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 22, 2025
Q3 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-650- 0.84% |
$73.8K - $84.3K
|
76.6K
$10.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
520+ 4.81% |
$59K - $67.5K
|
11.3K
$1.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
471+ 6.67% |
$53.5K - $61.1K
|
7.53K
$991K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14K+ 27.66% |
$1.59M - $1.82M
|
64.8K
$8.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
382+ 2.87% |
$43.4K - $49.6K
|
13.7K
$1.8M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16+ 1.18% |
$1.82K - $2.08K
|
1.38K
$181K
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-200- 1.42% |
$22.7K - $25.9K
|
13.9K
$1.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-32- 0.19% |
$3.63K - $4.15K
|
16.9K
$2.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.5K+ 20.16% |
$397K - $454K
|
20.9K
$2.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
14+ 0.26% |
$1.59K - $1.82K
|
5.49K
$722K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-170- 8.06% |
$19.3K - $22.1K
|
1.94K
$255K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.07K- 1.79% |
$689K - $788K
|
333K
$43.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
41+ 5.5% |
$4.65K - $5.32K
|
786
$103K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-5- 0.23% |
$568 - $649
|
2.21K
$291K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
186+ 1.99% |
$21.1K - $24.1K
|
9.55K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.13KNew |
$469K - $536K
|
4.13K
$544K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
8.26K+ 31.69% |
$937K - $1.07M
|
34.3K
$4.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-272- 5.23% |
$30.9K - $35.3K
|
4.93K
$649K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.29KNew |
$146K - $167K
|
1.29K
$169K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-63- 1.65% |
$7.15K - $8.17K
|
3.76K
$494K
|
|
|
Oct 21, 2025
Q3 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-200- 1.58% |
$22.7K - $25.9K
|
12.4K
$1.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
390+ 4.3% |
$44.3K - $50.6K
|
9.46K
$1.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-287- 4.73% |
$32.6K - $37.2K
|
5.78K
$761K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.39K+ 3.11% |
$158K - $180K
|
46.1K
$6.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2+ 0.04% |
$227 - $259
|
5.02K
$661K
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-194- 4.2% |
$22K - $25.2K
|
4.42K
$581K
|
|
|
Oct 21, 2025
Q3 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-35- 0.15% |
$3.97K - $4.54K
|
23.7K
$3.12M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-2.22K- 55.37% |
$252K - $287K
|
1.79K
$235K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
83+ 4.27% |
$9.42K - $10.8K
|
2.03K
$267K
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
68+ 1.38% |
$7.72K - $8.82K
|
4.99K
$657K
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.41K- 2.64% |
$160K - $183K
|
52K
$6.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-368- 2.3% |
$41.8K - $47.7K
|
15.6K
$2.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.69K+ 16.91% |
$192K - $220K
|
11.7K
$1.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
14New |
$1.59K - $1.82K
|
14
$1.84K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.97K+ 105.93% |
$337K - $385K
|
5.77K
$759K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.55K+ 9.9% |
$289K - $331K
|
28.3K
$3.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.42K+ 20.01% |
$161K - $184K
|
8.52K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
107+ 0.91% |
$12.1K - $13.9K
|
11.8K
$1.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-8- 3.51% |
$908 - $1.04K
|
220
$28.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
13+ 0.5% |
$1.48K - $1.69K
|
2.63K
$346K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
30+ 11.95% |
$3.41K - $3.89K
|
281
$37K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.05K+ 79.98% |
$233K - $266K
|
4.62K
$608K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-996- 7.05% |
$113K - $129K
|
13.1K
$1.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.75KNew |
$199K - $227K
|
1.75K
$231K
|
|
|
Oct 20, 2025
Q3 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-70- 0.24% |
$7.95K - $9.08K
|
29.3K
$3.85M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-539- 6.77% |
$61.2K - $69.9K
|
7.42K
$976K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
SELL
|
- |
-122- 2.69% |
$13.8K - $15.8K
|
4.41K
$580K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
16.8K+ 731.85% |
$1.9M - $2.17M
|
19K
$2.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-50- 1.29% |
$5.68K - $6.49K
|
3.81K
$501K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
38New |
$4.31K - $4.93K
|
38
$5K
|
|