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 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-632- 2.36% |
$71.7K - $82K
|
26.1K
$3.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-50- 0.52% |
$5.68K - $6.49K
|
9.57K
$1.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-122- 25.63% |
$13.8K - $15.8K
|
354
$46.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-419- 1.46% |
$47.6K - $54.4K
|
28.3K
$3.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.82KNew |
$206K - $236K
|
1.82K
$239K
|
|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
588+ 25.97% |
$66.7K - $76.3K
|
2.85K
$375K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 4.6% |
$153K - $174K
|
30.5K
$4.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
116+ 4.18% |
$13.2K - $15K
|
2.89K
$381K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
5+ 0.12% |
$568 - $649
|
4.13K
$543K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.74K+ 23.89% |
$198K - $226K
|
9.03K
$1.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.3K- 29.75% |
$261K - $299K
|
5.43K
$715K
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-539- 11.23% |
$61.2K - $69.9K
|
4.26K
$560K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
SELL
|
- |
-20- 0.35% |
$2.27K - $2.59K
|
5.76K
$757K
|
|
|
Nov 03, 2025
Q3 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-69- 0.39% |
$7.83K - $8.95K
|
17.5K
$2.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
245New |
$27.8K - $31.8K
|
245
$32.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.27KNew |
$371K - $424K
|
3.27K
$430K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-556- 16.37% |
$63.1K - $72.1K
|
2.84K
$374K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
388+ 14.53% |
$44K - $50.3K
|
3.06K
$402K
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.97K- 67.68% |
$450K - $515K
|
1.89K
$249K
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-663- 1.07% |
$75.3K - $86K
|
61.1K
$8.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-500- 21.63% |
$56.8K - $64.9K
|
1.81K
$238K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-214- 5.81% |
$24.3K - $27.8K
|
3.47K
$457K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.87K- 16.59% |
$212K - $243K
|
9.4K
$1.24M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-4- 0.41% |
$454 - $519
|
974
$128K
|
|
|
Nov 03, 2025
Q3 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-46- 0.62% |
$5.22K - $5.97K
|
7.34K
$965K
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
1.58KNew |
$179K - $205K
|
1.58K
$208K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$227 - $259
|
5.26K
$692K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
18+ 0.59% |
$2.04K - $2.34K
|
3.07K
$404K
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
221+ 0.77% |
$25.1K - $28.7K
|
28.8K
$3.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-120- 3.43% |
$13.6K - $15.6K
|
3.37K
$444K
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-201- 6.11% |
$22.8K - $26.1K
|
3.09K
$406K
|
|
|
Oct 31, 2025
Q3 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
200+ 0.24% |
$22.7K - $25.9K
|
82K
$10.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
8.68K+ 50.16% |
$985K - $1.13M
|
26K
$3.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.77K+ 12.38% |
$201K - $230K
|
16.1K
$2.12M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-458- 1.88% |
$52K - $59.4K
|
23.9K
$3.15M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-42- 1.32% |
$4.77K - $5.45K
|
3.14K
$413K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-876- 8.35% |
$99.4K - $114K
|
9.62K
$1.27M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
28+ 1.51% |
$3.18K - $3.63K
|
1.88K
$247K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
183+ 7.72% |
$20.8K - $23.7K
|
2.55K
$336K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
535New |
$60.7K - $69.4K
|
535
$70.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.92K+ 5.51% |
$786K - $898K
|
133K
$17.4M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.25K- 13.54% |
$142K - $162K
|
7.97K
$1.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-5.88K- 11.21% |
$667K - $763K
|
46.6K
$6.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-101- 1.24% |
$11.5K - $13.1K
|
8.02K
$1.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-516- 17.37% |
$58.6K - $66.9K
|
2.46K
$323K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
462+ 15.56% |
$52.4K - $59.9K
|
3.43K
$451K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.24KNew |
$708K - $809K
|
6.24K
$821K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.21K- 12.31% |
$137K - $157K
|
8.62K
$1.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.24KNew |
$708K - $809K
|
6.24K
$821K
|
|