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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
4.26KNew |
$413K - $492K
|
4.26K
$486K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
4.16K+ 69.76% |
$404K - $481K
|
10.1K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
4.12KNew |
$400K - $476K
|
4.12K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
4.05K+ 22.88% |
$393K - $468K
|
21.8K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.01K+ 4.15% |
$389K - $463K
|
100K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.97KNew |
$386K - $459K
|
3.97K
$453K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
3.84KNew |
$373K - $444K
|
3.84K
$439K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.84K+ 53.15% |
$373K - $443K
|
11.1K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
3.6KNew |
$350K - $416K
|
3.6K
$411K
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
3.56K+ 11.6% |
$346K - $412K
|
34.3K
$3.91M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.46K+ 2.68% |
$336K - $400K
|
133K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.36K+ 32.82% |
$327K - $389K
|
13.6K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.35K+ 23.13% |
$326K - $387K
|
17.8K
$2.04M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.26K+ 1.23% |
$316K - $377K
|
269K
$30.7M
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
3.24KNew |
$315K - $374K
|
3.24K
$370K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.23K+ 7.47% |
$314K - $373K
|
46.5K
$5.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
3.17K+ 1.65% |
$308K - $366K
|
195K
$22.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
3.15K+ 15.19% |
$306K - $364K
|
23.9K
$2.73M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.12KNew |
$303K - $361K
|
3.12K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.1KNew |
$302K - $359K
|
3.1K
$354K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.07K+ 10.24% |
$298K - $354K
|
33K
$3.77M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.03KNew |
$294K - $350K
|
3.03K
$346K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
3.01KNew |
$292K - $348K
|
3.01K
$344K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.93KNew |
$285K - $339K
|
2.93K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.92K+ 281.58% |
$284K - $337K
|
3.96K
$452K
|
|
|
May 15, 2025
Q1 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
2.9K+ 11.43% |
$282K - $335K
|
28.3K
$3.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
2.9KNew |
$281K - $335K
|
2.9K
$330K
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
2.83K+ 1.32% |
$275K - $328K
|
217K
$24.8M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
2.8KNew |
$272K - $324K
|
2.8K
$320K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
2.8K+ 67.67% |
$272K - $323K
|
6.93K
$791K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.76KNew |
$268K - $319K
|
2.76K
$315K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.71KNew |
$263K - $313K
|
2.71K
$309K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.6KNew |
$253K - $301K
|
2.6K
$297K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.58K+ 55.25% |
$251K - $299K
|
7.26K
$829K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.58K+ 12.16% |
$251K - $298K
|
23.8K
$2.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.57KNew |
$249K - $296K
|
2.57K
$293K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.49K+ 1.06% |
$242K - $288K
|
238K
$27.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.49KNew |
$242K - $288K
|
2.49K
$284K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
2.41K+ 2.84% |
$234K - $279K
|
87.2K
$9.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.33K+ 67.71% |
$226K - $269K
|
5.76K
$657K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.31K+ 6.68% |
$224K - $267K
|
36.8K
$4.2M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.31KNew |
$224K - $267K
|
2.31K
$263K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.3K+ 19.35% |
$223K - $265K
|
14.2K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.28K+ 51.86% |
$222K - $264K
|
6.68K
$763K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.22K+ 5.12% |
$216K - $257K
|
45.6K
$5.21M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.18KNew |
$212K - $252K
|
2.18K
$249K
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
2.15K+ 34.11% |
$209K - $248K
|
8.45K
$964K
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
2.09KNew |
$203K - $242K
|
2.09K
$239K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.06K+ 5.28% |
$200K - $238K
|
41.1K
$4.69M
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
2.06KNew |
$200K - $238K
|
2.06K
$235K
|