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 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.13K+ 4.39% |
$115K - $136K
|
26.8K
$3.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.07K+ 2.13% |
$109K - $130K
|
51.4K
$5.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
1.06K+ 2.21% |
$108K - $129K
|
49K
$5.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.04K+ 19.4% |
$106K - $126K
|
6.42K
$733K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1KNew |
$102K - $121K
|
1K
$114K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
954+ 11.35% |
$97.3K - $115K
|
9.36K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
914+ 3.82% |
$93.2K - $111K
|
24.8K
$2.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
762+ 14.48% |
$77.7K - $92.2K
|
6.03K
$688K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
746+ 8.76% |
$76.1K - $90.3K
|
9.27K
$1.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
705+ 4.64% |
$71.9K - $85.3K
|
15.9K
$1.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
654+ 4.49% |
$66.7K - $79.1K
|
15.2K
$1.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
636+ 0.75% |
$64.8K - $77K
|
85.8K
$9.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
565+ 7.69% |
$57.6K - $68.4K
|
7.91K
$903K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
543+ 3.63% |
$55.4K - $65.7K
|
15.5K
$1.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
469+ 21.88% |
$47.8K - $56.8K
|
2.61K
$298K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
431+ 6.55% |
$43.9K - $52.2K
|
7.01K
$800K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
406+ 17.15% |
$41.4K - $49.1K
|
2.77K
$317K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
383New |
$39.1K - $46.3K
|
383
$43.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
373+ 5.17% |
$38K - $45.1K
|
7.58K
$865K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
368+ 2.39% |
$37.5K - $44.5K
|
15.8K
$1.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
334New |
$34.1K - $40.4K
|
334
$38.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
319+ 1.44% |
$32.5K - $38.6K
|
22.5K
$2.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
313+ 2.99% |
$31.9K - $37.9K
|
10.8K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
298New |
$30.4K - $36.1K
|
298
$34K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
275+ 10.25% |
$28K - $33.3K
|
2.96K
$338K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
275+ 5.05% |
$28K - $33.3K
|
5.73K
$653K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
260New |
$26.5K - $31.5K
|
260
$29.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
245+ 5.45% |
$25K - $29.6K
|
4.74K
$541K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
206+ 3.18% |
$21K - $24.9K
|
6.69K
$763K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
206+ 2.74% |
$21K - $24.9K
|
7.71K
$880K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
200+ 9.19% |
$20.4K - $24.2K
|
2.38K
$271K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
197+ 2.67% |
$20.1K - $23.8K
|
7.58K
$865K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
182+ 6.06% |
$18.6K - $22K
|
3.18K
$363K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
180+ 1.54% |
$18.4K - $21.8K
|
11.8K
$1.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
179+ 1.54% |
$18.3K - $21.7K
|
11.8K
$1.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
161+ 7.29% |
$16.4K - $19.5K
|
2.37K
$271K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
159+ 6.02% |
$16.2K - $19.2K
|
2.8K
$320K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
150+ 2.29% |
$15.3K - $18.2K
|
6.69K
$763K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
139+ 5.25% |
$14.2K - $16.8K
|
2.79K
$318K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
138+ 34.5% |
$14.1K - $16.7K
|
538
$61.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
131+ 82.39% |
$13.4K - $15.9K
|
290
$33.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
117+ 188.71% |
$11.9K - $14.2K
|
179
$20.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
117+ 2.66% |
$11.9K - $14.2K
|
4.51K
$515K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
112+ 3.81% |
$11.4K - $13.6K
|
3.05K
$348K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
109+ 6.39% |
$11.1K - $13.2K
|
1.82K
$207K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
105+ 66.04% |
$10.7K - $12.7K
|
264
$30.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
100+ 1.52% |
$10.2K - $12.1K
|
6.68K
$762K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
99+ 4.07% |
$10.1K - $12K
|
2.53K
$289K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
99+ 1.23% |
$10.1K - $12K
|
8.12K
$927K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
97+ 0.69% |
$9.89K - $11.7K
|
14.1K
$1.61M
|