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 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
705+ 7.43% |
$80K - $91.5K
|
10.2K
$1.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
700New |
$79.5K - $90.8K
|
700
$92.1K
|
|
|
Nov 14, 2025
Q3 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
698+ 10.74% |
$79.2K - $90.6K
|
7.2K
$947K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
690+ 15.75% |
$78.3K - $89.5K
|
5.07K
$667K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
683+ 7.37% |
$77.5K - $88.6K
|
9.95K
$1.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
677+ 11.28% |
$76.8K - $87.8K
|
6.68K
$879K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
675+ 17.26% |
$76.6K - $87.6K
|
4.59K
$603K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
673+ 6.56% |
$76.4K - $87.3K
|
10.9K
$1.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
646+ 11.16% |
$73.3K - $83.8K
|
6.43K
$846K
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
629+ 6.2% |
$71.4K - $81.6K
|
10.8K
$1.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
620+ 5.4% |
$70.4K - $80.4K
|
12.1K
$1.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
617New |
$70K - $80K
|
617
$81.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
612New |
$69.5K - $79.4K
|
612
$80.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
611+ 4.72% |
$69.3K - $79.3K
|
13.6K
$1.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
603New |
$68.4K - $78.2K
|
603
$79.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
600+ 2.14% |
$68.1K - $77.8K
|
28.6K
$3.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
590+ 13.72% |
$67K - $76.5K
|
4.89K
$643K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
590New |
$67K - $76.5K
|
590
$77.6K
|
|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
588+ 25.97% |
$66.7K - $76.3K
|
2.85K
$375K
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
584New |
$66.3K - $75.8K
|
584
$76.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
577+ 4.91% |
$65.5K - $74.9K
|
12.3K
$1.62M
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
574+ 6.19% |
$65.1K - $74.5K
|
9.85K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
562+ 14.84% |
$63.8K - $72.9K
|
4.35K
$572K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
561+ 14.27% |
$63.7K - $72.8K
|
4.49K
$591K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
556+ 1.95% |
$63.1K - $72.1K
|
29.1K
$3.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
554+ 11.39% |
$62.9K - $71.9K
|
5.42K
$713K
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
548+ 10.96% |
$62.2K - $71.1K
|
5.55K
$730K
|
|
|
Oct 23, 2025
Q3 2025
|
Cardinal Capital Management
|
BUY
|
- |
548+ 1.12% |
$62.2K - $71.1K
|
49.6K
$6.52M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
535New |
$60.7K - $69.4K
|
535
$70.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
533+ 15.14% |
$60.5K - $69.1K
|
4.05K
$533K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
531+ 8.11% |
$60.3K - $68.9K
|
7.08K
$931K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
520+ 4.81% |
$59K - $67.5K
|
11.3K
$1.49M
|
|
|
Oct 30, 2025
Q3 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
511+ 0.31% |
$58K - $66.3K
|
163K
$21.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
509+ 1.56% |
$57.8K - $66K
|
33.2K
$4.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
503+ 10.31% |
$57.1K - $65.3K
|
5.38K
$708K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
500+ 7.63% |
$56.8K - $64.9K
|
7.06K
$928K
|
|
|
Nov 05, 2025
Q3 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
494+ 1.46% |
$56.1K - $64.1K
|
34.3K
$4.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
490+ 34.12% |
$55.6K - $63.6K
|
1.93K
$253K
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
BUY
|
- |
482+ 6.37% |
$54.7K - $62.5K
|
8.05K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
475New |
$53.9K - $61.6K
|
475
$62.5K
|
|
|
Oct 08, 2025
Q3 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
475+ 7.12% |
$53.9K - $61.6K
|
7.15K
$941K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
471+ 6.67% |
$53.5K - $61.1K
|
7.53K
$991K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
469+ 9.0% |
$53.2K - $60.8K
|
5.68K
$748K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
465+ 0.61% |
$52.8K - $60.3K
|
77.1K
$10.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
463+ 13.7% |
$52.6K - $60.1K
|
3.84K
$505K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
462+ 15.56% |
$52.4K - $59.9K
|
3.43K
$451K
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
450New |
$51.1K - $58.4K
|
450
$59.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
433+ 14.02% |
$49.1K - $56.2K
|
3.52K
$463K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
433+ 1804.17% |
$49.1K - $56.2K
|
457
$60.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
430+ 0.62% |
$48.8K - $55.8K
|
69.5K
$9.14M
|
|