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 04, 2025
Q3 2025
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.52K- 0.69% |
$172K - $197K
|
218K
$28.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
316+ 9.6% |
$35.9K - $41K
|
3.61K
$475K
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.83K+ 68.14% |
$435K - $497K
|
9.45K
$1.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-254- 4.29% |
$28.8K - $33K
|
5.67K
$745K
|
|
|
Nov 04, 2025
Q3 2025
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-280- 2.04% |
$31.8K - $36.3K
|
13.4K
$1.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
94+ 2.43% |
$10.7K - $12.2K
|
3.97K
$522K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
242+ 2.87% |
$27.5K - $31.4K
|
8.69K
$1.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-92- 3.97% |
$10.4K - $11.9K
|
2.23K
$293K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-203K- 8.87% |
$23.1M - $26.4M
|
2.09M
$275M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-100- 1.63% |
$11.4K - $13K
|
6.05K
$795K
|
|
|
Nov 04, 2025
Q3 2025
|
Arjuna Capital
|
BUY
|
- |
13K+ 108.97% |
$1.47M - $1.68M
|
24.9K
$3.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.5K+ 7.2% |
$1.41M - $1.62M
|
186K
$24.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-6.56K- 18.87% |
$744K - $851K
|
28.2K
$3.71M
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-50- 4.54% |
$5.68K - $6.49K
|
1.05K
$138K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.7KNew |
$192K - $220K
|
1.7K
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-50- 3.71% |
$5.68K - $6.49K
|
1.3K
$170K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-116- 1.04% |
$13.2K - $15K
|
11.1K
$1.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
556+ 1.95% |
$63.1K - $72.1K
|
29.1K
$3.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
PUT |
1KNew |
$114K - $130K
|
1K
$132K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
2.29K+ 39.9% |
$260K - $297K
|
8.03K
$1.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-16- 0.18% |
$1.82K - $2.08K
|
8.71K
$1.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2K- 31.75% |
$227K - $259K
|
4.3K
$566K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
927+ 1.06% |
$105K - $120K
|
88K
$11.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.06% |
$114 - $130
|
1.54K
$203K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-166- 98.81% |
$18.8K - $21.5K
|
2
$263
|
|
|
Nov 04, 2025
Q3 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-1- 0.01% |
$114 - $130
|
13.2K
$1.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
148New |
$16.8K - $19.2K
|
148
$19.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
242+ 100.0% |
$27.5K - $31.4K
|
484
$63.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-18- 0.07% |
$2.04K - $2.34K
|
26.7K
$3.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.26K+ 29.81% |
$256K - $293K
|
9.82K
$1.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.97K+ 11.51% |
$223K - $255K
|
19K
$2.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
14.3K+ 53.84% |
$1.63M - $1.86M
|
41K
$5.39M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-231- 2.15% |
$26.2K - $30K
|
10.5K
$1.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
82.4K+ 4.74% |
$9.35M - $10.7M
|
1.82M
$239M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
401+ 2.29% |
$45.5K - $52K
|
17.9K
$2.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.01K+ 18.73% |
$114K - $131K
|
6.38K
$839K
|
|
|
Nov 04, 2025
Q3 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
140+ 3.31% |
$15.9K - $18.2K
|
4.37K
$575K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.77K+ 1060.48% |
$655K - $748K
|
6.31K
$830K
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
5KNew |
$568K - $649K
|
5K
$658K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-91- 2.03% |
$10.3K - $11.8K
|
4.4K
$579K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.52K+ 105.89% |
$286K - $326K
|
4.89K
$644K
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-15- 0.33% |
$1.7K - $1.95K
|
4.57K
$601K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-25- 0.52% |
$2.84K - $3.24K
|
4.82K
$634K
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-157- 6.87% |
$17.8K - $20.4K
|
2.13K
$280K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
34.1K+ 4.28% |
$3.88M - $4.43M
|
833K
$110M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-48.2K- 48.37% |
$5.47M - $6.25M
|
51.4K
$6.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
683+ 7.37% |
$77.5K - $88.6K
|
9.95K
$1.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-189- 8.21% |
$21.5K - $24.5K
|
2.11K
$278K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.2K- 0.8% |
$363K - $415K
|
399K
$52.5M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
3.75K+ 3.66% |
$426K - $487K
|
106K
$14M
|
|