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 12, 2025
Q3 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-267- 9.01% |
$30.3K - $34.6K
|
2.7K
$355K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
230+ 7.77% |
$26.1K - $29.8K
|
3.19K
$420K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
96New |
$10.9K - $12.5K
|
96
$12.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
503KNew |
$57.1M - $65.3M
|
503K
$66.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
45New |
$5.11K - $5.84K
|
45
$5.92K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5- 0.15% |
$568 - $649
|
3.26K
$429K
|
|
|
Nov 12, 2025
Q3 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
1.66K+ 0.84% |
$189K - $216K
|
199K
$26.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-300- 2.32% |
$34.1K - $38.9K
|
12.6K
$1.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-2.02K- 1.28% |
$229K - $262K
|
156K
$20.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
690+ 15.75% |
$78.3K - $89.5K
|
5.07K
$667K
|
|
|
Nov 12, 2025
Q3 2025
|
Beddow Capital Management Inc
|
SELL
|
- |
-15- 0.34% |
$1.7K - $1.95K
|
4.45K
$585K
|
|
|
Nov 12, 2025
Q3 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-2.91K- 5.51% |
$330K - $377K
|
49.8K
$6.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
6.76K+ 4.1% |
$767K - $877K
|
172K
$22.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
475New |
$53.9K - $61.6K
|
475
$62.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-866- 5.36% |
$98.3K - $112K
|
15.3K
$2.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-318- 1.17% |
$36.1K - $41.3K
|
26.9K
$3.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
45+ 0.25% |
$5.11K - $5.84K
|
17.7K
$2.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2.5K- 3.15% |
$284K - $324K
|
76.9K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-650- 6.34% |
$73.8K - $84.3K
|
9.6K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.32K+ 8.41% |
$377K - $431K
|
42.8K
$5.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-498- 46.94% |
$56.5K - $64.6K
|
563
$74.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-293- 0.78% |
$33.3K - $38K
|
37.1K
$4.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15- 0.49% |
$1.7K - $1.95K
|
3.05K
$401K
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-210- 2.21% |
$23.8K - $27.2K
|
9.29K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
34+ 1.74% |
$3.86K - $4.41K
|
1.99K
$262K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
83+ 0.79% |
$9.42K - $10.8K
|
10.6K
$1.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
1.69KNew |
$191K - $219K
|
1.69K
$222K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
260+ 0.63% |
$29.5K - $33.7K
|
41.4K
$5.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-395- 16.77% |
$44.8K - $51.2K
|
1.96K
$258K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
351+ 2.89% |
$39.8K - $45.5K
|
12.5K
$1.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-260- 0.45% |
$29.5K - $33.7K
|
57.8K
$7.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
562+ 14.84% |
$63.8K - $72.9K
|
4.35K
$572K
|
|
|
Nov 12, 2025
Q3 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-3.17K- 41.4% |
$360K - $412K
|
4.49K
$591K
|
|
|
Nov 12, 2025
Q3 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
136+ 0.8% |
$15.4K - $17.6K
|
17.1K
$2.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
150+ 4.14% |
$17K - $19.5K
|
3.77K
$496K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.91K+ 2.86% |
$443K - $507K
|
140K
$18.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
88+ 3.58% |
$9.99K - $11.4K
|
2.55K
$335K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
39K+ 4.53% |
$4.43M - $5.06M
|
900K
$118M
|
|
|
Nov 12, 2025
Q3 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
30+ 0.87% |
$3.41K - $3.89K
|
3.46K
$455K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.18K- 29.61% |
$248K - $283K
|
5.19K
$683K
|
|
|
Nov 10, 2025
Q3 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
339+ 0.15% |
$38.5K - $44K
|
222K
$29.2M
|
|
|
Nov 10, 2025
Q3 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
5K+ 33.33% |
$568K - $649K
|
20K
$2.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
CALL |
255New |
$28.9K - $33.1K
|
255
$33.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-461- 15.26% |
$52.3K - $59.8K
|
2.56K
$337K
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-8- 0.08% |
$908 - $1.04K
|
10.6K
$1.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
17.3K+ 8.07% |
$1.96M - $2.24M
|
231K
$30.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
59+ 2.21% |
$6.7K - $7.65K
|
2.72K
$358K
|
|
|
Nov 10, 2025
Q3 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-50- 0.14% |
$5.68K - $6.49K
|
35.2K
$4.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-873- 3.78% |
$99.1K - $113K
|
22.2K
$2.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
183+ 1.91% |
$20.8K - $23.7K
|
9.76K
$1.28M
|
|