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 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-5- 1.23% |
$510 - $605
|
400
$45.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-602- 0.67% |
$61.4K - $72.8K
|
88.8K
$10.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
13+ 1.29% |
$1.33K - $1.57K
|
1.02K
$117K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
32.3KNew |
$3.29M - $3.91M
|
32.3K
$3.7M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-9- 1.48% |
$918 - $1.09K
|
599
$68.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
61+ 1.67% |
$6.22K - $7.38K
|
3.71K
$425K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-84- 0.41% |
$8.56K - $10.2K
|
20.6K
$2.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
406+ 17.15% |
$41.4K - $49.1K
|
2.77K
$318K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-65- 2.07% |
$6.63K - $7.87K
|
3.08K
$352K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
4+ 0.07% |
$408 - $484
|
5.87K
$672K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.58K+ 47.99% |
$263K - $312K
|
7.96K
$911K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
159+ 6.02% |
$16.2K - $19.2K
|
2.8K
$321K
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
5.74KNew |
$585K - $694K
|
5.74K
$657K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
654+ 4.49% |
$66.7K - $79.1K
|
15.2K
$1.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.86K+ 23.38% |
$394K - $467K
|
20.4K
$2.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.67KNew |
$170K - $201K
|
1.67K
$191K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-349- 10.08% |
$35.6K - $42.2K
|
3.11K
$357K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
275+ 5.05% |
$28K - $33.3K
|
5.73K
$656K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-10- 0.41% |
$1.02K - $1.21K
|
2.45K
$280K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-950- 2.96% |
$96.9K - $115K
|
31.2K
$3.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.78KNew |
$182K - $216K
|
1.78K
$204K
|
|
|
Jul 09, 2025
Q2 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
47+ 0.06% |
$4.79K - $5.69K
|
80.9K
$9.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.73KNew |
$177K - $210K
|
1.73K
$199K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
5.62KNew |
$573K - $680K
|
5.62K
$644K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
182+ 6.06% |
$18.6K - $22K
|
3.18K
$365K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.97KNew |
$303K - $359K
|
2.97K
$340K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.04K+ 19.4% |
$106K - $126K
|
6.42K
$735K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
179+ 1.54% |
$18.3K - $21.7K
|
11.8K
$1.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-519- 20.44% |
$52.9K - $62.8K
|
2.02K
$231K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.38K+ 28.28% |
$141K - $167K
|
6.25K
$716K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.2K+ 17.8% |
$224K - $266K
|
14.6K
$1.67M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4+ 0.18% |
$408 - $484
|
2.28K
$262K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5New |
$510 - $605
|
5
$573
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
705+ 4.64% |
$71.9K - $85.3K
|
15.9K
$1.82M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
78+ 2.58% |
$7.95K - $9.44K
|
3.1K
$355K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-4.2K- 2.48% |
$429K - $509K
|
165K
$18.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
197+ 2.67% |
$20.1K - $23.8K
|
7.58K
$868K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-85- 1.56% |
$8.67K - $10.3K
|
5.36K
$614K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
109+ 6.39% |
$11.1K - $13.2K
|
1.82K
$208K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-20- 0.54% |
$2.04K - $2.42K
|
3.72K
$426K
|
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-1.15K- 8.66% |
$117K - $139K
|
12.1K
$1.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
100+ 1.52% |
$10.2K - $12.1K
|
6.68K
$764K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
206+ 2.74% |
$21K - $24.9K
|
7.71K
$883K
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
1.3K+ 18.28% |
$132K - $157K
|
8.39K
$961K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-292- 11.76% |
$29.8K - $35.3K
|
2.19K
$251K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-38- 0.32% |
$3.87K - $4.6K
|
11.7K
$1.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-706- 5.5% |
$72K - $85.4K
|
12.1K
$1.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
92+ 1.74% |
$9.38K - $11.1K
|
5.37K
$615K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-11.8K- 75.62% |
$1.2M - $1.42M
|
3.79K
$434K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-647- 8.9% |
$66K - $78.3K
|
6.62K
$758K
|