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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
55+ 17.19% |
$6.24K - $7.14K
|
375
$49.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
52+ 2.65% |
$5.9K - $6.75K
|
2.02K
$265K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
49+ 2.34% |
$5.56K - $6.36K
|
2.14K
$282K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
49+ 7.84% |
$5.56K - $6.36K
|
674
$88.7K
|
|
|
Nov 17, 2025
Q3 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
47+ 0.24% |
$5.33K - $6.1K
|
19.3K
$2.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
47+ 1.82% |
$5.33K - $6.1K
|
2.63K
$346K
|
|
|
Nov 06, 2025
Q3 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
47+ 1.29% |
$5.33K - $6.1K
|
3.68K
$484K
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
45+ 1.76% |
$5.11K - $5.84K
|
2.6K
$341K
|
|
|
Nov 12, 2025
Q3 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
45New |
$5.11K - $5.84K
|
45
$5.92K
|
|
|
Nov 12, 2025
Q3 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
45+ 0.25% |
$5.11K - $5.84K
|
17.7K
$2.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
44+ 0.73% |
$4.99K - $5.71K
|
6.04K
$794K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
43+ 8.6% |
$4.88K - $5.58K
|
543
$71.4K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
42+ 17.87% |
$4.77K - $5.45K
|
277
$36.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
41+ 5.5% |
$4.65K - $5.32K
|
786
$103K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
40+ 1.85% |
$4.54K - $5.19K
|
2.2K
$289K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
38New |
$4.31K - $4.93K
|
38
$5K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
36New |
$4.09K - $4.67K
|
36
$4.74K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
36+ 1.17% |
$4.09K - $4.67K
|
3.12K
$411K
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
35+ 2.68% |
$3.97K - $4.54K
|
1.34K
$177K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
35+ 1.52% |
$3.97K - $4.54K
|
2.34K
$308K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
34New |
$3.86K - $4.41K
|
34
$4.47K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
34+ 1.74% |
$3.86K - $4.41K
|
1.99K
$262K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33+ 0.56% |
$3.75K - $4.28K
|
5.92K
$778K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
30+ 4.71% |
$3.41K - $3.89K
|
667
$87.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
30+ 0.87% |
$3.41K - $3.89K
|
3.46K
$455K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
30+ 52.63% |
$3.41K - $3.89K
|
87
$11.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
30+ 11.95% |
$3.41K - $3.89K
|
281
$37K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
29+ 1.04% |
$3.29K - $3.76K
|
2.82K
$371K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
28+ 1.51% |
$3.18K - $3.63K
|
1.88K
$247K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
26New |
$2.95K - $3.37K
|
26
$3.42K
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
25New |
$2.84K - $3.24K
|
25
$3.29K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
24New |
$2.72K - $3.11K
|
24
$3.16K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
23+ 4.48% |
$2.61K - $2.98K
|
536
$70.5K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
23New |
$2.61K - $2.98K
|
23
$3.03K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
21+ 0.8% |
$2.38K - $2.72K
|
2.63K
$347K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
21+ 20.39% |
$2.38K - $2.72K
|
124
$16.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
21+ 0.86% |
$2.38K - $2.72K
|
2.47K
$325K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
21+ 0.34% |
$2.38K - $2.72K
|
6.19K
$815K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
20New |
$2.27K - $2.59K
|
20
$2.63K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
19+ 2.96% |
$2.16K - $2.46K
|
660
$86.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
18+ 0.59% |
$2.04K - $2.34K
|
3.07K
$404K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
17+ 12.59% |
$1.93K - $2.21K
|
152
$20K
|
|
|
Nov 13, 2025
Q3 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
16+ 0.89% |
$1.82K - $2.08K
|
1.82K
$240K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16+ 0.44% |
$1.82K - $2.08K
|
3.61K
$475K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16+ 1.18% |
$1.82K - $2.08K
|
1.38K
$181K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
16+ 0.96% |
$1.82K - $2.08K
|
1.69K
$222K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
16+ 16.0% |
$1.82K - $2.08K
|
116
$15.3K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
15+ 0.26% |
$1.7K - $1.95K
|
5.89K
$775K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
14+ 0.26% |
$1.59K - $1.82K
|
5.49K
$722K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
14New |
$1.59K - $1.82K
|
14
$1.84K
|
|