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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
SELL
|
- |
-5- 0.17% |
$510 - $605
|
2.93K
$385K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.28K+ 26.72% |
$130K - $154K
|
6.05K
$796K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-559- 19.42% |
$57K - $67.6K
|
2.32K
$305K
|
|
|
Aug 12, 2025
Q2 2025
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-24- 0.18% |
$2.45K - $2.9K
|
13.3K
$1.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2+ 0.09% |
$204 - $242
|
2.24K
$295K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
2+ 1.17% |
$204 - $242
|
173
$22.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-122- 5.36% |
$12.4K - $14.8K
|
2.16K
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
13KNew |
$1.33M - $1.58M
|
13K
$1.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
1K+ 10.29% |
$102K - $121K
|
10.7K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.96K+ 84.24% |
$199K - $237K
|
4.28K
$563K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
117K+ 12001.03% |
$11.9M - $14.1M
|
118K
$15.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.78KNew |
$385K - $457K
|
3.78K
$497K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
14.1K+ 27.55% |
$1.43M - $1.7M
|
65.2K
$8.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-7.26K- 55.29% |
$740K - $878K
|
5.87K
$772K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
130+ 8.38% |
$13.3K - $15.7K
|
1.68K
$221K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-100- 4.45% |
$10.2K - $12.1K
|
2.15K
$282K
|
|
|
Aug 12, 2025
Q2 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
90+ 1.14% |
$9.18K - $10.9K
|
7.99K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
15+ 3.06% |
$1.53K - $1.82K
|
505
$66.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.37K- 5.08% |
$140K - $166K
|
25.6K
$3.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
3.6KNew |
$367K - $435K
|
3.6K
$473K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-114- 19.52% |
$11.6K - $13.8K
|
470
$61.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-13- 5.7% |
$1.33K - $1.57K
|
215
$28.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
51+ 3.39% |
$5.2K - $6.17K
|
1.56K
$205K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-52- 3.46% |
$5.3K - $6.29K
|
1.45K
$191K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
469New |
$47.8K - $56.8K
|
469
$61.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-1.45K- 6.97% |
$148K - $175K
|
19.4K
$2.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
209KNew |
$21.3M - $25.3M
|
209K
$27.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 5.0% |
$102 - $121
|
21
$2.76K
|
|
|
Aug 08, 2025
Q2 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
3.5KNew |
$357K - $424K
|
3.5K
$460K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-60- 46.88% |
$6.12K - $7.26K
|
68
$8.95K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
116+ 2.6% |
$11.8K - $14K
|
4.58K
$603K
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-100- 2.98% |
$10.2K - $12.1K
|
3.26K
$429K
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-112- 1.31% |
$11.4K - $13.6K
|
8.42K
$1.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.88K+ 8.72% |
$293K - $348K
|
35.9K
$4.72M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
91New |
$9.28K - $11K
|
91
$12K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
657New |
$67K - $79.5K
|
657
$86.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5.96K+ 15.57% |
$607K - $721K
|
44.2K
$5.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
630+ 32.14% |
$64.2K - $76.2K
|
2.59K
$341K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
74+ 12.29% |
$7.55K - $8.95K
|
676
$88.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
2+ 0.09% |
$204 - $242
|
2.13K
$281K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-63- 3.02% |
$6.42K - $7.62K
|
2.02K
$266K
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
54+ 17.25% |
$5.51K - $6.53K
|
367
$48.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-173- 8.13% |
$17.6K - $20.9K
|
1.96K
$257K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.89KNew |
$192K - $228K
|
1.89K
$248K
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.72KNew |
$175K - $208K
|
1.72K
$226K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.2KNew |
$326K - $387K
|
3.2K
$420K
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
BUY
|
- |
8+ 0.44% |
$816 - $968
|
1.83K
$240K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
20New |
$2.04K - $2.42K
|
20
$2.63K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-300- 2.08% |
$30.6K - $36.3K
|
14.1K
$1.86M
|
|