - $26.8K
|
229
$26.2K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.78K- 12.34% |
$269K - $326K
|
19.8K
$2.26M
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
9New |
$871 - $1.05K
|
9
$1.03K
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-724- 9.27% |
$70.1K - $84.8K
|
7.08K
$811K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-700- 5.5% |
$67.7K - $82K
|
12K
$1.38M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
3.48KNew |
$337K - $408K
|
3.48K
$399K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-20- 0.9% |
$1.94K - $2.34K
|
2.2K
$252K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
400New |
$38.7K - $46.9K
|
400
$45.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.3K+ 7.79% |
$126K - $153K
|
18K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
255New |
$24.7K - $29.9K
|
255
$29.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.01K- 38.36% |
$195K - $236K
|
3.23K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Mangrove Partners
New York, NY |
BUY
|
- |
7.92KNew |
$767K - $928K
|
7.92K
$907K
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
32+ 1.57% |
$3.1K - $3.75K
|
2.07K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.9K- 5.58% |
$281K - $340K
|
49.2K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-200- 1.8% |
$19.4K - $23.4K
|
10.9K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-53- 8.77% |
$5.13K - $6.21K
|
551
$63.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.51K- 30.19% |
$146K - $177K
|
3.49K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
389New |
$37.6K - $45.6K
|
389
$44.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.39KNew |
$232K - $281K
|
2.39K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
119New |
$11.5K - $13.9K
|
119
$13.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
294+ 6.09% |
$28.5K - $34.5K
|
5.12K
$586K
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
10.2KNew |
$987K - $1.2M
|
10.2K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-71- 3.01% |
$6.87K - $8.32K
|
2.29K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-540- 17.62% |
$52.3K - $63.3K
|
2.52K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
900+ 24.32% |
$87.1K - $105K
|
4.6K
$527K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.92K+ 4.84% |
$379K - $459K
|
84.9K
$9.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.86K+ 126.2% |
$276K - $335K
|
5.12K
$586K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
803New |
$77.7K - $94.1K
|
803
$92K
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.99K+ 103.11% |
$192K - $233K
|
3.92K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-33- 26.83% |
$3.19K - $3.87K
|
90
$10.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.46KNew |
$335K - $406K
|
3.46K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-150- 6.52% |
$14.5K - $17.6K
|
2.15K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
184+ 2.55% |
$17.8K - $21.6K
|
7.41K
$848K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.64K+ 4.48% |
$159K - $192K
|
38.2K
$4.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
3.73KNew |
$361K - $437K
|
3.73K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
85New |
$8.23K - $9.96K
|
85
$9.73K
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
3.4KNew |
$329K - $398K
|
3.4K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-25- 0.26% |
$2.42K - $2.93K
|
9.48K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
4.36KNew |
$422K - $511K
|
4.36K
$499K
|
|