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 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-399- 1.47% |
$40.7K - $48.3K
|
26.8K
$3.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
70+ 2.44% |
$7.14K - $8.47K
|
2.94K
$343K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-114- 3.17% |
$11.6K - $13.8K
|
3.49K
$407K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
161+ 7.29% |
$16.4K - $19.5K
|
2.37K
$277K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
313+ 2.99% |
$31.9K - $37.9K
|
10.8K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.05K- 3.36% |
$107K - $127K
|
30.2K
$3.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-26.9K- 71.45% |
$2.74M - $3.25M
|
10.7K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.2KNew |
$224K - $266K
|
2.2K
$257K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-90- 26.87% |
$9.18K - $10.9K
|
245
$28.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-166- 3.34% |
$16.9K - $20.1K
|
4.8K
$561K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.67KNew |
$171K - $203K
|
1.67K
$196K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-329- 15.79% |
$33.5K - $39.8K
|
1.76K
$205K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-25- 0.73% |
$2.55K - $3.03K
|
3.39K
$396K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.39K- 7.76% |
$244K - $290K
|
28.4K
$3.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
99+ 4.07% |
$10.1K - $12K
|
2.53K
$296K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.72KNew |
$175K - $208K
|
1.72K
$201K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-120- 4.25% |
$12.2K - $14.5K
|
2.7K
$316K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
117+ 188.71% |
$11.9K - $14.2K
|
179
$20.9K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
180+ 1.54% |
$18.4K - $21.8K
|
11.8K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-100- 21.51% |
$10.2K - $12.1K
|
365
$42.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-3.9K- 86.2% |
$398K - $472K
|
625
$73K
|
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-731- 3.01% |
$74.5K - $88.5K
|
23.6K
$2.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.06K+ 18.28% |
$210K - $250K
|
13.4K
$1.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
86.4K+ 38.54% |
$8.8M - $10.4M
|
310K
$36.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.89KNew |
$397K - $471K
|
3.89K
$455K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.71KNew |
$174K - $207K
|
1.71K
$200K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-866- 8.25% |
$88.3K - $105K
|
9.63K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.31K- 24.46% |
$439K - $522K
|
13.3K
$1.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-25- 1.17% |
$2.55K - $3.03K
|
2.11K
$247K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
200+ 9.19% |
$20.4K - $24.2K
|
2.38K
$278K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
112+ 3.81% |
$11.4K - $13.6K
|
3.05K
$356K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
31+ 1.19% |
$3.16K - $3.75K
|
2.63K
$307K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
373+ 5.17% |
$38K - $45.1K
|
7.58K
$886K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3- 0.05% |
$306 - $363
|
6.05K
$707K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-5- 0.12% |
$510 - $605
|
4K
$468K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-616- 15.91% |
$62.8K - $74.5K
|
3.26K
$380K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
565+ 7.69% |
$57.6K - $68.4K
|
7.91K
$924K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-700- 7.24% |
$71.4K - $84.7K
|
8.98K
$1.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
9.58KNew |
$977K - $1.16M
|
9.58K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.38K- 7.36% |
$141K - $167K
|
17.4K
$2.03M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
39+ 0.64% |
$3.98K - $4.72K
|
6.17K
$721K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.34K- 6.86% |
$136K - $162K
|
18.1K
$2.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
1.14K+ 5.94% |
$117K - $138K
|
20.4K
$2.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
131+ 82.39% |
$13.4K - $15.9K
|
290
$33.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-215- 1.29% |
$21.9K - $26K
|
16.5K
$1.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.63K+ 3.78% |
$166K - $197K
|
44.7K
$5.22M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-40- 28.57% |
$4.08K - $4.84K
|
100
$11.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
7+ 0.33% |
$714 - $847
|
2.11K
$247K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
99+ 1.23% |
$10.1K - $12K
|
8.12K
$949K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.31K+ 26.38% |
$133K - $158K
|
6.25K
$730K
|