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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
260New |
$26.5K - $31.5K
|
260
$32.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
251+ 8.28% |
$25.6K - $30.4K
|
3.28K
$408K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
245+ 5.45% |
$25K - $29.6K
|
4.74K
$588K
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
244+ 1.55% |
$24.9K - $29.5K
|
15.9K
$1.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
244+ 7.86% |
$24.9K - $29.5K
|
3.35K
$416K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
243+ 5.63% |
$24.8K - $29.4K
|
4.56K
$566K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
242New |
$24.7K - $29.3K
|
242
$30K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
236+ 8.63% |
$24.1K - $28.6K
|
2.97K
$369K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
236+ 0.59% |
$24.1K - $28.6K
|
40.1K
$4.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
230+ 12.99% |
$23.5K - $27.8K
|
2K
$248K
|
|
|
Jul 25, 2025
Q2 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
221+ 0.29% |
$22.5K - $26.7K
|
75.8K
$9.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
218New |
$22.2K - $26.4K
|
218
$27.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
207+ 9.32% |
$21.1K - $25K
|
2.43K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
206+ 5.03% |
$21K - $24.9K
|
4.3K
$534K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
206+ 52.55% |
$21K - $24.9K
|
598
$74.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
206+ 3.18% |
$21K - $24.9K
|
6.69K
$830K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
206+ 2.74% |
$21K - $24.9K
|
7.71K
$957K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
203+ 5.29% |
$20.7K - $24.6K
|
4.04K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
201+ 6.18% |
$20.5K - $24.3K
|
3.46K
$429K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
200+ 9.19% |
$20.4K - $24.2K
|
2.38K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
197+ 3.1% |
$20.1K - $23.8K
|
6.56K
$814K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
197+ 2.67% |
$20.1K - $23.8K
|
7.58K
$941K
|
|
|
Aug 05, 2025
Q2 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
194+ 6.7% |
$19.8K - $23.5K
|
3.09K
$383K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
188+ 4.42% |
$19.2K - $22.7K
|
4.44K
$552K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
182+ 6.06% |
$18.6K - $22K
|
3.18K
$395K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
180+ 1.54% |
$18.4K - $21.8K
|
11.8K
$1.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
179+ 1.54% |
$18.3K - $21.7K
|
11.8K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
174+ 0.94% |
$17.7K - $21.1K
|
18.6K
$2.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
174+ 3.0% |
$17.7K - $21.1K
|
5.97K
$741K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
173+ 1.27% |
$17.6K - $20.9K
|
13.8K
$1.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
172+ 1.93% |
$17.5K - $20.8K
|
9.07K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
166+ 3.72% |
$16.9K - $20.1K
|
4.62K
$574K
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
161+ 0.92% |
$16.4K - $19.5K
|
17.6K
$2.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
161+ 7.29% |
$16.4K - $19.5K
|
2.37K
$294K
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
160+ 2.52% |
$16.3K - $19.4K
|
6.5K
$807K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
160+ 5.03% |
$16.3K - $19.4K
|
3.34K
$415K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
159+ 6.02% |
$16.2K - $19.2K
|
2.8K
$348K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
151+ 4.99% |
$15.4K - $18.3K
|
3.18K
$395K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
150+ 1.41% |
$15.3K - $18.2K
|
10.8K
$1.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
150+ 2.06% |
$15.3K - $18.2K
|
7.42K
$921K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
150+ 2.29% |
$15.3K - $18.2K
|
6.69K
$830K
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
145+ 1.33% |
$14.8K - $17.5K
|
11.1K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
145+ 1.27% |
$14.8K - $17.5K
|
11.5K
$1.43M
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
144+ 6.47% |
$14.7K - $17.4K
|
2.37K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
143+ 275.0% |
$14.6K - $17.3K
|
195
$24.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
139+ 5.25% |
$14.2K - $16.8K
|
2.79K
$346K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
138+ 8.46% |
$14.1K - $16.7K
|
1.77K
$220K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
138+ 6.96% |
$14.1K - $16.7K
|
2.12K
$263K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
138+ 34.5% |
$14.1K - $16.7K
|
538
$66.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
131+ 82.39% |
$13.4K - $15.9K
|
290
$36K
|