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 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-30- 1.63% |
$3.06K - $3.63K
|
1.81K
$212K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
105+ 66.04% |
$10.7K - $12.7K
|
264
$30.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-1K- 3.83% |
$102K - $121K
|
25.1K
$2.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
914+ 3.82% |
$93.2K - $111K
|
24.8K
$2.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-62- 63.27% |
$6.32K - $7.5K
|
36
$4.21K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
298New |
$30.4K - $36.1K
|
298
$34.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-700- 1.29% |
$71.4K - $84.7K
|
53.4K
$6.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
49+ 10.56% |
$5K - $5.93K
|
513
$59.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-306- 10.31% |
$31.2K - $37K
|
2.66K
$311K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.13K+ 4.39% |
$115K - $136K
|
26.8K
$3.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
954+ 11.35% |
$97.3K - $115K
|
9.36K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-30- 0.49% |
$3.06K - $3.63K
|
6.05K
$707K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-88.7K- 90.14% |
$9.04M - $10.7M
|
9.7K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-100- 4.45% |
$10.2K - $12.1K
|
2.15K
$251K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
16+ 0.31% |
$1.63K - $1.94K
|
5.15K
$601K
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
26K+ 788.65% |
$2.65M - $3.15M
|
29.3K
$3.42M
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-75- 1.6% |
$7.65K - $9.08K
|
4.61K
$539K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-71- 0.17% |
$7.24K - $8.59K
|
41.9K
$4.9M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.15% |
$204 - $242
|
1.36K
$159K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-36- 0.71% |
$3.67K - $4.36K
|
5.07K
$592K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-550- 17.28% |
$56.1K - $66.6K
|
2.63K
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
117+ 2.66% |
$11.9K - $14.2K
|
4.51K
$527K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-95- 17.15% |
$9.69K - $11.5K
|
459
$53.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-100- 1.26% |
$10.2K - $12.1K
|
7.81K
$913K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-128- 1.03% |
$13.1K - $15.5K
|
12.3K
$1.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
6.28KNew |
$640K - $760K
|
6.28K
$734K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
3.72K+ 43.4% |
$379K - $450K
|
12.3K
$1.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
139+ 5.25% |
$14.2K - $16.8K
|
2.79K
$326K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-124- 0.73% |
$12.6K - $15K
|
16.8K
$1.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
4+ 0.06% |
$408 - $484
|
6.8K
$795K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-19- 0.62% |
$1.94K - $2.3K
|
3.07K
$358K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.81K+ 18.95% |
$898K - $1.07M
|
55.3K
$6.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-54- 1.57% |
$5.51K - $6.53K
|
3.38K
$395K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 6.25% |
$102 - $121
|
15
$1.75K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.65K- 4.07% |
$168K - $200K
|
38.9K
$4.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
SELL
|
- |
-17- 0.51% |
$1.73K - $2.06K
|
3.3K
$386K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
543+ 3.63% |
$55.4K - $65.7K
|
15.5K
$1.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.99KNew |
$203K - $241K
|
1.99K
$233K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-256- 12.4% |
$26.1K - $31K
|
1.81K
$211K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-35- 9.19% |
$3.57K - $4.24K
|
346
$40.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
275+ 10.25% |
$28K - $33.3K
|
2.96K
$346K
|
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
BUY
|
- |
3.81K+ 0.3% |
$388K - $460K
|
1.26M
$147M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
21+ 0.69% |
$2.14K - $2.54K
|
3.06K
$357K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.56K+ 23.94% |
$159K - $189K
|
8.09K
$945K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
13+ 8.02% |
$1.33K - $1.57K
|
175
$20.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
245+ 5.45% |
$25K - $29.6K
|
4.74K
$554K
|
|
|
Jul 14, 2025
Q2 2025
|
Arlington Partners LLC
|
SELL
|
- |
-1.98K- 4.84% |
$202K - $239K
|
38.9K
$4.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
75+ 1.68% |
$7.65K - $9.08K
|
4.53K
$529K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-100- 2.78% |
$10.2K - $12.1K
|
3.5K
$409K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-161- 2.91% |
$16.4K - $19.5K
|
5.38K
$628K
|