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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-3.17K- 41.4% |
$360K - $412K
|
4.49K
$591K
|
|
|
Nov 12, 2025
Q3 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
136+ 0.8% |
$15.4K - $17.6K
|
17.1K
$2.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
150+ 4.14% |
$17K - $19.5K
|
3.77K
$496K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.91K+ 2.86% |
$443K - $507K
|
140K
$18.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
88+ 3.58% |
$9.99K - $11.4K
|
2.55K
$335K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
39K+ 4.53% |
$4.43M - $5.06M
|
900K
$118M
|
|
|
Nov 12, 2025
Q3 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
30+ 0.87% |
$3.41K - $3.89K
|
3.46K
$455K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.18K- 29.61% |
$248K - $283K
|
5.19K
$683K
|
|
|
Nov 10, 2025
Q3 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
339+ 0.15% |
$38.5K - $44K
|
222K
$29.2M
|
|
|
Nov 10, 2025
Q3 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
5K+ 33.33% |
$568K - $649K
|
20K
$2.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
CALL |
255New |
$28.9K - $33.1K
|
255
$33.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-461- 15.26% |
$52.3K - $59.8K
|
2.56K
$337K
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-8- 0.08% |
$908 - $1.04K
|
10.6K
$1.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
17.3K+ 8.07% |
$1.96M - $2.24M
|
231K
$30.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
59+ 2.21% |
$6.7K - $7.65K
|
2.72K
$358K
|
|
|
Nov 10, 2025
Q3 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-50- 0.14% |
$5.68K - $6.49K
|
35.2K
$4.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-873- 3.78% |
$99.1K - $113K
|
22.2K
$2.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
183+ 1.91% |
$20.8K - $23.7K
|
9.76K
$1.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
531+ 8.11% |
$60.3K - $68.9K
|
7.08K
$931K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.01K+ 116.56% |
$682K - $780K
|
11.2K
$1.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
820+ 23.36% |
$93.1K - $106K
|
4.33K
$570K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.08K+ 5.97% |
$1.03M - $1.18M
|
161K
$21.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
38.2K+ 17.16% |
$4.34M - $4.96M
|
261K
$34.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
104+ 5.29% |
$11.8K - $13.5K
|
2.07K
$272K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.29K- 31.49% |
$487K - $557K
|
9.34K
$1.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-34- 0.07% |
$3.86K - $4.41K
|
52.1K
$6.86M
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-104- 2.99% |
$11.8K - $13.5K
|
3.38K
$444K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3- 0.4% |
$341 - $389
|
739
$97.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-12.1K- 12.21% |
$1.38M - $1.57M
|
87.2K
$11.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-1- 0.02% |
$114 - $130
|
6.06K
$797K
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.64KNew |
$186K - $212K
|
1.64K
$215K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-26- 0.14% |
$2.95K - $3.37K
|
19K
$2.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
357+ 28.95% |
$40.5K - $46.3K
|
1.59K
$209K
|
|
|
Nov 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-160- 4.58% |
$18.2K - $20.8K
|
3.34K
$439K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-124- 15.12% |
$14.1K - $16.1K
|
696
$91.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
180+ 5.96% |
$20.4K - $23.4K
|
3.2K
$421K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
15.1KNew |
$1.71M - $1.95M
|
15.1K
$1.98M
|
|
|
Nov 10, 2025
Q3 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-617- 10.83% |
$70K - $80K
|
5.08K
$668K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.64K- 12.61% |
$300K - $343K
|
18.3K
$2.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
872+ 87.11% |
$99K - $113K
|
1.87K
$246K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
490+ 34.12% |
$55.6K - $63.6K
|
1.93K
$253K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
97+ 0.98% |
$11K - $12.6K
|
9.96K
$1.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
35+ 2.68% |
$3.97K - $4.54K
|
1.34K
$177K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
7.32K+ 32.58% |
$831K - $950K
|
29.8K
$3.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-421- 6.4% |
$47.8K - $54.6K
|
6.16K
$810K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-40- 0.24% |
$4.54K - $5.19K
|
16.8K
$2.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-132- 2.61% |
$15K - $17.1K
|
4.92K
$647K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.57K- 26.0% |
$179K - $204K
|
4.48K
$589K
|
|
|
Nov 10, 2025
Q3 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-135- 0.74% |
$15.3K - $17.5K
|
18.2K
$2.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-355K- 68.93% |
$40.3M - $46.1M
|
160K
$21.1M
|
|