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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
265+ 2.49% |
$25.6K - $31.1K
|
10.9K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-30Closed |
$2.9K - $3.52K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-444- 2.35% |
$43K - $52K
|
18.4K
$2.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-118- 7.55% |
$11.4K - $13.8K
|
1.44K
$163K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
160+ 1.7% |
$15.5K - $18.7K
|
9.57K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-889K- 98.77% |
$86M - $104M
|
11.1K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-77.8K- 26.46% |
$7.53M - $9.12M
|
216K
$24.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
239+ 6.79% |
$23.1K - $28K
|
3.76K
$425K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.38K+ 11352.38% |
$231K - $279K
|
2.41K
$272K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.44KNew |
$139K - $169K
|
1.44K
$163K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-41.1K- 8.34% |
$3.98M - $4.82M
|
452K
$51.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
588+ 4.06% |
$56.9K - $68.9K
|
15.1K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-21.4K- 0.49% |
$2.08M - $2.51M
|
4.36M
$493M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.91K- 9.26% |
$185K - $224K
|
18.7K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-423- 4.65% |
$40.9K - $49.6K
|
8.67K
$982K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
604+ 1.17% |
$58.5K - $70.8K
|
52.4K
$5.93M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-17.9K- 7.68% |
$1.73M - $2.1M
|
215K
$24.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-351K- 8.78% |
$34M - $41.2M
|
3.65M
$413M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
149+ 5.61% |
$14.4K - $17.5K
|
2.81K
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-333- 5.67% |
$32.2K - $39K
|
5.55K
$628K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
725+ 19.13% |
$70.2K - $85K
|
4.52K
$511K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
12.2K+ 34.84% |
$1.18M - $1.43M
|
47.2K
$5.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-436- 10.84% |
$42.2K - $51.1K
|
3.59K
$406K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
84New |
$8.13K - $9.84K
|
84
$9.51K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
12K+ 10.27% |
$1.16M - $1.41M
|
129K
$14.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-37.8K- 21.72% |
$3.66M - $4.43M
|
136K
$15.4M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.17KNew |
$210K - $255K
|
2.17K
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-710- 5.06% |
$68.7K - $83.2K
|
13.3K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
26+ 0.24% |
$2.52K - $3.05K
|
10.9K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
133+ 3.33% |
$12.9K - $15.6K
|
4.12K
$467K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-26- 1.18% |
$2.52K - $3.05K
|
2.18K
$247K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-7.55K- 3.22% |
$731K - $885K
|
227K
$25.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-2.21K- 2.58% |
$213K - $258K
|
83.1K
$9.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.8K+ 519.13% |
$368K - $445K
|
4.53K
$513K
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.72KNew |
$264K - $319K
|
2.72K
$308K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.26K+ 5.58% |
$122K - $148K
|
23.8K
$2.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
19.8KNew |
$1.91M - $2.32M
|
19.8K
$2.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.26K+ 9.68% |
$315K - $382K
|
36.9K
$4.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
866+ 9.32% |
$83.8K - $101K
|
10.2K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-414- 7.15% |
$40.1K - $48.5K
|
5.37K
$608K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-86.3K- 4.35% |
$8.35M - $10.1M
|
1.9M
$215M
|
|
|
Feb 12, 2025
Q4 2024
|
Broderick Brian C
|
SELL
|
- |
-3.96K- 32.91% |
$383K - $464K
|
8.07K
$914K
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-4.34K- 38.74% |
$420K - $508K
|
6.85K
$776K
|
|
|
Feb 12, 2025
Q4 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.02K- 27.32% |
$98.2K - $119K
|
2.7K
$306K
|
|
|
Feb 12, 2025
Q4 2024
|
Puzo Michael J
|
SELL
|
- |
-4.24K- 57.88% |
$410K - $497K
|
3.09K
$349K
|
|
|
Feb 12, 2025
Q4 2024
|
Somerville Kurt F
|
SELL
|
- |
-7.98K- 31.78% |
$772K - $935K
|
17.1K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-433- 11.84% |
$41.9K - $50.7K
|
3.22K
$365K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15K- 0.77% |
$1.45M - $1.75M
|
1.94M
$219M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
352+ 1.98% |
$34.1K - $41.2K
|
18.1K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-228- 3.91% |
$22.1K - $26.7K
|
5.6K
$634K
|