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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
130+ 8.38% |
$13.3K - $15.7K
|
1.68K
$209K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
128+ 0.68% |
$13.1K - $15.5K
|
19K
$2.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
128+ 40.13% |
$13.1K - $15.5K
|
447
$55.5K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
126+ 1.43% |
$12.8K - $15.2K
|
8.96K
$1.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
125+ 2.46% |
$12.7K - $15.1K
|
5.21K
$646K
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
124+ 3.53% |
$12.6K - $15K
|
3.64K
$451K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
123+ 3.24% |
$12.5K - $14.9K
|
3.92K
$486K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
123+ 1.34% |
$12.5K - $14.9K
|
9.28K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
117+ 188.71% |
$11.9K - $14.2K
|
179
$22.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
117+ 2.66% |
$11.9K - $14.2K
|
4.51K
$560K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
116+ 32.22% |
$11.8K - $14K
|
476
$59.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
116+ 2.6% |
$11.8K - $14K
|
4.58K
$569K
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
115+ 2.71% |
$11.7K - $13.9K
|
4.36K
$541K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
112+ 3.81% |
$11.4K - $13.6K
|
3.05K
$379K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
109+ 6.39% |
$11.1K - $13.2K
|
1.82K
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
105+ 39.18% |
$10.7K - $12.7K
|
373
$46.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
105+ 66.04% |
$10.7K - $12.7K
|
264
$32.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
104+ 0.97% |
$10.6K - $12.6K
|
10.9K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
100+ 4.65% |
$10.2K - $12.1K
|
2.25K
$279K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
100+ 13.89% |
$10.2K - $12.1K
|
820
$102K
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
100+ 2.76% |
$10.2K - $12.1K
|
3.73K
$463K
|
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
100+ 1.52% |
$10.2K - $12.1K
|
6.68K
$829K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
99+ 0.86% |
$10.1K - $12K
|
11.6K
$1.44M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
99+ 3.86% |
$10.1K - $12K
|
2.66K
$331K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
99+ 4.07% |
$10.1K - $12K
|
2.53K
$314K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
99+ 1.23% |
$10.1K - $12K
|
8.12K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
98+ 28.0% |
$9.99K - $11.9K
|
448
$55.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
97+ 0.69% |
$9.89K - $11.7K
|
14.1K
$1.75M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
94+ 11.65% |
$9.58K - $11.4K
|
901
$112K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
93New |
$9.48K - $11.3K
|
93
$11.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
92+ 1.74% |
$9.38K - $11.1K
|
5.37K
$667K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
91New |
$9.28K - $11K
|
91
$11.3K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
91+ 2.65% |
$9.28K - $11K
|
3.53K
$438K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
91+ 4.29% |
$9.28K - $11K
|
2.21K
$274K
|
|
|
Aug 12, 2025
Q2 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
90+ 1.14% |
$9.18K - $10.9K
|
7.99K
$992K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
90+ 1.18% |
$9.18K - $10.9K
|
7.75K
$962K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
88+ 0.36% |
$8.97K - $10.6K
|
24.6K
$3.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
87+ 4.41% |
$8.87K - $10.5K
|
2.06K
$256K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
85+ 223.68% |
$8.67K - $10.3K
|
123
$15.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
85+ 1.88% |
$8.67K - $10.3K
|
4.61K
$572K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
85+ 5.84% |
$8.67K - $10.3K
|
1.54K
$191K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
84+ 2.26% |
$8.56K - $10.2K
|
3.8K
$472K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
78+ 2.58% |
$7.95K - $9.44K
|
3.1K
$384K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
77+ 296.15% |
$7.85K - $9.32K
|
103
$12.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
77+ 0.79% |
$7.85K - $9.32K
|
9.86K
$1.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
77+ 1.03% |
$7.85K - $9.32K
|
7.57K
$939K
|
|
|
Aug 13, 2025
Q2 2025
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
75+ 2.78% |
$7.65K - $9.08K
|
2.78K
$344K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
75+ 0.26% |
$7.65K - $9.08K
|
28.7K
$3.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
75+ 1.68% |
$7.65K - $9.08K
|
4.53K
$562K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
74+ 0.35% |
$7.55K - $8.95K
|
21K
$2.61M
|