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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
464New |
$44.9K - $54.4K
|
464
$61K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-160- 22.57% |
$15.5K - $18.7K
|
549
$72.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
650New |
$62.9K - $76.2K
|
650
$85.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
98New |
$9.48K - $11.5K
|
98
$12.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
400+ 20.28% |
$38.7K - $46.9K
|
2.37K
$312K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
684New |
$66.2K - $80.2K
|
684
$90K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
127New |
$12.3K - $14.9K
|
127
$16.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
4.48KNew |
$434K - $525K
|
4.48K
$590K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
292New |
$28.3K - $34.2K
|
292
$38.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
12KNew |
$1.16M - $1.41M
|
12K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-115- 23.66% |
$11.1K - $13.5K
|
371
$48.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-181- 90.05% |
$17.5K - $21.2K
|
20
$2.63K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
2.43KNew |
$235K - $284K
|
2.43K
$319K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
44New |
$4.26K - $5.16K
|
44
$5.79K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
44New |
$4.26K - $5.16K
|
44
$5.79K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
2.39KNew |
$232K - $281K
|
2.39K
$315K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 5.88% |
$290 - $352
|
54
$7.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-440- 44.35% |
$42.6K - $51.6K
|
552
$72.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-25- 67.57% |
$2.42K - $2.93K
|
12
$1.58K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
130New |
$12.6K - $15.2K
|
130
$17.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
26.7KNew |
$2.59M - $3.13M
|
26.7K
$3.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
89+ 2.9% |
$8.61K - $10.4K
|
3.16K
$415K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-9.47K- 55.34% |
$917K - $1.11M
|
7.65K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
186+ 4.57% |
$18K - $21.8K
|
4.26K
$560K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.03K+ 12.77% |
$99.4K - $120K
|
9.07K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 4.3% |
$9.68K - $11.7K
|
2.23K
$293K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
36New |
$3.48K - $4.22K
|
36
$4.74K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
15.7KNew |
$1.52M - $1.84M
|
15.7K
$2.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
262New |
$25.4K - $30.7K
|
262
$34.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
44New |
$4.26K - $5.16K
|
44
$5.79K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
107New |
$10.4K - $12.5K
|
107
$14.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.25KNew |
$218K - $263K
|
2.25K
$296K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-4- 9.3% |
$387 - $469
|
39
$5.13K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
12.2KNew |
$1.18M - $1.43M
|
12.2K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-10.4K- 78.19% |
$1M - $1.22M
|
2.9K
$381K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.31KNew |
$126K - $153K
|
1.31K
$172K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
9.94KNew |
$962K - $1.16M
|
9.94K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
8.98KNew |
$869K - $1.05M
|
8.98K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
26.6KNew |
$2.58M - $3.12M
|
26.6K
$3.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
200New |
$19.4K - $23.4K
|
200
$26.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
697+ 35.11% |
$67.5K - $81.7K
|
2.68K
$353K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
13.7KNew |
$1.33M - $1.61M
|
13.7K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.69KNew |
$260K - $315K
|
2.69K
$353K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
23New |
$2.23K - $2.7K
|
23
$3.03K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-12- 1.02% |
$1.16K - $1.41K
|
1.16K
$153K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
15.2K+ 21.27% |
$1.47M - $1.78M
|
86.7K
$11.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.35K- 27.99% |
$324K - $393K
|
8.62K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.92K+ 17.95% |
$186K - $225K
|
12.6K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
223New |
$21.6K - $26.1K
|
223
$29.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.07K+ 17.38% |
$104K - $126K
|
7.24K
$952K
|
|