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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-190- 2.65% |
$18.4K - $22.3K
|
6.98K
$763K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
12.2KNew |
$1.18M - $1.43M
|
12.2K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-219- 1.0% |
$21.2K - $25.7K
|
21.6K
$2.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-236- 0.44% |
$22.8K - $27.7K
|
54K
$5.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-106- 0.29% |
$10.3K - $12.4K
|
36.3K
$3.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-1.01K- 5.99% |
$97.9K - $119K
|
15.9K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
55.6K+ 129.77% |
$5.38M - $6.51M
|
98.4K
$10.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
16.9K+ 5.44% |
$1.64M - $1.98M
|
328K
$35.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-50- 0.18% |
$4.84K - $5.86K
|
28K
$3.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-39- 14.77% |
$3.77K - $4.57K
|
225
$24.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
121+ 100.0% |
$11.7K - $14.2K
|
242
$26.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
21+ 5.66% |
$2.03K - $2.46K
|
392
$42.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-10.4K- 78.19% |
$1M - $1.22M
|
2.9K
$317K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-696- 0.91% |
$67.4K - $81.6K
|
75.5K
$8.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
521+ 8.54% |
$50.4K - $61.1K
|
6.62K
$724K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
710New |
$68.7K - $83.2K
|
710
$77.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-11.8K- 36.49% |
$1.14M - $1.38M
|
20.5K
$2.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-1- 0.04% |
$96.8 - $117
|
2.63K
$287K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-160- 3.31% |
$15.5K - $18.7K
|
4.68K
$511K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.31KNew |
$126K - $153K
|
1.31K
$143K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-175- 4.53% |
$16.9K - $20.5K
|
3.69K
$403K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-224- 2.92% |
$21.7K - $26.2K
|
7.45K
$815K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.66K+ 31.6% |
$160K - $194K
|
6.9K
$755K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
37+ 1.23% |
$3.58K - $4.34K
|
3.05K
$333K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
926+ 8.48% |
$89.6K - $109K
|
11.8K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
375+ 10.76% |
$36.3K - $43.9K
|
3.86K
$422K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-466- 1.02% |
$45.1K - $54.6K
|
45.3K
$4.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
28+ 0.07% |
$2.71K - $3.28K
|
41.4K
$4.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-964- 7.79% |
$93.3K - $113K
|
11.4K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
9.94KNew |
$962K - $1.16M
|
9.94K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-35- 0.21% |
$3.39K - $4.1K
|
16.8K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-152- 0.47% |
$14.7K - $17.8K
|
31.9K
$3.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
69+ 1.08% |
$6.68K - $8.09K
|
6.48K
$709K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-180- 2.88% |
$17.4K - $21.1K
|
6.08K
$665K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
292+ 1.77% |
$28.3K - $34.2K
|
16.8K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-605- 8.07% |
$58.6K - $70.9K
|
6.89K
$754K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
110+ 3.5% |
$10.6K - $12.9K
|
3.25K
$355K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
11+ 0.1% |
$1.06K - $1.29K
|
11.4K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-46- 1.88% |
$4.45K - $5.39K
|
2.4K
$263K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-48- 0.52% |
$4.65K - $5.62K
|
9.22K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
8.98KNew |
$869K - $1.05M
|
8.98K
$982K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-19- 0.44% |
$1.84K - $2.23K
|
4.34K
$474K
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-6.28K- 18.55% |
$607K - $735K
|
27.6K
$3.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-130- 5.54% |
$12.6K - $15.2K
|
2.22K
$243K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-41- 0.49% |
$3.97K - $4.8K
|
8.39K
$918K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-64- 0.51% |
$6.19K - $7.5K
|
12.4K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
115New |
$11.1K - $13.5K
|
115
$12.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
297K+ 128.08% |
$28.7M - $34.8M
|
529K
$57.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-25- 0.04% |
$2.42K - $2.93K
|
61.1K
$6.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-652- 2.07% |
$63.1K - $76.4K
|
30.8K
$3.37M
|