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
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-49- 9.09% |
$4.76K - $5.66K
|
490
$56.1K
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
131+ 3.7% |
$12.7K - $15.1K
|
3.68K
$421K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
7.18K+ 104.79% |
$697K - $829K
|
14K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
6.05K+ 28.95% |
$588K - $699K
|
27K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-19- 9.9% |
$1.85K - $2.2K
|
173
$19.8K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-277- 7.68% |
$26.9K - $32K
|
3.33K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
1.06K+ 4.04% |
$103K - $123K
|
27.4K
$3.13M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-201- 6.32% |
$19.5K - $23.2K
|
2.98K
$341K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-35- 1.61% |
$3.4K - $4.04K
|
2.14K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
6.46K+ 302.39% |
$627K - $746K
|
8.59K
$984K
|
|
|
May 14, 2025
Q1 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-186K- 32.14% |
$18M - $21.5M
|
392K
$44.9M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-212- 1.55% |
$20.6K - $24.5K
|
13.5K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.37K+ 13.74% |
$133K - $158K
|
11.3K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-83- 0.43% |
$8.06K - $9.59K
|
19.3K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
20+ 3.53% |
$1.94K - $2.31K
|
587
$67.2K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-2.77K- 49.9% |
$269K - $320K
|
2.78K
$318K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.51K- 2.39% |
$146K - $174K
|
61.5K
$7.05M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
11.2KNew |
$1.09M - $1.29M
|
11.2K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
87.5K+ 129.06% |
$8.5M - $10.1M
|
155K
$17.8M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-90- 0.56% |
$8.74K - $10.4K
|
16K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-21.2K- 28.75% |
$2.06M - $2.45M
|
52.6K
$6.03M
|
|
|
May 14, 2025
Q1 2025
|
Bristol John W & CO Inc
|
SELL
|
- |
-16K- 2.62% |
$1.55M - $1.84M
|
594K
$68M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.35K- 5.69% |
$132K - $156K
|
22.5K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
22+ 0.25% |
$2.14K - $2.54K
|
8.83K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.76M+ 237.66% |
$462M - $550M
|
6.76M
$775M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.81M+ 3663.56% |
$176M - $210M
|
1.86M
$213M
|
|
|
May 14, 2025
Q1 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
51+ 0.74% |
$4.95K - $5.89K
|
6.9K
$791K
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
297+ 10.45% |
$28.9K - $34.3K
|
3.14K
$359K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-221- 4.23% |
$21.5K - $25.5K
|
5K
$572K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.09K- 21.44% |
$786K - $935K
|
29.6K
$3.39M
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
SELL
|
- |
-15- 0.51% |
$1.46K - $1.73K
|
2.93K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
35+ 1.05% |
$3.4K - $4.04K
|
3.36K
$385K
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-20- 0.55% |
$1.94K - $2.31K
|
3.62K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.67K+ 2.5% |
$551K - $655K
|
233K
$26.7M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
222K+ 2215.67% |
$21.5M - $25.6M
|
232K
$26.5M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-195- 4.32% |
$18.9K - $22.5K
|
4.32K
$495K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
141+ 1.46% |
$13.7K - $16.3K
|
9.79K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-4.83K- 30.26% |
$469K - $559K
|
11.1K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.3K+ 17.37% |
$709K - $844K
|
49.3K
$5.65M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.1K+ 10.29% |
$3.51M - $4.18M
|
387K
$44.3M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.97K+ 31.84% |
$191K - $227K
|
8.14K
$932K
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-93- 0.62% |
$9.03K - $10.7K
|
15K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
198+ 3.22% |
$19.2K - $22.9K
|
6.34K
$726K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-78.4K- 14.49% |
$7.62M - $9.07M
|
463K
$53M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.83K+ 36.58% |
$566K - $674K
|
21.8K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
629+ 3.85% |
$61.1K - $72.7K
|
17K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.14K- 5.69% |
$596K - $709K
|
102K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
708+ 1.07% |
$68.8K - $81.8K
|
66.6K
$7.63M
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-5.45K- 5.5% |
$529K - $630K
|
93.6K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.97KNew |
$386K - $459K
|
3.97K
$455K
|