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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
214New |
$20.8K - $24.7K
|
214
$24.5K
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
210+ 3.8% |
$20.4K - $24.3K
|
5.74K
$657K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
209+ 5.02% |
$20.3K - $24.2K
|
4.37K
$500K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
200New |
$19.4K - $23.1K
|
200
$22.9K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
200+ 38.46% |
$19.4K - $23.1K
|
720
$82.5K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
200+ 0.88% |
$19.4K - $23.1K
|
22.9K
$2.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
200+ 19.57% |
$19.4K - $23.1K
|
1.22K
$140K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
200+ 0.46% |
$19.4K - $23.1K
|
43.6K
$5M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
200+ 2.68% |
$19.4K - $23.1K
|
7.66K
$877K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
200New |
$19.4K - $23.1K
|
200
$22.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
199+ 5.08% |
$19.3K - $23K
|
4.12K
$471K
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
198+ 3.22% |
$19.2K - $22.9K
|
6.34K
$726K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
198+ 172.17% |
$19.2K - $22.9K
|
313
$35.8K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
197+ 8.64% |
$19.1K - $22.8K
|
2.48K
$284K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
196+ 6.96% |
$19K - $22.7K
|
3.01K
$345K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
190+ 6.94% |
$18.5K - $22K
|
2.93K
$335K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
190+ 7.11% |
$18.5K - $22K
|
2.86K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
183+ 2.74% |
$17.8K - $21.1K
|
6.87K
$787K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
183+ 366.0% |
$17.8K - $21.1K
|
233
$26.7K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
180New |
$17.5K - $20.8K
|
180
$20.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
178+ 3.63% |
$17.3K - $20.6K
|
5.09K
$583K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
173+ 5.13% |
$16.8K - $20K
|
3.55K
$406K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
172+ 3.94% |
$16.7K - $19.9K
|
4.53K
$519K
|
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
170+ 0.23% |
$16.5K - $19.6K
|
75.6K
$8.66M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
165New |
$16K - $19.1K
|
165
$18.9K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
164+ 5.42% |
$15.9K - $19K
|
3.19K
$365K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
163+ 19.95% |
$15.8K - $18.8K
|
980
$112K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
161+ 6.35% |
$15.6K - $18.6K
|
2.7K
$309K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
158New |
$15.3K - $18.3K
|
158
$18.1K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
157+ 9.14% |
$15.3K - $18.1K
|
1.87K
$215K
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
155+ 2.14% |
$15.1K - $17.9K
|
7.4K
$847K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
154+ 15.51% |
$15K - $17.8K
|
1.15K
$131K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
154+ 4.61% |
$15K - $17.8K
|
3.49K
$400K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
150New |
$14.6K - $17.3K
|
150
$17.2K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
149+ 5.07% |
$14.5K - $17.2K
|
3.09K
$354K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
149+ 4.35% |
$14.5K - $17.2K
|
3.58K
$410K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
148New |
$14.4K - $17.1K
|
148
$16.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
143+ 4.25% |
$13.9K - $16.5K
|
3.51K
$402K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
141+ 1.46% |
$13.7K - $16.3K
|
9.79K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
140+ 1.4% |
$13.6K - $16.2K
|
10.1K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
139+ 0.33% |
$13.5K - $16.1K
|
42.2K
$4.83M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
139+ 4.31% |
$13.5K - $16.1K
|
3.36K
$385K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
137+ 0.72% |
$13.3K - $15.8K
|
19.2K
$2.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
135+ 3.01% |
$13.1K - $15.6K
|
4.62K
$529K
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
131+ 3.7% |
$12.7K - $15.1K
|
3.68K
$421K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
125+ 4.81% |
$12.1K - $14.4K
|
2.73K
$312K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
124+ 18.16% |
$12K - $14.3K
|
807
$92.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
120+ 8.02% |
$11.7K - $13.9K
|
1.62K
$185K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
119+ 0.07% |
$11.6K - $13.8K
|
159K
$18.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
119+ 5.31% |
$11.6K - $13.8K
|
2.36K
$270K
|