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 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.05K+ 3.1% |
$102K - $121K
|
34.9K
$4M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.01K+ 4.11% |
$98.3K - $117K
|
25.6K
$2.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Viking Fund Management LLC
|
BUY
|
- |
1KNew |
$97.1K - $116K
|
1K
$115K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
977New |
$94.9K - $113K
|
977
$112K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
940+ 2.0% |
$91.3K - $109K
|
48K
$5.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
932New |
$90.5K - $108K
|
932
$107K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
922+ 24.31% |
$89.6K - $107K
|
4.71K
$540K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
913+ 34.12% |
$88.7K - $106K
|
3.59K
$411K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
907+ 11.35% |
$88.1K - $105K
|
8.9K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
903+ 5.22% |
$87.7K - $104K
|
18.2K
$2.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
887+ 6.91% |
$86.2K - $103K
|
13.7K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
BUY
|
- |
872+ 0.87% |
$84.7K - $101K
|
102K
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
852+ 281.19% |
$82.8K - $98.5K
|
1.16K
$132K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
816+ 4.46% |
$79.3K - $94.3K
|
19.1K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
806+ 4.0% |
$78.3K - $93.1K
|
20.9K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
799+ 0.89% |
$77.6K - $92.3K
|
90.9K
$10.4M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
793+ 7.02% |
$77K - $91.6K
|
12.1K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
774+ 2.88% |
$75.2K - $89.5K
|
27.7K
$3.17M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
742+ 19.97% |
$72.1K - $85.8K
|
4.46K
$510K
|
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
740+ 12.38% |
$71.9K - $85.5K
|
6.72K
$769K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
708+ 1.07% |
$68.8K - $81.8K
|
66.6K
$7.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
700+ 30.3% |
$68K - $80.9K
|
3.01K
$345K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
699+ 8.46% |
$67.9K - $80.8K
|
8.96K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
697+ 0.55% |
$67.7K - $80.6K
|
127K
$14.5M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
696New |
$67.6K - $80.4K
|
696
$79.7K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
693+ 6.68% |
$67.3K - $80.1K
|
11.1K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
675New |
$65.6K - $78K
|
675
$77.3K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
661+ 28.63% |
$64.2K - $76.4K
|
2.97K
$340K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
657+ 15.58% |
$63.8K - $75.9K
|
4.88K
$558K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
655+ 18.26% |
$63.6K - $75.7K
|
4.24K
$486K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
655+ 5.4% |
$63.6K - $75.7K
|
12.8K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
640New |
$62.2K - $74K
|
640
$73.3K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
629+ 3.85% |
$61.1K - $72.7K
|
17K
$1.94M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
601+ 3.57% |
$58.4K - $69.5K
|
17.4K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
599+ 7.61% |
$58.2K - $69.2K
|
8.47K
$970K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
580+ 8.05% |
$56.3K - $67K
|
7.78K
$891K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
580+ 10.03% |
$56.3K - $67K
|
6.36K
$728K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
578+ 1.4% |
$56.1K - $66.8K
|
42K
$4.81M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
535+ 0.63% |
$52K - $61.8K
|
85.1K
$9.75M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
511+ 0.97% |
$49.6K - $59.1K
|
53.2K
$6.09M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
509+ 3.19% |
$49.4K - $58.8K
|
16.5K
$1.88M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
508+ 9.2% |
$49.3K - $58.7K
|
6.03K
$691K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
500New |
$48.6K - $57.8K
|
500
$57.3K
|
|
|
May 08, 2025
Q1 2025
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
500+ 1.79% |
$48.6K - $57.8K
|
28.5K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
498+ 5.75% |
$48.4K - $57.6K
|
9.15K
$1.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
498+ 15.38% |
$48.4K - $57.6K
|
3.74K
$428K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
494+ 3.42% |
$48K - $57.1K
|
14.9K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
490+ 1.26% |
$47.6K - $56.6K
|
39.3K
$4.5M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
488+ 7.84% |
$47.4K - $56.4K
|
6.71K
$768K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
488+ 2.41% |
$47.4K - $56.4K
|
20.7K
$2.37M
|