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
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-17.9K- 7.68% |
$1.73M - $2.1M
|
215K
$23.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-351K- 8.78% |
$34M - $41.2M
|
3.65M
$399M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
149+ 5.61% |
$14.4K - $17.5K
|
2.81K
$307K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-333- 5.67% |
$32.2K - $39K
|
5.55K
$606K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
725+ 19.13% |
$70.2K - $85K
|
4.52K
$494K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
12.2K+ 34.84% |
$1.18M - $1.43M
|
47.2K
$5.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-436- 10.84% |
$42.2K - $51.1K
|
3.59K
$392K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
84New |
$8.13K - $9.84K
|
84
$9.19K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
12K+ 10.27% |
$1.16M - $1.41M
|
129K
$14.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-37.8K- 21.72% |
$3.66M - $4.43M
|
136K
$14.9M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.17KNew |
$210K - $255K
|
2.17K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-710- 5.06% |
$68.7K - $83.2K
|
13.3K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
26+ 0.24% |
$2.52K - $3.05K
|
10.9K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
133+ 3.33% |
$12.9K - $15.6K
|
4.12K
$451K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-26- 1.18% |
$2.52K - $3.05K
|
2.18K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-7.55K- 3.22% |
$731K - $885K
|
227K
$24.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-2.21K- 2.58% |
$213K - $258K
|
83.1K
$9.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.8K+ 519.13% |
$368K - $445K
|
4.53K
$496K
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.72KNew |
$264K - $319K
|
2.72K
$298K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.26K+ 5.58% |
$122K - $148K
|
23.8K
$2.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
19.8KNew |
$1.91M - $2.32M
|
19.8K
$2.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.26K+ 9.68% |
$315K - $382K
|
36.9K
$4.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
866+ 9.32% |
$83.8K - $101K
|
10.2K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-414- 7.15% |
$40.1K - $48.5K
|
5.37K
$588K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-86.3K- 4.35% |
$8.35M - $10.1M
|
1.9M
$207M
|
|
|
Feb 12, 2025
Q4 2024
|
Broderick Brian C
|
SELL
|
- |
-3.96K- 32.91% |
$383K - $464K
|
8.07K
$883K
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-4.34K- 38.74% |
$420K - $508K
|
6.85K
$749K
|
|
|
Feb 12, 2025
Q4 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.02K- 27.32% |
$98.2K - $119K
|
2.7K
$295K
|
|
|
Feb 12, 2025
Q4 2024
|
Puzo Michael J
|
SELL
|
- |
-4.24K- 57.88% |
$410K - $497K
|
3.09K
$337K
|
|
|
Feb 12, 2025
Q4 2024
|
Somerville Kurt F
|
SELL
|
- |
-7.98K- 31.78% |
$772K - $935K
|
17.1K
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-433- 11.84% |
$41.9K - $50.7K
|
3.22K
$352K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15K- 0.77% |
$1.45M - $1.75M
|
1.94M
$212M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
352+ 1.98% |
$34.1K - $41.2K
|
18.1K
$1.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-228- 3.91% |
$22.1K - $26.7K
|
5.6K
$612K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
277+ 14.23% |
$26.8K - $32.5K
|
2.22K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-102- 1.05% |
$9.87K - $12K
|
9.65K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
36.2KNew |
$3.5M - $4.24M
|
36.2K
$3.95M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.78K+ 1.79% |
$366K - $443K
|
215K
$23.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-684- 5.28% |
$66.2K - $80.2K
|
12.3K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.16K- 6.61% |
$112K - $136K
|
16.4K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-21.3K- 11.31% |
$2.06M - $2.49M
|
167K
$18.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-3.61K- 59.97% |
$349K - $423K
|
2.41K
$263K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-74- 2.31% |
$7.16K - $8.67K
|
3.13K
$342K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-618- 4.02% |
$59.8K - $72.4K
|
14.7K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
5.07K+ 10.66% |
$491K - $594K
|
52.7K
$5.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.22K+ 5.34% |
$118K - $143K
|
24.1K
$2.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
6.85KNew |
$663K - $803K
|
6.85K
$749K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-125- 3.98% |
$12.1K - $14.6K
|
3.01K
$329K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
392+ 3.69% |
$37.9K - $45.9K
|
11K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
7.81KNew |
$755K - $915K
|
7.81K
$853K
|