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 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
20+ 6.6% |
$1.94K - $2.31K
|
323
$38K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-440- 0.82% |
$42.7K - $50.9K
|
52.9K
$6.23M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-524- 16.82% |
$50.9K - $60.6K
|
2.59K
$305K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
657+ 15.58% |
$63.8K - $75.9K
|
4.88K
$574K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
154+ 15.51% |
$15K - $17.8K
|
1.15K
$135K
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
382+ 3.3% |
$37.1K - $44.1K
|
12K
$1.41M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
119+ 0.07% |
$11.6K - $13.8K
|
159K
$18.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-30- 0.6% |
$2.91K - $3.47K
|
4.98K
$586K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.32K- 18.7% |
$225K - $268K
|
10.1K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-144- 2.23% |
$14K - $16.6K
|
6.3K
$742K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.47K+ 53.82% |
$142K - $169K
|
4.19K
$493K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.89K- 38.45% |
$183K - $218K
|
3.02K
$356K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
113+ 0.39% |
$11K - $13.1K
|
28.9K
$3.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
72+ 1.86% |
$6.99K - $8.32K
|
3.93K
$463K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
200+ 19.57% |
$19.4K - $23.1K
|
1.22K
$144K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.88K- 26.47% |
$182K - $217K
|
5.21K
$613K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
40+ 50.63% |
$3.89K - $4.62K
|
119
$14K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-900- 8.98% |
$87.4K - $104K
|
9.12K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-630- 9.52% |
$61.2K - $72.8K
|
5.99K
$705K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
459+ 1275.0% |
$44.6K - $53K
|
495
$58.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-881- 0.92% |
$85.6K - $102K
|
94.9K
$11.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.06K+ 5.28% |
$200K - $238K
|
41.1K
$4.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-248- 0.9% |
$24.1K - $28.7K
|
27.4K
$3.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.9K+ 8.66% |
$2.61M - $3.11M
|
337K
$39.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
3.15K+ 15.19% |
$306K - $364K
|
23.9K
$2.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-93- 31.0% |
$9.03K - $10.7K
|
207
$24.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
2.9KNew |
$281K - $335K
|
2.9K
$341K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
125+ 4.81% |
$12.1K - $14.4K
|
2.73K
$321K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
199+ 5.08% |
$19.3K - $23K
|
4.12K
$485K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-45- 14.38% |
$4.37K - $5.2K
|
268
$31.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-329- 8.74% |
$32K - $38K
|
3.43K
$404K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-38- 0.41% |
$3.69K - $4.39K
|
9.17K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-5.8K- 13.63% |
$563K - $670K
|
36.7K
$4.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.98KNew |
$192K - $228K
|
1.98K
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
222+ 1.86% |
$21.6K - $25.7K
|
12.1K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-300- 1.69% |
$29.1K - $34.7K
|
17.4K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
19.4K+ 81.5% |
$1.88M - $2.24M
|
43.1K
$5.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
50+ 1.23% |
$4.86K - $5.78K
|
4.11K
$484K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
116+ 3.7% |
$11.3K - $13.4K
|
3.25K
$382K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.54K+ 12.3% |
$441K - $525K
|
41.5K
$4.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.89KNew |
$183K - $218K
|
1.89K
$222K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-158- 2.02% |
$15.3K - $18.3K
|
7.65K
$900K
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
700+ 30.3% |
$68K - $80.9K
|
3.01K
$354K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-800- 5.33% |
$77.7K - $92.5K
|
14.2K
$1.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-22- 3.53% |
$2.14K - $2.54K
|
602
$70.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-400- 2.69% |
$38.9K - $46.2K
|
14.5K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-77- 2.38% |
$7.48K - $8.9K
|
3.16K
$372K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-330K- 17.03% |
$32.1M - $38.2M
|
1.61M
$189M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-25- 4.59% |
$2.43K - $2.89K
|
520
$61.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-385- 3.74% |
$37.4K - $44.5K
|
9.9K
$1.17M
|