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 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 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
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-85- 3.79% |
$10.4K - $11.3K
|
2.16K
$284K
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
484+ 2.96% |
$59K - $64.1K
|
16.9K
$2.22M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.31K- 16.67% |
$403K - $438K
|
16.6K
$2.18M
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
24+ 1.44% |
$2.92K - $3.18K
|
1.69K
$222K
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
1.74KNew |
$212K - $230K
|
1.74K
$229K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-138- 25.65% |
$16.8K - $18.3K
|
400
$52.6K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
89+ 5.07% |
$10.8K - $11.8K
|
1.85K
$243K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
201+ 6.34% |
$24.5K - $26.6K
|
3.37K
$443K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
246+ 2.41% |
$30K - $32.6K
|
10.5K
$1.37M
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
SELL
|
- |
-78- 1.19% |
$9.5K - $10.3K
|
6.49K
$854K
|
|
|
Jan 07, 2026
Q4 2025
|
Iam Advisory, LLC
|
BUY
|
- |
66+ 0.41% |
$8.04K - $8.74K
|
16.2K
$2.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.56K- 4.61% |
$190K - $207K
|
32.3K
$4.25M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
324New |
$39.5K - $42.9K
|
324
$42.6K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
16.4K+ 151.88% |
$2M - $2.17M
|
27.2K
$3.58M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11+ 0.67% |
$1.34K - $1.46K
|
1.65K
$217K
|
|
|
Jan 07, 2026
Q4 2025
|
Tealwood Asset Management Inc
|
BUY
|
- |
10+ 0.04% |
$1.22K - $1.32K
|
22.8K
$3M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10+ 0.22% |
$1.22K - $1.32K
|
4.49K
$591K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.99KNew |
$242K - $263K
|
1.99K
$261K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
229+ 8.29% |
$27.9K - $30.3K
|
2.99K
$394K
|
|
|
Jan 07, 2026
Q4 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
1.75K+ 18.91% |
$213K - $232K
|
11K
$1.45M
|
|