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 28, 2025
Q3 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-43- 0.18% |
$4.88K - $5.58K
|
24.2K
$3.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
253+ 5.14% |
$28.7K - $32.8K
|
5.18K
$681K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 0.37% |
$1.14K - $1.3K
|
2.69K
$354K
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-127- 1.85% |
$14.4K - $16.5K
|
6.75K
$888K
|
|
|
Oct 28, 2025
Q3 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-100- 1.23% |
$11.4K - $13K
|
8.06K
$1.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Dillon & Associates Inc
|
SELL
|
- |
-50- 2.2% |
$5.68K - $6.49K
|
2.23K
$293K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
110+ 47.41% |
$12.5K - $14.3K
|
342
$45K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-24- 32.88% |
$2.72K - $3.11K
|
49
$6.45K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
24New |
$2.72K - $3.11K
|
24
$3.16K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
841+ 0.84% |
$95.5K - $109K
|
102K
$13.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-417- 5.89% |
$47.3K - $54.1K
|
6.66K
$876K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
10.8K+ 58.88% |
$1.23M - $1.41M
|
29.2K
$3.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-40- 2.72% |
$4.54K - $5.19K
|
1.43K
$188K
|
|
|
Oct 28, 2025
Q3 2025
|
Lcm Capital Management Inc
|
SELL
|
- |
-74- 2.24% |
$8.4K - $9.6K
|
3.23K
$425K
|
|
|
Oct 28, 2025
Q3 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
144+ 5.32% |
$16.3K - $18.7K
|
2.85K
$375K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.92KNew |
$218K - $250K
|
1.92K
$253K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.32K- 37.2% |
$150K - $171K
|
2.23K
$293K
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Partners LLC
|
BUY
|
- |
723+ 1.86% |
$82.1K - $93.8K
|
39.6K
$5.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-30- 0.1% |
$3.41K - $3.89K
|
28.7K
$3.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
160+ 35.79% |
$18.2K - $20.8K
|
607
$79.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.79K+ 20.58% |
$544K - $622K
|
28.1K
$3.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-66.1K- 34.49% |
$7.5M - $8.58M
|
126K
$16.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
41.8KNew |
$4.74M - $5.42M
|
41.8K
$5.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
149+ 5.79% |
$16.9K - $19.3K
|
2.72K
$358K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
9+ 1.31% |
$1.02K - $1.17K
|
695
$91.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
4+ 19.05% |
$454 - $519
|
25
$3.29K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.89K+ 0.93% |
$328K - $375K
|
313K
$41.2M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
320+ 15.84% |
$36.3K - $41.5K
|
2.34K
$308K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
11.7KNew |
$1.33M - $1.52M
|
11.7K
$1.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-677- 8.93% |
$76.8K - $87.8K
|
6.9K
$908K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
SELL
|
- |
-1- 0.27% |
$114 - $130
|
363
$47.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
600+ 2.14% |
$68.1K - $77.8K
|
28.6K
$3.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
36New |
$4.09K - $4.67K
|
36
$4.74K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-206- 34.45% |
$23.4K - $26.7K
|
392
$51.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-177- 3.91% |
$20.1K - $23K
|
4.35K
$572K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-25- 12.5% |
$2.84K - $3.24K
|
175
$23K
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
857+ 14.37% |
$97.3K - $111K
|
6.82K
$897K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
30+ 52.63% |
$3.41K - $3.89K
|
87
$11.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.09K+ 16.99% |
$237K - $271K
|
14.4K
$1.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
185+ 1.73% |
$21K - $24K
|
10.8K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
706+ 21.5% |
$80.1K - $91.6K
|
3.99K
$525K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.49K- 2.53% |
$283K - $323K
|
95.9K
$12.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
80+ 0.86% |
$9.08K - $10.4K
|
9.39K
$1.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-978- 10.24% |
$111K - $127K
|
8.58K
$1.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-7.44K- 7.75% |
$844K - $965K
|
88.5K
$11.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
34.4KNew |
$3.91M - $4.47M
|
34.4K
$4.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-260- 4.12% |
$29.5K - $33.7K
|
6.06K
$797K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
29+ 1.04% |
$3.29K - $3.76K
|
2.82K
$371K
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-825- 12.13% |
$93.6K - $107K
|
5.98K
$786K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
56+ 1.67% |
$6.36K - $7.26K
|
3.41K
$448K
|
|