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 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.67KNew |
$171K - $203K
|
1.67K
$208K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.67KNew |
$170K - $202K
|
1.67K
$207K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.67KNew |
$170K - $201K
|
1.67K
$207K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.66KNew |
$170K - $201K
|
1.66K
$206K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.65KNew |
$168K - $200K
|
1.65K
$205K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.63K+ 3.78% |
$166K - $197K
|
44.7K
$5.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Ativo Capital Management LLC
Chicago, IL |
BUY
|
- |
1.63K+ 13.43% |
$166K - $197K
|
13.7K
$1.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.6K+ 73.44% |
$164K - $194K
|
3.79K
$470K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.56K+ 23.94% |
$159K - $189K
|
8.09K
$1M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.55K+ 19.88% |
$158K - $187K
|
9.33K
$1.16M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.52K+ 19.14% |
$155K - $184K
|
9.48K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.51K+ 1776.47% |
$154K - $183K
|
1.6K
$198K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.5K+ 40.0% |
$153K - $182K
|
5.25K
$652K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.49K+ 3.43% |
$152K - $180K
|
44.9K
$5.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.43K+ 5.19% |
$146K - $173K
|
29K
$3.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.41KNew |
$144K - $170K
|
1.41K
$175K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.38K+ 0.41% |
$141K - $167K
|
339K
$42M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.38K+ 28.28% |
$141K - $167K
|
6.25K
$776K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.36K+ 39.69% |
$139K - $165K
|
4.8K
$595K
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.35K+ 13.84% |
$138K - $163K
|
11.1K
$1.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.31K+ 26.38% |
$133K - $158K
|
6.25K
$776K
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
1.3K+ 18.28% |
$132K - $157K
|
8.39K
$1.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.29K+ 3.1% |
$131K - $156K
|
42.8K
$5.31M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.28K+ 26.72% |
$130K - $154K
|
6.05K
$751K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.22K+ 31.02% |
$124K - $148K
|
5.15K
$640K
|
|
|
Aug 13, 2025
Q2 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
1.2K+ 6.22% |
$122K - $145K
|
20.5K
$2.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.19K+ 10.49% |
$121K - $144K
|
12.6K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 42.53% |
$120K - $142K
|
3.93K
$488K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.17K+ 3.73% |
$120K - $142K
|
32.6K
$4.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
BUY
|
- |
1.17K+ 13.9% |
$119K - $141K
|
9.56K
$1.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.16K+ 3.15% |
$118K - $140K
|
38K
$4.72M
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
1.15K+ 18.33% |
$117K - $139K
|
7.43K
$922K
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.15K+ 1.32% |
$117K - $139K
|
88.3K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
1.14K+ 5.94% |
$117K - $138K
|
20.4K
$2.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.13K+ 4.39% |
$115K - $136K
|
26.8K
$3.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.11K+ 10.69% |
$113K - $134K
|
11.5K
$1.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
1.1KNew |
$112K - $133K
|
1.1K
$137K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.08K+ 9.1% |
$110K - $131K
|
13K
$1.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.07K+ 2.13% |
$109K - $130K
|
51.4K
$6.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
1.06K+ 2.21% |
$108K - $129K
|
49K
$6.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.04K+ 19.4% |
$106K - $126K
|
6.42K
$797K
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.04K+ 22.12% |
$106K - $126K
|
5.74K
$713K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.03K+ 9.02% |
$105K - $125K
|
12.5K
$1.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.03K+ 5.44% |
$105K - $125K
|
20K
$2.48M
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
1.02K+ 1.0% |
$104K - $123K
|
103K
$12.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
1K+ 10.29% |
$102K - $121K
|
10.7K
$1.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1KNew |
$102K - $121K
|
1K
$124K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
971+ 1.02% |
$99K - $118K
|
95.9K
$11.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
963+ 3.48% |
$98.2K - $117K
|
28.6K
$3.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
954+ 11.35% |
$97.3K - $115K
|
9.36K
$1.16M
|