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 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 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
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
428+ 5.17% |
$48.6K - $55.5K
|
8.71K
$1.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
427+ 21.62% |
$48.5K - $55.4K
|
2.4K
$316K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
419+ 21.47% |
$47.6K - $54.4K
|
2.37K
$312K
|
|
|
Nov 13, 2025
Q3 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
419+ 5.22% |
$47.6K - $54.4K
|
8.45K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
413+ 19.88% |
$46.9K - $53.6K
|
2.49K
$328K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
411+ 2.7% |
$46.6K - $53.3K
|
15.6K
$2.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
408+ 14.72% |
$46.3K - $52.9K
|
3.18K
$418K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
403+ 2.59% |
$45.7K - $52.3K
|
16K
$2.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
BUY
|
- |
402+ 4.2% |
$45.6K - $52.2K
|
9.96K
$1.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
401+ 2.29% |
$45.5K - $52K
|
17.9K
$2.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
399+ 2.5% |
$45.3K - $51.8K
|
16.3K
$2.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
390+ 5.2% |
$44.3K - $50.6K
|
7.88K
$1.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
390+ 4.3% |
$44.3K - $50.6K
|
9.46K
$1.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
388+ 14.53% |
$44K - $50.3K
|
3.06K
$402K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
386+ 6.18% |
$43.8K - $50.1K
|
6.64K
$873K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
382+ 2.87% |
$43.4K - $49.6K
|
13.7K
$1.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
363+ 34.34% |
$41.2K - $47.1K
|
1.42K
$187K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
358+ 1.64% |
$40.6K - $46.4K
|
22.1K
$2.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
357+ 28.95% |
$40.5K - $46.3K
|
1.59K
$209K
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
356+ 2.7% |
$40.4K - $46.2K
|
13.6K
$1.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
351+ 2.89% |
$39.8K - $45.5K
|
12.5K
$1.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
346+ 7.94% |
$39.3K - $44.9K
|
4.7K
$619K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
342+ 3.59% |
$38.8K - $44.4K
|
9.88K
$1.3M
|
|
|
Nov 10, 2025
Q3 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
339+ 0.15% |
$38.5K - $44K
|
222K
$29.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
336+ 0.38% |
$38.1K - $43.6K
|
88.7K
$11.7M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
333+ 4.3% |
$37.8K - $43.2K
|
8.08K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
328+ 9.97% |
$37.2K - $42.6K
|
3.62K
$476K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
324+ 16.63% |
$36.8K - $42K
|
2.27K
$299K
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
320+ 15.84% |
$36.3K - $41.5K
|
2.34K
$308K
|
|
|
Nov 04, 2025
Q3 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
316+ 9.6% |
$35.9K - $41K
|
3.61K
$475K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
311+ 9.0% |
$35.3K - $40.3K
|
3.77K
$495K
|
|
|
Nov 14, 2025
Q3 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
310+ 7.51% |
$35.2K - $40.2K
|
4.44K
$584K
|
|
|
Oct 22, 2025
Q3 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
305+ 2.48% |
$34.6K - $39.6K
|
12.6K
$1.66M
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
282+ 5.21% |
$32K - $36.6K
|
5.69K
$749K
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
BUY
|
- |
278+ 17.08% |
$31.6K - $36.1K
|
1.91K
$251K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
278+ 2.33% |
$31.6K - $36.1K
|
12.2K
$1.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
270+ 13.37% |
$30.6K - $35K
|
2.29K
$301K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
260+ 0.63% |
$29.5K - $33.7K
|
41.4K
$5.45M
|
|