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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.2KNew |
$326K - $387K
|
3.2K
$420K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.88K+ 8.72% |
$293K - $348K
|
35.9K
$4.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.81KNew |
$286K - $340K
|
2.81K
$369K
|
|
|
Sep 30, 2025
Q2 2025
|
Rydar Equities, Inc.
Weatherford, TX |
BUY
|
- |
2.63KNew |
$268K - $318K
|
2.63K
$346K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
2.54KNew |
$259K - $308K
|
2.54K
$334K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.53K+ 10.36% |
$258K - $306K
|
26.9K
$3.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
2.13KNew |
$217K - $258K
|
2.13K
$281K
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
2.05KNew |
$209K - $248K
|
2.05K
$269K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
1.96KNew |
$200K - $237K
|
1.96K
$258K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.96K+ 84.24% |
$199K - $237K
|
4.28K
$563K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.89KNew |
$192K - $228K
|
1.89K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.86KNew |
$189K - $225K
|
1.86K
$244K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
1.85K+ 3.48% |
$189K - $224K
|
55K
$7.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.82K+ 31.77% |
$186K - $220K
|
7.55K
$994K
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.8KNew |
$183K - $217K
|
1.8K
$236K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.73KNew |
$177K - $210K
|
1.73K
$228K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.73KNew |
$176K - $209K
|
1.73K
$227K
|
|
|
Jul 25, 2025
Q2 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
1.73KNew |
$176K - $209K
|
1.73K
$227K
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.72KNew |
$175K - $208K
|
1.72K
$226K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
1.7KNew |
$173K - $206K
|
1.7K
$224K
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.7KNew |
$173K - $205K
|
1.7K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.69KNew |
$173K - $205K
|
1.69K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.68KNew |
$171K - $203K
|
1.68K
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.67KNew |
$170K - $202K
|
1.67K
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.28K+ 26.72% |
$130K - $154K
|
6.05K
$796K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.22K+ 31.02% |
$124K - $148K
|
5.15K
$678K
|
|
|
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 |
1.1KNew |
$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
|
- |
800New |
$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
|
- |
700New |
$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
|
- |
657New |
$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
|
- |
579New |
$59K - $70.1K
|
579
$76.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
565+ 7.69% |
$57.6K - $68.4K
|
7.91K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
469New |
$47.8K - $56.8K
|
469
$61.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
441New |
$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
|
- |
383New |
$39.1K - $46.3K
|
383
$50.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
352New |
$35.9K - $42.6K
|
352
$46.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
334New |
$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
|
- |
281New |
$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
|
- |
260New |
$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
|
- |
218New |
$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
|
|