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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-35- 9.19% |
$3.57K - $4.24K
|
346
$39.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
275+ 10.25% |
$28K - $33.3K
|
2.96K
$339K
|
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
BUY
|
- |
3.81K+ 0.3% |
$388K - $460K
|
1.26M
$145M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
21+ 0.69% |
$2.14K - $2.54K
|
3.06K
$350K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.56K+ 23.94% |
$159K - $189K
|
8.09K
$926K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
13+ 8.02% |
$1.33K - $1.57K
|
175
$20K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
245+ 5.45% |
$25K - $29.6K
|
4.74K
$543K
|
|
|
Jul 14, 2025
Q2 2025
|
Arlington Partners LLC
|
SELL
|
- |
-1.98K- 4.84% |
$202K - $239K
|
38.9K
$4.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
75+ 1.68% |
$7.65K - $9.08K
|
4.53K
$519K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-100- 2.78% |
$10.2K - $12.1K
|
3.5K
$401K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-161- 2.91% |
$16.4K - $19.5K
|
5.38K
$616K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-34- 1.23% |
$3.47K - $4.11K
|
2.73K
$313K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
2.88K+ 57.61% |
$293K - $348K
|
7.87K
$901K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-77- 3.06% |
$7.85K - $9.32K
|
2.44K
$279K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
2.5K+ 13.22% |
$255K - $303K
|
21.4K
$2.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5+ 0.19% |
$510 - $605
|
2.57K
$295K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
3+ 0.44% |
$306 - $363
|
686
$78.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
1.06K+ 2.21% |
$108K - $129K
|
49K
$5.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.3KNew |
$235K - $279K
|
2.3K
$264K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
85+ 1.88% |
$8.67K - $10.3K
|
4.61K
$528K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-206- 9.23% |
$21K - $24.9K
|
2.03K
$232K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-237- 4.35% |
$24.2K - $28.7K
|
5.21K
$597K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-130- 4.42% |
$13.3K - $15.7K
|
2.81K
$322K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
17+ 0.26% |
$1.73K - $2.06K
|
6.63K
$759K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-237- 6.56% |
$24.2K - $28.7K
|
3.38K
$387K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-49- 0.82% |
$5K - $5.93K
|
5.92K
$678K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-194- 6.29% |
$19.8K - $23.5K
|
2.89K
$331K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.7K+ 10.88% |
$173K - $206K
|
17.3K
$1.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1.76KNew |
$179K - $213K
|
1.76K
$201K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-235- 2.42% |
$24K - $28.4K
|
9.49K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
368+ 2.39% |
$37.5K - $44.5K
|
15.8K
$1.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
319+ 1.44% |
$32.5K - $38.6K
|
22.5K
$2.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-161- 5.42% |
$16.4K - $19.5K
|
2.81K
$322K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
85+ 5.84% |
$8.67K - $10.3K
|
1.54K
$176K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
206+ 3.18% |
$21K - $24.9K
|
6.69K
$766K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
32+ 0.49% |
$3.26K - $3.87K
|
6.53K
$748K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.1K- 37.8% |
$112K - $133K
|
1.81K
$207K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-275- 1.48% |
$28K - $33.3K
|
18.3K
$2.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.78K+ 4.11% |
$589K - $699K
|
147K
$16.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
383New |
$39.1K - $46.3K
|
383
$43.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.95K- 30.26% |
$199K - $236K
|
4.49K
$514K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
15.6KNew |
$1.59M - $1.89M
|
15.6K
$1.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-149- 7.45% |
$15.2K - $18K
|
1.85K
$212K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-150- 3.66% |
$15.3K - $18.2K
|
3.94K
$452K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-701- 6.4% |
$71.5K - $84.8K
|
10.3K
$1.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
150+ 2.29% |
$15.3K - $18.2K
|
6.69K
$766K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-153- 3.54% |
$15.6K - $18.5K
|
4.17K
$477K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-318- 5.48% |
$32.4K - $38.5K
|
5.48K
$628K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1KNew |
$102K - $121K
|
1K
$115K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
40+ 2.8% |
$4.08K - $4.84K
|
1.47K
$168K
|