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 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
653+ 5.57% |
$63.2K - $76.5K
|
12.4K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
650New |
$62.9K - $76.2K
|
650
$71.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
645+ 6.84% |
$62.4K - $75.6K
|
10.1K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
636+ 7.56% |
$61.6K - $74.5K
|
9.05K
$989K
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
633+ 9.57% |
$61.3K - $74.2K
|
7.25K
$792K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
625New |
$60.5K - $73.2K
|
625
$68.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
624New |
$60.4K - $73.1K
|
624
$68.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
615+ 20.68% |
$59.5K - $72.1K
|
3.59K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
608+ 1.74% |
$58.8K - $71.2K
|
35.6K
$3.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
606+ 7.1% |
$58.6K - $71K
|
9.14K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
604+ 1.17% |
$58.5K - $70.8K
|
52.4K
$5.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
603+ 11.65% |
$58.4K - $70.7K
|
5.78K
$632K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
600+ 0.75% |
$58.1K - $70.3K
|
80.1K
$8.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
600+ 2.83% |
$58.1K - $70.3K
|
21.8K
$2.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
588+ 4.06% |
$56.9K - $68.9K
|
15.1K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
580+ 21.81% |
$56.1K - $68K
|
3.24K
$354K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
569+ 7.79% |
$55.1K - $66.7K
|
7.88K
$861K
|
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
567+ 2.27% |
$54.9K - $66.4K
|
25.5K
$2.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
567+ 0.49% |
$54.9K - $66.4K
|
117K
$12.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
563New |
$54.5K - $66K
|
563
$61.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
558+ 5.82% |
$54K - $65.4K
|
10.1K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
545+ 1.33% |
$52.7K - $63.9K
|
41.4K
$4.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
543+ 14.5% |
$52.6K - $63.6K
|
4.29K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
539New |
$52.2K - $63.2K
|
539
$58.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
534+ 8.6% |
$51.7K - $62.6K
|
6.74K
$737K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
533New |
$51.6K - $62.5K
|
533
$58.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
525New |
$50.8K - $61.5K
|
525
$57.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
523+ 33.61% |
$50.6K - $61.3K
|
2.08K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
523+ 1.93% |
$50.6K - $61.3K
|
27.6K
$3.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
521+ 8.54% |
$50.4K - $61.1K
|
6.62K
$724K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
520New |
$50.3K - $60.9K
|
520
$56.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
516+ 1.38% |
$49.9K - $60.5K
|
37.9K
$4.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
500+ 95.79% |
$48.4K - $58.6K
|
1.02K
$112K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
496+ 3.56% |
$48K - $58.1K
|
14.4K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
492+ 8.66% |
$47.6K - $57.7K
|
6.17K
$675K
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
490+ 1.04% |
$47.4K - $57.4K
|
47.8K
$5.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
485New |
$46.9K - $56.8K
|
485
$53K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
484+ 2.83% |
$46.8K - $56.7K
|
17.6K
$1.93M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
465New |
$45K - $54.5K
|
465
$50.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
464New |
$44.9K - $54.4K
|
464
$50.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
457+ 13.46% |
$44.2K - $53.6K
|
3.85K
$421K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
453+ 0.92% |
$43.8K - $53.1K
|
49.5K
$5.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
447+ 5.35% |
$43.3K - $52.4K
|
8.81K
$963K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
429+ 0.44% |
$41.5K - $50.3K
|
99K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
427+ 2.02% |
$41.3K - $50K
|
21.5K
$2.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
420+ 16.61% |
$40.6K - $49.2K
|
2.95K
$322K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
420+ 15.52% |
$40.6K - $49.2K
|
3.13K
$342K
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
417+ 1.92% |
$40.4K - $48.9K
|
22.1K
$2.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
409+ 10.95% |
$39.6K - $47.9K
|
4.14K
$453K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
403+ 3.32% |
$39K - $47.2K
|
12.5K
$1.37M
|