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 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-975- 2.8% |
$94.4K - $114K
|
33.8K
$3.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
7+ 0.31% |
$677 - $820
|
2.24K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-6.99K- 6.4% |
$676K - $819K
|
102K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
47.3K+ 110.61% |
$4.58M - $5.54M
|
90.1K
$10M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
484+ 2.83% |
$46.8K - $56.7K
|
17.6K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
896+ 82.58% |
$86.7K - $105K
|
1.98K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
288+ 1.84% |
$27.9K - $33.7K
|
15.9K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.18K- 31.3% |
$307K - $372K
|
6.97K
$777K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-9.81K- 15.09% |
$950K - $1.15M
|
55.2K
$6.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-940- 8.11% |
$91K - $110K
|
10.6K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.7K- 35.0% |
$649K - $786K
|
12.5K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
295+ 0.68% |
$28.6K - $34.6K
|
43.4K
$4.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.49K- 66.33% |
$435K - $526K
|
2.28K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.61K+ 199.22% |
$446K - $540K
|
6.92K
$771K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.19K+ 2.07% |
$212K - $257K
|
108K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-20.1K- 65.99% |
$1.95M - $2.36M
|
10.4K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.7K+ 0.19% |
$165K - $200K
|
907K
$101M
|
|
|
Feb 13, 2025
Q4 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.52K- 20.54% |
$147K - $178K
|
5.87K
$654K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.2KNew |
$697K - $844K
|
7.2K
$803K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
261+ 5.26% |
$25.3K - $30.6K
|
5.22K
$582K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.36K- 10.28% |
$131K - $159K
|
11.9K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
172New |
$16.6K - $20.2K
|
172
$19.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.43KNew |
$332K - $402K
|
3.43K
$383K
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
14.5K+ 17.53% |
$1.41M - $1.7M
|
97.3K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-921- 20.84% |
$89.1K - $108K
|
3.5K
$390K
|
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
567+ 2.27% |
$54.9K - $66.4K
|
25.5K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.21KNew |
$214K - $259K
|
2.21K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.14KNew |
$207K - $250K
|
2.14K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
921+ 1.08% |
$89.1K - $108K
|
86.3K
$9.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
345+ 4.85% |
$33.4K - $40.4K
|
7.46K
$832K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-29.2K- 99.59% |
$2.82M - $3.42M
|
120
$13.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-182K- 94.53% |
$17.6M - $21.3M
|
10.5K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
22.4K+ 3636.2% |
$2.17M - $2.62M
|
23K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-46.1K- 28.58% |
$4.46M - $5.4M
|
115K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-7.21K- 0.06% |
$698K - $845K
|
12.2M
$1.36B
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-390- 3.94% |
$37.7K - $45.7K
|
9.51K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-321- 5.8% |
$31.1K - $37.6K
|
5.21K
$581K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-405- 1.87% |
$39.2K - $47.5K
|
21.2K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.77K- 3.44% |
$268K - $324K
|
77.7K
$8.67M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
49.8K+ 9.7% |
$4.81M - $5.83M
|
562K
$62.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.3K+ 14.96% |
$1.87M - $2.27M
|
149K
$16.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.1K+ 10877.45% |
$1.07M - $1.3M
|
11.2K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.2K+ 15.84% |
$3.11M - $3.77M
|
235K
$26.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.86K+ 19.54% |
$276K - $335K
|
17.5K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
2.87K+ 3.51% |
$278K - $337K
|
84.8K
$9.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.37K+ 1.08% |
$229K - $278K
|
221K
$24.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.71K- 11.95% |
$165K - $200K
|
12.6K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
88.7KNew |
$8.58M - $10.4M
|
88.7K
$9.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
258+ 7.26% |
$25K - $30.2K
|
3.81K
$425K
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
16.5K+ 7.16% |
$1.59M - $1.93M
|
246K
$27.5M
|