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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.76KNew |
$268K - $319K
|
2.76K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-489- 3.58% |
$47.5K - $56.5K
|
13.2K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.52K- 10.1% |
$342K - $407K
|
31.4K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-4.24K- 1.29% |
$411K - $489K
|
323K
$37M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.94K- 12.2% |
$286K - $340K
|
21.2K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.27K+ 24.27% |
$415K - $494K
|
21.9K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.22K- 10.68% |
$896K - $1.07M
|
77.1K
$8.83M
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-47.9K- 2.22% |
$4.66M - $5.54M
|
2.11M
$241M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
85+ 1.22% |
$8.26K - $9.82K
|
7.06K
$809K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-123K- 5.2% |
$11.9M - $14.2M
|
2.24M
$256M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-20.2K- 67.37% |
$1.96M - $2.33M
|
9.76K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.36K+ 32.82% |
$327K - $389K
|
13.6K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.2K+ 299.12% |
$1.09M - $1.29M
|
15K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
39.9K+ 151.71% |
$3.88M - $4.61M
|
66.2K
$7.58M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.53K+ 15.05% |
$148K - $176K
|
11.7K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
164+ 5.42% |
$15.9K - $19K
|
3.19K
$365K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-91- 1.17% |
$8.84K - $10.5K
|
7.71K
$883K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
166K+ 3.64% |
$16.1M - $19.1M
|
4.71M
$540M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
187K+ 2.72% |
$18.1M - $21.6M
|
7.06M
$808M
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-485- 4.89% |
$47.1K - $56.1K
|
9.44K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-100- 4.65% |
$9.71K - $11.6K
|
2.05K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-369- 3.9% |
$35.8K - $42.6K
|
9.09K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
17K+ 1290.64% |
$1.65M - $1.96M
|
18.3K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.59K- 6.62% |
$155K - $184K
|
22.5K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.41K+ 4.95% |
$137K - $163K
|
29.8K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.18KNew |
$212K - $252K
|
2.18K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.03KNew |
$294K - $350K
|
3.03K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
535+ 0.63% |
$52K - $61.8K
|
85.1K
$9.75M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-24.6K- 79.64% |
$2.39M - $2.85M
|
6.3K
$721K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-590- 1.47% |
$57.3K - $68.2K
|
39.5K
$4.52M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-30.8K- 42.47% |
$2.99M - $3.56M
|
41.7K
$4.77M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-107- 72.3% |
$10.4K - $12.4K
|
41
$4.7K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10K- 17.68% |
$974K - $1.16M
|
46.7K
$5.35M
|
|
|
May 15, 2025
Q1 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
15.2K+ 7.26% |
$1.48M - $1.76M
|
225K
$25.8M
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
498+ 5.75% |
$48.4K - $57.6K
|
9.15K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
2.8KNew |
$272K - $324K
|
2.8K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
241+ 8.0% |
$23.4K - $27.9K
|
3.25K
$373K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-58- 0.36% |
$5.63K - $6.7K
|
16.1K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-47.5K- 8.04% |
$4.61M - $5.49M
|
543K
$62.2M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.08K- 10.31% |
$299K - $356K
|
26.8K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
27.4KNew |
$2.67M - $3.17M
|
27.4K
$3.14M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.2K- 8.17% |
$1.87M - $2.22M
|
216K
$24.7M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
556K+ 3108.39% |
$54M - $64.2M
|
573K
$65.7M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
173+ 5.13% |
$16.8K - $20K
|
3.55K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
4.05K+ 22.88% |
$393K - $468K
|
21.8K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-95- 0.66% |
$9.23K - $11K
|
14.3K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
500New |
$48.6K - $57.8K
|
500
$57.3K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
490+ 1.26% |
$47.6K - $56.6K
|
39.3K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
113+ 1.55% |
$11K - $13.1K
|
7.4K
$847K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-5.44K- 56.38% |
$529K - $629K
|
4.21K
$482K
|