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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
222+ 1.19% |
$21.6K - $25.7K
|
18.9K
$2.22M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-495- 0.06% |
$48.1K - $57.2K
|
872K
$102M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.4K- 15.89% |
$428K - $509K
|
23.3K
$2.74M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-45- 2.07% |
$4.37K - $5.2K
|
2.13K
$250K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
358+ 6.9% |
$34.8K - $41.4K
|
5.54K
$651K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-92- 2.67% |
$8.94K - $10.6K
|
3.36K
$394K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.17K- 15.73% |
$114K - $136K
|
6.29K
$739K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
10.4K+ 427.63% |
$1.01M - $1.21M
|
12.9K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.6KNew |
$253K - $301K
|
2.6K
$306K
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-226- 0.9% |
$22K - $26.1K
|
24.9K
$2.93M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.38K+ 4.96% |
$134K - $160K
|
29.2K
$3.44M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.46K+ 2.68% |
$336K - $400K
|
133K
$15.6M
|
|
|
May 08, 2025
Q1 2025
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
500+ 1.79% |
$48.6K - $57.8K
|
28.5K
$3.34M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.58K+ 12.16% |
$251K - $298K
|
23.8K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
599+ 7.61% |
$58.2K - $69.2K
|
8.47K
$995K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-502- 19.68% |
$48.8K - $58K
|
2.05K
$241K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
1.99KNew |
$193K - $230K
|
1.99K
$234K
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-110- 0.62% |
$10.7K - $12.7K
|
17.7K
$2.08M
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
2.15K+ 34.11% |
$209K - $248K
|
8.45K
$992K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.13K- 34.81% |
$110K - $131K
|
2.12K
$249K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
601+ 3.57% |
$58.4K - $69.5K
|
17.4K
$2.05M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
1.37K+ 8.56% |
$133K - $159K
|
17.4K
$2.05M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-36- 0.56% |
$3.5K - $4.16K
|
6.42K
$754K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.02KNew |
$196K - $233K
|
2.02K
$237K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
198+ 172.17% |
$19.2K - $22.9K
|
313
$36.8K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-81.1K- 91.0% |
$7.87M - $9.37M
|
8.01K
$941K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-182- 5.41% |
$17.7K - $21K
|
3.18K
$374K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-460- 2.44% |
$44.7K - $53.2K
|
18.4K
$2.16M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.8K+ 3.5% |
$1.53M - $1.82M
|
466K
$54.7M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2KNew |
$194K - $231K
|
2K
$235K
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-156- 2.51% |
$15.2K - $18K
|
6.05K
$711K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-165- 7.97% |
$16K - $19.1K
|
1.91K
$224K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
139+ 0.33% |
$13.5K - $16.1K
|
42.2K
$4.96M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-175- 1.2% |
$17K - $20.2K
|
14.4K
$1.69M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
49+ 1.21% |
$4.76K - $5.66K
|
4.11K
$483K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-2.82K- 9.39% |
$274K - $326K
|
27.2K
$3.2M
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-234- 1.79% |
$22.7K - $27K
|
12.8K
$1.51M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
75+ 1.81% |
$7.29K - $8.67K
|
4.23K
$497K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-242- 10.34% |
$23.5K - $28K
|
2.1K
$246K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
165New |
$16K - $19.1K
|
165
$19.4K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.92K- 0.74% |
$284K - $338K
|
392K
$46M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
214New |
$20.8K - $24.7K
|
214
$25.1K
|
|
|
May 07, 2025
Q1 2025
|
Thornburg Investment Management Inc
|
SELL
|
- |
-2.91K- 37.32% |
$283K - $336K
|
4.89K
$574K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-460- 0.88% |
$44.7K - $53.2K
|
51.9K
$6.1M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-8.1K- 78.02% |
$787K - $936K
|
2.28K
$268K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-69- 1.13% |
$6.7K - $7.97K
|
6.05K
$711K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5+ 1.59% |
$486 - $578
|
319
$37.5K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.5K- 8.13% |
$243K - $289K
|
28.3K
$3.32M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-42- 2.32% |
$4.08K - $4.85K
|
1.77K
$208K
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-172- 7.17% |
$16.7K - $19.9K
|
2.23K
$261K
|