Latest Institutional Purchases of Novartis Ag (NVS)

NVS Quotes by TradingView

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
Aug 14, 2025 Q2 2025
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
1.19K
+ 10.49%
$121K - $144K
12.6K $1.65M
Jul 28, 2025 Q2 2025
Twin Tree Management, LP

Dallas, TX
BUY
 PUT
1.1K
New
$112K - $133K
1.1K $145K
Aug 12, 2025 Q2 2025
Drexel Morgan & Co.

Radnor, PA
BUY
 -
1K
+ 10.29%
$102K - $121K
10.7K $1.41M
Aug 29, 2025 Q2 2025
Evolution Wealth Management Inc.

Fort Myers, FL
BUY
 -
800
New
$81.6K - $96.8K
800 $105K
Jul 30, 2025 Q2 2025
Pittenger & Anderson Inc

BUY
 -
750
+ 1.55%
$76.5K - $90.8K
49K $6.45M
Aug 04, 2025 Q2 2025
Meadow Brook Investment Advisors LLC

Livonia, MI
BUY
 -
700
New
$71.4K - $84.7K
700 $92.1K
Jul 29, 2025 Q2 2025
Flc Capital Advisors

BUY
 -
700
+ 27.07%
$71.4K - $84.7K
3.29K $432K
Aug 08, 2025 Q2 2025
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
657
New
$67K - $79.5K
657 $86.4K
Aug 07, 2025 Q2 2025
Beese Fulmer Investment Management, Inc.

BUY
 -
630
+ 32.14%
$64.2K - $76.2K
2.59K $341K
Aug 13, 2025 Q2 2025
Twin Peaks Wealth Advisors, LLC

Burlingame, CA
BUY
 -
579
New
$59K - $70.1K
579 $76.2K
Aug 11, 2025 Q2 2025
Traub Capital Management LLC

Needham, MA
BUY
 -
469
New
$47.8K - $56.8K
469 $61.7K
Jul 29, 2025 Q2 2025
Harbor Asset Planning, Inc.

Belmont, MA
BUY
 -
441
New
$45K - $53.4K
441 $58K
Aug 05, 2025 Q2 2025
New Square Capital LLC

BUY
 -
399
+ 304.58%
$40.7K - $48.3K
530 $69.7K
Jul 10, 2025 Q2 2025
Atticus Wealth Management, LLC

BUY
 -
383
New
$39.1K - $46.3K
383 $50.4K
Aug 01, 2025 Q2 2025
Quaker Wealth Management, LLC

BUY
 -
352
New
$35.9K - $42.6K
352 $46.3K
Jul 18, 2025 Q2 2025
Soa Wealth Advisors, Llc.

BUY
 -
334
New
$34.1K - $40.4K
334 $43.9K
Jul 17, 2025 Q2 2025
Guyasuta Investment Advisors Inc

BUY
 -
313
+ 2.99%
$31.9K - $37.9K
10.8K $1.42M
Aug 13, 2025 Q2 2025
Alerus Financial Na

Grand Forks, ND
BUY
 -
281
New
$28.7K - $34K
281 $37K
Jul 09, 2025 Q2 2025
Radnor Capital Management, LLC

BUY
 -
275
+ 5.05%
$28K - $33.3K
5.73K $753K
Jul 21, 2025 Q2 2025
Barrett & Company, Inc.

Providence, RI
BUY
 -
260
New
$26.5K - $31.5K
260 $34.2K
Aug 14, 2025 Q2 2025
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
230
+ 12.99%
$23.5K - $27.8K
2K $263K
Jul 24, 2025 Q2 2025
Gfg Capital, LLC

BUY
 -
218
New
$22.2K - $26.4K
218 $28.7K
Jul 25, 2025 Q2 2025
Mitchell Sinkler & Starr

BUY
 -
160
+ 5.03%
$16.3K - $19.4K
3.34K $440K
Aug 14, 2025 Q2 2025
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
145
+ 1.33%
$14.8K - $17.5K
11.1K $1.46M
Aug 12, 2025 Q2 2025
Fairscale Capital, LLC

Nashua, NH
BUY
 -
130
+ 8.38%
$13.3K - $15.7K
1.68K $221K
Aug 08, 2025 Q2 2025
Washington Trust CO

