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 |
|---|---|---|---|---|---|---|---|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
SELL
|
- |
-334- 10.9% |
$37.9K - $43.3K
|
2.73K
$359K
|
|
|
Dec 02, 2025
Q3 2025
|
Steadtrust LLC
Allen, TX |
BUY
|
- |
131+ 2.33% |
$14.9K - $17K
|
5.74K
$755K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
419+ 21.47% |
$47.6K - $54.4K
|
2.37K
$312K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-261- 0.27% |
$29.6K - $33.9K
|
95.6K
$12.6M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
6.12KNew |
$695K - $794K
|
6.12K
$805K
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
200+ 6.9% |
$22.7K - $25.9K
|
3.1K
$408K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
26New |
$2.95K - $3.37K
|
26
$3.42K
|
|
|
Nov 24, 2025
Q3 2025
|
Greenfield Seitz Capital Management, LLC
Dallas, TX |
SELL
|
- |
-7.91K- 18.25% |
$898K - $1.03M
|
35.5K
$4.66M
|
|
|
Nov 21, 2025
Q3 2025
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-293- 14.25% |
$33.3K - $38K
|
1.76K
$232K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-89- 47.09% |
$10.1K - $11.5K
|
100
$13.2K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
28.3K+ 6.05% |
$3.21M - $3.67M
|
496K
$65.2M
|
|
|
Nov 20, 2025
Q3 2025
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-1.22K- 1.57% |
$138K - $158K
|
76.1K
$10M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
5+ 1.55% |
$568 - $649
|
328
$43.1K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
798+ 7.85% |
$90.6K - $104K
|
11K
$1.44M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-27.5K- 65.4% |
$3.12M - $3.56M
|
14.5K
$1.91M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.24K+ 20.67% |
$140K - $160K
|
7.22K
$950K
|
|
|
Nov 20, 2025
Q3 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-353- 3.88% |
$40.1K - $45.8K
|
8.75K
$1.15M
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
282+ 5.21% |
$32K - $36.6K
|
5.69K
$749K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-295- 5.81% |
$33.5K - $38.3K
|
4.78K
$629K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
11.6K+ 221.29% |
$1.31M - $1.5M
|
16.8K
$2.21M
|
|
|
Nov 19, 2025
Q3 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
19.1K+ 131.52% |
$2.16M - $2.47M
|
33.6K
$4.42M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.57K+ 34.83% |
$518K - $592K
|
17.7K
$2.32M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.88K+ 1.91% |
$327K - $374K
|
154K
$20.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-115- 17.75% |
$13.1K - $14.9K
|
533
$70.1K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-979- 97.9% |
$111K - $127K
|
21
$2.76K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-250- 0.78% |
$28.4K - $32.4K
|
31.9K
$4.19M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-825- 33.09% |
$93.6K - $107K
|
1.67K
$219K
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
93+ 25.2% |
$10.6K - $12.1K
|
462
$60.8K
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
13.8KNew |
$1.57M - $1.8M
|
13.8K
$1.82M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
10+ 0.06% |
$1.14K - $1.3K
|
16.5K
$2.17M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-9- 0.13% |
$1.02K - $1.17K
|
6.69K
$880K
|
|
|
Nov 17, 2025
Q3 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
190+ 5.24% |
$21.6K - $24.6K
|
3.81K
$502K
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
710+ 16.97% |
$80.6K - $92.1K
|
4.89K
$644K
|
|
|
Nov 17, 2025
Q3 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
47+ 0.24% |
$5.33K - $6.1K
|
19.3K
$2.54M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
21+ 0.8% |
$2.38K - $2.72K
|
2.63K
$347K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-253- 17.97% |
$28.7K - $32.8K
|
1.16K
$152K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-279- 0.56% |
$31.7K - $36.2K
|
49.7K
$6.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.1K+ 9.45% |
$1.14M - $1.31M
|
117K
$15.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
259New |
$29.4K - $33.6K
|
259
$34.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.05K- 3.07% |
$232K - $265K
|
64.5K
$8.48M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-6.22K- 3.92% |
$706K - $806K
|
152K
$20.1M
|
|
|
Nov 14, 2025
Q3 2025
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
1.9KNew |
$216K - $246K
|
1.9K
$250K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
101K+ 265.61% |
$11.4M - $13.1M
|
139K
$18.3M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-97.5K- 6.1% |
$11.1M - $12.6M
|
1.5M
$197M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-18.7K- 67.89% |
$2.12M - $2.42M
|
8.84K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
56.3K+ 269.38% |
$6.39M - $7.3M
|
77.2K
$10.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-130K- 15.66% |
$14.8M - $16.9M
|
701K
$92.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
189KNew |
$21.5M - $24.6M
|
189K
$24.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
PUT |
-700- 18.92% |
$79.5K - $90.8K
|
3K
$395K
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-1.1M- 43.89% |
$125M - $142M
|
1.4M
$185M
|
|