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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.63K- 9.77% |
$157K - $190K
|
15K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
262+ 7.32% |
$25.4K - $30.7K
|
3.84K
$384K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-30- 0.55% |
$2.9K - $3.52K
|
5.43K
$543K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
706+ 35.69% |
$68.3K - $82.7K
|
2.68K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
427+ 2.02% |
$41.3K - $50K
|
21.5K
$2.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-69- 1.54% |
$6.68K - $8.09K
|
4.41K
$441K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
62+ 1.38% |
$6K - $7.27K
|
4.55K
$455K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-667- 1.24% |
$64.6K - $78.2K
|
53.2K
$5.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.5K+ 80.13% |
$242K - $292K
|
5.61K
$561K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.09K- 3.21% |
$105K - $128K
|
32.8K
$3.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
67+ 1.6% |
$6.48K - $7.85K
|
4.26K
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
656+ 6.69% |
$63.5K - $76.9K
|
10.5K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
500+ 95.79% |
$48.4K - $58.6K
|
1.02K
$102K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-133- 5.65% |
$12.9K - $15.6K
|
2.22K
$222K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
160+ 175.82% |
$15.5K - $18.7K
|
251
$25.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-169- 2.59% |
$16.4K - $19.8K
|
6.35K
$634K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.4K+ 5.0% |
$135K - $163K
|
29.3K
$2.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-30- 1.05% |
$2.9K - $3.52K
|
2.82K
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
200+ 4.5% |
$19.4K - $23.4K
|
4.64K
$464K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-60- 30.0% |
$5.81K - $7.03K
|
140
$14K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-24- 4.15% |
$2.32K - $2.81K
|
554
$55.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-60- 1.63% |
$5.81K - $7.03K
|
3.63K
$363K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.62K+ 1.89% |
$448K - $542K
|
250K
$25M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-680- 0.58% |
$65.8K - $79.7K
|
116K
$11.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-557- 4.69% |
$53.9K - $65.3K
|
11.3K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10.9K- 51.41% |
$1.06M - $1.28M
|
10.3K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-405- 9.95% |
$39.2K - $47.5K
|
3.66K
$366K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-235- 16.67% |
$22.7K - $27.5K
|
1.18K
$117K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-61- 21.11% |
$5.9K - $7.15K
|
228
$22.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
62+ 0.7% |
$6K - $7.27K
|
8.89K
$889K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
177+ 1.51% |
$17.1K - $20.7K
|
11.9K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-537- 6.94% |
$52K - $62.9K
|
7.2K
$719K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10- 0.09% |
$968 - $1.17K
|
11.3K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
223New |
$21.6K - $26.1K
|
223
$22.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-132- 3.33% |
$12.8K - $15.5K
|
3.83K
$383K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.67K+ 76.46% |
$258K - $312K
|
6.15K
$615K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
580+ 21.81% |
$56.1K - $68K
|
3.24K
$324K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-173- 2.61% |
$16.7K - $20.3K
|
6.45K
$645K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-177- 14.47% |
$17.1K - $20.7K
|
1.05K
$105K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-337- 1.22% |
$32.6K - $39.5K
|
27.2K
$2.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
606+ 7.1% |
$58.6K - $71K
|
9.14K
$914K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
220+ 9.3% |
$21.3K - $25.8K
|
2.59K
$259K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-90- 0.79% |
$8.71K - $10.5K
|
11.3K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
108+ 0.18% |
$10.5K - $12.7K
|
60.7K
$6.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-128- 2.71% |
$12.4K - $15K
|
4.59K
$459K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.07K+ 17.38% |
$104K - $126K
|
7.24K
$724K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.82K- 27.56% |
$273K - $331K
|
7.42K
$742K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
40+ 0.67% |
$3.87K - $4.69K
|
6.02K
$602K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
131+ 6.53% |
$12.7K - $15.4K
|
2.14K
$214K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
77+ 1.83% |
$7.45K - $9.02K
|
4.28K
$428K
|