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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
BUY
|
- |
3.78KNew |
$429K - $490K
|
3.78K
$497K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
3.75K+ 3.66% |
$426K - $487K
|
106K
$14M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.58K+ 26.82% |
$407K - $465K
|
16.9K
$2.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
3.51KNew |
$398K - $455K
|
3.51K
$461K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.5K+ 20.16% |
$397K - $454K
|
20.9K
$2.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.32K+ 8.41% |
$377K - $431K
|
42.8K
$5.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
BUY
|
- |
3.31KNew |
$376K - $429K
|
3.31K
$435K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.27KNew |
$371K - $424K
|
3.27K
$430K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.24K+ 6.13% |
$368K - $420K
|
56.1K
$7.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
3.17K+ 12.74% |
$360K - $412K
|
28.1K
$3.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3K+ 60.9% |
$341K - $389K
|
7.93K
$1.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
3KNew |
$341K - $389K
|
3K
$395K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.97K+ 105.93% |
$337K - $385K
|
5.77K
$759K
|
|
|
Nov 14, 2025
Q3 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.9K+ 128.76% |
$329K - $376K
|
5.15K
$677K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.89K+ 0.93% |
$328K - $375K
|
313K
$41.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.88K+ 1.91% |
$327K - $374K
|
154K
$20.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.86K+ 42.13% |
$324K - $371K
|
9.64K
$1.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.77KNew |
$315K - $360K
|
2.77K
$365K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2.76K+ 23.99% |
$313K - $358K
|
14.3K
$1.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.7K+ 13.08% |
$306K - $350K
|
23.3K
$3.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.69K+ 23.12% |
$305K - $349K
|
14.3K
$1.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.68K+ 4.38% |
$304K - $347K
|
63.8K
$8.39M
|
|
|
Nov 05, 2025
Q3 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
2.62KNew |
$297K - $340K
|
2.62K
$344K
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.56KNew |
$291K - $332K
|
2.56K
$337K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.56KNew |
$291K - $332K
|
2.56K
$337K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.55K+ 9.9% |
$289K - $331K
|
28.3K
$3.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.54K+ 3.92% |
$289K - $330K
|
67.4K
$8.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.53KNew |
$287K - $328K
|
2.53K
$333K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.52K+ 105.89% |
$286K - $326K
|
4.89K
$644K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.46KNew |
$279K - $319K
|
2.46K
$324K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.43K+ 127.18% |
$276K - $316K
|
4.35K
$572K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.42K+ 31.02% |
$275K - $314K
|
10.2K
$1.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.38K+ 4.73% |
$270K - $309K
|
52.7K
$6.94M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.36K+ 9.87% |
$268K - $307K
|
26.3K
$3.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.35KNew |
$266K - $304K
|
2.35K
$308K
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.3K+ 4.54% |
$261K - $299K
|
53K
$6.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
2.3K+ 4.83% |
$261K - $298K
|
49.9K
$6.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
2.29K+ 39.9% |
$260K - $297K
|
8.03K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
2.28KNew |
$259K - $296K
|
2.28K
$300K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.26K+ 3.94% |
$257K - $293K
|
59.7K
$7.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.26K+ 29.81% |
$256K - $293K
|
9.82K
$1.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.24KNew |
$254K - $290K
|
2.24K
$294K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.21KNew |
$251K - $287K
|
2.21K
$291K
|
|
|
Nov 14, 2025
Q3 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
2.16K+ 61.76% |
$246K - $281K
|
5.67K
$745K
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
2.15K+ 4.79% |
$244K - $279K
|
47.1K
$6.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.15K+ 13.54% |
$244K - $279K
|
18K
$2.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
2.13KNew |
$242K - $276K
|
2.13K
$280K
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.11K+ 2.93% |
$239K - $274K
|
74.1K
$9.75M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.1K+ 25.84% |
$238K - $272K
|
10.2K
$1.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.09K+ 16.99% |
$237K - $271K
|
14.4K
$1.89M
|
|