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 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-172- 4.33% |
$19.5K - $22.3K
|
3.8K
$500K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.1K- 11.31% |
$239K - $273K
|
16.5K
$2.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
47+ 1.82% |
$5.33K - $6.1K
|
2.63K
$346K
|
|
|
Nov 13, 2025
Q3 2025
|
Bristol John W & CO Inc
|
SELL
|
- |
-10.6K- 1.78% |
$1.2M - $1.37M
|
582K
$76.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
47+ 6.06% |
$5.33K - $6.1K
|
822
$108K
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
BUY
|
- |
482+ 6.37% |
$54.7K - $62.5K
|
8.05K
$1.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
28.5K+ 31.55% |
$3.24M - $3.7M
|
119K
$15.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
1.79KNew |
$204K - $233K
|
1.79K
$236K
|
|
|
Nov 13, 2025
Q3 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.86K+ 42.13% |
$324K - $371K
|
9.64K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-62.5K- 0.59% |
$7.09M - $8.11M
|
10.6M
$1.39B
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-28- 0.31% |
$3.18K - $3.63K
|
9.05K
$1.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
646+ 11.16% |
$73.3K - $83.8K
|
6.43K
$846K
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6+ 0.04% |
$681 - $778
|
15.2K
$2M
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-412- 0.35% |
$46.8K - $53.4K
|
116K
$15.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-903- 4.3% |
$102K - $117K
|
20.1K
$2.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
2.2M+ 3518.56% |
$250M - $285M
|
2.26M
$298M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-20.9K- 10.46% |
$2.37M - $2.71M
|
179K
$23.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-263K- 18.37% |
$29.9M - $34.1M
|
1.17M
$154M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
700New |
$79.5K - $90.8K
|
700
$92.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.34K+ 1.63% |
$947K - $1.08M
|
520K
$68.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.73K- 36.31% |
$196K - $224K
|
3.03K
$398K
|
|
|
Nov 13, 2025
Q3 2025
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-1.4K- 4.93% |
$159K - $182K
|
27K
$3.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
346+ 7.94% |
$39.3K - $44.9K
|
4.7K
$619K
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.96KNew |
$562K - $643K
|
4.96K
$652K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
30+ 4.71% |
$3.41K - $3.89K
|
667
$87.7K
|
|
|
Nov 13, 2025
Q3 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
76+ 38.97% |
$8.63K - $9.86K
|
271
$35.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-51.5K- 4.08% |
$5.84M - $6.68M
|
1.21M
$159M
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
45+ 1.76% |
$5.11K - $5.84K
|
2.6K
$341K
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
1.81K+ 3.44% |
$206K - $235K
|
54.5K
$7.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12+ 18.18% |
$1.36K - $1.56K
|
78
$10.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.14K+ 221.58% |
$810K - $926K
|
10.4K
$1.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-8.26K- 29.91% |
$938K - $1.07M
|
19.4K
$2.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.06K+ 3.94% |
$461K - $527K
|
107K
$14.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
133New |
$15.1K - $17.3K
|
133
$17.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.7K+ 133.54% |
$4.5M - $5.15M
|
69.4K
$9.13M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.91KNew |
$217K - $248K
|
1.91K
$252K
|
|
|
Nov 13, 2025
Q3 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
16+ 0.89% |
$1.82K - $2.08K
|
1.82K
$240K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.02K- 22.34% |
$115K - $132K
|
3.54K
$465K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.68K+ 4.38% |
$304K - $347K
|
63.8K
$8.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
554+ 11.39% |
$62.9K - $71.9K
|
5.42K
$713K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
58.2K+ 121.16% |
$6.61M - $7.56M
|
106K
$14M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
4.6K+ 32.62% |
$522K - $597K
|
18.7K
$2.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
433+ 14.02% |
$49.1K - $56.2K
|
3.52K
$463K
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
1.82KNew |
$207K - $236K
|
1.82K
$240K
|
|
|
Nov 13, 2025
Q3 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
- |
-13.5K- 86.84% |
$1.53M - $1.75M
|
2.04K
$269K
|
|
|
Nov 13, 2025
Q3 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
PUT |
-32.2K- 43.11% |
$3.65M - $4.18M
|
42.5K
$5.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-200- 53.62% |
$22.7K - $25.9K
|
173
$22.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-32.1K- 51.43% |
$3.64M - $4.16M
|
30.3K
$3.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
428+ 5.17% |
$48.6K - $55.5K
|
8.71K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
R Squared LTD
Central, K3 |
SELL
|
- |
-403- 12.93% |
$45.7K - $52.3K
|
2.71K
$357K
|
|