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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
653+ 5.57% |
$63.2K - $76.5K
|
12.4K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-29- 0.39% |
$2.81K - $3.4K
|
7.47K
$817K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-38.3K- 6.6% |
$3.7M - $4.48M
|
542K
$59.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.09K+ 12.41% |
$396K - $479K
|
37.1K
$4.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-19- 4.05% |
$1.84K - $2.23K
|
450
$49.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.21K+ 4.91% |
$117K - $142K
|
25.9K
$2.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1- 2.63% |
$96.8 - $117
|
37
$4.05K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.93KNew |
$187K - $227K
|
1.93K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-429- 4.13% |
$41.5K - $50.3K
|
9.97K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
22.1K+ 250.2% |
$2.14M - $2.59M
|
30.9K
$3.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-983K- 8.19% |
$95.1M - $115M
|
11M
$1.21B
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-6.76K- 5.35% |
$654K - $792K
|
120K
$13.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
403+ 3.32% |
$39K - $47.2K
|
12.5K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-106- 4.68% |
$10.3K - $12.4K
|
2.16K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.27K+ 151.53% |
$413K - $500K
|
7.08K
$775K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-322- 0.08% |
$31.2K - $37.7K
|
395K
$43.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
11.4K+ 10.6% |
$1.1M - $1.34M
|
119K
$13M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
127New |
$12.3K - $14.9K
|
127
$13.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-122- 1.5% |
$11.8K - $14.3K
|
7.99K
$875K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-396- 0.98% |
$38.3K - $46.4K
|
40.1K
$4.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
7.68KNew |
$743K - $899K
|
7.68K
$840K
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-100- 3.28% |
$9.68K - $11.7K
|
2.95K
$322K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-82- 3.09% |
$7.94K - $9.61K
|
2.58K
$282K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
131+ 5.31% |
$12.7K - $15.4K
|
2.6K
$285K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
4.48KNew |
$434K - $525K
|
4.48K
$491K
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-75- 0.09% |
$7.26K - $8.79K
|
82.3K
$9.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.53K- 1.92% |
$245K - $297K
|
129K
$14.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
16.3K+ 44.06% |
$1.58M - $1.91M
|
53.4K
$5.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
7.55K+ 3.36% |
$731K - $885K
|
232K
$25.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
292New |
$28.3K - $34.2K
|
292
$32K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.81KNew |
$175K - $212K
|
1.81K
$198K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-790- 1.35% |
$76.5K - $92.6K
|
57.8K
$6.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.44K- 3.82% |
$817K - $989K
|
212K
$23.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
12KNew |
$1.16M - $1.41M
|
12K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-429- 0.58% |
$41.5K - $50.3K
|
73.5K
$8.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
SELL
|
- |
-198- 1.49% |
$19.2K - $23.2K
|
13.1K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-35- 2.85% |
$3.39K - $4.1K
|
1.19K
$131K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
899+ 28.42% |
$87K - $105K
|
4.06K
$445K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-9.84K- 19.53% |
$952K - $1.15M
|
40.5K
$4.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-208- 1.17% |
$20.1K - $24.4K
|
17.5K
$1.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-164- 1.01% |
$15.9K - $19.2K
|
16.1K
$1.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-115- 23.66% |
$11.1K - $13.5K
|
371
$40.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-92- 1.84% |
$8.9K - $10.8K
|
4.91K
$537K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-14- 0.41% |
$1.35K - $1.64K
|
3.36K
$368K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-429- 11.67% |
$41.5K - $50.3K
|
3.25K
$356K
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-342- 0.18% |
$33.1K - $40.1K
|
193K
$21.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.08K- 1.88% |
$201K - $244K
|
108K
$11.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-195- 1.36% |
$18.9K - $22.9K
|
14.1K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-181- 90.05% |
$17.5K - $21.2K
|
20
$2.19K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-413- 3.86% |
$40K - $48.4K
|
10.3K
$1.13M
|