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 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
|
|
|
Aug 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-185- 1.06% |
$18.9K - $22.4K
|
17.2K
$2.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
93New |
$9.48K - $11.3K
|
93
$12.2K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
399+ 304.58% |
$40.7K - $48.3K
|
530
$69.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
24+ 0.67% |
$2.45K - $2.9K
|
3.62K
$476K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
18+ 1.87% |
$1.84K - $2.18K
|
982
$129K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-20- 3.85% |
$2.04K - $2.42K
|
500
$65.8K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.26K- 15.14% |
$231K - $274K
|
12.7K
$1.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Ar Asset Management Inc
|
BUY
|
- |
10.8KNew |
$1.1M - $1.3M
|
10.8K
$1.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.73KNew |
$176K - $209K
|
1.73K
$227K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.57K- 51.68% |
$160K - $190K
|
1.47K
$193K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
66+ 2.88% |
$6.73K - $7.99K
|
2.35K
$310K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
1.96KNew |
$200K - $237K
|
1.96K
$258K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
700New |
$71.4K - $84.7K
|
700
$92.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-43- 0.92% |
$4.38K - $5.2K
|
4.63K
$609K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-100- 0.44% |
$10.2K - $12.1K
|
22.8K
$2.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.82K+ 31.77% |
$186K - $220K
|
7.55K
$994K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-200- 10.62% |
$20.4K - $24.2K
|
1.68K
$222K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
352New |
$35.9K - $42.6K
|
352
$46.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-1K- 67.68% |
$102K - $121K
|
479
$63K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.22K+ 31.02% |
$124K - $148K
|
5.15K
$678K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-69- 45.39% |
$7.04K - $8.35K
|
83
$10.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-38- 2.35% |
$3.87K - $4.6K
|
1.58K
$208K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-72- 19.35% |
$7.34K - $8.71K
|
300
$39.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.53K+ 10.36% |
$258K - $306K
|
26.9K
$3.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
750+ 1.55% |
$76.5K - $90.8K
|
49K
$6.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-400- 15.66% |
$40.8K - $48.4K
|
2.16K
$283K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
39New |
$3.98K - $4.72K
|
39
$5.13K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
1.85K+ 3.48% |
$189K - $224K
|
55K
$7.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
2+ 0.09% |
$204 - $242
|
2.21K
$290K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1New |
$102 - $121
|
1
$132
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
88+ 0.36% |
$8.97K - $10.6K
|
24.6K
$3.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-622- 9.45% |
$63.4K - $75.3K
|
5.96K
$784K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.33% |
$2.85K - $3.39K
|
8.42K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-63- 28.0% |
$6.42K - $7.62K
|
162
$21.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
441New |
$45K - $53.4K
|
441
$58K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-66- 0.21% |
$6.73K - $7.99K
|
31K
$4.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
700+ 27.07% |
$71.4K - $84.7K
|
3.29K
$432K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.67KNew |
$170K - $202K
|
1.67K
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
85+ 223.68% |
$8.67K - $10.3K
|
123
$16.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
2.05KNew |
$209K - $248K
|
2.05K
$269K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-44- 18.03% |
$4.49K - $5.32K
|
200
$26.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-498- 66.14% |
$50.8K - $60.3K
|
255
$33.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
87+ 4.41% |
$8.87K - $10.5K
|
2.06K
$271K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-3.04K- 48.29% |
$310K - $368K
|
3.26K
$428K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
1.1KNew |
$112K - $133K
|
1.1K
$145K
|
|
|
Jul 28, 2025
Q2 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-270- 3.33% |
$27.5K - $32.7K
|
7.85K
$1.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
19+ 0.55% |
$1.94K - $2.3K
|
3.5K
$460K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
160+ 5.03% |
$16.3K - $19.4K
|
3.34K
$440K
|
|