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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.54K+ 29.39% |
$246K - $297K
|
11.2K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
107New |
$10.4K - $12.5K
|
107
$11K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.25KNew |
$218K - $263K
|
2.25K
$231K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
64+ 0.96% |
$6.19K - $7.5K
|
6.77K
$696K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.36K- 50.96% |
$713K - $863K
|
7.09K
$729K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
52K+ 4.69% |
$5.04M - $6.1M
|
1.16M
$120M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
5.01KNew |
$484K - $586K
|
5.01K
$515K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-4- 9.3% |
$387 - $469
|
39
$4.01K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
200+ 4.48% |
$19.4K - $23.4K
|
4.67K
$480K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5.64K- 13.95% |
$545K - $660K
|
34.8K
$3.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
203KNew |
$19.7M - $23.8M
|
203K
$20.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
3.58KNew |
$347K - $420K
|
3.58K
$369K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-101- 0.95% |
$9.77K - $11.8K
|
10.6K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
3.1KNew |
$300K - $363K
|
3.1K
$319K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3.77KNew |
$365K - $442K
|
3.77K
$388K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-25- 0.32% |
$2.42K - $2.93K
|
7.7K
$793K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-36- 31.3% |
$3.48K - $4.22K
|
79
$8.13K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
567+ 0.49% |
$54.9K - $66.4K
|
117K
$12M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-600- 14.46% |
$58.1K - $70.3K
|
3.55K
$365K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Partners LLC
|
SELL
|
- |
-6.4K- 17.05% |
$620K - $750K
|
31.2K
$3.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-15- 0.34% |
$1.45K - $1.76K
|
4.4K
$453K
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-3.63K- 2.89% |
$352K - $426K
|
122K
$12.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
17+ 0.24% |
$1.65K - $1.99K
|
7.04K
$724K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
603+ 11.65% |
$58.4K - $70.7K
|
5.78K
$595K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-30- 0.97% |
$2.9K - $3.52K
|
3.06K
$314K
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.65K+ 1.17% |
$159K - $193K
|
142K
$14.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-22- 0.63% |
$2.13K - $2.58K
|
3.48K
$358K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
146New |
$14.1K - $17.1K
|
146
$15K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
326+ 16.19% |
$31.6K - $38.2K
|
2.34K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-1- 0.04% |
$96.8 - $117
|
2.65K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
2.84KNew |
$275K - $333K
|
2.84K
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-454- 5.74% |
$43.9K - $53.2K
|
7.46K
$768K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-190- 2.65% |
$18.4K - $22.3K
|
6.98K
$718K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
12.2KNew |
$1.18M - $1.43M
|
12.2K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-219- 1.0% |
$21.2K - $25.7K
|
21.6K
$2.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-236- 0.44% |
$22.8K - $27.7K
|
54K
$5.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-106- 0.29% |
$10.3K - $12.4K
|
36.3K
$3.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-1.01K- 5.99% |
$97.9K - $119K
|
15.9K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
55.6K+ 129.77% |
$5.38M - $6.51M
|
98.4K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
16.9K+ 5.44% |
$1.64M - $1.98M
|
328K
$33.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-50- 0.18% |
$4.84K - $5.86K
|
28K
$2.88M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.4K+ 34.12% |
$135K - $164K
|
5.5K
$566K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-39- 14.77% |
$3.77K - $4.57K
|
225
$23.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
121+ 100.0% |
$11.7K - $14.2K
|
242
$24.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
21+ 5.66% |
$2.03K - $2.46K
|
392
$40.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-10.4K- 78.19% |
$1M - $1.22M
|
2.9K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-696- 0.91% |
$67.4K - $81.6K
|
75.5K
$7.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
521+ 8.54% |
$50.4K - $61.1K
|
6.62K
$681K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
710New |
$68.7K - $83.2K
|
710
$73.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-11.8K- 36.49% |
$1.14M - $1.38M
|
20.5K
$2.11M
|