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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
69New |
$7.04K - $8.35K
|
69
$9.08K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.2K- 58.48% |
$1.45M - $1.72M
|
10.1K
$1.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
1.73KNew |
$176K - $209K
|
1.73K
$227K
|
|
|
Jul 25, 2025
Q2 2025
|
Penbrook Management LLC
|
SELL
|
- |
-150- 2.6% |
$15.3K - $18.2K
|
5.61K
$738K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
218New |
$22.2K - $26.4K
|
218
$28.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-200- 18.18% |
$20.4K - $24.2K
|
900
$118K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-189- 0.99% |
$19.3K - $22.9K
|
19K
$2.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6+ 0.27% |
$612 - $726
|
2.25K
$296K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-13- 0.49% |
$1.33K - $1.57K
|
2.65K
$348K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.6K- 22.09% |
$164K - $194K
|
5.66K
$744K
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.7KNew |
$173K - $205K
|
1.7K
$223K
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-265- 9.04% |
$27K - $32.1K
|
2.67K
$351K
|
|
|
Jul 23, 2025
Q2 2025
|
Puzo Michael J
|
SELL
|
- |
-400- 16.43% |
$40.8K - $48.4K
|
2.04K
$268K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
33+ 1.28% |
$3.36K - $3.99K
|
2.6K
$342K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-300- 8.92% |
$30.6K - $36.3K
|
3.06K
$403K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
260New |
$26.5K - $31.5K
|
260
$34.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6+ 0.09% |
$612 - $726
|
7.04K
$927K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
58New |
$5.91K - $7.02K
|
58
$7.63K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
2.54KNew |
$259K - $308K
|
2.54K
$334K
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-95- 64.63% |
$9.69K - $11.5K
|
52
$6.84K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
334New |
$34.1K - $40.4K
|
334
$43.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-271- 6.5% |
$27.6K - $32.8K
|
3.9K
$513K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
70+ 2.44% |
$7.14K - $8.47K
|
2.94K
$386K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
313+ 2.99% |
$31.9K - $37.9K
|
10.8K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-90- 26.87% |
$9.18K - $10.9K
|
245
$32.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-329- 15.79% |
$33.5K - $39.8K
|
1.76K
$231K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-25- 0.73% |
$2.55K - $3.03K
|
3.39K
$446K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-100- 21.51% |
$10.2K - $12.1K
|
365
$48K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.71KNew |
$174K - $207K
|
1.71K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-25- 1.17% |
$2.55K - $3.03K
|
2.11K
$278K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
31+ 1.19% |
$3.16K - $3.75K
|
2.63K
$346K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
565+ 7.69% |
$57.6K - $68.4K
|
7.91K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-700- 7.24% |
$71.4K - $84.7K
|
8.98K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-40- 28.57% |
$4.08K - $4.84K
|
100
$13.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
105+ 66.04% |
$10.7K - $12.7K
|
264
$34.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-62- 63.27% |
$6.32K - $7.5K
|
36
$4.74K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-306- 10.31% |
$31.2K - $37K
|
2.66K
$350K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-88.7K- 90.14% |
$9.04M - $10.7M
|
9.7K
$1.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-100- 4.45% |
$10.2K - $12.1K
|
2.15K
$283K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-550- 17.28% |
$56.1K - $66.6K
|
2.63K
$346K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-95- 17.15% |
$9.69K - $11.5K
|
459
$60.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
3.72K+ 43.4% |
$379K - $450K
|
12.3K
$1.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-256- 12.4% |
$26.1K - $31K
|
1.81K
$238K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-100- 2.78% |
$10.2K - $12.1K
|
3.5K
$460K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5+ 0.19% |
$510 - $605
|
2.57K
$338K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
85+ 1.88% |
$8.67K - $10.3K
|
4.61K
$607K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-206- 9.23% |
$21K - $24.9K
|
2.03K
$267K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-130- 4.42% |
$13.3K - $15.7K
|
2.81K
$370K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-237- 6.56% |
$24.2K - $28.7K
|
3.38K
$444K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-161- 5.42% |
$16.4K - $19.5K
|
2.81K
$370K
|
|