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 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.24K+ 18.5% |
$228K - $271K
|
14.3K
$1.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.24K+ 8.29% |
$228K - $270K
|
29.2K
$3.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.21K+ 15.6% |
$225K - $267K
|
16.4K
$2.03M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.21K+ 30.24% |
$225K - $267K
|
9.5K
$1.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.2K+ 17.8% |
$224K - $266K
|
14.6K
$1.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.2KNew |
$224K - $266K
|
2.2K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.19K+ 10.77% |
$223K - $265K
|
22.5K
$2.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.17K+ 1.91% |
$221K - $263K
|
116K
$14.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.15K+ 5.51% |
$219K - $260K
|
41.1K
$5.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
2.13KNew |
$217K - $258K
|
2.13K
$265K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
2.09K+ 5.23% |
$213K - $253K
|
42.1K
$5.22M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.08K+ 49.74% |
$212K - $252K
|
6.27K
$779K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.06K+ 18.28% |
$210K - $250K
|
13.4K
$1.66M
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
2.05KNew |
$209K - $248K
|
2.05K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.04K+ 5.53% |
$208K - $247K
|
38.9K
$4.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.99KNew |
$203K - $241K
|
1.99K
$247K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
1.96KNew |
$200K - $237K
|
1.96K
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.96K+ 84.24% |
$199K - $237K
|
4.28K
$531K
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.95KNew |
$199K - $236K
|
1.95K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.91KNew |
$195K - $231K
|
1.91K
$237K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.89KNew |
$192K - $228K
|
1.89K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.87K+ 18.95% |
$191K - $227K
|
11.8K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.86KNew |
$189K - $225K
|
1.86K
$230K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
1.85K+ 3.48% |
$189K - $224K
|
55K
$6.83M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.84KNew |
$188K - $223K
|
1.84K
$229K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.83KNew |
$187K - $221K
|
1.83K
$227K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.82K+ 31.77% |
$186K - $220K
|
7.55K
$937K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.82K+ 6.21% |
$185K - $220K
|
31.1K
$3.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.8KNew |
$183K - $217K
|
1.8K
$223K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.78KNew |
$182K - $216K
|
1.78K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.77KNew |
$180K - $214K
|
1.77K
$219K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1.76KNew |
$179K - $213K
|
1.76K
$218K
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
1.75KNew |
$178K - $212K
|
1.75K
$217K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
1.75KNew |
$178K - $212K
|
1.75K
$217K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.74KNew |
$178K - $211K
|
1.74K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.73KNew |
$177K - $210K
|
1.73K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.73K+ 13.84% |
$177K - $210K
|
14.2K
$1.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.73KNew |
$176K - $209K
|
1.73K
$214K
|
|
|
Jul 25, 2025
Q2 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
1.73KNew |
$176K - $209K
|
1.73K
$214K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.72KNew |
$175K - $208K
|
1.72K
$213K
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.72KNew |
$175K - $208K
|
1.72K
$213K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.71K+ 31.75% |
$174K - $207K
|
7.1K
$881K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.71KNew |
$174K - $207K
|
1.71K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
1.7KNew |
$173K - $206K
|
1.7K
$211K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.7K+ 10.88% |
$173K - $206K
|
17.3K
$2.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.7KNew |
$173K - $205K
|
1.7K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.69KNew |
$173K - $205K
|
1.69K
$210K
|
|
|
Jul 02, 2025
Q2 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
1.69KNew |
$172K - $204K
|
1.69K
$210K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.69KNew |
$172K - $204K
|
1.69K
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.68KNew |
$171K - $203K
|
1.68K
$208K
|