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 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
85+ 75.89% |
$8.23K - $9.96K
|
197
$24.5K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
85New |
$8.23K - $9.96K
|
85
$10.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
85New |
$8.23K - $9.96K
|
85
$10.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
84New |
$8.13K - $9.84K
|
84
$10.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
73New |
$7.06K - $8.55K
|
73
$9.06K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
45New |
$4.36K - $5.27K
|
45
$5.59K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
44New |
$4.26K - $5.16K
|
44
$5.46K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
44New |
$4.26K - $5.16K
|
44
$5.46K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
44New |
$4.26K - $5.16K
|
44
$5.46K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
40+ 0.67% |
$3.87K - $4.69K
|
6.02K
$747K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
36New |
$3.48K - $4.22K
|
36
$4.47K
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
32+ 1.57% |
$3.1K - $3.75K
|
2.07K
$257K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
23New |
$2.23K - $2.7K
|
23
$2.85K
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
22+ 0.2% |
$2.13K - $2.58K
|
10.9K
$1.36M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
18New |
$1.74K - $2.11K
|
18
$2.23K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
11New |
$1.06K - $1.29K
|
11
$1.37K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
9New |
$871 - $1.05K
|
9
$1.12K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 5.88% |
$290 - $352
|
54
$6.7K
|
|
| Q3 2024 | |||||||
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
208KNew |
$22M - $25.1M
|
208K
$25.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Sofinnova Investments, Inc.
Menlo Park, CA |
BUY
|
PUT |
200KNew |
$21.2M - $24.2M
|
200K
$24.8M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
173KNew |
$18.3M - $20.9M
|
173K
$21.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
118KNew |
$12.5M - $14.2M
|
118K
$14.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
48.6KNew |
$5.16M - $5.88M
|
48.6K
$6.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
37.1KNew |
$3.94M - $4.49M
|
37.1K
$4.6M
|
|
|
Nov 21, 2024
Q3 2024
|
Tri Ri Asset Management Corp
Toronto, A6 |
BUY
|
- |
33.2KNew |
$3.52M - $4.01M
|
33.2K
$4.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
25.4KNew |
$2.7M - $3.07M
|
25.4K
$3.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
17.1K+ 53.61% |
$1.81M - $2.07M
|
49K
$6.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.2KNew |
$1.19M - $1.36M
|
11.2K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
9KNew |
$955K - $1.09M
|
9K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
7.08K+ 51.89% |
$752K - $856K
|
20.7K
$2.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.99K+ 25.04% |
$742K - $845K
|
34.9K
$4.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
6.06K+ 41.62% |
$643K - $733K
|
20.6K
$2.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5KNew |
$531K - $604K
|
5K
$621K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.07KNew |
$432K - $492K
|
4.07K
$505K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.75KNew |
$292K - $333K
|
2.75K
$342K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
2.69KNew |
$285K - $325K
|
2.69K
$334K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.3K+ 8.6% |
$244K - $278K
|
29K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.89KNew |
$201K - $229K
|
1.89K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.87KNew |
$199K - $226K
|
1.87K
$232K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.8KNew |
$191K - $218K
|
1.8K
$224K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.3KNew |
$137K - $157K
|
1.3K
$161K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.25K+ 12.66% |
$132K - $151K
|
11.1K
$1.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.15KNew |
$122K - $138K
|
1.15K
$142K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
963+ 6.68% |
$102K - $116K
|
15.4K
$1.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
899+ 2.74% |
$95.4K - $109K
|
33.7K
$4.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
822+ 21.26% |
$87.2K - $99.4K
|
4.69K
$582K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
574+ 47.83% |
$60.9K - $69.4K
|
1.77K
$220K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
521+ 24.49% |
$55.3K - $63K
|
2.65K
$329K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
344New |
$36.5K - $41.6K
|
344
$42.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
324+ 125.58% |
$34.4K - $39.2K
|
582
$72.2K
|
|