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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
25.8K+ 3.13% |
$2.63M - $3.13M
|
850K
$101M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
504K+ 7.14% |
$51.3M - $60.9M
|
7.56M
$902M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
260+ 7.75% |
$26.5K - $31.5K
|
3.62K
$432K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.3K- 2.22% |
$1.05M - $1.24M
|
453K
$54M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-10- 62.5% |
$1.02K - $1.21K
|
6
$716
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
50+ 8.52% |
$5.1K - $6.05K
|
637
$76K
|
|
|
Aug 15, 2025
Q2 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-828- 3.31% |
$84.4K - $100K
|
24.2K
$2.89M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-281- 2.39% |
$28.7K - $34K
|
11.5K
$1.37M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
138+ 8.46% |
$14.1K - $16.7K
|
1.77K
$211K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.24K+ 18.5% |
$228K - $271K
|
14.3K
$1.71M
|
|
|
Aug 15, 2025
Q2 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
9+ 0.1% |
$918 - $1.09K
|
9.1K
$1.09M
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-595- 1.51% |
$60.7K - $72K
|
38.9K
$4.64M
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-461- 12.35% |
$47K - $55.8K
|
3.27K
$390K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
49New |
$5K - $5.93K
|
49
$5.85K
|
|
|
Aug 14, 2025
Q2 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-800- 2.76% |
$81.6K - $96.8K
|
28.1K
$3.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-237- 2.03% |
$24.2K - $28.7K
|
11.4K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.69KNew |
$173K - $205K
|
1.69K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
12.3K+ 0.78% |
$1.26M - $1.49M
|
1.6M
$191M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.59K+ 9.88% |
$978K - $1.16M
|
107K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Integral Health Asset Management, LLC
|
SELL
|
- |
-50K- 20.0% |
$5.1M - $6.05M
|
200K
$23.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
900+ 32.14% |
$91.8K - $109K
|
3.7K
$441K
|
|
|
Aug 14, 2025
Q2 2025
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-3.99K- 59.42% |
$407K - $483K
|
2.73K
$325K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-27K- 43.37% |
$2.75M - $3.26M
|
35.2K
$4.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-347K- 20.36% |
$35.4M - $42M
|
1.36M
$162M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
CALL |
-46.9K- 57.2% |
$4.78M - $5.68M
|
35.1K
$4.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.58K+ 31.48% |
$569K - $675K
|
23.3K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
14.5KNew |
$1.48M - $1.75M
|
14.5K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
173+ 1.27% |
$17.6K - $20.9K
|
13.8K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
239K+ 40.31% |
$24.3M - $28.9M
|
831K
$99.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
4.23K+ 53.47% |
$431K - $512K
|
12.1K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.81K- 11.42% |
$898K - $1.07M
|
68.3K
$8.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-2.67K- 29.12% |
$272K - $322K
|
6.49K
$774K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
25.5K+ 822.0% |
$2.6M - $3.09M
|
28.6K
$3.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.3K+ 12.55% |
$2.17M - $2.58M
|
191K
$22.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.3K- 31.11% |
$336K - $399K
|
7.3K
$870K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
CALL |
15KNew |
$1.53M - $1.82M
|
15K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
4.2KNew |
$428K - $508K
|
4.2K
$501K
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-57.1K- 2.55% |
$5.82M - $6.91M
|
2.18M
$260M
|
|
|
Aug 14, 2025
Q2 2025
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
314KNew |
$32M - $37.9M
|
314K
$37.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.35K+ 13.84% |
$138K - $163K
|
11.1K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
12.6K+ 84.15% |
$1.28M - $1.52M
|
27.5K
$3.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-45.3K- 68.43% |
$4.62M - $5.48M
|
20.9K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-58.3K- 10.23% |
$5.94M - $7.05M
|
512K
$61.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-489K- 16.34% |
$49.9M - $59.2M
|
2.5M
$299M
|
|
|
Aug 14, 2025
Q2 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-200- 1.56% |
$20.4K - $24.2K
|
12.6K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-31- 0.4% |
$3.16K - $3.75K
|
7.72K
$922K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-41- 0.66% |
$4.18K - $4.96K
|
6.15K
$733K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
26.3KNew |
$2.69M - $3.19M
|
26.3K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.7K- 1.72% |
$3.33M - $3.96M
|
1.86M
$222M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
37.4K+ 256.49% |
$3.82M - $4.53M
|
52K
$6.21M
|