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
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
516+ 1.38% |
$49.9K - $60.5K
|
37.9K
$4.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
120+ 5.48% |
$11.6K - $14.1K
|
2.31K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-52- 0.32% |
$5.03K - $6.09K
|
16.1K
$1.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-222- 6.04% |
$21.5K - $26K
|
3.46K
$391K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
569+ 7.79% |
$55.1K - $66.7K
|
7.88K
$892K
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
2.13KNew |
$206K - $249K
|
2.13K
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-5.01K- 15.86% |
$485K - $587K
|
26.6K
$3.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.59K- 0.61% |
$154K - $186K
|
258K
$29.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-750- 3.0% |
$72.6K - $87.9K
|
24.2K
$2.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.64KNew |
$352K - $427K
|
3.64K
$412K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
727+ 13.55% |
$70.4K - $85.2K
|
6.09K
$690K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
650New |
$62.9K - $76.2K
|
650
$73.6K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-33- 2.37% |
$3.19K - $3.87K
|
1.36K
$154K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-208K- 87.02% |
$20.1M - $24.4M
|
31K
$3.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-183K- 95.59% |
$17.7M - $21.4M
|
8.43K
$955K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10+ 200.0% |
$968 - $1.17K
|
15
$1.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
379+ 6.07% |
$36.7K - $44.4K
|
6.62K
$749K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
42+ 1.83% |
$4.06K - $4.92K
|
2.34K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50K+ 24.55% |
$4.83M - $5.85M
|
253K
$28.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-342K- 34.21% |
$33.1M - $40.1M
|
658K
$74.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-50- 1.77% |
$4.84K - $5.86K
|
2.77K
$314K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
89.9K+ 921.58% |
$8.7M - $10.5M
|
99.6K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
98New |
$9.48K - $11.5K
|
98
$11.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-151K- 80.01% |
$14.6M - $17.7M
|
37.7K
$4.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
3.72K+ 13.76% |
$360K - $435K
|
30.7K
$3.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-322- 3.65% |
$31.2K - $37.7K
|
8.49K
$961K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
91+ 6.69% |
$8.81K - $10.7K
|
1.45K
$164K
|
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
12.7K+ 14.44% |
$1.23M - $1.49M
|
101K
$11.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-3.99K- 1.87% |
$386K - $467K
|
210K
$23.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-556- 78.98% |
$53.8K - $65.2K
|
148
$16.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-628- 3.2% |
$60.8K - $73.6K
|
19K
$2.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.91K+ 11.93% |
$378K - $458K
|
36.7K
$4.15M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
2.86KNew |
$277K - $336K
|
2.86K
$324K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
520New |
$50.3K - $60.9K
|
520
$58.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
400+ 20.28% |
$38.7K - $46.9K
|
2.37K
$269K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-66.4K- 7.07% |
$6.42M - $7.78M
|
872K
$98.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-10.3K- 10.5% |
$993K - $1.2M
|
87.5K
$9.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
38+ 2.53% |
$3.68K - $4.45K
|
1.54K
$174K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-2.63K- 8.03% |
$254K - $308K
|
30.1K
$3.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8+ 0.22% |
$774 - $937
|
3.72K
$421K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
124+ 2.51% |
$12K - $14.5K
|
5.06K
$573K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
249+ 8.1% |
$24.1K - $29.2K
|
3.32K
$376K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
684New |
$66.2K - $80.2K
|
684
$77.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
653+ 5.57% |
$63.2K - $76.5K
|
12.4K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-29- 0.39% |
$2.81K - $3.4K
|
7.47K
$845K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-38.3K- 6.6% |
$3.7M - $4.48M
|
542K
$61.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.09K+ 12.41% |
$396K - $479K
|
37.1K
$4.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-19- 4.05% |
$1.84K - $2.23K
|
450
$50.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.21K+ 4.91% |
$117K - $142K
|
25.9K
$2.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1- 2.63% |
$96.8 - $117
|
37
$4.19K
|