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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.96KNew |
$181K - $210K
|
1.96K
$214K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.95KNew |
$181K - $209K
|
1.95K
$213K
|
|
|
Aug 13, 2024
Q2 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
1.95KNew |
$181K - $209K
|
1.95K
$213K
|
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.93KNew |
$179K - $207K
|
1.93K
$211K
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
1.93KNew |
$178K - $207K
|
1.93K
$211K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
1.92KNew |
$178K - $206K
|
1.92K
$210K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.9KNew |
$176K - $204K
|
1.9K
$208K
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
1.9KNew |
$176K - $204K
|
1.9K
$208K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$176K - $204K
|
1.9K
$208K
|
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$176K - $204K
|
1.9K
$208K
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
1.89KNew |
$175K - $203K
|
1.89K
$206K
|
|
|
Aug 14, 2024
Q2 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
1.85K+ 7.58% |
$171K - $199K
|
26.3K
$2.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.55KNew |
$144K - $167K
|
1.55K
$170K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.01KNew |
$93.9K - $109K
|
1.01K
$111K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
998+ 13.18% |
$92.4K - $107K
|
8.57K
$937K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
840+ 420.0% |
$77.8K - $90.2K
|
1.04K
$114K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
600New |
$55.5K - $64.4K
|
600
$65.6K
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
599+ 20.67% |
$55.4K - $64.3K
|
3.5K
$382K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
500New |
$46.3K - $53.7K
|
500
$54.7K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
500+ 14.71% |
$46.3K - $53.7K
|
3.9K
$426K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
380New |
$35.2K - $40.8K
|
380
$41.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
350New |
$32.4K - $37.6K
|
350
$38.3K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
349+ 9.31% |
$32.3K - $37.5K
|
4.1K
$448K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
328+ 6.19% |
$30.4K - $35.2K
|
5.63K
$615K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
300+ 9.83% |
$27.8K - $32.2K
|
3.35K
$367K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
300+ 5.07% |
$27.8K - $32.2K
|
6.22K
$680K
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
280New |
$25.9K - $30.1K
|
280
$30.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
271New |
$25.1K - $29.1K
|
271
$29.6K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
267New |
$24.7K - $28.7K
|
267
$29.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
232+ 3.67% |
$21.5K - $24.9K
|
6.56K
$717K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
178+ 11.34% |
$16.5K - $19.1K
|
1.75K
$191K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
150New |
$13.9K - $16.1K
|
150
$16.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
142New |
$13.1K - $15.2K
|
142
$15.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
107New |
$9.9K - $11.5K
|
107
$11.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
105+ 2.03% |
$9.72K - $11.3K
|
5.28K
$578K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
100+ 4.26% |
$9.26K - $10.7K
|
2.45K
$268K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
87+ 669.23% |
$8.05K - $9.34K
|
100
$10.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
66+ 1.96% |
$6.11K - $7.09K
|
3.43K
$375K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
50New |
$4.63K - $5.37K
|
50
$5.47K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
47+ 3.34% |
$4.35K - $5.05K
|
1.46K
$159K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
46+ 1.44% |
$4.26K - $4.94K
|
3.25K
$355K
|
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
42+ 1.75% |
$3.89K - $4.51K
|
2.44K
$267K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
30+ 1.14% |
$2.78K - $3.22K
|
2.67K
$292K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
27+ 0.51% |
$2.5K - $2.9K
|
5.28K
$577K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
25+ 0.95% |
$2.31K - $2.68K
|
2.65K
$289K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
22New |
$2.04K - $2.36K
|
22
$2.41K
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
16New |
$1.48K - $1.72K
|
16
$1.75K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
15New |
$1.39K - $1.61K
|
15
$1.64K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
13New |
$1.2K - $1.4K
|
13
$1.42K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 1.38% |
$741 - $859
|
589
$64.4K
|