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 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
74+ 12.29% |
$7.55K - $8.95K
|
676
$83.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
73+ 0.25% |
$7.44K - $8.83K
|
29.7K
$3.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
73+ 1.09% |
$7.44K - $8.83K
|
6.76K
$838K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
70+ 2.44% |
$7.14K - $8.47K
|
2.94K
$364K
|
|
|
Aug 14, 2025
Q2 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
69+ 0.36% |
$7.04K - $8.35K
|
19.3K
$2.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
69+ 3.62% |
$7.04K - $8.35K
|
1.98K
$245K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
69New |
$7.04K - $8.35K
|
69
$8.56K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
67+ 0.61% |
$6.83K - $8.11K
|
11K
$1.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
67+ 0.61% |
$6.83K - $8.11K
|
11.1K
$1.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
66+ 2.88% |
$6.73K - $7.99K
|
2.35K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
63+ 10.77% |
$6.42K - $7.62K
|
648
$80.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
61+ 1.67% |
$6.22K - $7.38K
|
3.71K
$460K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
60+ 1.96% |
$6.12K - $7.26K
|
3.12K
$388K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
58New |
$5.91K - $7.02K
|
58
$7.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
57+ 1.16% |
$5.81K - $6.9K
|
4.97K
$617K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
56+ 2.11% |
$5.71K - $6.78K
|
2.71K
$336K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
55+ 0.61% |
$5.61K - $6.66K
|
9.08K
$1.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
54+ 17.25% |
$5.51K - $6.53K
|
367
$45.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
51+ 3.39% |
$5.2K - $6.17K
|
1.56K
$193K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
51+ 1.6% |
$5.2K - $6.17K
|
3.25K
$403K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
50+ 8.52% |
$5.1K - $6.05K
|
637
$79.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
49New |
$5K - $5.93K
|
49
$6.08K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
49+ 41.18% |
$5K - $5.93K
|
168
$20.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
49+ 10.56% |
$5K - $5.93K
|
513
$63.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
48+ 0.8% |
$4.89K - $5.81K
|
6.08K
$754K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
48+ 0.29% |
$4.89K - $5.81K
|
16.6K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
47New |
$4.79K - $5.69K
|
47
$5.83K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
47+ 0.81% |
$4.79K - $5.69K
|
5.88K
$730K
|
|
|
Jul 09, 2025
Q2 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
47+ 0.06% |
$4.79K - $5.69K
|
80.9K
$10M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
47+ 1.31% |
$4.79K - $5.69K
|
3.64K
$452K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
46+ 1.69% |
$4.69K - $5.57K
|
2.77K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
46+ 0.32% |
$4.69K - $5.57K
|
14.3K
$1.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
46+ 0.65% |
$4.69K - $5.57K
|
7.11K
$883K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
44+ 4.49% |
$4.49K - $5.32K
|
1.02K
$127K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
44+ 1.61% |
$4.49K - $5.32K
|
2.78K
$345K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
42+ 161.54% |
$4.28K - $5.08K
|
68
$8.44K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
42+ 1.68% |
$4.28K - $5.08K
|
2.54K
$315K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
40+ 2.8% |
$4.08K - $4.84K
|
1.47K
$182K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
39New |
$3.98K - $4.72K
|
39
$4.84K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
39+ 0.64% |
$3.98K - $4.72K
|
6.17K
$766K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
38+ 0.84% |
$3.87K - $4.6K
|
4.59K
$569K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
38+ 19.59% |
$3.87K - $4.6K
|
232
$28.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
38+ 1.25% |
$3.87K - $4.6K
|
3.07K
$381K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
37+ 8.22% |
$3.77K - $4.48K
|
487
$60.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
36New |
$3.67K - $4.36K
|
36
$4.47K
|
|
|
Aug 13, 2025
Q2 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
33+ 0.48% |
$3.36K - $3.99K
|
6.94K
$861K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
33+ 1.28% |
$3.36K - $3.99K
|
2.6K
$323K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
32+ 0.49% |
$3.26K - $3.87K
|
6.53K
$811K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
31+ 1.19% |
$3.16K - $3.75K
|
2.63K
$326K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
30+ 1.55% |
$3.06K - $3.63K
|
1.97K
$244K
|