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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
469+ 21.88% |
$47.8K - $56.8K
|
2.61K
$298K
|
|
|
Jul 22, 2025
Q2 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-18.6K- 38.75% |
$1.89M - $2.25M
|
29.3K
$3.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
3.09K+ 14.57% |
$315K - $374K
|
24.3K
$2.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-110- 0.62% |
$11.2K - $13.3K
|
17.6K
$2.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-240- 4.48% |
$24.5K - $29K
|
5.12K
$584K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-400- 2.69% |
$40.8K - $48.4K
|
14.5K
$1.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.29KNew |
$336K - $398K
|
3.29K
$376K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-356- 11.71% |
$36.3K - $43.1K
|
2.69K
$306K
|
|
|
Jul 22, 2025
Q2 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-11.9K- 7.89% |
$1.21M - $1.44M
|
139K
$15.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.83K+ 22.14% |
$289K - $343K
|
15.6K
$1.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-249- 4.37% |
$25.4K - $30.1K
|
5.45K
$621K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-25.6K- 5.97% |
$2.61M - $3.09M
|
402K
$45.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
138+ 34.5% |
$14.1K - $16.7K
|
538
$61.4K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
47+ 0.81% |
$4.79K - $5.69K
|
5.88K
$671K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
5+ 0.23% |
$510 - $605
|
2.22K
$253K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-150- 2.41% |
$15.3K - $18.2K
|
6.07K
$693K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.77K+ 3.1% |
$588K - $698K
|
192K
$21.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
3.16K+ 23.0% |
$322K - $382K
|
16.9K
$1.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
97+ 0.69% |
$9.89K - $11.7K
|
14.1K
$1.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-65- 0.56% |
$6.63K - $7.87K
|
11.6K
$1.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
260New |
$26.5K - $31.5K
|
260
$29.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.44K- 14.58% |
$146K - $174K
|
8.41K
$959K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
762+ 14.48% |
$77.7K - $92.2K
|
6.03K
$688K
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.07K+ 2.13% |
$109K - $130K
|
51.4K
$5.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-740- 4.06% |
$75.5K - $89.5K
|
17.5K
$1.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6+ 0.09% |
$612 - $726
|
7.04K
$804K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
58New |
$5.91K - $7.02K
|
58
$6.62K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
431+ 6.55% |
$43.9K - $52.2K
|
7.01K
$800K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
2.54KNew |
$259K - $308K
|
2.54K
$290K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
28.7K+ 3.73% |
$2.93M - $3.48M
|
798K
$91.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-45- 0.99% |
$4.59K - $5.45K
|
4.49K
$513K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
56+ 2.11% |
$5.71K - $6.78K
|
2.71K
$309K
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-95- 64.63% |
$9.69K - $11.5K
|
52
$5.94K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
636+ 0.75% |
$64.8K - $77K
|
85.8K
$9.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-338- 0.72% |
$34.5K - $40.9K
|
46.6K
$5.31M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
26.1KNew |
$2.66M - $3.15M
|
26.1K
$2.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
334New |
$34.1K - $40.4K
|
334
$38.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-271- 6.5% |
$27.6K - $32.8K
|
3.9K
$445K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.51KNew |
$358K - $425K
|
3.51K
$401K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-27- 0.19% |
$2.75K - $3.27K
|
13.8K
$1.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-399- 1.47% |
$40.7K - $48.3K
|
26.8K
$3.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
70+ 2.44% |
$7.14K - $8.47K
|
2.94K
$335K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-114- 3.17% |
$11.6K - $13.8K
|
3.49K
$398K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
161+ 7.29% |
$16.4K - $19.5K
|
2.37K
$271K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
313+ 2.99% |
$31.9K - $37.9K
|
10.8K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.05K- 3.36% |
$107K - $127K
|
30.2K
$3.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-26.9K- 71.45% |
$2.74M - $3.25M
|
10.7K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.2KNew |
$224K - $266K
|
2.2K
$251K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-90- 26.87% |
$9.18K - $10.9K
|
245
$28K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-166- 3.34% |
$16.9K - $20.1K
|
4.8K
$548K
|