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
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.72K+ 1.26% |
$649K - $742K
|
459K
$60.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
5.65K+ 12.1% |
$641K - $732K
|
52.3K
$6.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
5.5KNew |
$624K - $714K
|
5.5K
$724K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.49K+ 18.89% |
$623K - $713K
|
34.6K
$4.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
CALL |
5.3K+ 32.32% |
$602K - $688K
|
21.7K
$2.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.28K+ 11.18% |
$599K - $684K
|
52.5K
$6.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
5.2K+ 28.57% |
$590K - $675K
|
23.4K
$3.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.18K+ 9.72% |
$588K - $672K
|
58.5K
$7.69M
|
|
|
Nov 10, 2025
Q3 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
5K+ 33.33% |
$568K - $649K
|
20K
$2.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
5KNew |
$568K - $649K
|
5K
$658K
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.96KNew |
$562K - $643K
|
4.96K
$652K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.94K+ 5.05% |
$560K - $640K
|
103K
$13.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.79K+ 20.58% |
$544K - $622K
|
28.1K
$3.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.67K+ 15.66% |
$530K - $606K
|
34.5K
$4.54M
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
4.63K+ 1.73% |
$526K - $601K
|
272K
$35.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.6K+ 138.32% |
$522K - $597K
|
7.93K
$1.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
4.6K+ 32.62% |
$522K - $597K
|
18.7K
$2.46M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.57K+ 34.83% |
$518K - $592K
|
17.7K
$2.32M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.51K+ 5.9% |
$512K - $585K
|
81K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.36K+ 6.38% |
$494K - $565K
|
72.6K
$9.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.35K+ 10.58% |
$494K - $565K
|
45.5K
$5.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.32K+ 13.02% |
$490K - $560K
|
37.5K
$4.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.13KNew |
$469K - $536K
|
4.13K
$544K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
4.12K+ 19.88% |
$467K - $534K
|
24.8K
$3.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
4.11KNew |
$466K - $533K
|
4.11K
$540K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.06K+ 3.94% |
$461K - $527K
|
107K
$14.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.97K+ 1.9% |
$450K - $515K
|
213K
$28M
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.91K+ 2.86% |
$443K - $507K
|
140K
$18.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
3.85KNew |
$437K - $499K
|
3.85K
$506K
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
BUY
|
- |
3.78KNew |
$429K - $490K
|
3.78K
$497K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
3.75K+ 3.66% |
$426K - $487K
|
106K
$14M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.58K+ 26.82% |
$407K - $465K
|
16.9K
$2.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
3.51KNew |
$398K - $455K
|
3.51K
$461K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.32K+ 8.41% |
$377K - $431K
|
42.8K
$5.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
BUY
|
- |
3.31KNew |
$376K - $429K
|
3.31K
$435K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.27KNew |
$371K - $424K
|
3.27K
$430K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.24K+ 6.13% |
$368K - $420K
|
56.1K
$7.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
3.17K+ 12.74% |
$360K - $412K
|
28.1K
$3.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3K+ 60.9% |
$341K - $389K
|
7.93K
$1.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.97K+ 105.93% |
$337K - $385K
|
5.77K
$759K
|
|
|
Nov 14, 2025
Q3 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.9K+ 128.76% |
$329K - $376K
|
5.15K
$677K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.89K+ 0.93% |
$328K - $375K
|
313K
$41.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.88K+ 1.91% |
$327K - $374K
|
154K
$20.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.86K+ 42.13% |
$324K - $371K
|
9.64K
$1.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.77KNew |
$315K - $360K
|
2.77K
$365K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2.76K+ 23.99% |
$313K - $358K
|
14.3K
$1.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.7K+ 13.08% |
$306K - $350K
|
23.3K
$3.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.69K+ 23.12% |
$305K - $349K
|
14.3K
$1.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.68K+ 4.38% |
$304K - $347K
|
63.8K
$8.39M
|
|
|
Nov 05, 2025
Q3 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
2.62KNew |
$297K - $340K
|
2.62K
$344K
|
|