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 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
38.2K+ 11.95% |
$4.34M - $4.96M
|
358K
$47.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.18K+ 9.72% |
$588K - $672K
|
58.5K
$7.69M
|
|
|
Nov 06, 2025
Q3 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
787+ 30.83% |
$89.3K - $102K
|
3.34K
$439K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.18K+ 31.91% |
$134K - $153K
|
4.87K
$641K
|
|
|
Nov 06, 2025
Q3 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-2.17K- 38.95% |
$246K - $281K
|
3.4K
$447K
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
4.63K+ 1.73% |
$526K - $601K
|
272K
$35.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.13K- 61.08% |
$583K - $666K
|
3.27K
$430K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-79- 1.08% |
$8.97K - $10.2K
|
7.25K
$954K
|
|
|
Nov 06, 2025
Q3 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.53K+ 9.7% |
$173K - $198K
|
17.3K
$2.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-435- 0.61% |
$49.4K - $56.4K
|
70.6K
$9.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
47+ 1.29% |
$5.33K - $6.1K
|
3.68K
$484K
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
1.45K+ 3.44% |
$164K - $188K
|
43.5K
$5.73M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.5K+ 4.34% |
$1.2M - $1.37M
|
253K
$33.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-200- 0.05% |
$22.7K - $25.9K
|
391K
$51.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
SELL
|
- |
-2.7K- 1.95% |
$306K - $350K
|
136K
$17.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
877+ 14.43% |
$99.5K - $114K
|
6.96K
$915K
|
|
|
Nov 05, 2025
Q3 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-26.5K- 1.26% |
$3M - $3.43M
|
2.07M
$272M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
403+ 2.59% |
$45.7K - $52.3K
|
16K
$2.1M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-1.05K- 12.67% |
$119K - $136K
|
7.24K
$953K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
945+ 18.23% |
$107K - $123K
|
6.13K
$806K
|
|
|
Nov 05, 2025
Q3 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-3.19K- 28.7% |
$362K - $414K
|
7.92K
$1.04M
|
|
|
Nov 05, 2025
Q3 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-353- 0.26% |
$40.1K - $45.8K
|
136K
$18M
|
|
|
Nov 05, 2025
Q3 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-4.48K- 5.68% |
$508K - $581K
|
74.4K
$9.79M
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
574+ 6.19% |
$65.1K - $74.5K
|
9.85K
$1.3M
|
|
|
Nov 05, 2025
Q3 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-134K- 97.83% |
$15.3M - $17.4M
|
2.98K
$392K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-21- 0.8% |
$2.38K - $2.72K
|
2.61K
$344K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13+ 0.4% |
$1.48K - $1.69K
|
3.26K
$429K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-560- 3.13% |
$63.6K - $72.6K
|
17.3K
$2.28M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-309- 19.36% |
$35.1K - $40.1K
|
1.29K
$169K
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
SELL
|
- |
-107- 6.12% |
$12.1K - $13.9K
|
1.64K
$216K
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.56KNew |
$291K - $332K
|
2.56K
$337K
|
|
|
Nov 05, 2025
Q3 2025
|
Garland Capital Management Inc
|
SELL
|
- |
-8.33K- 72.43% |
$945K - $1.08M
|
3.17K
$417K
|
|
|
Nov 05, 2025
Q3 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1.01K- 33.88% |
$114K - $131K
|
1.96K
$258K
|
|
|
Nov 05, 2025
Q3 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
2.62KNew |
$297K - $340K
|
2.62K
$344K
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-44- 18.57% |
$4.99K - $5.71K
|
193
$25.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-185- 1.27% |
$21K - $24K
|
14.3K
$1.89M
|
|
|
Nov 05, 2025
Q3 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
494+ 1.46% |
$56.1K - $64.1K
|
34.3K
$4.51M
|
|
|
Nov 05, 2025
Q3 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-6.45K- 18.82% |
$732K - $837K
|
27.8K
$3.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.69K+ 23.12% |
$305K - $349K
|
14.3K
$1.88M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
52+ 2.65% |
$5.9K - $6.75K
|
2.02K
$265K
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
134+ 2.02% |
$15.2K - $17.4K
|
6.76K
$889K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.15K- 3.03% |
$131K - $149K
|
36.8K
$4.85M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
13.4K+ 6.38% |
$1.52M - $1.73M
|
223K
$29.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-500- 18.02% |
$56.8K - $64.9K
|
2.28K
$299K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.35KNew |
$266K - $304K
|
2.35K
$308K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-40- 0.91% |
$4.54K - $5.19K
|
4.38K
$576K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
1.15K+ 2.32% |
$130K - $149K
|
50.5K
$6.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-490- 4.83% |
$55.6K - $63.6K
|
9.66K
$1.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
150+ 7.5% |
$17K - $19.5K
|
2.15K
$283K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
503+ 10.31% |
$57.1K - $65.3K
|
5.38K
$708K
|
|