Latest Institutional Purchases of Novartis Ag (NVS)
This list provides information on the latest institutional transactions involving Novartis Ag (NVS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
86.4K+ 38.54% |
$8.8M - $10.4M
|
310K
$35.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
32.3KNew |
$3.29M - $3.91M
|
32.3K
$3.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
28.7K+ 3.73% |
$2.93M - $3.48M
|
798K
$91.4M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
26.1KNew |
$2.66M - $3.15M
|
26.1K
$2.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
26K+ 788.65% |
$2.65M - $3.15M
|
29.3K
$3.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
15.6KNew |
$1.59M - $1.89M
|
15.6K
$1.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
9.58KNew |
$977K - $1.16M
|
9.58K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.81K+ 18.95% |
$898K - $1.07M
|
55.3K
$6.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
6.28KNew |
$640K - $760K
|
6.28K
$719K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.78K+ 4.11% |
$589K - $699K
|
147K
$16.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
5.74KNew |
$585K - $694K
|
5.74K
$657K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
5.62KNew |
$573K - $680K
|
5.62K
$644K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.89KNew |
$397K - $471K
|
3.89K
$446K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.86K+ 23.38% |
$394K - $467K
|
20.4K
$2.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
BUY
|
- |
3.81K+ 0.3% |
$388K - $460K
|
1.26M
$145M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
3.72K+ 43.4% |
$379K - $450K
|
12.3K
$1.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.51KNew |
$358K - $425K
|
3.51K
$402K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.97KNew |
$303K - $359K
|
2.97K
$340K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
2.88K+ 57.61% |
$293K - $348K
|
7.87K
$901K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.58K+ 47.99% |
$263K - $312K
|
7.96K
$911K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
2.5K+ 13.22% |
$255K - $303K
|
21.4K
$2.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.3KNew |
$235K - $279K
|
2.3K
$264K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.2K+ 17.8% |
$224K - $266K
|
14.6K
$1.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.2KNew |
$224K - $266K
|
2.2K
$251K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.06K+ 18.28% |
$210K - $250K
|
13.4K
$1.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.99KNew |
$203K - $241K
|
1.99K
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.78KNew |
$182K - $216K
|
1.78K
$204K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1.76KNew |
$179K - $213K
|
1.76K
$201K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.73KNew |
$177K - $210K
|
1.73K
$199K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.72KNew |
$175K - $208K
|
1.72K
$197K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.71KNew |
$174K - $207K
|
1.71K
$196K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.7K+ 10.88% |
$173K - $206K
|
17.3K
$1.98M
|
|
|
Jul 02, 2025
Q2 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
1.69KNew |
$172K - $204K
|
1.69K
$193K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.67KNew |
$171K - $203K
|
1.67K
$192K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.67KNew |
$170K - $201K
|
1.67K
$191K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.63K+ 3.78% |
$166K - $197K
|
44.7K
$5.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.56K+ 23.94% |
$159K - $189K
|
8.09K
$926K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.38K+ 28.28% |
$141K - $167K
|
6.25K
$716K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.31K+ 26.38% |
$133K - $158K
|
6.25K
$716K
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
1.3K+ 18.28% |
$132K - $157K
|
8.39K
$961K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
1.14K+ 5.94% |
$117K - $138K
|
20.4K
$2.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.13K+ 4.39% |
$115K - $136K
|
26.8K
$3.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
1.06K+ 2.21% |
$108K - $129K
|
49K
$5.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.04K+ 19.4% |
$106K - $126K
|
6.42K
$735K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1KNew |
$102K - $121K
|
1K
$115K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
954+ 11.35% |
$97.3K - $115K
|
9.36K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
914+ 3.82% |
$93.2K - $111K
|
24.8K
$2.84M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
705+ 4.64% |
$71.9K - $85.3K
|
15.9K
$1.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
654+ 4.49% |
$66.7K - $79.1K
|
15.2K
$1.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
636+ 0.75% |
$64.8K - $77K
|
85.8K
$9.83M
|