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 15, 2025
Q3 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-83- 0.68% |
$9.42K - $10.8K
|
12.1K
$1.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.74K+ 4.06% |
$197K - $225K
|
44.5K
$5.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
16+ 0.96% |
$1.82K - $2.08K
|
1.69K
$222K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
620+ 5.4% |
$70.4K - $80.4K
|
12.1K
$1.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
106+ 2.06% |
$12K - $13.8K
|
5.25K
$691K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.05KNew |
$232K - $265K
|
2.05K
$269K
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-10- 0.17% |
$1.14K - $1.3K
|
6.04K
$794K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
43+ 8.6% |
$4.88K - $5.58K
|
543
$71.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 2.25% |
$11.4K - $13K
|
4.34K
$571K
|
|
|
Oct 15, 2025
Q3 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-62- 2.55% |
$7.04K - $8.04K
|
2.37K
$311K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-478- 13.71% |
$54.3K - $62K
|
3.01K
$396K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
23+ 4.48% |
$2.61K - $2.98K
|
536
$70.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
6.82K+ 8.25% |
$774K - $884K
|
89.5K
$11.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-109- 3.77% |
$12.4K - $14.1K
|
2.78K
$366K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-91- 0.32% |
$10.3K - $11.8K
|
28.3K
$3.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
677+ 11.28% |
$76.8K - $87.8K
|
6.68K
$879K
|
|
|
Oct 14, 2025
Q3 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
190+ 0.76% |
$21.6K - $24.6K
|
25.3K
$3.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
109+ 3.03% |
$12.4K - $14.1K
|
3.71K
$488K
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
234+ 2.48% |
$26.6K - $30.4K
|
9.66K
$1.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-341- 1.94% |
$38.7K - $44.2K
|
17.2K
$2.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-42- 1.11% |
$4.77K - $5.45K
|
3.75K
$493K
|
|
|
Oct 14, 2025
Q3 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-1.29K- 1.39% |
$147K - $167K
|
91.8K
$12.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
238+ 5.26% |
$27K - $30.9K
|
4.77K
$627K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
981+ 5.66% |
$111K - $127K
|
18.3K
$2.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
169+ 5.33% |
$19.2K - $21.9K
|
3.34K
$440K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-819- 1.76% |
$93K - $106K
|
45.7K
$6.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.15K- 10.86% |
$357K - $408K
|
25.8K
$3.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-451- 4.73% |
$51.2K - $58.5K
|
9.08K
$1.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-360- 13.33% |
$40.9K - $46.7K
|
2.34K
$308K
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
BUY
|
- |
3.78KNew |
$429K - $490K
|
3.78K
$497K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-32- 11.03% |
$3.63K - $4.15K
|
258
$33.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
35+ 1.52% |
$3.97K - $4.54K
|
2.34K
$308K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-404- 5.76% |
$45.9K - $52.4K
|
6.61K
$869K
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
329+ 3.47% |
$37.3K - $42.7K
|
9.82K
$1.29M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-642- 5.0% |
$72.9K - $83.3K
|
12.2K
$1.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
SELL
|
- |
-32- 0.79% |
$3.63K - $4.15K
|
4.01K
$528K
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-8.82K- 5.34% |
$1M - $1.14M
|
156K
$20.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-33- 18.44% |
$3.75K - $4.28K
|
146
$19.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-6- 0.03% |
$681 - $778
|
17.8K
$2.34M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
709+ 9.01% |
$80.5K - $92K
|
8.58K
$1.13M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
23New |
$2.61K - $2.98K
|
23
$3.03K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-979- 10.17% |
$111K - $127K
|
8.65K
$1.14M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.09% |
$114 - $130
|
1.11K
$145K
|
|
|
Oct 09, 2025
Q3 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-123- 0.55% |
$14K - $16K
|
22.4K
$2.95M
|
|
|
Oct 09, 2025
Q3 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-177- 7.84% |
$20.1K - $23K
|
2.08K
$274K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-221- 1.54% |
$25.1K - $28.7K
|
14.1K
$1.86M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-9.94K- 23.0% |
$1.13M - $1.29M
|
33.3K
$4.38M
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-347- 6.37% |
$39.4K - $45K
|
5.1K
$671K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
108+ 0.7% |
$12.3K - $14K
|
15.6K
$2.06M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-200- 5.41% |
$22.7K - $25.9K
|
3.5K
$460K
|
|