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 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-12- 0.27% |
$1.16K - $1.41K
|
4.36K
$477K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-44- 1.28% |
$4.26K - $5.16K
|
3.39K
$371K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-97- 18.34% |
$9.39K - $11.4K
|
432
$47.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.61K+ 25.51% |
$156K - $189K
|
7.93K
$867K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.27KNew |
$220K - $266K
|
2.27K
$248K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-273- 11.58% |
$26.4K - $32K
|
2.08K
$228K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
658+ 22.35% |
$63.7K - $77.1K
|
3.6K
$394K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.3K+ 31.28% |
$995K - $1.2M
|
43.1K
$4.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.82K- 27.1% |
$466K - $564K
|
13K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.08K+ 176.27% |
$104K - $126K
|
1.69K
$185K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-448- 2.9% |
$43.4K - $52.5K
|
15K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.45KNew |
$527K - $639K
|
5.45K
$596K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
73New |
$7.06K - $8.55K
|
73
$7.98K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-25- 0.67% |
$2.42K - $2.93K
|
3.71K
$406K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
949+ 0.5% |
$91.8K - $111K
|
192K
$21M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-187- 1.09% |
$18.1K - $21.9K
|
17K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
72+ 1.86% |
$6.97K - $8.44K
|
3.94K
$430K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
112+ 1.87% |
$10.8K - $13.1K
|
6.11K
$668K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
11New |
$1.06K - $1.29K
|
11
$1.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
750+ 29.46% |
$72.6K - $87.9K
|
3.3K
$360K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-201- 3.51% |
$19.5K - $23.6K
|
5.53K
$605K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-429- 13.16% |
$41.5K - $50.3K
|
2.83K
$310K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
2.8KNew |
$271K - $328K
|
2.8K
$306K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
100+ 50.0% |
$9.68K - $11.7K
|
300
$32.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.73K+ 7.56% |
$167K - $203K
|
24.6K
$2.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-150- 1.02% |
$14.5K - $17.6K
|
14.6K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-200- 1.69% |
$19.4K - $23.4K
|
11.7K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.84K- 3.99% |
$372K - $450K
|
92.5K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
116+ 3.14% |
$11.2K - $13.6K
|
3.81K
$417K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
45New |
$4.36K - $5.27K
|
45
$4.92K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
130+ 1.1% |
$12.6K - $15.2K
|
11.9K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-248- 1.26% |
$24K - $29.1K
|
19.4K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-22- 0.52% |
$2.13K - $2.58K
|
4.2K
$460K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-380- 11.43% |
$36.8K - $44.5K
|
2.94K
$322K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-17- 0.39% |
$1.65K - $1.99K
|
4.29K
$469K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
7.22KNew |
$698K - $845K
|
7.22K
$789K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
158+ 2.55% |
$15.3K - $18.5K
|
6.35K
$694K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-79.4K- 46.17% |
$7.68M - $9.3M
|
92.6K
$10.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-684- 14.75% |
$66.2K - $80.2K
|
3.95K
$432K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
43+ 1.62% |
$4.16K - $5.04K
|
2.7K
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-601- 10.18% |
$58.2K - $70.4K
|
5.3K
$580K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-536- 14.61% |
$51.9K - $62.8K
|
3.13K
$343K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.22K- 15.26% |
$118K - $143K
|
6.79K
$742K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
33+ 1.44% |
$3.19K - $3.87K
|
2.32K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-221- 6.27% |
$21.4K - $25.9K
|
3.3K
$361K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 6.12% |
$1.94K - $2.34K
|
347
$37.9K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
1+ 0.16% |
$96.8 - $117
|
608
$66.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
331+ 1.38% |
$32K - $38.8K
|
24.2K
$2.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-244- 4.17% |
$23.6K - $28.6K
|
5.61K
$614K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
125+ 0.67% |
$12.1K - $14.6K
|
18.8K
$2.05M
|