BUY
 -
116
+ 2.6%
$11.8K - $14K
4.58K $603K
Jul 15, 2025 Q2 2025
Mcf Advisors LLC

Covington, KY
BUY
 -
105
+ 66.04%
$10.7K - $12.7K
264 $34.7K
Aug 05, 2025 Q2 2025
Access Investment Management LLC

Atlanta, GA
BUY
 -
93
New
$9.48K - $11.3K
93 $12.2K
Aug 08, 2025 Q2 2025
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
91
New
$9.28K - $11K
91 $12K
Oct 24, 2025 Q2 2025
Aventus Investment Advisors, Inc.

Naples, FL
BUY
 -
90
New
$9.18K - $10.9K
90 $11.8K
Aug 12, 2025 Q2 2025
Rd Lewis Holdings, Inc.

Maitland, FL
BUY
 -
90
+ 1.14%
$9.18K - $10.9K
7.99K $1.05M
Jul 30, 2025 Q2 2025
Forum Financial Management, LP

Lombard, IL
BUY
 -
88
+ 0.36%
$8.97K - $10.6K
24.6K $3.24M
Jul 28, 2025 Q2 2025
Deroy & Devereaux Private Investment Counsel Inc

BUY
 -
87
+ 4.41%
$8.87K - $10.5K
2.06K $271K
Jul 29, 2025 Q2 2025
Princeton Global Asset Management LLC

BUY
 -
85
+ 223.68%
$8.67K - $10.3K
123 $16.2K
Jul 11, 2025 Q2 2025
Essex Savings Bank

BUY
 -
85
+ 1.88%
$8.67K - $10.3K
4.61K $607K
Aug 07, 2025 Q2 2025
Sierra Ocean, LLC

Ripon, CA
BUY
 -
74
+ 12.29%
$7.55K - $8.95K
676 $88.9K
Jul 18, 2025 Q2 2025
Vicus Capital

State College, PA
BUY
 -
70
+ 2.44%
$7.14K - $8.47K
2.94K $386K
Jul 25, 2025 Q2 2025
Stephens Consulting, LLC

Flint, MI
BUY
 -
69
New
$7.04K - $8.35K
69 $9.08K
Aug 04, 2025 Q2 2025
Horizon Wealth Management, LLC

BUY
 -
66
+ 2.88%
$6.73K - $7.99K
2.35K $310K
Jul 21, 2025 Q2 2025
Team Financial Group, LLC

Temecula, CA
BUY
 -
58
New
$5.91K - $7.02K
58 $7.63K
Aug 07, 2025 Q2 2025
Investment Management Corp /Va/ /Adv

Roanoke, VA
BUY
 -
54
+ 17.25%
$5.51K - $6.53K
367 $48.3K
Aug 11, 2025 Q2 2025
Heritage Wealth Advisors

BUY
 -
51
+ 3.39%
$5.2K - $6.17K
1.56K $205K
Aug 15, 2025 Q2 2025
Morse Asset Management, Inc

Darien, CT
BUY
 -
49
New
$5K - $5.93K
49 $6.45K
Aug 19, 2025 Q2 2025
Newbridge Financial Services Group, Inc.

BUY
 -
42
+ 161.54%
$4.28K - $5.08K
68 $8.95K
Jul 30, 2025 Q2 2025
Mid American Wealth Advisory Group, Inc.

Kansas City, MO
BUY
 -
39
New
$3.98K - $4.72K
39 $5.13K
Aug 14, 2025 Q2 2025
Principia Wealth Advisory, LLC

Dallas, TX
BUY
 -
36
New
$3.67K - $4.36K
36 $4.74K
Jul 23, 2025 Q2 2025
Eagle Strategies LLC

New York, NY
BUY
 -
33
+ 1.28%
$3.36K - $3.99K
2.6K $342K
Jul 17, 2025 Q2 2025
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
31
+ 1.19%
$3.16K - $3.75K
2.63K $346K
Jul 29, 2025 Q2 2025
Stratos Wealth Advisors, LLC

BUY
 -
28
+ 0.33%
$2.85K - $3.39K
8.42K $1.11M

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