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 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-158- 1.08% |
$15.3K - $18.5K
|
14.5K
$1.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3.13KNew |
$303K - $367K
|
3.13K
$330K
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
2.18KNew |
$210K - $255K
|
2.18K
$229K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
38.6K+ 3467.03% |
$3.73M - $4.52M
|
39.7K
$4.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
21+ 0.44% |
$2.03K - $2.46K
|
4.82K
$508K
|
|
|
Feb 11, 2025
Q4 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-264- 3.71% |
$25.5K - $30.9K
|
6.85K
$722K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
37+ 1.11% |
$3.58K - $4.34K
|
3.38K
$356K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
420+ 16.61% |
$40.6K - $49.2K
|
2.95K
$311K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.2M- 34.51% |
$116M - $141M
|
2.28M
$241M
|
|
|
Feb 11, 2025
Q4 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-100- 3.09% |
$9.68K - $11.7K
|
3.13K
$330K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-155- 4.33% |
$15K - $18.2K
|
3.43K
$361K
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-2.48K- 33.86% |
$240K - $291K
|
4.85K
$511K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-205- 8.34% |
$19.8K - $24K
|
2.25K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.05K- 7.12% |
$489K - $592K
|
65.9K
$6.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.52K- 8.53% |
$341K - $413K
|
37.8K
$3.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.2K- 3.2% |
$117K - $141K
|
36.5K
$3.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.6K+ 4.32% |
$1.8M - $2.18M
|
450K
$47.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-22.5K- 34.87% |
$2.18M - $2.64M
|
42K
$4.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
398+ 1.67% |
$38.5K - $46.6K
|
24.2K
$2.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
400+ 5.57% |
$38.7K - $46.9K
|
7.58K
$800K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
464New |
$44.9K - $54.4K
|
464
$48.9K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-205- 4.01% |
$19.8K - $24K
|
4.91K
$517K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-93- 4.29% |
$9K - $10.9K
|
2.07K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-160- 22.57% |
$15.5K - $18.7K
|
549
$57.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-930- 6.28% |
$90K - $109K
|
13.9K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
516+ 1.38% |
$49.9K - $60.5K
|
37.9K
$4M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
120+ 5.48% |
$11.6K - $14.1K
|
2.31K
$244K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-52- 0.32% |
$5.03K - $6.09K
|
16.1K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-222- 6.04% |
$21.5K - $26K
|
3.46K
$364K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
569+ 7.79% |
$55.1K - $66.7K
|
7.88K
$830K
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
2.13KNew |
$206K - $249K
|
2.13K
$224K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-5.01K- 15.86% |
$485K - $587K
|
26.6K
$2.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.59K- 0.61% |
$154K - $186K
|
258K
$27.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-750- 3.0% |
$72.6K - $87.9K
|
24.2K
$2.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.64KNew |
$352K - $427K
|
3.64K
$384K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
727+ 13.55% |
$70.4K - $85.2K
|
6.09K
$642K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
650New |
$62.9K - $76.2K
|
650
$68.5K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-33- 2.37% |
$3.19K - $3.87K
|
1.36K
$143K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-208K- 87.02% |
$20.1M - $24.4M
|
31K
$3.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-183K- 95.59% |
$17.7M - $21.4M
|
8.43K
$889K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10+ 200.0% |
$968 - $1.17K
|
15
$1.58K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
379+ 6.07% |
$36.7K - $44.4K
|
6.62K
$698K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
42+ 1.83% |
$4.06K - $4.92K
|
2.34K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50K+ 24.55% |
$4.83M - $5.85M
|
253K
$26.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-342K- 34.21% |
$33.1M - $40.1M
|
658K
$69.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-50- 1.77% |
$4.84K - $5.86K
|
2.77K
$292K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
89.9K+ 921.58% |
$8.7M - $10.5M
|
99.6K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
98New |
$9.48K - $11.5K
|
98
$10.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-151K- 80.01% |
$14.6M - $17.7M
|
37.7K
$3.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
3.72K+ 13.76% |
$360K - $435K
|
30.7K
$3.24M
|