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 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
530+ 4.86% |
$54K - $64.1K
|
11.4K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
516+ 21.02% |
$52.6K - $62.4K
|
2.97K
$369K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
515+ 0.84% |
$52.5K - $62.3K
|
61.8K
$7.67M
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
500+ 27.59% |
$51K - $60.5K
|
2.31K
$287K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
496+ 18.98% |
$50.6K - $60K
|
3.11K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
475+ 35.19% |
$48.4K - $57.5K
|
1.83K
$227K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
469New |
$47.8K - $56.8K
|
469
$58.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
469+ 21.88% |
$47.8K - $56.8K
|
2.61K
$324K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
463+ 4.73% |
$47.2K - $56K
|
10.2K
$1.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
460+ 1.97% |
$46.9K - $55.7K
|
23.8K
$2.95M
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
455+ 0.33% |
$46.4K - $55.1K
|
137K
$17M
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
450+ 12.24% |
$45.9K - $54.5K
|
4.13K
$512K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
441New |
$45K - $53.4K
|
441
$54.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
432+ 2.4% |
$44K - $52.3K
|
18.4K
$2.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
431+ 6.55% |
$43.9K - $52.2K
|
7.01K
$870K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
423+ 10.24% |
$43.1K - $51.2K
|
4.55K
$565K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
420+ 13.95% |
$42.8K - $50.8K
|
3.43K
$426K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
415+ 15.05% |
$42.3K - $50.2K
|
3.17K
$394K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
406+ 17.15% |
$41.4K - $49.1K
|
2.77K
$344K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
404+ 5.7% |
$41.2K - $48.9K
|
7.49K
$930K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
399+ 304.58% |
$40.7K - $48.3K
|
530
$65.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
396+ 114.45% |
$40.4K - $47.9K
|
742
$92.1K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
395+ 3.82% |
$40.3K - $47.8K
|
10.7K
$1.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
383New |
$39.1K - $46.3K
|
383
$47.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
373+ 5.17% |
$38K - $45.1K
|
7.58K
$941K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
368+ 2.39% |
$37.5K - $44.5K
|
15.8K
$1.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
357+ 6.45% |
$36.4K - $43.2K
|
5.89K
$731K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
353+ 0.91% |
$36K - $42.7K
|
39K
$4.83M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
352New |
$35.9K - $42.6K
|
352
$43.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
346+ 7.63% |
$35.3K - $41.9K
|
4.88K
$606K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
334+ 12.09% |
$34.1K - $40.4K
|
3.1K
$384K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
334New |
$34.1K - $40.4K
|
334
$41.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
333+ 9.9% |
$34K - $40.3K
|
3.7K
$459K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
332+ 166.0% |
$33.9K - $40.2K
|
532
$66K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
322+ 8.97% |
$32.8K - $39K
|
3.91K
$485K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
319+ 1.44% |
$32.5K - $38.6K
|
22.5K
$2.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
313+ 2.99% |
$31.9K - $37.9K
|
10.8K
$1.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
303+ 8.61% |
$30.9K - $36.7K
|
3.82K
$474K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
298New |
$30.4K - $36.1K
|
298
$37K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
290+ 0.88% |
$29.6K - $35.1K
|
33.2K
$4.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
282+ 5.78% |
$28.8K - $34.1K
|
5.16K
$640K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
281New |
$28.7K - $34K
|
281
$34.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
281+ 24.33% |
$28.7K - $34K
|
1.44K
$178K
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
281+ 3.96% |
$28.7K - $34K
|
7.38K
$916K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
276+ 8.65% |
$28.1K - $33.4K
|
3.47K
$430K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
275+ 10.25% |
$28K - $33.3K
|
2.96K
$367K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
275+ 5.05% |
$28K - $33.3K
|
5.73K
$711K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
270+ 20.36% |
$27.5K - $32.7K
|
1.6K
$198K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
268+ 8.05% |
$27.3K - $32.4K
|
3.6K
$447K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
260+ 7.75% |
$26.5K - $31.5K
|
3.62K
$449K
|