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 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
328+ 9.97% |
$37.2K - $42.6K
|
3.62K
$476K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
60New |
$6.81K - $7.78K
|
60
$7.89K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.42K- 4.01% |
$502K - $573K
|
106K
$13.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-3.42K- 35.5% |
$388K - $443K
|
6.21K
$817K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
4+ 0.07% |
$454 - $519
|
5.38K
$708K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
124New |
$14.1K - $16.1K
|
124
$16.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
433+ 1804.17% |
$49.1K - $56.2K
|
457
$60.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.42K+ 31.02% |
$275K - $314K
|
10.2K
$1.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
9.87K+ 12.2% |
$1.12M - $1.28M
|
90.8K
$11.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
26.4KNew |
$2.99M - $3.42M
|
26.4K
$3.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
270+ 13.37% |
$30.6K - $35K
|
2.29K
$301K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
109+ 1.07% |
$12.4K - $14.1K
|
10.3K
$1.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
185+ 1.1% |
$21K - $24K
|
17K
$2.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
99+ 5.99% |
$11.2K - $12.8K
|
1.75K
$230K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-116- 1.73% |
$13.2K - $15K
|
6.57K
$864K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-149- 1.85% |
$16.9K - $19.3K
|
7.88K
$1.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-123- 2.73% |
$14K - $16K
|
4.39K
$577K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
465+ 0.61% |
$52.8K - $60.3K
|
77.1K
$10.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-10- 0.4% |
$1.14K - $1.3K
|
2.52K
$332K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
9.51K+ 11.69% |
$1.08M - $1.23M
|
90.9K
$12M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
15+ 0.26% |
$1.7K - $1.95K
|
5.89K
$775K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
386+ 6.18% |
$43.8K - $50.1K
|
6.64K
$873K
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-3.8K- 58.88% |
$431K - $493K
|
2.65K
$349K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-100- 4.84% |
$11.4K - $13K
|
1.97K
$259K
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-647- 2.14% |
$73.4K - $83.9K
|
29.5K
$3.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
25+ 0.81% |
$2.84K - $3.24K
|
3.12K
$411K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-466- 1.2% |
$52.9K - $60.5K
|
38.4K
$5.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-866- 24.67% |
$98.3K - $112K
|
2.65K
$348K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
590New |
$67K - $76.5K
|
590
$77.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
78+ 1.66% |
$8.85K - $10.1K
|
4.76K
$627K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-200- 5.5% |
$22.7K - $25.9K
|
3.44K
$452K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
100+ 0.69% |
$11.4K - $13K
|
14.6K
$1.92M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-10.8K- 25.65% |
$1.22M - $1.4M
|
31.2K
$4.11M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-261- 13.91% |
$29.6K - $33.9K
|
1.62K
$213K
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-165- 5.77% |
$18.7K - $21.4K
|
2.69K
$354K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-32- 0.63% |
$3.63K - $4.15K
|
5.04K
$662K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
59New |
$6.7K - $7.65K
|
59
$7.76K
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
705+ 7.43% |
$80K - $91.5K
|
10.2K
$1.34M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-19- 0.16% |
$2.16K - $2.46K
|
12.2K
$1.61M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
44+ 0.73% |
$4.99K - $5.71K
|
6.04K
$794K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-64- 0.59% |
$7.26K - $8.3K
|
10.8K
$1.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-482- 0.54% |
$54.7K - $62.5K
|
88.3K
$11.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4+ 0.19% |
$454 - $519
|
2.13K
$280K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
463+ 13.7% |
$52.6K - $60.1K
|
3.84K
$505K
|
|
|
Oct 15, 2025
Q3 2025
|
Albert D Mason Inc
|
BUY
|
- |
1.14K+ 4.66% |
$129K - $147K
|
25.5K
$3.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
49+ 7.84% |
$5.56K - $6.36K
|
674
$88.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-204- 7.2% |
$23.2K - $26.5K
|
2.63K
$346K
|
|
|
Oct 15, 2025
Q3 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-170- 7.17% |
$19.3K - $22.1K
|
2.2K
$289K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
36+ 1.07% |
$4.09K - $4.67K
|
3.42K
$449K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
189+ 3.21% |
$21.5K - $24.5K
|
6.08K
$800K
|
|