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 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
35+ 0.4% |
$3.71K - $4.23K
|
8.68K
$949K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
33New |
$3.5K - $3.99K
|
33
$3.61K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
31+ 10.2% |
$3.29K - $3.75K
|
335
$36.6K
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
30+ 0.56% |
$3.18K - $3.63K
|
5.35K
$585K
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
30+ 1.1% |
$3.18K - $3.63K
|
2.76K
$302K
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
30New |
$3.18K - $3.63K
|
30
$3.28K
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
26New |
$2.76K - $3.14K
|
26
$2.84K
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
24+ 15.29% |
$2.55K - $2.9K
|
181
$19.8K
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
20New |
$2.12K - $2.42K
|
20
$2.19K
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
14New |
$1.49K - $1.69K
|
14
$1.53K
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
14+ 0.43% |
$1.49K - $1.69K
|
3.29K
$360K
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10New |
$1.06K - $1.21K
|
10
$1.09K
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
9+ 0.13% |
$955 - $1.09K
|
7.06K
$772K
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
7New |
$743 - $846
|
7
$765
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 21.05% |
$425 - $484
|
23
$2.52K
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3+ 0.13% |
$318 - $363
|
2.25K
$246K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
607KNew |
$56.2M - $65.2M
|
607K
$66.4M
|
|
Aug 14, 2024
Q2 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
400KNew |
$37M - $42.9M
|
400K
$43.7M
|
|
Aug 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
120KNew |
$11.1M - $12.9M
|
120K
$13.1M
|
|
Aug 14, 2024
Q2 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
CALL |
100KNew |
$9.26M - $10.7M
|
100K
$10.9M
|
|
Aug 14, 2024
Q2 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
CALL |
50KNew |
$4.63M - $5.37M
|
50K
$5.47M
|
|
Aug 14, 2024
Q2 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
25.6K+ 6.48% |
$2.37M - $2.75M
|
421K
$46.1M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
21.3KNew |
$1.97M - $2.29M
|
21.3K
$2.33M
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
19.8KNew |
$1.83M - $2.12M
|
19.8K
$2.16M
|
|
Jul 10, 2024
Q2 2024
|
Boit C F David
Boston, MA |
BUY
|
- |
12.8KNew |
$1.18M - $1.37M
|
12.8K
$1.4M
|
|
Aug 14, 2024
Q2 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
12.7K+ 297.06% |
$1.18M - $1.37M
|
17K
$1.86M
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
8.51KNew |
$787K - $913K
|
8.51K
$930K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8.35K+ 0.45% |
$773K - $897K
|
1.87M
$204M
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.5KNew |
$694K - $805K
|
7.5K
$820K
|
|
Aug 14, 2024
Q2 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
7.5KNew |
$694K - $805K
|
7.5K
$820K
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
6.14KNew |
$568K - $659K
|
6.14K
$671K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.1K+ 15.02% |
$472K - $548K
|
39.1K
$4.27M
|
|
Aug 14, 2024
Q2 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
4.3K+ 36.44% |
$398K - $462K
|
16.1K
$1.76M
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.12KNew |
$381K - $442K
|
4.12K
$450K
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.1K+ 38.68% |
$380K - $440K
|
14.7K
$1.61M
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.84K+ 19.17% |
$355K - $412K
|
23.9K
$2.61M
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.65KNew |
$338K - $392K
|
3.65K
$400K
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
3KNew |
$278K - $322K
|
3K
$328K
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
2.7KNew |
$250K - $290K
|
2.7K
$295K
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.57KNew |
$238K - $276K
|
2.57K
$281K
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.4KNew |
$222K - $257K
|
2.4K
$262K
|
|
Aug 27, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2.35KNew |
$218K - $252K
|
2.35K
$257K
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
2.3KNew |
$212K - $246K
|
2.3K
$251K
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
2.23KNew |
$206K - $239K
|
2.23K
$244K
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.23KNew |
$206K - $239K
|
2.23K
$243K
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
2.12K+ 11.86% |
$196K - $227K
|
20K
$2.18M
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2KNew |
$185K - $215K
|
2K
$219K
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2KNew |
$185K - $215K
|
2K
$219K
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.98KNew |
$183K - $212K
|
1.98K
$216K
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.97KNew |
$182K - $211K
|
1.97K
$215K
|