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 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.38K+ 4.96% |
$134K - $160K
|
29.2K
$3.34M
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
1.37K+ 8.56% |
$133K - $159K
|
17.4K
$1.99M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.37K+ 13.74% |
$133K - $158K
|
11.3K
$1.29M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.32K+ 46.94% |
$128K - $152K
|
4.13K
$471K
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.23K+ 3.46% |
$120K - $143K
|
36.9K
$4.21M
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.21K+ 1.6% |
$117K - $139K
|
76.7K
$8.75M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.18K+ 10.37% |
$115K - $136K
|
12.6K
$1.43M
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.16KNew |
$113K - $134K
|
1.16K
$133K
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.15K+ 9.13% |
$111K - $133K
|
13.7K
$1.57M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.14K+ 6.21% |
$111K - $132K
|
19.6K
$2.23M
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.11K+ 10.47% |
$108K - $129K
|
11.8K
$1.34M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.11K+ 10.85% |
$107K - $128K
|
11.3K
$1.29M
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.1K+ 19.64% |
$107K - $127K
|
6.7K
$765K
|
|
May 15, 2025
Q1 2025
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
1.06K+ 4.04% |
$103K - $123K
|
27.4K
$3.12M
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.05K+ 41.02% |
$102K - $122K
|
3.62K
$413K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.05K+ 3.13% |
$102K - $121K
|
34.7K
$3.96M
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.05K+ 3.1% |
$102K - $121K
|
34.9K
$3.98M
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.01K+ 4.11% |
$98.3K - $117K
|
25.6K
$2.92M
|
|
Apr 10, 2025
Q1 2025
|
Viking Fund Management LLC
|
BUY
|
- |
1KNew |
$97.1K - $116K
|
1K
$114K
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
977New |
$94.9K - $113K
|
977
$112K
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
940+ 2.0% |
$91.3K - $109K
|
48K
$5.48M
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
932New |
$90.5K - $108K
|
932
$106K
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
922+ 24.31% |
$89.6K - $107K
|
4.71K
$538K
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
913+ 34.12% |
$88.7K - $106K
|
3.59K
$410K
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
907+ 11.35% |
$88.1K - $105K
|
8.9K
$1.02M
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
BUY
|
- |
872+ 0.87% |
$84.7K - $101K
|
102K
$11.6M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
852+ 281.19% |
$82.8K - $98.5K
|
1.16K
$132K
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
816+ 4.46% |
$79.3K - $94.3K
|
19.1K
$2.18M
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
806+ 4.0% |
$78.3K - $93.1K
|
20.9K
$2.39M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
799+ 0.89% |
$77.6K - $92.3K
|
90.9K
$10.4M
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
793+ 7.02% |
$77K - $91.6K
|
12.1K
$1.38M
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
774+ 2.88% |
$75.2K - $89.5K
|
27.7K
$3.16M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
742+ 19.97% |
$72.1K - $85.8K
|
4.46K
$509K
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
740+ 12.38% |
$71.9K - $85.5K
|
6.72K
$766K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
708+ 1.07% |
$68.8K - $81.8K
|
66.6K
$7.6M
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
700+ 30.3% |
$68K - $80.9K
|
3.01K
$344K
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
699+ 8.46% |
$67.9K - $80.8K
|
8.96K
$1.02M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
697+ 0.55% |
$67.7K - $80.6K
|
127K
$14.4M
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
696New |
$67.6K - $80.4K
|
696
$79.4K
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
693+ 6.68% |
$67.3K - $80.1K
|
11.1K
$1.26M
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
675New |
$65.6K - $78K
|
675
$77K
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
661+ 28.63% |
$64.2K - $76.4K
|
2.97K
$339K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
657+ 15.58% |
$63.8K - $75.9K
|
4.88K
$556K
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
655+ 18.26% |
$63.6K - $75.7K
|
4.24K
$484K
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
640New |
$62.2K - $74K
|
640
$73K
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
629+ 3.85% |
$61.1K - $72.7K
|
17K
$1.94M
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
601+ 3.57% |
$58.4K - $69.5K
|
17.4K
$1.99M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
599+ 7.61% |
$58.2K - $69.2K
|
8.47K
$967K
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
580+ 8.05% |
$56.3K - $67K
|
7.78K
$888K
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
580+ 10.03% |
$56.3K - $67K
|
6.36K
$726K
|