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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.03K+ 17.06% |
$197K - $234K
|
13.9K
$1.59M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.02KNew |
$196K - $233K
|
2.02K
$230K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.01KNew |
$196K - $233K
|
2.01K
$230K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2KNew |
$194K - $231K
|
2K
$228K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
2KNew |
$194K - $231K
|
2K
$228K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2KNew |
$194K - $231K
|
2K
$228K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
2KNew |
$194K - $231K
|
2K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.99KNew |
$193K - $230K
|
1.99K
$227K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
1.99KNew |
$193K - $230K
|
1.99K
$227K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.98KNew |
$193K - $229K
|
1.98K
$226K
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.98KNew |
$192K - $228K
|
1.98K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.97K+ 31.84% |
$191K - $227K
|
8.14K
$929K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.96KNew |
$190K - $227K
|
1.96K
$224K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
1.95KNew |
$189K - $225K
|
1.95K
$223K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.94KNew |
$188K - $224K
|
1.94K
$221K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.93KNew |
$188K - $223K
|
1.93K
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.89KNew |
$183K - $218K
|
1.89K
$215K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.88KNew |
$183K - $218K
|
1.88K
$215K
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.88K+ 11.86% |
$183K - $218K
|
17.8K
$2.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.88KNew |
$182K - $217K
|
1.88K
$214K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.85KNew |
$180K - $214K
|
1.85K
$211K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.85KNew |
$180K - $214K
|
1.85K
$211K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.84KNew |
$179K - $213K
|
1.84K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.83K+ 30.18% |
$178K - $212K
|
7.91K
$903K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1.83K+ 2.35% |
$178K - $211K
|
79.6K
$9.09M
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.83KNew |
$177K - $211K
|
1.83K
$208K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
1.82KNew |
$177K - $210K
|
1.82K
$208K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.82KNew |
$177K - $210K
|
1.82K
$208K
|
|
|
May 09, 2025
Q1 2025
|
Kazazian Asset Management, LLC
Fort Lauderdale, FL |
BUY
|
- |
1.82KNew |
$177K - $210K
|
1.82K
$208K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.82KNew |
$177K - $210K
|
1.82K
$208K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.81KNew |
$176K - $209K
|
1.81K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
1.8K+ 180.0% |
$175K - $208K
|
2.8K
$320K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.79K+ 49.61% |
$174K - $207K
|
5.39K
$615K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.78K+ 355.2% |
$173K - $205K
|
2.28K
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.77K+ 5.96% |
$172K - $204K
|
31.4K
$3.59M
|
|
|
May 12, 2025
Q1 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
1.73K+ 0.9% |
$168K - $200K
|
195K
$22.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.72K+ 8.33% |
$167K - $199K
|
22.4K
$2.55M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.7K+ 21.43% |
$165K - $196K
|
9.63K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.65K+ 39.87% |
$160K - $191K
|
5.8K
$661K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.63KNew |
$158K - $188K
|
1.63K
$186K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.58K+ 9.64% |
$154K - $183K
|
18K
$2.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.55K+ 6.4% |
$151K - $179K
|
25.8K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.53K+ 15.05% |
$148K - $176K
|
11.7K
$1.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.5K+ 6.85% |
$145K - $173K
|
23.3K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.49KNew |
$145K - $173K
|
1.49K
$170K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.48KNew |
$144K - $171K
|
1.48K
$169K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.48K+ 34.65% |
$143K - $170K
|
5.73K
$654K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.47K+ 53.82% |
$142K - $169K
|
4.19K
$478K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.42K+ 14.05% |
$138K - $164K
|
11.5K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.41K+ 4.95% |
$137K - $163K
|
29.8K
$3.4M
|