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 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
118+ 9.88% |
$11.5K - $13.6K
|
1.31K
$150K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
118+ 1.6% |
$11.5K - $13.6K
|
7.49K
$858K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
116+ 3.7% |
$11.3K - $13.4K
|
3.25K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
113+ 1.55% |
$11K - $13.1K
|
7.4K
$847K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
113+ 0.39% |
$11K - $13.1K
|
28.9K
$3.31M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
108+ 2.93% |
$10.5K - $12.5K
|
3.8K
$435K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
107+ 4.48% |
$10.4K - $12.4K
|
2.5K
$286K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
104+ 3.82% |
$10.1K - $12K
|
2.83K
$324K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
104+ 3.92% |
$10.1K - $12K
|
2.76K
$316K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
103+ 2.38% |
$10K - $11.9K
|
4.44K
$508K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
100New |
$9.71K - $11.6K
|
100
$11.5K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
97+ 4.45% |
$9.42K - $11.2K
|
2.28K
$261K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
87+ 3.14% |
$8.45K - $10.1K
|
2.86K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
85+ 1.22% |
$8.26K - $9.82K
|
7.06K
$809K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
85+ 0.49% |
$8.26K - $9.82K
|
17.6K
$2.01M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
78+ 147.17% |
$7.58K - $9.01K
|
131
$15K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
75+ 1.81% |
$7.29K - $8.67K
|
4.23K
$484K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
72+ 1.26% |
$6.99K - $8.32K
|
5.8K
$664K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
72+ 1.86% |
$6.99K - $8.32K
|
3.93K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
64+ 0.48% |
$6.22K - $7.4K
|
13.4K
$1.53M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
63+ 0.66% |
$6.12K - $7.28K
|
9.67K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
60+ 1.83% |
$5.83K - $6.93K
|
3.35K
$383K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
60+ 666.67% |
$5.83K - $6.93K
|
69
$7.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
58+ 0.27% |
$5.63K - $6.7K
|
21.2K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
52New |
$5.05K - $6.01K
|
52
$5.96K
|
|
|
May 14, 2025
Q1 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
51+ 0.74% |
$4.95K - $5.89K
|
6.9K
$791K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
50+ 1.23% |
$4.86K - $5.78K
|
4.11K
$471K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
50+ 0.81% |
$4.86K - $5.78K
|
6.19K
$708K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
49+ 1.21% |
$4.76K - $5.66K
|
4.11K
$471K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
48+ 1.26% |
$4.66K - $5.55K
|
3.86K
$443K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
48New |
$4.66K - $5.55K
|
48
$5.5K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
44+ 22.0% |
$4.27K - $5.09K
|
244
$27.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
44+ 1.15% |
$4.27K - $5.09K
|
3.86K
$442K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
43New |
$4.18K - $4.97K
|
43
$4.92K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
42+ 0.53% |
$4.08K - $4.85K
|
7.92K
$907K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
42+ 1.15% |
$4.08K - $4.85K
|
3.68K
$422K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
40New |
$3.89K - $4.62K
|
40
$4.58K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
40+ 50.63% |
$3.89K - $4.62K
|
119
$13.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
40+ 1.71% |
$3.89K - $4.62K
|
2.38K
$273K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
39New |
$3.79K - $4.51K
|
39
$4.47K
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
37+ 1.07% |
$3.59K - $4.28K
|
3.5K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
35+ 1.05% |
$3.4K - $4.04K
|
3.36K
$385K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
27+ 0.07% |
$2.62K - $3.12K
|
41.5K
$4.75M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
26New |
$2.53K - $3K
|
26
$2.98K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
26+ 1.2% |
$2.53K - $3K
|
2.19K
$250K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
22+ 0.19% |
$2.14K - $2.54K
|
11.8K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
22+ 0.25% |
$2.14K - $2.54K
|
8.83K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
22+ 0.67% |
$2.14K - $2.54K
|
3.29K
$376K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
21New |
$2.04K - $2.43K
|
21
$2.4K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
20+ 3.53% |
$1.94K - $2.31K
|
587
$67.2K
|