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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-605- 8.07% |
$58.6K - $70.9K
|
6.89K
$773K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
110+ 3.5% |
$10.6K - $12.9K
|
3.25K
$364K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
11+ 0.1% |
$1.06K - $1.29K
|
11.4K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-46- 1.88% |
$4.45K - $5.39K
|
2.4K
$269K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-48- 0.52% |
$4.65K - $5.62K
|
9.22K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
8.98KNew |
$869K - $1.05M
|
8.98K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-19- 0.44% |
$1.84K - $2.23K
|
4.34K
$486K
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-6.28K- 18.55% |
$607K - $735K
|
27.6K
$3.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-130- 5.54% |
$12.6K - $15.2K
|
2.22K
$249K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-41- 0.49% |
$3.97K - $4.8K
|
8.39K
$941K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-64- 0.51% |
$6.19K - $7.5K
|
12.4K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
115New |
$11.1K - $13.5K
|
115
$12.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
297K+ 128.08% |
$28.7M - $34.8M
|
529K
$59.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-25- 0.04% |
$2.42K - $2.93K
|
61.1K
$6.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-652- 2.07% |
$63.1K - $76.4K
|
30.8K
$3.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.32K- 2.9% |
$128K - $155K
|
44.3K
$4.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
5+ 0.15% |
$484 - $586
|
3.26K
$366K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-247- 1.28% |
$23.9K - $28.9K
|
19.1K
$2.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
210+ 6.33% |
$20.3K - $24.6K
|
3.53K
$395K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-240- 8.55% |
$23.2K - $28.1K
|
2.57K
$288K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.23K+ 4.36% |
$216K - $261K
|
53.4K
$5.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
8.26KNew |
$799K - $968K
|
8.26K
$926K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-149- 9.03% |
$14.4K - $17.5K
|
1.5K
$168K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-280- 3.08% |
$27.1K - $32.8K
|
8.82K
$989K
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.78K+ 3.64% |
$172K - $208K
|
50.6K
$5.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.04K+ 3.9% |
$101K - $122K
|
27.7K
$3.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-137- 3.72% |
$13.3K - $16.1K
|
3.55K
$398K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
26.6KNew |
$2.58M - $3.12M
|
26.6K
$2.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-2.07K- 14.82% |
$200K - $242K
|
11.9K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
6.44K+ 218.68% |
$623K - $754K
|
9.38K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
89+ 0.7% |
$8.61K - $10.4K
|
12.8K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.74K+ 10.16% |
$265K - $321K
|
29.7K
$3.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.12K- 3.31% |
$108K - $131K
|
32.7K
$3.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
31+ 10.95% |
$3K - $3.63K
|
314
$35.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-5.04K- 48.94% |
$487K - $590K
|
5.26K
$589K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
13+ 0.51% |
$1.26K - $1.52K
|
2.59K
$290K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
118+ 4.25% |
$11.4K - $13.8K
|
2.89K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
250+ 7.14% |
$24.2K - $29.3K
|
3.75K
$420K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
213+ 1.47% |
$20.6K - $25K
|
14.7K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
192+ 1.09% |
$18.6K - $22.5K
|
17.8K
$2M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-685- 6.96% |
$66.3K - $80.3K
|
9.15K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5+ 0.07% |
$484 - $586
|
7.07K
$793K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.61K- 34.25% |
$639K - $774K
|
12.7K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-4.08K- 1.63% |
$395K - $478K
|
247K
$27.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1K+ 199.2% |
$96.8K - $117K
|
1.5K
$168K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
200New |
$19.4K - $23.4K
|
200
$22.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-200- 2.66% |
$19.4K - $23.4K
|
7.31K
$819K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
697+ 35.11% |
$67.5K - $81.7K
|
2.68K
$301K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
162+ 6.44% |
$15.7K - $19K
|
2.68K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
42+ 1.94% |
$4.06K - $4.92K
|
2.21K
$247K
|