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 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
47+ 1.31% |
$4.79K - $5.69K
|
3.64K
$417K
|
|
|
Jul 02, 2025
Q2 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
1.69KNew |
$172K - $204K
|
1.69K
$193K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-465- 8.61% |
$47.4K - $56.3K
|
4.94K
$565K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-90- 0.65% |
$9.18K - $10.9K
|
13.8K
$1.58M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-137- 7.49% |
$14K - $16.6K
|
1.69K
$194K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-50- 0.77% |
$5.1K - $6.05K
|
6.41K
$734K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-200- 5.26% |
$20.4K - $24.2K
|
3.6K
$412K
|
|
| Q1 2025 | |||||||
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
2.41K+ 2.84% |
$234K - $279K
|
87.2K
$9.99M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1+ 0.01% |
$97.1 - $116
|
7.76K
$888K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
352New |
$34.2K - $40.7K
|
352
$40.3K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
8New |
$777 - $925
|
8
$916
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-388- 17.14% |
$37.7K - $44.8K
|
1.88K
$215K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
124K+ 399.86% |
$12.1M - $14.4M
|
155K
$17.8M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.22K+ 5.12% |
$216K - $257K
|
45.6K
$5.22M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
310+ 4.57% |
$30.1K - $35.8K
|
7.09K
$812K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
12New |
$1.17K - $1.39K
|
12
$1.37K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-9.41K- 24.9% |
$914K - $1.09M
|
28.4K
$3.25M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20.5K- 38.13% |
$1.99M - $2.37M
|
33.3K
$3.81M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1+ 0.03% |
$97.1 - $116
|
3.72K
$426K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.12KNew |
$303K - $361K
|
3.12K
$358K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-500- 6.64% |
$48.6K - $57.8K
|
7.03K
$805K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
15.8KNew |
$1.54M - $1.83M
|
15.8K
$1.81M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
578+ 1.4% |
$56.1K - $66.8K
|
42K
$4.81M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
22+ 0.19% |
$2.14K - $2.54K
|
11.8K
$1.35M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-177- 4.6% |
$17.2K - $20.5K
|
3.67K
$421K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
124+ 18.16% |
$12K - $14.3K
|
807
$92.4K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
8New |
$777 - $925
|
8
$916
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.1KNew |
$302K - $359K
|
3.1K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.97K+ 6.55% |
$580K - $690K
|
97K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Integral Health Asset Management, LLC
|
BUY
|
- |
250KNew |
$24.3M - $28.9M
|
250K
$28.6M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-6- 0.01% |
$583 - $693
|
90.6K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-75- 0.66% |
$7.29K - $8.67K
|
11.3K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-144- 38.71% |
$14K - $16.6K
|
228
$26.1K
|
|
|
May 15, 2025
Q1 2025
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-2.12K- 2.55% |
$206K - $245K
|
81K
$9.28M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.1K- 99.24% |
$1.08M - $1.28M
|
85
$9.73K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
355+ 14.77% |
$34.5K - $41K
|
2.76K
$316K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-54.9K- 3.34% |
$5.33M - $6.34M
|
1.59M
$182M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.34M+ 1515.92% |
$131M - $155M
|
1.43M
$164M
|
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
740+ 12.38% |
$71.9K - $85.5K
|
6.72K
$769K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-160- 0.9% |
$15.5K - $18.5K
|
17.7K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
252+ 1.44% |
$24.5K - $29.1K
|
17.7K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-296- 2.31% |
$28.8K - $34.2K
|
12.5K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
1.37M+ 12664.09% |
$133M - $159M
|
1.38M
$158M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-595K- 93.74% |
$57.8M - $68.7M
|
39.7K
$4.55M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
1.8K+ 180.0% |
$175K - $208K
|
2.8K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
1+ 0.03% |
$97.1 - $116
|
3K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.53K+ 29.72% |
$732K - $870K
|
32.9K
$3.76M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
27.1K+ 26.48% |
$2.63M - $3.13M
|
129K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
4.12KNew |
$400K - $476K
|
4.12K
$472K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.05K+ 3.13% |
$102K - $121K
|
34.7K
$3.97M
|
|