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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13+ 0.4% |
$1.48K - $1.69K
|
3.26K
$429K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
13+ 0.5% |
$1.48K - $1.69K
|
2.63K
$346K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12+ 18.18% |
$1.36K - $1.56K
|
78
$10.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
12+ 0.6% |
$1.36K - $1.56K
|
2.03K
$266K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
10+ 0.06% |
$1.14K - $1.3K
|
16.5K
$2.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
9+ 2.05% |
$1.02K - $1.17K
|
447
$58.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
9+ 1.31% |
$1.02K - $1.17K
|
695
$91.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
7+ 0.31% |
$795 - $908
|
2.23K
$293K
|
|
|
Nov 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
7New |
$795 - $908
|
7
$921
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6+ 0.04% |
$681 - $778
|
15.2K
$2M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
5+ 1.55% |
$568 - $649
|
328
$43.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
5+ 0.12% |
$568 - $649
|
4.13K
$543K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
BUY
|
- |
5+ 0.02% |
$568 - $649
|
21.4K
$2.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
4New |
$454 - $519
|
4
$526
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
4+ 19.05% |
$454 - $519
|
25
$3.29K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
4+ 0.07% |
$454 - $519
|
5.38K
$708K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4+ 0.19% |
$454 - $519
|
2.13K
$280K
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
3+ 0.2% |
$341 - $389
|
1.54K
$202K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$227 - $259
|
5.26K
$692K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2+ 0.04% |
$227 - $259
|
5.02K
$661K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
1+ 0.02% |
$114 - $130
|
4.86K
$639K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.0% |
$114 - $130
|
31.1K
$4.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.06% |
$114 - $130
|
1.54K
$203K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.09% |
$114 - $130
|
1.11K
$145K
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 08, 2025
Q2 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
209KNew |
$21.3M - $25.3M
|
209K
$27.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
117K+ 12001.03% |
$11.9M - $14.1M
|
118K
$15.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
83.8K+ 81.94% |
$8.54M - $10.1M
|
186K
$24.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
43.7K+ 50.81% |
$4.46M - $5.29M
|
130K
$17.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
32.3KNew |
$3.29M - $3.91M
|
32.3K
$4.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
26K+ 52.72% |
$2.65M - $3.15M
|
75.3K
$9.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
25.5K+ 822.0% |
$2.6M - $3.09M
|
28.6K
$3.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
Singapore, |
BUY
|
- |
20KNew |
$2.04M - $2.42M
|
20K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
CALL |
15KNew |
$1.53M - $1.82M
|
15K
$1.97M
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
14.1KNew |
$1.44M - $1.71M
|
14.1K
$1.86M
|
|