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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.33% |
$2.85K - $3.39K
|
8.42K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
25+ 60.98% |
$2.55K - $3.03K
|
66
$8.19K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
24+ 0.67% |
$2.45K - $2.9K
|
3.62K
$450K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
24New |
$2.45K - $2.9K
|
24
$2.98K
|
|
|
Aug 13, 2025
Q2 2025
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
23+ 0.4% |
$2.35K - $2.78K
|
5.79K
$718K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
23+ 5.54% |
$2.35K - $2.78K
|
438
$54.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
22+ 0.22% |
$2.24K - $2.66K
|
10.1K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
21+ 0.58% |
$2.14K - $2.54K
|
3.61K
$448K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
21+ 0.69% |
$2.14K - $2.54K
|
3.06K
$380K
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
20+ 6.67% |
$2.04K - $2.42K
|
320
$39.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
20New |
$2.04K - $2.42K
|
20
$2.48K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
20+ 0.21% |
$2.04K - $2.42K
|
9.47K
$1.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
19+ 0.55% |
$1.94K - $2.3K
|
3.5K
$434K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
19+ 0.22% |
$1.94K - $2.3K
|
8.81K
$1.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
18+ 1.87% |
$1.84K - $2.18K
|
982
$122K
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
18+ 0.6% |
$1.84K - $2.18K
|
3.02K
$374K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
17New |
$1.73K - $2.06K
|
17
$2.11K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
17+ 0.26% |
$1.73K - $2.06K
|
6.63K
$823K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
BUY
|
- |
16+ 0.12% |
$1.63K - $1.94K
|
13.2K
$1.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
16+ 9.25% |
$1.63K - $1.94K
|
189
$23.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
16+ 0.31% |
$1.63K - $1.94K
|
5.15K
$639K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
15+ 3.06% |
$1.53K - $1.82K
|
505
$62.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
13+ 0.39% |
$1.33K - $1.57K
|
3.32K
$412K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
13+ 8.02% |
$1.33K - $1.57K
|
175
$21.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
13+ 1.29% |
$1.33K - $1.57K
|
1.02K
$126K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
12+ 0.08% |
$1.22K - $1.45K
|
14.5K
$1.8M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
11+ 0.18% |
$1.12K - $1.33K
|
5.99K
$743K
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
11+ 0.01% |
$1.12K - $1.33K
|
90.6K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
11+ 23.91% |
$1.12K - $1.33K
|
57
$7.07K
|
|
|
Aug 15, 2025
Q2 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
9+ 0.1% |
$918 - $1.09K
|
9.1K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9+ 7.09% |
$918 - $1.09K
|
136
$16.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
8+ 0.29% |
$816 - $968
|
2.79K
$346K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8+ 0.41% |
$816 - $968
|
1.96K
$243K
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
BUY
|
- |
8+ 0.44% |
$816 - $968
|
1.83K
$227K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
7+ 0.33% |
$714 - $847
|
2.11K
$262K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6+ 0.27% |
$612 - $726
|
2.25K
$279K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6+ 0.09% |
$612 - $726
|
7.04K
$874K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
5+ 0.23% |
$510 - $605
|
2.22K
$275K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5+ 0.19% |
$510 - $605
|
2.57K
$319K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5New |
$510 - $605
|
5
$621
|
|
|
Jul 30, 2025
Q2 2025
|
Schulhoff & CO Inc
|
BUY
|
- |
4+ 0.07% |
$408 - $484
|
6.06K
$752K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
4+ 0.06% |
$408 - $484
|
6.8K
$844K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
4+ 0.07% |
$408 - $484
|
5.87K
$729K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4+ 0.18% |
$408 - $484
|
2.28K
$283K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
3+ 0.44% |
$306 - $363
|
686
$85.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2+ 0.09% |
$204 - $242
|
2.24K
$278K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
2+ 1.17% |
$204 - $242
|
173
$21.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
2+ 0.09% |
$204 - $242
|
2.13K
$265K
|
|
|
Jul 30, 2025
Q2 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
2+ 0.09% |
$204 - $242
|
2.21K
$274K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.15% |
$204 - $242
|
1.36K
$169K
|