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 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
3.89KNew |
$397K - $471K
|
3.89K
$483K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.89KNew |
$397K - $471K
|
3.89K
$483K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.86K+ 23.38% |
$394K - $467K
|
20.4K
$2.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
BUY
|
- |
3.81K+ 0.3% |
$388K - $460K
|
1.26M
$157M
|
|
|
Aug 28, 2025
Q2 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3.78K+ 33.69% |
$385K - $457K
|
15K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.78KNew |
$385K - $457K
|
3.78K
$469K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.72K+ 29.3% |
$379K - $450K
|
16.4K
$2.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
3.72K+ 43.4% |
$379K - $450K
|
12.3K
$1.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.71K+ 12.53% |
$378K - $449K
|
33.3K
$4.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.64K+ 2.74% |
$372K - $441K
|
136K
$16.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.61K+ 8.29% |
$368K - $437K
|
47.2K
$5.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
3.6KNew |
$367K - $435K
|
3.6K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
3.55K+ 92.4% |
$362K - $430K
|
7.39K
$917K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.51KNew |
$358K - $425K
|
3.51K
$436K
|
|
|
Aug 08, 2025
Q2 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
3.5KNew |
$357K - $424K
|
3.5K
$434K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
3.4KNew |
$346K - $411K
|
3.4K
$422K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.29KNew |
$336K - $398K
|
3.29K
$408K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
3.27K+ 18.77% |
$334K - $396K
|
20.7K
$2.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.24K+ 1157.5% |
$330K - $392K
|
3.52K
$437K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
3.22K+ 46.45% |
$328K - $389K
|
10.1K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.2KNew |
$326K - $387K
|
3.2K
$397K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
3.16K+ 23.0% |
$322K - $382K
|
16.9K
$2.1M
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
3.12KNew |
$318K - $377K
|
3.12K
$387K
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
3.1K+ 118.32% |
$316K - $375K
|
5.72K
$710K
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
3.09K+ 14.57% |
$315K - $374K
|
24.3K
$3.01M
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.04K+ 27.45% |
$310K - $368K
|
14.1K
$1.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.03K+ 64.45% |
$309K - $367K
|
7.73K
$959K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.02K+ 81.99% |
$308K - $365K
|
6.7K
$832K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.97KNew |
$303K - $359K
|
2.97K
$369K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.91K+ 107.34% |
$297K - $352K
|
5.62K
$698K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.88K+ 8.72% |
$293K - $348K
|
35.9K
$4.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
2.88K+ 57.61% |
$293K - $348K
|
7.87K
$977K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.83K+ 22.14% |
$289K - $343K
|
15.6K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.81KNew |
$286K - $340K
|
2.81K
$349K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.76K+ 8.92% |
$281K - $334K
|
33.7K
$4.18M
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.76K+ 27.55% |
$281K - $334K
|
12.8K
$1.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
2.66K+ 0.79% |
$271K - $322K
|
341K
$42.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.64K+ 4.51% |
$269K - $319K
|
61.1K
$7.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
2.64K+ 84.07% |
$269K - $319K
|
5.78K
$717K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.58K+ 47.99% |
$263K - $312K
|
7.96K
$988K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
2.54KNew |
$259K - $308K
|
2.54K
$316K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.53K+ 10.36% |
$258K - $306K
|
26.9K
$3.34M
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
2.5K+ 13.22% |
$255K - $303K
|
21.4K
$2.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.49KNew |
$254K - $302K
|
2.49K
$309K
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
2.48K+ 80.31% |
$253K - $300K
|
5.57K
$691K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.35K+ 40.82% |
$240K - $284K
|
8.11K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.3KNew |
$235K - $279K
|
2.3K
$286K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.29K+ 29.73% |
$234K - $277K
|
10K
$1.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
2.29K+ 1.18% |
$233K - $277K
|
197K
$24.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.26K+ 21.38% |
$231K - $274K
|
12.8K
$1.59M
|