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 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-150- 7.27% |
$17K - $19.5K
|
1.91K
$252K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-25- 0.74% |
$2.84K - $3.24K
|
3.37K
$444K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.82KNew |
$206K - $236K
|
1.82K
$239K
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
2.13KNew |
$242K - $276K
|
2.13K
$280K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-745- 9.2% |
$84.6K - $96.6K
|
7.36K
$968K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
142New |
$16.1K - $18.4K
|
142
$18.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-439- 14.1% |
$49.8K - $57K
|
2.67K
$352K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.29K+ 53.04% |
$147K - $168K
|
3.73K
$491K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-140- 6.85% |
$15.9K - $18.2K
|
1.9K
$250K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-3.03K- 1.54% |
$343K - $392K
|
193K
$25.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.36K+ 9.87% |
$268K - $307K
|
26.3K
$3.46M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-6.79K- 50.47% |
$771K - $881K
|
6.66K
$877K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
611+ 4.72% |
$69.3K - $79.3K
|
13.6K
$1.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-69- 0.67% |
$7.83K - $8.95K
|
10.3K
$1.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.58K+ 26.82% |
$407K - $465K
|
16.9K
$2.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-199- 6.36% |
$22.6K - $25.8K
|
2.93K
$385K
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-600- 8.33% |
$68.1K - $77.8K
|
6.6K
$869K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
SELL
|
- |
-63- 52.5% |
$7.15K - $8.17K
|
57
$7.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.86K- 2.46% |
$211K - $242K
|
74K
$9.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
590+ 13.72% |
$67K - $76.5K
|
4.89K
$643K
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
159New |
$18K - $20.6K
|
159
$20.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-290- 5.66% |
$32.9K - $37.6K
|
4.83K
$635K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-193- 0.97% |
$21.9K - $25K
|
19.8K
$2.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.85KNew |
$210K - $240K
|
1.85K
$243K
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-310- 6.54% |
$35.2K - $40.2K
|
4.43K
$583K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
49+ 2.34% |
$5.56K - $6.36K
|
2.14K
$282K
|
|
|
Oct 23, 2025
Q3 2025
|
Cardinal Capital Management
|
BUY
|
- |
548+ 1.12% |
$62.2K - $71.1K
|
49.6K
$6.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
126+ 3.17% |
$14.3K - $16.3K
|
4.1K
$539K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
3.85KNew |
$437K - $499K
|
3.85K
$506K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.51K+ 6.14% |
$172K - $196K
|
26.2K
$3.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
150+ 1.03% |
$17K - $19.5K
|
14.7K
$1.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-10- 0.82% |
$1.14K - $1.3K
|
1.21K
$159K
|
|
|
Oct 23, 2025
Q3 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
304+ 4.84% |
$34.5K - $39.4K
|
6.58K
$866K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-150- 40.0% |
$17K - $19.5K
|
225
$29.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-355- 9.12% |
$40.3K - $46.1K
|
3.54K
$466K
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
BUY
|
- |
1.17K+ 2.3% |
$132K - $151K
|
51.9K
$6.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-88- 1.0% |
$9.99K - $11.4K
|
8.73K
$1.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.65KNew |
$187K - $213K
|
1.65K
$216K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-421- 23.07% |
$47.8K - $54.6K
|
1.4K
$185K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.64KNew |
$186K - $212K
|
1.64K
$215K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.9K- 10.48% |
$2.37M - $2.71M
|
179K
$23.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
305+ 2.48% |
$34.6K - $39.6K
|
12.6K
$1.66M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
17+ 12.59% |
$1.93K - $2.21K
|
152
$20K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
136+ 2.18% |
$15.4K - $17.6K
|
6.39K
$840K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-106K- 32.08% |
$12M - $13.8M
|
225K
$29.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
84New |
$9.53K - $10.9K
|
84
$11.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-375- 8.25% |
$42.6K - $48.6K
|
4.17K
$549K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-45- 2.48% |
$5.11K - $5.84K
|
1.77K
$233K
|
|
|
Oct 22, 2025
Q3 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-323- 9.23% |
$36.7K - $41.9K
|
3.18K
$418K
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-726- 19.74% |
$82.4K - $94.2K
|
2.95K
$388K
|
|