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 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.54KNew |
$245K - $297K
|
2.54K
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-265- 6.96% |
$25.6K - $31.1K
|
3.54K
$397K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-384- 3.9% |
$37.2K - $45K
|
9.46K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
51+ 0.68% |
$4.94K - $5.98K
|
7.59K
$851K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
543+ 14.5% |
$52.6K - $63.6K
|
4.29K
$481K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-400- 20.27% |
$38.7K - $46.9K
|
1.57K
$176K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-370- 2.28% |
$35.8K - $43.4K
|
15.9K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-7- 0.01% |
$677 - $820
|
48.4K
$5.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-221- 1.17% |
$21.4K - $25.9K
|
18.7K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-4.87K- 3.43% |
$471K - $570K
|
137K
$15.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
206+ 0.27% |
$19.9K - $24.1K
|
75.5K
$8.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
13.7KNew |
$1.33M - $1.61M
|
13.7K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-400- 2.42% |
$38.7K - $46.9K
|
16.1K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-6- 0.21% |
$581 - $703
|
2.85K
$320K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
897+ 11.63% |
$86.8K - $105K
|
8.61K
$966K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.69KNew |
$260K - $315K
|
2.69K
$301K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
82+ 2.21% |
$7.94K - $9.61K
|
3.79K
$425K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8- 0.25% |
$774 - $937
|
3.13K
$351K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
220+ 1.57% |
$21.3K - $25.8K
|
14.3K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
745New |
$72.1K - $87.3K
|
745
$83.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
453+ 0.92% |
$43.8K - $53.1K
|
49.5K
$5.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
154+ 6.16% |
$14.9K - $18K
|
2.65K
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
7+ 0.26% |
$677 - $820
|
2.72K
$305K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.61K+ 12.09% |
$156K - $188K
|
14.9K
$1.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-33- 0.88% |
$3.19K - $3.87K
|
3.7K
$415K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
33+ 1.44% |
$3.19K - $3.87K
|
2.33K
$261K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-100- 1.86% |
$9.68K - $11.7K
|
5.28K
$592K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
23New |
$2.23K - $2.7K
|
23
$2.58K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-2.57K- 8.28% |
$248K - $301K
|
28.4K
$3.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.33KNew |
$322K - $390K
|
3.33K
$374K
|
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-74.5K- 5.83% |
$7.21M - $8.73M
|
1.2M
$135M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-375- 1.75% |
$36.3K - $43.9K
|
21K
$2.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.39KNew |
$231K - $280K
|
2.39K
$268K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-307- 18.01% |
$29.7K - $36K
|
1.4K
$157K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
11.2KNew |
$1.09M - $1.31M
|
11.2K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-12- 1.02% |
$1.16K - $1.41K
|
1.16K
$131K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
148+ 3.27% |
$14.3K - $17.3K
|
4.68K
$525K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-44- 1.42% |
$4.26K - $5.16K
|
3.05K
$342K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.55K+ 5.51% |
$150K - $182K
|
29.7K
$3.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
281New |
$27.2K - $32.9K
|
281
$31.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
15K+ 3.9% |
$1.45M - $1.76M
|
400K
$44.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.08K- 7.28% |
$104K - $126K
|
13.7K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.7K- 99.91% |
$1.03M - $1.25M
|
10
$1.12K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.01K- 4.57% |
$97.9K - $119K
|
21.2K
$2.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.55K- 13.4% |
$150K - $182K
|
10K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.9K+ 26.92% |
$1.83M - $2.21M
|
89.1K
$9.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-596- 14.12% |
$57.7K - $69.8K
|
3.63K
$407K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-6.53K- 11.91% |
$632K - $765K
|
48.3K
$5.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-20- 0.37% |
$1.94K - $2.34K
|
5.36K
$601K
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
285+ 1.28% |
$27.6K - $33.4K
|
22.6K
$2.53M
|