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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
185+ 0.57% |
$21K - $24K
|
32.8K
$4.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-225- 3.74% |
$25.5K - $29.2K
|
5.79K
$762K
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-534- 16.45% |
$60.6K - $69.3K
|
2.71K
$357K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
178+ 2.3% |
$20.2K - $23.1K
|
7.93K
$1.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-273- 2.35% |
$31K - $35.4K
|
11.4K
$1.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
1.42K+ 13.25% |
$161K - $184K
|
12.1K
$1.59M
|
|
|
Oct 30, 2025
Q3 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-5.44K- 3.9% |
$618K - $706K
|
134K
$17.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.59K- 41.86% |
$408K - $466K
|
4.99K
$657K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
21+ 0.86% |
$2.38K - $2.72K
|
2.47K
$325K
|
|
|
Oct 30, 2025
Q3 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-14.3K- 10.35% |
$1.63M - $1.86M
|
124K
$16.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-261- 7.83% |
$29.6K - $33.9K
|
3.07K
$404K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.21KNew |
$251K - $287K
|
2.21K
$291K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.24KNew |
$254K - $290K
|
2.24K
$294K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-535- 1.99% |
$60.7K - $69.4K
|
26.3K
$3.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-36- 0.78% |
$4.09K - $4.67K
|
4.59K
$603K
|
|
|
Oct 30, 2025
Q3 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
511+ 0.31% |
$58K - $66.3K
|
163K
$21.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-7- 0.32% |
$795 - $908
|
2.15K
$283K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-92- 2.09% |
$10.4K - $11.9K
|
4.3K
$566K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.63KNew |
$185K - $211K
|
1.63K
$214K
|
|
|
Oct 30, 2025
Q3 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
1.1K+ 14.81% |
$125K - $143K
|
8.53K
$1.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
11.5K+ 15.6% |
$1.31M - $1.49M
|
85.2K
$11.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-213- 1.09% |
$24.2K - $27.6K
|
19.4K
$2.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-364- 4.97% |
$41.3K - $47.2K
|
6.96K
$915K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.75K+ 36.42% |
$198K - $227K
|
6.54K
$861K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
675+ 17.26% |
$76.6K - $87.6K
|
4.59K
$603K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-9- 0.02% |
$1.02K - $1.17K
|
48.5K
$6.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
24.9K+ 33.42% |
$2.83M - $3.23M
|
99.4K
$13.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
3.51KNew |
$398K - $455K
|
3.51K
$461K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-350- 3.06% |
$39.7K - $45.4K
|
11.1K
$1.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-775- 21.83% |
$88K - $101K
|
2.78K
$365K
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-91- 3.17% |
$10.3K - $11.8K
|
2.78K
$366K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.46KNew |
$279K - $319K
|
2.46K
$324K
|
|
|
Oct 29, 2025
Q3 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-50- 1.14% |
$5.68K - $6.49K
|
4.35K
$572K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-13- 0.75% |
$1.48K - $1.69K
|
1.73K
$228K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.03K+ 23.51% |
$684K - $782K
|
31.7K
$4.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-66- 0.48% |
$7.49K - $8.56K
|
13.8K
$1.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
899New |
$102K - $117K
|
899
$118K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.75KNew |
$198K - $227K
|
1.75K
$230K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-491- 14.6% |
$55.7K - $63.7K
|
2.87K
$378K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-263- 0.99% |
$29.9K - $34.1K
|
26.3K
$3.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
324+ 16.63% |
$36.8K - $42K
|
2.27K
$299K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
11.6KNew |
$1.32M - $1.51M
|
11.6K
$1.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
90+ 0.52% |
$10.2K - $11.7K
|
17.6K
$2.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-50- 1.13% |
$5.68K - $6.49K
|
4.39K
$577K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.37K+ 45.4% |
$155K - $177K
|
4.38K
$576K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-50- 2.75% |
$5.68K - $6.49K
|
1.77K
$233K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-527- 20.05% |
$59.8K - $68.4K
|
2.1K
$276K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
117+ 4.61% |
$13.3K - $15.2K
|
2.65K
$349K
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
230+ 7.36% |
$26.1K - $29.8K
|
3.35K
$441K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
984+ 16400.0% |
$112K - $128K
|
990
$130K
|
|