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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.09K+ 5.66% |
$106K - $128K
|
20.4K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.08K+ 7.16% |
$105K - $127K
|
16.2K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.08K+ 176.27% |
$104K - $126K
|
1.69K
$185K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.07K+ 17.38% |
$104K - $126K
|
7.24K
$792K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.06K+ 3.64% |
$102K - $124K
|
30.2K
$3.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.04K+ 3.9% |
$101K - $122K
|
27.7K
$3.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.03K+ 12.77% |
$99.4K - $120K
|
9.07K
$992K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.01K+ 10.33% |
$97.7K - $118K
|
10.8K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1K+ 199.2% |
$96.8K - $117K
|
1.5K
$164K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
993New |
$96.1K - $116K
|
993
$109K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
986+ 7.51% |
$95.4K - $116K
|
14.1K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
949+ 0.5% |
$91.8K - $111K
|
192K
$21M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
926+ 8.48% |
$89.6K - $109K
|
11.8K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
921+ 1.08% |
$89.1K - $108K
|
86.3K
$9.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
920+ 7.74% |
$89K - $108K
|
12.8K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
900+ 24.32% |
$87.1K - $105K
|
4.6K
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
899+ 6.25% |
$87K - $105K
|
15.3K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
899+ 28.42% |
$87K - $105K
|
4.06K
$444K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
897+ 11.63% |
$86.8K - $105K
|
8.61K
$942K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
896+ 82.58% |
$86.7K - $105K
|
1.98K
$217K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
896+ 37.84% |
$86.7K - $105K
|
3.26K
$357K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
866+ 9.32% |
$83.8K - $101K
|
10.2K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
853+ 4.93% |
$82.6K - $100K
|
18.2K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
849+ 12.37% |
$82.2K - $99.5K
|
7.71K
$843K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
829+ 0.92% |
$80.2K - $97.1K
|
90.6K
$9.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
826+ 23.36% |
$79.9K - $96.8K
|
4.36K
$477K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
824+ 4.48% |
$79.7K - $96.6K
|
19.2K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
803New |
$77.7K - $94.1K
|
803
$87.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
800+ 400.0% |
$77.4K - $93.7K
|
1K
$109K
|
|
|
Feb 14, 2025
Q4 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
800+ 15.46% |
$77.4K - $93.7K
|
5.98K
$653K
|
|
|
Feb 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
777+ 10.96% |
$75.2K - $91K
|
7.87K
$860K
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
750+ 29.46% |
$72.6K - $87.9K
|
3.3K
$360K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
745New |
$72.1K - $87.3K
|
745
$81.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
742+ 5.44% |
$71.8K - $86.9K
|
14.4K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
731+ 3.07% |
$70.7K - $85.7K
|
24.6K
$2.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
727+ 13.55% |
$70.4K - $85.2K
|
6.09K
$666K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
725+ 19.13% |
$70.2K - $85K
|
4.52K
$494K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
710New |
$68.7K - $83.2K
|
710
$77.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
707+ 6.93% |
$68.4K - $82.8K
|
10.9K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
706+ 35.69% |
$68.3K - $82.7K
|
2.68K
$293K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
705+ 21.94% |
$68.2K - $82.6K
|
3.92K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
700New |
$67.7K - $82K
|
700
$76.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
697+ 35.11% |
$67.5K - $81.7K
|
2.68K
$293K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
696+ 782.02% |
$67.4K - $81.6K
|
785
$85.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
684New |
$66.2K - $80.2K
|
684
$74.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
683+ 14.11% |
$66.1K - $80K
|
5.52K
$604K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
679+ 12.36% |
$65.7K - $79.6K
|
6.17K
$675K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
671+ 1.98% |
$64.9K - $78.6K
|
34.5K
$3.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
658+ 22.35% |
$63.7K - $77.1K
|
3.6K
$394K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
656+ 6.69% |
$63.5K - $76.9K
|
10.5K
$1.14M
|