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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
CALL |
5.3K+ 32.32% |
$602K - $688K
|
21.7K
$2.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
413+ 19.88% |
$46.9K - $53.6K
|
2.49K
$328K
|
|
|
Nov 14, 2025
Q3 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
5.5KNew |
$624K - $714K
|
5.5K
$724K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.6K+ 138.32% |
$522K - $597K
|
7.93K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
150New |
$17K - $19.5K
|
150
$19.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
6.4KNew |
$727K - $831K
|
6.4K
$842K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.69K- 65.19% |
$873K - $998K
|
4.11K
$540K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-200- 2.89% |
$22.7K - $25.9K
|
6.73K
$885K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
91New |
$10.3K - $11.8K
|
91
$12K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-42- 0.26% |
$4.77K - $5.45K
|
16.4K
$2.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
9.6K+ 4.86% |
$1.09M - $1.24M
|
207K
$27.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-68- 4.55% |
$7.72K - $8.82K
|
1.43K
$187K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
721K+ 77.74% |
$81.8M - $93.5M
|
1.65M
$217M
|
|
|
Nov 14, 2025
Q3 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
82+ 4.3% |
$9.31K - $10.6K
|
1.99K
$262K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
252+ 56.25% |
$28.6K - $32.7K
|
700
$92.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.26K- 19.8% |
$597K - $683K
|
21.3K
$2.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
617New |
$70K - $80K
|
617
$81.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
8.21K+ 11.15% |
$932K - $1.07M
|
81.9K
$10.8M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.36K+ 6.38% |
$494K - $565K
|
72.6K
$9.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
4New |
$454 - $519
|
4
$526
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
430+ 0.62% |
$48.8K - $55.8K
|
69.5K
$9.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
356+ 2.7% |
$40.4K - $46.2K
|
13.6K
$1.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
49.7K+ 217.14% |
$5.64M - $6.45M
|
72.6K
$9.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-21.7K- 6.14% |
$2.46M - $2.81M
|
331K
$43.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.35K- 4.84% |
$267K - $305K
|
46.2K
$6.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
419+ 5.22% |
$47.6K - $54.4K
|
8.45K
$1.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
480K+ 84.99% |
$54.5M - $62.3M
|
1.05M
$137M
|
|
|
Nov 13, 2025
Q3 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.83K+ 344.55% |
$208K - $238K
|
2.37K
$311K
|
|
|
Nov 13, 2025
Q3 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
83.3K+ 1.49% |
$9.46M - $10.8M
|
5.66M
$745M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.54K+ 3.92% |
$289K - $330K
|
67.4K
$8.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
BUY
|
- |
45.2K+ 11.31% |
$5.13M - $5.86M
|
445K
$58.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.26K+ 3.94% |
$257K - $293K
|
59.7K
$7.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-30- 1.44% |
$3.41K - $3.89K
|
2.05K
$270K
|
|
|
Nov 13, 2025
Q3 2025
|
Kendall Capital Management
|
SELL
|
- |
-50- 2.13% |
$5.68K - $6.49K
|
2.3K
$302K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
24.5KNew |
$2.78M - $3.17M
|
24.5K
$3.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
7.33K+ 29.22% |
$832K - $951K
|
32.4K
$4.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-1.88K- 9.19% |
$214K - $244K
|
18.6K
$2.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
603New |
$68.4K - $78.2K
|
603
$79.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-542- 6.09% |
$61.5K - $70.3K
|
8.36K
$1.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-180K- 4.25% |
$20.4M - $23.4M
|
4.06M
$534M
|
|
|
Nov 13, 2025
Q3 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
179+ 0.45% |
$20.3K - $23.2K
|
40.3K
$5.3M
|
|
|
Nov 13, 2025
Q3 2025
|
University Of Texas
|
BUY
|
- |
6.17KNew |
$700K - $800K
|
6.17K
$811K
|
|
|
Nov 13, 2025
Q3 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
13.8K+ 48.51% |
$1.56M - $1.78M
|
42.1K
$5.54M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
20.8K+ 7.86% |
$2.36M - $2.7M
|
286K
$37.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-59.1K- 43.17% |
$6.71M - $7.67M
|
77.8K
$10.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
278+ 2.33% |
$31.6K - $36.1K
|
12.2K
$1.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-850- 12.7% |
$96.5K - $110K
|
5.84K
$768K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.38K- 14.92% |
$157K - $179K
|
7.88K
$1.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-17.4K- 28.85% |
$1.97M - $2.25M
|
42.8K
$5.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-57- 1.15% |
$6.47K - $7.39K
|
4.92K
$647K
|
|