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 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1.54KNew |
$188K - $204K
|
1.54K
$203K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
118+ 1.15% |
$14.4K - $15.6K
|
10.4K
$1.36M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-59- 1.35% |
$7.19K - $7.81K
|
4.33K
$569K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
103+ 5.04% |
$12.5K - $13.6K
|
2.15K
$283K
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-81- 1.77% |
$9.87K - $10.7K
|
4.49K
$591K
|
|
|
Jan 13, 2026
Q4 2025
|
Albert D Mason Inc
|
BUY
|
- |
88+ 0.35% |
$10.7K - $11.7K
|
25.6K
$3.37M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-939- 4.5% |
$114K - $124K
|
19.9K
$2.62M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.5KNew |
$183K - $198K
|
1.5K
$197K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-191- 0.65% |
$23.3K - $25.3K
|
29.3K
$3.86M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-114- 1.11% |
$13.9K - $15.1K
|
10.1K
$1.33M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-340- 9.61% |
$41.4K - $45K
|
3.2K
$421K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
214+ 4.78% |
$26.1K - $28.3K
|
4.69K
$617K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
152+ 10.83% |
$18.5K - $20.1K
|
1.56K
$205K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
61New |
$7.43K - $8.08K
|
61
$8.02K
|
|
|
Jan 12, 2026
Q4 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
1.93KNew |
$235K - $255K
|
1.93K
$253K
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
407+ 0.97% |
$49.6K - $53.9K
|
42.3K
$5.57M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-337- 1.02% |
$41K - $44.6K
|
32.7K
$4.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
102+ 680.0% |
$12.4K - $13.5K
|
117
$15.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
489New |
$59.6K - $64.7K
|
489
$64.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
618+ 34.11% |
$75.3K - $81.8K
|
2.43K
$320K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
SELL
|
- |
-19- 0.57% |
$2.31K - $2.52K
|
3.3K
$434K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.56KNew |
$312K - $339K
|
2.56K
$337K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-216- 6.8% |
$26.3K - $28.6K
|
2.96K
$389K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-172- 4.47% |
$20.9K - $22.8K
|
3.68K
$484K
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
819+ 16.21% |
$99.8K - $108K
|
5.87K
$772K
|
|
|
Jan 12, 2026
Q4 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.46KNew |
$177K - $193K
|
1.46K
$192K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-4.67K- 11.11% |
$569K - $619K
|
37.4K
$4.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-617- 10.7% |
$75.2K - $81.7K
|
5.15K
$678K
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
1.82KNew |
$222K - $241K
|
1.82K
$239K
|
|
|
Jan 12, 2026
Q4 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
1.45KNew |
$177K - $192K
|
1.45K
$191K
|
|
|
Jan 12, 2026
Q4 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
28.3K+ 621.58% |
$3.45M - $3.75M
|
32.9K
$4.33M
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-300- 5.75% |
$36.5K - $39.7K
|
4.92K
$647K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-28- 0.49% |
$3.41K - $3.71K
|
5.66K
$744K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
35+ 23.03% |
$4.26K - $4.63K
|
187
$24.6K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
85+ 4.31% |
$10.4K - $11.3K
|
2.06K
$270K
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.1K- 9.95% |
$134K - $146K
|
9.95K
$1.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
291+ 1.41% |
$35.4K - $38.5K
|
21K
$2.76M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
949+ 14.67% |
$116K - $126K
|
7.42K
$976K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-892- 4.46% |
$109K - $118K
|
19.1K
$2.52M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.22K+ 3.45% |
$757K - $823K
|
186K
$24.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.37K+ 315.43% |
$289K - $314K
|
3.12K
$411K
|
|
|
Jan 08, 2026
Q4 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-230- 3.67% |
$28K - $30.4K
|
6.03K
$793K
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
56+ 2.83% |
$6.82K - $7.41K
|
2.04K
$268K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-296- 9.48% |
$36.1K - $39.2K
|
2.83K
$372K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
4.39K+ 42.74% |
$535K - $581K
|
14.7K
$1.93M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
828+ 10.77% |
$101K - $110K
|
8.51K
$1.12M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2- 0.4% |
$244 - $265
|
496
$65.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-22- 0.67% |
$2.68K - $2.91K
|
3.27K
$430K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.21K+ 22.52% |
$148K - $161K
|
6.6K
$868K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-38- 0.92% |
$4.63K - $5.03K
|
4.08K
$537K
|
|