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 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
313New |
$30.3K - $36.7K
|
313
$34.1K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-21Closed |
$2.03K - $2.46K
|
0
$0
|
|
|
Feb 27, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.17K+ 3.23% |
$114K - $137K
|
37.5K
$4.09M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
6.12KNew |
$592K - $717K
|
6.12K
$667K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
229New |
$22.2K - $26.8K
|
229
$25K
|
|
|
Feb 26, 2025
Q4 2024
|
Bristol John W & CO Inc
|
SELL
|
- |
-14K- 2.25% |
$1.36M - $1.64M
|
610K
$66.5M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.78K- 12.34% |
$269K - $326K
|
19.8K
$2.16M
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
9New |
$871 - $1.05K
|
9
$981
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.39K+ 8.55% |
$328K - $397K
|
43.1K
$4.7M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-426- 8.06% |
$41.2K - $49.9K
|
4.86K
$530K
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-724- 9.27% |
$70.1K - $84.8K
|
7.08K
$772K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
465New |
$45K - $54.5K
|
465
$50.7K
|
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
33+ 0.71% |
$3.19K - $3.87K
|
4.69K
$512K
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3.43K+ 9.08% |
$332K - $402K
|
41.2K
$4.49M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-700- 5.5% |
$67.7K - $82K
|
12K
$1.31M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
157+ 2.35% |
$15.2K - $18.4K
|
6.85K
$747K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-578- 6.42% |
$55.9K - $67.7K
|
8.43K
$919K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
3.48KNew |
$337K - $408K
|
3.48K
$380K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
36+ 1.7% |
$3.48K - $4.22K
|
2.15K
$235K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-20- 0.9% |
$1.94K - $2.34K
|
2.2K
$240K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
400New |
$38.7K - $46.9K
|
400
$43.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.3K+ 7.79% |
$126K - $153K
|
18K
$1.96M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3- 0.46% |
$290 - $352
|
648
$70.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.46K+ 17.83% |
$141K - $171K
|
9.65K
$1.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
115New |
$11.1K - $13.5K
|
115
$12.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-174K- 94.71% |
$16.8M - $20.3M
|
9.7K
$1.06M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.09K+ 5.66% |
$106K - $128K
|
20.4K
$2.22M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
20.7KNew |
$2.01M - $2.43M
|
20.7K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.44KNew |
$236K - $286K
|
2.44K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-2.33K- 12.71% |
$225K - $273K
|
16K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
48.2KNew |
$4.66M - $5.65M
|
48.2K
$5.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
476K+ 301.24% |
$46.1M - $55.8M
|
635K
$69.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
800+ 400.0% |
$77.4K - $93.7K
|
1K
$109K
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
255New |
$24.7K - $29.9K
|
255
$27.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
61.9K+ 211.99% |
$5.99M - $7.25M
|
91.1K
$9.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
52.1K+ 98.47% |
$5.04M - $6.1M
|
105K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
800+ 15.46% |
$77.4K - $93.7K
|
5.98K
$652K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.01K- 38.36% |
$195K - $236K
|
3.23K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-5.65K- 14.05% |
$547K - $663K
|
34.6K
$3.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-813- 25.28% |
$78.7K - $95.3K
|
2.4K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
271K+ 456.91% |
$26.3M - $31.8M
|
331K
$36.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
406K+ 75.5% |
$39.3M - $47.6M
|
944K
$103M
|
|
|
Feb 14, 2025
Q4 2024
|
Mangrove Partners
New York, NY |
BUY
|
- |
7.92KNew |
$767K - $928K
|
7.92K
$864K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-41.4K- 52.92% |
$4M - $4.85M
|
36.8K
$4.01M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-55K- 3.24% |
$5.32M - $6.44M
|
1.64M
$179M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.26K+ 28.25% |
$218K - $264K
|
10.2K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
32+ 1.57% |
$3.1K - $3.75K
|
2.07K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-16.5K- 2.87% |
$1.59M - $1.93M
|
556K
$60.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-250- 2.15% |
$24.2K - $29.3K
|
11.4K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.02K+ 49.83% |
$195K - $237K
|
6.07K
$662K
|