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 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
921+ 5.62% |
$93.9K - $111K
|
17.3K
$2.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
914+ 3.82% |
$93.2K - $111K
|
24.8K
$3.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
913+ 21.69% |
$93.1K - $110K
|
5.12K
$636K
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
901+ 2.19% |
$91.9K - $109K
|
42K
$5.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
900+ 32.14% |
$91.8K - $109K
|
3.7K
$459K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
872+ 12.69% |
$88.9K - $106K
|
7.75K
$961K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
855+ 39.47% |
$87.2K - $103K
|
3.02K
$375K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
840+ 2.87% |
$85.6K - $102K
|
30.1K
$3.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
836+ 33.07% |
$85.2K - $101K
|
3.36K
$418K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
835+ 45.41% |
$85.1K - $101K
|
2.67K
$332K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
830+ 0.42% |
$84.6K - $100K
|
196K
$24.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
827+ 8.55% |
$84.3K - $100K
|
10.5K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
814+ 30.18% |
$83K - $98.5K
|
3.51K
$436K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
803+ 1.63% |
$81.9K - $97.2K
|
50K
$6.2M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
800New |
$81.6K - $96.8K
|
800
$99.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
800+ 43.98% |
$81.6K - $96.8K
|
2.62K
$325K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
795+ 2.81% |
$81.1K - $96.2K
|
29.1K
$3.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
792+ 3.08% |
$80.8K - $95.8K
|
26.5K
$3.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
762+ 1.47% |
$77.7K - $92.2K
|
52.7K
$6.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
762+ 14.48% |
$77.7K - $92.2K
|
6.03K
$748K
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
750+ 1.55% |
$76.5K - $90.8K
|
49K
$6.08M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
749+ 8.58% |
$76.4K - $90.6K
|
9.48K
$1.18M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
747+ 2.38% |
$76.2K - $90.4K
|
32.1K
$3.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
746+ 8.76% |
$76.1K - $90.3K
|
9.27K
$1.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
735+ 24.97% |
$74.9K - $88.9K
|
3.68K
$457K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
716+ 38.66% |
$73K - $86.6K
|
2.57K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
706+ 51.5% |
$72K - $85.4K
|
2.08K
$258K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
705+ 4.64% |
$71.9K - $85.3K
|
15.9K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
704+ 8.65% |
$71.8K - $85.2K
|
8.84K
$1.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
700New |
$71.4K - $84.7K
|
700
$86.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
700+ 27.07% |
$71.4K - $84.7K
|
3.29K
$408K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
657New |
$67K - $79.5K
|
657
$81.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
654+ 4.49% |
$66.7K - $79.1K
|
15.2K
$1.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
644+ 2.76% |
$65.7K - $77.9K
|
24K
$2.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
636+ 0.75% |
$64.8K - $77K
|
85.8K
$10.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
630+ 32.14% |
$64.2K - $76.2K
|
2.59K
$321K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
600+ 14.13% |
$61.2K - $72.6K
|
4.85K
$602K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
595+ 129.35% |
$60.7K - $72K
|
1.06K
$131K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
584+ 5.0% |
$59.5K - $70.7K
|
12.3K
$1.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
583+ 13.13% |
$59.4K - $70.5K
|
5.02K
$623K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
580+ 5.73% |
$59.1K - $70.2K
|
10.7K
$1.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
580+ 8.65% |
$59.1K - $70.2K
|
7.29K
$905K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
579New |
$59K - $70.1K
|
579
$71.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
576+ 15.68% |
$58.7K - $69.7K
|
4.25K
$528K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
567+ 26.77% |
$57.8K - $68.6K
|
2.69K
$333K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
565+ 7.69% |
$57.6K - $68.4K
|
7.91K
$982K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
563+ 12.18% |
$57.4K - $68.1K
|
5.19K
$644K
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
547+ 3.32% |
$55.8K - $66.2K
|
17K
$2.11M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
543+ 3.63% |
$55.4K - $65.7K
|
15.5K
$1.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
535+ 1.11% |
$54.5K - $64.7K
|
48.5K
$6.02M
|