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 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
578+ 1.4% |
$56.1K - $66.8K
|
42K
$4.79M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
535+ 0.63% |
$52K - $61.8K
|
85.1K
$9.72M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
511+ 0.97% |
$49.6K - $59.1K
|
53.2K
$6.07M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
509+ 3.19% |
$49.4K - $58.8K
|
16.5K
$1.88M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
508+ 9.2% |
$49.3K - $58.7K
|
6.03K
$688K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
500New |
$48.6K - $57.8K
|
500
$57.1K
|
|
|
May 08, 2025
Q1 2025
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
500+ 1.79% |
$48.6K - $57.8K
|
28.5K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
498+ 5.75% |
$48.4K - $57.6K
|
9.15K
$1.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
498+ 15.38% |
$48.4K - $57.6K
|
3.74K
$427K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
494+ 3.42% |
$48K - $57.1K
|
14.9K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
490+ 1.26% |
$47.6K - $56.6K
|
39.3K
$4.48M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
488+ 7.84% |
$47.4K - $56.4K
|
6.71K
$766K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
488+ 2.41% |
$47.4K - $56.4K
|
20.7K
$2.36M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
486+ 5.6% |
$47.2K - $56.2K
|
9.16K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
459+ 1275.0% |
$44.6K - $53K
|
495
$56.5K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
453+ 12.6% |
$44K - $52.4K
|
4.05K
$462K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
447+ 5.19% |
$43.4K - $51.7K
|
9.06K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
446+ 17.25% |
$43.3K - $51.5K
|
3.03K
$346K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
443+ 1.67% |
$43K - $51.2K
|
27K
$3.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
442+ 1.16% |
$42.9K - $51.1K
|
38.7K
$4.41M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
429+ 4.22% |
$41.7K - $49.6K
|
10.6K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
422+ 2.76% |
$41K - $48.8K
|
15.7K
$1.79M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
411+ 14.21% |
$39.9K - $47.5K
|
3.3K
$377K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
407+ 23.53% |
$39.5K - $47K
|
2.14K
$244K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
405New |
$39.3K - $46.8K
|
405
$46.2K
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
382+ 3.3% |
$37.1K - $44.1K
|
12K
$1.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
377+ 9.06% |
$36.6K - $43.6K
|
4.54K
$518K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
376+ 3.42% |
$36.5K - $43.5K
|
11.4K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
372+ 2.32% |
$36.1K - $43K
|
16.4K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
369+ 1.28% |
$35.8K - $42.6K
|
29.3K
$3.34M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
366+ 4.9% |
$35.6K - $42.3K
|
7.84K
$895K
|
|
|
May 14, 2025
Q1 2025
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
365+ 0.24% |
$35.5K - $42.2K
|
152K
$17.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
362+ 5.47% |
$35.2K - $41.8K
|
6.98K
$797K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
360+ 4.3% |
$35K - $41.6K
|
8.73K
$997K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
358+ 6.9% |
$34.8K - $41.4K
|
5.54K
$633K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
358+ 6.92% |
$34.8K - $41.4K
|
5.53K
$632K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
355+ 14.77% |
$34.5K - $41K
|
2.76K
$315K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
352New |
$34.2K - $40.7K
|
352
$40.2K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
346+ 1.44% |
$33.6K - $40K
|
24.4K
$2.79M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
345+ 12.85% |
$33.5K - $39.9K
|
3.03K
$346K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
326+ 1.11% |
$31.7K - $37.7K
|
29.6K
$3.38M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
325+ 12.0% |
$31.6K - $37.6K
|
3.03K
$346K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
317+ 118.73% |
$30.8K - $36.6K
|
584
$66.7K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
310+ 4.57% |
$30.1K - $35.8K
|
7.09K
$809K
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
297+ 10.45% |
$28.9K - $34.3K
|
3.14K
$358K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
285+ 8.73% |
$27.7K - $32.9K
|
3.55K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
277+ 3.57% |
$26.9K - $32K
|
8.04K
$918K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
272+ 11.62% |
$26.4K - $31.4K
|
2.61K
$298K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
270+ 8.31% |
$26.2K - $31.2K
|
3.52K
$402K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
264+ 1.04% |
$25.6K - $30.5K
|
25.8K
$2.94M
|