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 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-250- 24.41% |
$28.4K - $32.4K
|
774
$102K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
738+ 42.15% |
$83.8K - $95.7K
|
2.49K
$327K
|
|
|
Nov 07, 2025
Q3 2025
|
Denali Advisors LLC
|
SELL
|
- |
-8.25K- 37.84% |
$937K - $1.07M
|
13.6K
$1.78M
|
|
|
Nov 07, 2025
Q3 2025
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-184K- 96.99% |
$20.9M - $23.9M
|
5.72K
$753K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-246- 6.47% |
$27.9K - $31.9K
|
3.55K
$468K
|
|
|
Nov 07, 2025
Q3 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.73KNew |
$196K - $224K
|
1.73K
$228K
|
|
|
Nov 07, 2025
Q3 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
771+ 13.48% |
$87.5K - $100K
|
6.49K
$854K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
250+ 5.62% |
$28.4K - $32.4K
|
4.7K
$618K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.0% |
$114 - $130
|
31.1K
$4.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-10- 0.37% |
$1.14K - $1.3K
|
2.68K
$352K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
196+ 1.18% |
$22.2K - $25.4K
|
16.8K
$2.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-593- 10.59% |
$67.3K - $76.9K
|
5.01K
$659K
|
|
|
Nov 07, 2025
Q3 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-260- 4.18% |
$29.5K - $33.7K
|
5.96K
$784K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
189+ 6.87% |
$21.5K - $24.5K
|
2.94K
$387K
|
|
|
Nov 07, 2025
Q3 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-158- 0.45% |
$17.9K - $20.5K
|
34.6K
$4.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
12+ 0.6% |
$1.36K - $1.56K
|
2.03K
$266K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
390+ 5.2% |
$44.3K - $50.6K
|
7.88K
$1.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3K+ 60.9% |
$341K - $389K
|
7.93K
$1.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-160- 0.12% |
$18.2K - $20.8K
|
132K
$17.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-222- 8.65% |
$25.2K - $28.8K
|
2.34K
$308K
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.23K+ 19.62% |
$140K - $160K
|
7.51K
$987K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.38K+ 4.73% |
$270K - $309K
|
52.7K
$6.94M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.43K+ 127.18% |
$276K - $316K
|
4.35K
$572K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.34K+ 17.64% |
$152K - $173K
|
8.92K
$1.17M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
20.5K+ 4.41% |
$2.33M - $2.67M
|
486K
$64M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.25K+ 79.79% |
$936K - $1.07M
|
18.6K
$2.45M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3.2K- 22.7% |
$363K - $415K
|
10.9K
$1.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
146+ 2.63% |
$16.6K - $18.9K
|
5.7K
$749K
|
|
|
Nov 07, 2025
Q3 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-25- 0.6% |
$2.84K - $3.24K
|
4.11K
$541K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
50.3K+ 115.09% |
$5.7M - $6.52M
|
93.9K
$12.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
56+ 1.57% |
$6.36K - $7.26K
|
3.62K
$477K
|
|
|
Nov 07, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
11.3K+ 606.48% |
$1.29M - $1.47M
|
13.2K
$1.74M
|
|
|
Nov 07, 2025
Q3 2025
|
Broderick Brian C
|
SELL
|
- |
-1.08K- 25.74% |
$123K - $140K
|
3.12K
$411K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.77KNew |
$315K - $360K
|
2.77K
$365K
|
|
|
Nov 07, 2025
Q3 2025
|
Somerville Kurt F
|
SELL
|
- |
-1K- 6.98% |
$114K - $130K
|
13.3K
$1.75M
|
|
|
Nov 07, 2025
Q3 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
266K+ 77.98% |
$30.2M - $34.5M
|
607K
$79.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.56KNew |
$291K - $332K
|
2.56K
$337K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.96K+ 65.68% |
$449K - $513K
|
9.98K
$1.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
140+ 7.27% |
$15.9K - $18.2K
|
2.07K
$272K
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-62- 0.56% |
$7.04K - $8.04K
|
11K
$1.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-925- 2.76% |
$105K - $120K
|
32.6K
$4.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-37- 2.19% |
$4.2K - $4.8K
|
1.65K
$217K
|
|
|
Nov 07, 2025
Q3 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
35.8KNew |
$4.06M - $4.64M
|
35.8K
$4.71M
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
60+ 1.53% |
$6.81K - $7.78K
|
3.98K
$523K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-421- 4.92% |
$47.8K - $54.6K
|
8.14K
$1.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-197- 6.53% |
$22.4K - $25.6K
|
2.82K
$371K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-537- 2.03% |
$60.9K - $69.7K
|
25.9K
$3.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-525- 7.38% |
$59.6K - $68.1K
|
6.59K
$867K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.74K- 19.99% |
$424K - $485K
|
15K
$1.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.7K- 1.53% |
$193K - $220K
|
109K
$14.3M
|
|