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 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
383New |
$39.1K - $46.3K
|
383
$50.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-149- 7.45% |
$15.2K - $18K
|
1.85K
$243K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-150- 3.66% |
$15.3K - $18.2K
|
3.94K
$519K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-5- 1.23% |
$510 - $605
|
400
$52.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
32.3KNew |
$3.29M - $3.91M
|
32.3K
$4.25M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-9- 1.48% |
$918 - $1.09K
|
599
$78.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-65- 2.07% |
$6.63K - $7.87K
|
3.08K
$405K
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
5.74KNew |
$585K - $694K
|
5.74K
$755K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
275+ 5.05% |
$28K - $33.3K
|
5.73K
$753K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.78KNew |
$182K - $216K
|
1.78K
$235K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.73KNew |
$177K - $210K
|
1.73K
$228K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5New |
$510 - $605
|
5
$658
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-50- 0.77% |
$5.1K - $6.05K
|
6.41K
$843K
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
651+ 28.96% |
$63.2K - $75.2K
|
2.9K
$381K
|
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
269+ 16.17% |
$26.1K - $31.1K
|
1.93K
$254K
|
|
|
Aug 15, 2025
Q1 2025
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.08K- 13.59% |
$105K - $125K
|
6.88K
$904K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
202New |
$19.6K - $23.3K
|
202
$26.6K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
352New |
$34.2K - $40.7K
|
352
$46.3K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
8New |
$777 - $925
|
8
$1.05K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
12New |
$1.17K - $1.39K
|
12
$1.58K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.12KNew |
$303K - $361K
|
3.12K
$411K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
8New |
$777 - $925
|
8
$1.05K
|
|
|
May 15, 2025
Q1 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-75- 0.66% |
$7.29K - $8.67K
|
11.3K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.05K+ 3.13% |
$102K - $121K
|
34.7K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-485- 4.89% |
$47.1K - $56.1K
|
9.44K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
2.8KNew |
$272K - $324K
|
2.8K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.08K- 10.31% |
$299K - $356K
|
26.8K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
27.4KNew |
$2.67M - $3.17M
|
27.4K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
500New |
$48.6K - $57.8K
|
500
$65.8K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
113+ 1.55% |
$11K - $13.1K
|
7.4K
$973K
|
|
|
May 15, 2025
Q1 2025
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
PUT |
50KNew |
$4.86M - $5.78M
|
50K
$6.58M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.06KNew |
$588K - $700K
|
6.06K
$797K
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.83KNew |
$177K - $211K
|
1.83K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-59- 1.23% |
$5.73K - $6.82K
|
4.73K
$622K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
180New |
$17.5K - $20.8K
|
180
$23.7K
|
|
|
May 15, 2025
Q1 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
11.7KNew |
$1.14M - $1.35M
|
11.7K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
PUT |
-1.3K- 6.91% |
$126K - $150K
|
17.5K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
5.1KNew |
$496K - $590K
|
5.1K
$671K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
479K+ 81.5% |
$46.6M - $55.4M
|
1.07M
$140M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
259New |
$25.2K - $29.9K
|
259
$34.1K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-35- 1.61% |
$3.4K - $4.04K
|
2.14K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
6.46K+ 302.39% |
$627K - $746K
|
8.59K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
11.2KNew |
$1.09M - $1.29M
|
11.2K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
222K+ 2215.67% |
$21.5M - $25.6M
|
232K
$30.5M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-93- 0.62% |
$9.03K - $10.7K
|
15K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-84.7K- 85.0% |
$8.23M - $9.79M
|
14.9K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
906K+ 8196.18% |
$88M - $105M
|
917K
$121M
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
3.24KNew |
$315K - $374K
|
3.24K
$426K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
2.06KNew |
$200K - $238K
|
2.06K
$271K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
20+ 13.33% |
$1.94K - $2.31K
|
170
$22.4K
|
|