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 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6+ 0.27% |
$612 - $726
|
2.25K
$263K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-492- 0.93% |
$50.2K - $59.5K
|
52.5K
$6.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
830+ 0.42% |
$84.6K - $100K
|
196K
$22.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-13- 0.49% |
$1.33K - $1.57K
|
2.65K
$309K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-14- 0.41% |
$1.43K - $1.69K
|
3.4K
$397K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.6K- 22.09% |
$164K - $194K
|
5.66K
$661K
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1.27K- 23.47% |
$129K - $153K
|
4.14K
$483K
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.7KNew |
$173K - $205K
|
1.7K
$198K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.08K+ 9.1% |
$110K - $131K
|
13K
$1.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-265- 9.04% |
$27K - $32.1K
|
2.67K
$311K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
60+ 1.96% |
$6.12K - $7.26K
|
3.12K
$365K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
415+ 15.05% |
$42.3K - $50.2K
|
3.17K
$371K
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.64K- 2.08% |
$167K - $198K
|
77.3K
$9.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Broderick Brian C
|
SELL
|
- |
-70- 1.64% |
$7.14K - $8.47K
|
4.2K
$491K
|
|
|
Jul 23, 2025
Q2 2025
|
Puzo Michael J
|
SELL
|
- |
-400- 16.43% |
$40.8K - $48.4K
|
2.04K
$238K
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
24.7KNew |
$2.51M - $2.98M
|
24.7K
$2.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-1.77K- 11.0% |
$180K - $214K
|
14.3K
$1.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-519- 1.78% |
$52.9K - $62.8K
|
28.7K
$3.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-531- 11.26% |
$54.1K - $64.3K
|
4.18K
$489K
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-255- 6.61% |
$26K - $30.9K
|
3.6K
$421K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-95- 2.73% |
$9.69K - $11.5K
|
3.38K
$395K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
33+ 1.28% |
$3.36K - $3.99K
|
2.6K
$304K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-300- 8.92% |
$30.6K - $36.3K
|
3.06K
$358K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
174+ 3.0% |
$17.7K - $21.1K
|
5.97K
$697K
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-36- 1.51% |
$3.67K - $4.36K
|
2.36K
$275K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-1.22K- 2.35% |
$125K - $148K
|
50.8K
$5.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
19+ 0.22% |
$1.94K - $2.3K
|
8.81K
$1.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-22.7K- 9.23% |
$2.31M - $2.74M
|
223K
$26.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.21K+ 15.6% |
$225K - $267K
|
16.4K
$1.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
469+ 21.88% |
$47.8K - $56.8K
|
2.61K
$305K
|
|
|
Jul 22, 2025
Q2 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-18.6K- 38.75% |
$1.89M - $2.25M
|
29.3K
$3.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
3.09K+ 14.57% |
$315K - $374K
|
24.3K
$2.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-110- 0.62% |
$11.2K - $13.3K
|
17.6K
$2.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-240- 4.48% |
$24.5K - $29K
|
5.12K
$598K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-400- 2.69% |
$40.8K - $48.4K
|
14.5K
$1.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.29KNew |
$336K - $398K
|
3.29K
$384K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-356- 11.71% |
$36.3K - $43.1K
|
2.69K
$314K
|
|
|
Jul 22, 2025
Q2 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-11.9K- 7.89% |
$1.21M - $1.44M
|
139K
$16.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-122- 5.91% |
$12.4K - $14.8K
|
1.94K
$227K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-809- 9.15% |
$82.5K - $97.9K
|
8.03K
$938K
|
|
|
Jul 22, 2025
Q2 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-903- 0.96% |
$92.1K - $109K
|
93.1K
$10.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.02K+ 140.5% |
$511K - $607K
|
8.59K
$1M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-917- 8.78% |
$93.5K - $111K
|
9.53K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
746+ 8.76% |
$76.1K - $90.3K
|
9.27K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.76K+ 8.92% |
$281K - $334K
|
33.7K
$3.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-344- 0.98% |
$35.1K - $41.6K
|
34.8K
$4.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-94- 2.03% |
$9.58K - $11.4K
|
4.53K
$529K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.5K+ 52.77% |
$1.07M - $1.28M
|
30.5K
$3.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-848- 1.39% |
$86.5K - $103K
|
60.1K
$7.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.71K+ 37.15% |
$174K - $206K
|
6.3K
$736K
|