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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
277+ 14.23% |
$26.8K - $32.5K
|
2.22K
$248K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-102- 1.05% |
$9.87K - $12K
|
9.65K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
36.2KNew |
$3.5M - $4.24M
|
36.2K
$4.03M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.78K+ 1.79% |
$366K - $443K
|
215K
$23.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-684- 5.28% |
$66.2K - $80.2K
|
12.3K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.16K- 6.61% |
$112K - $136K
|
16.4K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-21.3K- 11.31% |
$2.06M - $2.49M
|
167K
$18.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-3.61K- 59.97% |
$349K - $423K
|
2.41K
$269K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-74- 2.31% |
$7.16K - $8.67K
|
3.13K
$349K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-618- 4.02% |
$59.8K - $72.4K
|
14.7K
$1.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
5.07K+ 10.66% |
$491K - $594K
|
52.7K
$5.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.22K+ 5.34% |
$118K - $143K
|
24.1K
$2.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
6.85KNew |
$663K - $803K
|
6.85K
$764K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-125- 3.98% |
$12.1K - $14.6K
|
3.01K
$336K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
392+ 3.69% |
$37.9K - $45.9K
|
11K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
7.81KNew |
$755K - $915K
|
7.81K
$871K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
134+ 1.08% |
$13K - $15.7K
|
12.6K
$1.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-35- 0.08% |
$3.39K - $4.1K
|
42.2K
$4.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Beddow Capital Management Inc
|
BUY
|
- |
1.35K+ 41.67% |
$131K - $158K
|
4.59K
$512K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
34.9K+ 87.29% |
$3.38M - $4.09M
|
74.9K
$8.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.56K+ 176.66% |
$635K - $769K
|
10.3K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-55.8K- 10.96% |
$5.4M - $6.54M
|
453K
$50.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
16.5K+ 3.21% |
$1.6M - $1.94M
|
532K
$59.3M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
8.81KNew |
$853K - $1.03M
|
8.81K
$983K
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-3.34K- 15.79% |
$323K - $391K
|
17.8K
$1.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-158- 1.08% |
$15.3K - $18.5K
|
14.5K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3.13KNew |
$303K - $367K
|
3.13K
$349K
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
2.18KNew |
$210K - $255K
|
2.18K
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
38.6K+ 3467.03% |
$3.73M - $4.52M
|
39.7K
$4.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
21+ 0.44% |
$2.03K - $2.46K
|
4.82K
$537K
|
|
|
Feb 11, 2025
Q4 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-264- 3.71% |
$25.5K - $30.9K
|
6.85K
$764K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
37+ 1.11% |
$3.58K - $4.34K
|
3.38K
$377K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
420+ 16.61% |
$40.6K - $49.2K
|
2.95K
$329K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.2M- 34.51% |
$116M - $141M
|
2.28M
$255M
|
|
|
Feb 11, 2025
Q4 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-100- 3.09% |
$9.68K - $11.7K
|
3.13K
$350K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-155- 4.33% |
$15K - $18.2K
|
3.43K
$382K
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-2.48K- 33.86% |
$240K - $291K
|
4.85K
$541K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-205- 8.34% |
$19.8K - $24K
|
2.25K
$251K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.05K- 7.12% |
$489K - $592K
|
65.9K
$7.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.52K- 8.53% |
$341K - $413K
|
37.8K
$4.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.2K- 3.2% |
$117K - $141K
|
36.5K
$4.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.6K+ 4.32% |
$1.8M - $2.18M
|
450K
$50.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-22.5K- 34.87% |
$2.18M - $2.64M
|
42K
$4.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
398+ 1.67% |
$38.5K - $46.6K
|
24.2K
$2.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
400+ 5.57% |
$38.7K - $46.9K
|
7.58K
$846K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
464New |
$44.9K - $54.4K
|
464
$51.8K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-205- 4.01% |
$19.8K - $24K
|
4.91K
$547K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-93- 4.29% |
$9K - $10.9K
|
2.07K
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-160- 22.57% |
$15.5K - $18.7K
|
549
$61.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-930- 6.28% |
$90K - $109K
|
13.9K
$1.55M
|