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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
7.86K+ 3.05% |
$764K - $909K
|
266K
$31.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-1- 1.69% |
$97.1 - $116
|
58
$6.83K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.37K+ 47.41% |
$521K - $620K
|
16.7K
$1.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
50+ 0.81% |
$4.86K - $5.78K
|
6.19K
$728K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
699+ 8.46% |
$67.9K - $80.8K
|
8.96K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
442+ 1.16% |
$42.9K - $51.1K
|
38.7K
$4.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-5.25K- 2.63% |
$510K - $607K
|
194K
$22.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-95- 4.58% |
$9.23K - $11K
|
1.98K
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-905- 2.5% |
$87.9K - $105K
|
35.2K
$4.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.08K- 11.08% |
$105K - $125K
|
8.69K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
932New |
$90.5K - $108K
|
932
$110K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
3.01KNew |
$292K - $348K
|
3.01K
$354K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
580+ 10.03% |
$56.3K - $67K
|
6.36K
$749K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
200+ 0.46% |
$19.4K - $23.1K
|
43.6K
$5.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.57KNew |
$249K - $296K
|
2.57K
$302K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
48New |
$4.66K - $5.55K
|
48
$5.65K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.06K- 11.47% |
$103K - $122K
|
8.16K
$961K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-250- 3.68% |
$24.3K - $28.9K
|
6.55K
$771K
|
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-40- 1.64% |
$3.89K - $4.62K
|
2.4K
$283K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
154+ 4.61% |
$15K - $17.8K
|
3.49K
$411K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.5K- 73.68% |
$632K - $751K
|
2.32K
$273K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.08K- 22.45% |
$105K - $125K
|
3.74K
$440K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-51- 1.89% |
$4.95K - $5.89K
|
2.65K
$312K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
358+ 6.92% |
$34.8K - $41.4K
|
5.53K
$651K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
494+ 3.42% |
$48K - $57.1K
|
14.9K
$1.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-92- 0.75% |
$8.94K - $10.6K
|
12.1K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
913+ 34.12% |
$88.7K - $106K
|
3.59K
$422K
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-750- 8.2% |
$72.9K - $86.7K
|
8.39K
$988K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-756- 1.71% |
$73.4K - $87.4K
|
43.6K
$5.13M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-65.3K- 14.05% |
$6.34M - $7.54M
|
399K
$47M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-33.9K- 1.4% |
$3.29M - $3.92M
|
2.39M
$282M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14+ 0.16% |
$1.36K - $1.62K
|
8.9K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.16KNew |
$113K - $134K
|
1.16K
$137K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-5.77K- 52.91% |
$561K - $667K
|
5.14K
$605K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.85KNew |
$180K - $214K
|
1.85K
$218K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-161- 2.31% |
$15.6K - $18.6K
|
6.81K
$802K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-200- 4.29% |
$19.4K - $23.1K
|
4.47K
$526K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-200- 2.33% |
$19.4K - $23.1K
|
8.37K
$985K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-532- 1.31% |
$51.7K - $61.5K
|
40K
$4.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-39- 2.69% |
$3.79K - $4.51K
|
1.41K
$166K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
14+ 9.59% |
$1.36K - $1.62K
|
160
$18.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
200+ 2.68% |
$19.4K - $23.1K
|
7.66K
$901K
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
4.7KNew |
$457K - $543K
|
4.7K
$553K
|
|
|
Apr 25, 2025
Q1 2025
|
Henry James International Management Inc.
|
BUY
|
- |
16+ 0.03% |
$1.55K - $1.85K
|
46K
$5.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
190+ 7.11% |
$18.5K - $22K
|
2.86K
$337K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
675New |
$65.6K - $78K
|
675
$79.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
200New |
$19.4K - $23.1K
|
200
$23.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-75- 0.92% |
$7.29K - $8.67K
|
8.12K
$955K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.44KNew |
$431K - $513K
|
4.44K
$522K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-628- 8.15% |
$61K - $72.6K
|
7.07K
$833K
|