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 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.1K+ 19.62% |
$125K - $143K
|
6.72K
$885K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.6KNew |
$182K - $208K
|
1.6K
$210K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-160- 46.24% |
$18.2K - $20.8K
|
186
$24.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-550- 2.53% |
$62.4K - $71.4K
|
21.2K
$2.79M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.05K- 11.4% |
$119K - $136K
|
8.16K
$1.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.12K- 1.3% |
$127K - $145K
|
84.7K
$11.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.25K- 69.06% |
$142K - $162K
|
560
$73.7K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
42+ 17.87% |
$4.77K - $5.45K
|
277
$36.4K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
16+ 16.0% |
$1.82K - $2.08K
|
116
$15.3K
|
|
|
Oct 08, 2025
Q3 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
475+ 7.12% |
$53.9K - $61.6K
|
7.15K
$941K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.26K+ 8.09% |
$143K - $164K
|
16.9K
$2.22M
|
|
|
Oct 08, 2025
Q3 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-915- 5.05% |
$104K - $119K
|
17.2K
$2.26M
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
75+ 4.36% |
$8.51K - $9.73K
|
1.79K
$236K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-250- 11.38% |
$28.4K - $32.4K
|
1.95K
$256K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-25- 0.47% |
$2.84K - $3.24K
|
5.34K
$702K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
106+ 1.18% |
$12K - $13.8K
|
9.06K
$1.19M
|
|
|
Oct 07, 2025
Q3 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
253+ 0.86% |
$28.7K - $32.8K
|
29.5K
$3.89M
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-13- 7.43% |
$1.48K - $1.69K
|
162
$21.3K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
21+ 0.34% |
$2.38K - $2.72K
|
6.19K
$815K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.81K- 99.67% |
$205K - $235K
|
6
$789
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
200+ 3.48% |
$22.7K - $25.9K
|
5.94K
$781K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-367- 1.18% |
$41.7K - $47.6K
|
30.8K
$4.06M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-208- 3.48% |
$23.6K - $27K
|
5.76K
$758K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
59+ 1.59% |
$6.7K - $7.65K
|
3.77K
$495K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-115- 0.56% |
$13.1K - $14.9K
|
20.4K
$2.69M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-8.4K- 13.98% |
$954K - $1.09M
|
51.7K
$6.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-30- 0.6% |
$3.41K - $3.89K
|
4.96K
$653K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-364- 3.34% |
$41.3K - $47.2K
|
10.6K
$1.39M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
673+ 6.56% |
$76.4K - $87.3K
|
10.9K
$1.44M
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
2KNew |
$227K - $259K
|
2K
$263K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
BUY
|
- |
5+ 0.02% |
$568 - $649
|
21.4K
$2.82M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
411+ 2.7% |
$46.6K - $53.3K
|
15.6K
$2.06M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
36+ 1.17% |
$4.09K - $4.67K
|
3.12K
$411K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
20New |
$2.27K - $2.59K
|
20
$2.63K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-1- 0.03% |
$114 - $130
|
3.72K
$489K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.4K- 7.26% |
$4.02M - $4.77M
|
504K
$66.3M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-17- 0.48% |
$1.73K - $2.06K
|
3.53K
$464K
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
90New |
$9.18K - $10.9K
|
90
$11.8K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-10K- 75.4% |
$1.02M - $1.21M
|
3.26K
$429K
|
|
|
Sep 30, 2025
Q2 2025
|
Rydar Equities, Inc.
Weatherford, TX |
BUY
|
- |
2.63KNew |
$268K - $318K
|
2.63K
$346K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-9.32K- 30.97% |
$950K - $1.13M
|
20.8K
$2.73M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-132- 51.56% |
$13.5K - $16K
|
124
$16.3K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1New |
$102 - $121
|
1
$132
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
800New |
$81.6K - $96.8K
|
800
$105K
|
|
|
Aug 28, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-11.9K- 99.01% |
$1.21M - $1.44M
|
119
$15.7K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
42+ 161.54% |
$4.28K - $5.08K
|
68
$8.95K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-7- 3.27% |
$714 - $847
|
207
$27.2K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-281- 2.39% |
$28.7K - $34K
|
11.5K
$1.51M
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-461- 12.35% |
$47K - $55.8K
|
3.27K
$430K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
49New |
$5K - $5.93K
|
49
$6.45K
|
|