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 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
250+ 5.62% |
$28.4K - $32.4K
|
4.7K
$618K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
245New |
$27.8K - $31.8K
|
245
$32.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
242+ 2.87% |
$27.5K - $31.4K
|
8.69K
$1.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
242+ 100.0% |
$27.5K - $31.4K
|
484
$63.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
238+ 5.26% |
$27K - $30.9K
|
4.77K
$627K
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
234+ 1.47% |
$26.6K - $30.4K
|
16.1K
$2.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
234+ 2.48% |
$26.6K - $30.4K
|
9.66K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
233+ 0.82% |
$26.4K - $30.2K
|
28.5K
$3.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
232+ 1.68% |
$26.3K - $30.1K
|
14K
$1.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
230+ 7.77% |
$26.1K - $29.8K
|
3.19K
$420K
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
230+ 7.36% |
$26.1K - $29.8K
|
3.35K
$441K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
223+ 3.0% |
$25.3K - $28.9K
|
7.65K
$1.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
221+ 0.77% |
$25.1K - $28.7K
|
28.8K
$3.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
212+ 5.86% |
$24.1K - $27.5K
|
3.83K
$504K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
207+ 5.68% |
$23.5K - $26.9K
|
3.85K
$506K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
204+ 5.83% |
$23.2K - $26.5K
|
3.71K
$487K
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
200+ 6.9% |
$22.7K - $25.9K
|
3.1K
$408K
|
|
|
Oct 31, 2025
Q3 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
200+ 0.24% |
$22.7K - $25.9K
|
82K
$10.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
200+ 3.48% |
$22.7K - $25.9K
|
5.94K
$781K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
196+ 1.18% |
$22.2K - $25.4K
|
16.8K
$2.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
191+ 10.82% |
$21.7K - $24.8K
|
1.96K
$257K
|
|
|
Nov 17, 2025
Q3 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
190+ 5.24% |
$21.6K - $24.6K
|
3.81K
$502K
|
|
|
Oct 14, 2025
Q3 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
190+ 0.76% |
$21.6K - $24.6K
|
25.3K
$3.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
189+ 6.87% |
$21.5K - $24.5K
|
2.94K
$387K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
189+ 3.21% |
$21.5K - $24.5K
|
6.08K
$800K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
186+ 1.99% |
$21.1K - $24.1K
|
9.55K
$1.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
185+ 0.57% |
$21K - $24K
|
32.8K
$4.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
185+ 1.73% |
$21K - $24K
|
10.8K
$1.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
185+ 1.1% |
$21K - $24K
|
17K
$2.23M
|
|
|
Nov 12, 2025
Q3 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
184+ 1.55% |
$20.9K - $23.9K
|
12K
$1.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
183+ 1.91% |
$20.8K - $23.7K
|
9.76K
$1.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
183+ 7.72% |
$20.8K - $23.7K
|
2.55K
$336K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
180+ 5.96% |
$20.4K - $23.4K
|
3.2K
$421K
|
|
|
Nov 13, 2025
Q3 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
179+ 0.45% |
$20.3K - $23.2K
|
40.3K
$5.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
178New |
$20.2K - $23.1K
|
178
$23.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
178+ 2.3% |
$20.2K - $23.1K
|
7.93K
$1.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
170+ 5.97% |
$19.3K - $22.1K
|
3.02K
$397K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
169+ 5.33% |
$19.2K - $21.9K
|
3.34K
$440K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
162+ 9.16% |
$18.4K - $21K
|
1.93K
$254K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
160+ 35.79% |
$18.2K - $20.8K
|
607
$79.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
159New |
$18K - $20.6K
|
159
$20.9K
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
154+ 1.21% |
$17.5K - $20K
|
12.9K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
150New |
$17K - $19.5K
|
150
$19.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
150+ 4.14% |
$17K - $19.5K
|
3.77K
$496K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
150+ 7.5% |
$17K - $19.5K
|
2.15K
$283K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
150+ 1.03% |
$17K - $19.5K
|
14.7K
$1.94M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
149+ 5.79% |
$16.9K - $19.3K
|
2.72K
$358K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
148New |
$16.8K - $19.2K
|
148
$19.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
146+ 2.63% |
$16.6K - $18.9K
|
5.7K
$749K
|
|
|
Oct 28, 2025
Q3 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
144+ 5.32% |
$16.3K - $18.7K
|
2.85K
$375K
|
|