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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
389New |
$37.6K - $45.6K
|
389
$41K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
381+ 12.7% |
$36.9K - $44.6K
|
3.38K
$356K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
379+ 6.07% |
$36.7K - $44.4K
|
6.62K
$698K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
375+ 10.76% |
$36.3K - $43.9K
|
3.86K
$407K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
355+ 7.36% |
$34.4K - $41.6K
|
5.18K
$546K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
354+ 25.73% |
$34.3K - $41.5K
|
1.73K
$182K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
352+ 1.98% |
$34.1K - $41.2K
|
18.1K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
345+ 4.85% |
$33.4K - $40.4K
|
7.46K
$787K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
343+ 10.03% |
$33.2K - $40.2K
|
3.76K
$397K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
341+ 6.27% |
$33K - $40K
|
5.78K
$609K
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
339+ 7.98% |
$32.8K - $39.7K
|
4.59K
$484K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
331+ 1.38% |
$32K - $38.8K
|
24.2K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
326+ 16.19% |
$31.6K - $38.2K
|
2.34K
$247K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
315+ 0.73% |
$30.5K - $36.9K
|
43.4K
$4.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
315+ 5.13% |
$30.5K - $36.9K
|
6.46K
$681K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
296+ 13.13% |
$28.6K - $34.7K
|
2.55K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
295+ 0.68% |
$28.6K - $34.6K
|
43.4K
$4.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
294+ 6.09% |
$28.5K - $34.5K
|
5.12K
$540K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
292New |
$28.3K - $34.2K
|
292
$30.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
292+ 1.77% |
$28.3K - $34.2K
|
16.8K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
290+ 7.92% |
$28.1K - $34K
|
3.95K
$417K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
289+ 15.76% |
$28K - $33.9K
|
2.12K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
288+ 1.84% |
$27.9K - $33.7K
|
15.9K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
285+ 1.28% |
$27.6K - $33.4K
|
22.6K
$2.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
283+ 4.98% |
$27.4K - $33.2K
|
5.96K
$629K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
281New |
$27.2K - $32.9K
|
281
$29.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
277+ 14.23% |
$26.8K - $32.5K
|
2.22K
$234K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
277+ 8.35% |
$26.8K - $32.5K
|
3.6K
$379K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
270+ 2.77% |
$26.1K - $31.6K
|
10K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
265+ 2.49% |
$25.6K - $31.1K
|
10.9K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
264+ 1.11% |
$25.5K - $30.9K
|
24.1K
$2.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
262New |
$25.4K - $30.7K
|
262
$27.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
262+ 7.32% |
$25.4K - $30.7K
|
3.84K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
261+ 5.26% |
$25.3K - $30.6K
|
5.22K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
258+ 7.26% |
$25K - $30.2K
|
3.81K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
255New |
$24.7K - $29.9K
|
255
$26.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
250+ 7.14% |
$24.2K - $29.3K
|
3.75K
$395K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
249+ 8.1% |
$24.1K - $29.2K
|
3.32K
$350K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
247+ 1.66% |
$23.9K - $28.9K
|
15.2K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
239+ 6.79% |
$23.1K - $28K
|
3.76K
$396K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
237+ 3.32% |
$22.9K - $27.8K
|
7.37K
$777K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
235+ 4.28% |
$22.7K - $27.5K
|
5.72K
$603K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
229New |
$22.2K - $26.8K
|
229
$24.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
223New |
$21.6K - $26.1K
|
223
$23.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
220+ 1.57% |
$21.3K - $25.8K
|
14.3K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
220+ 9.3% |
$21.3K - $25.8K
|
2.59K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
219+ 11.51% |
$21.2K - $25.7K
|
2.12K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
218+ 0.47% |
$21.1K - $25.5K
|
46.7K
$4.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
215+ 1.89% |
$20.8K - $25.2K
|
11.6K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
213+ 1.47% |
$20.6K - $25K
|
14.7K
$1.55M
|