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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
43.8K+ 400.97% |
$5.34M - $5.8M
|
54.7K
$7.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
37.5K+ 2560.96% |
$4.57M - $4.97M
|
39K
$5.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
28.3K+ 621.58% |
$3.45M - $3.75M
|
32.9K
$4.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
24.1KNew |
$2.93M - $3.19M
|
24.1K
$3.17M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
20.3K+ 77.1% |
$2.47M - $2.69M
|
46.7K
$6.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
16.4K+ 151.88% |
$2M - $2.17M
|
27.2K
$3.58M
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
10.3K+ 53.98% |
$1.25M - $1.36M
|
29.3K
$3.86M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.22K+ 3.45% |
$757K - $823K
|
186K
$24.5M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
5.76K+ 16.78% |
$701K - $762K
|
40.1K
$5.27M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
4.39K+ 42.74% |
$535K - $581K
|
14.7K
$1.93M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.54K+ 20.89% |
$432K - $469K
|
20.5K
$2.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
3KNew |
$365K - $397K
|
3K
$395K
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
2.66KNew |
$324K - $352K
|
2.66K
$349K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.56KNew |
$312K - $339K
|
2.56K
$337K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.37K+ 315.43% |
$289K - $314K
|
3.12K
$411K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.28K+ 11.52% |
$278K - $302K
|
22.1K
$2.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
2.1KNew |
$256K - $279K
|
2.1K
$277K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.99KNew |
$242K - $263K
|
1.99K
$261K
|
|
|
Jan 12, 2026
Q4 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
1.93KNew |
$235K - $255K
|
1.93K
$253K
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
1.82KNew |
$222K - $241K
|
1.82K
$239K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.82K+ 19.23% |
$221K - $241K
|
11.3K
$1.48M
|
|
|
Jan 07, 2026
Q4 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
1.75K+ 18.91% |
$213K - $232K
|
11K
$1.45M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
1.74KNew |
$212K - $230K
|
1.74K
$229K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.65K+ 5.35% |
$201K - $218K
|
32.5K
$4.27M
|
|
|
Jan 06, 2026
Q4 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
1.55KNew |
$189K - $205K
|
1.55K
$204K
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1.54KNew |
$188K - $204K
|
1.54K
$203K
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.5KNew |
$183K - $199K
|
1.5K
$197K
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.5KNew |
$183K - $198K
|
1.5K
$197K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.49K+ 14.0% |
$181K - $197K
|
12.1K
$1.59M
|
|
|
Jan 16, 2026
Q4 2025
|
Clarus Group, Inc.
|
BUY
|
- |
1.46KNew |
$178K - $193K
|
1.46K
$192K
|
|
|
Jan 12, 2026
Q4 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.46KNew |
$177K - $193K
|
1.46K
$192K
|
|
|
Jan 15, 2026
Q4 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
1.46KNew |
$177K - $193K
|
1.46K
$192K
|
|
|
Jan 12, 2026
Q4 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
1.45KNew |
$177K - $192K
|
1.45K
$191K
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
1.28K+ 14.96% |
$155K - $169K
|
9.8K
$1.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.21K+ 22.52% |
$148K - $161K
|
6.6K
$868K
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.09KNew |
$132K - $144K
|
1.09K
$143K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
949+ 14.67% |
$116K - $126K
|
7.42K
$976K
|
|
|
Jan 15, 2026
Q4 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
940+ 3.96% |
$114K - $124K
|
24.7K
$3.25M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
847+ 17.78% |
$103K - $112K
|
5.61K
$738K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
828+ 10.77% |
$101K - $110K
|
8.51K
$1.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
819+ 16.21% |
$99.8K - $108K
|
5.87K
$772K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
641New |
$78.1K - $84.9K
|
641
$84.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
618+ 34.11% |
$75.3K - $81.8K
|
2.43K
$320K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
569+ 21.27% |
$69.3K - $75.3K
|
3.24K
$427K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
489New |
$59.6K - $64.7K
|
489
$64.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
484+ 2.96% |
$59K - $64.1K
|
16.9K
$2.22M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
480+ 22.58% |
$58.5K - $63.5K
|
2.61K
$343K
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
407+ 8.54% |
$49.6K - $53.9K
|
5.17K
$681K
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
407+ 0.97% |
$49.6K - $53.9K
|
42.3K
$5.57M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
339+ 0.32% |
$41.3K - $44.9K
|
106K
$13.9M
|
|