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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
2.1KNew |
$169K - $197K
|
2.1K
$230K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
2.08K+ 9.02% |
$167K - $195K
|
25.1K
$2.75M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.69KNew |
$136K - $158K
|
1.69K
$184K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.25KNew |
$100K - $117K
|
1.25K
$136K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
572+ 10.55% |
$46.1K - $53.6K
|
6K
$656K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
547New |
$44K - $51.3K
|
547
$59.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
500+ 19.61% |
$40.3K - $46.9K
|
3.05K
$334K
|
|
|
Feb 01, 2023
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
371+ 9.02% |
$29.9K - $34.8K
|
4.48K
$490K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
288New |
$23.2K - $27K
|
288
$31.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
79+ 1.94% |
$6.36K - $7.41K
|
4.15K
$454K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
64+ 2.74% |
$5.15K - $6K
|
2.4K
$262K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
64+ 2.14% |
$5.15K - $6K
|
3.06K
$334K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
47New |
$3.78K - $4.41K
|
47
$5.14K
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
39New |
$3.14K - $3.66K
|
39
$4.26K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
39New |
$3.14K - $3.66K
|
39
$4.26K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
12+ 46.15% |
$966 - $1.13K
|
38
$4.16K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1+ 2.27% |
$80.5 - $93.8
|
45
$4.92K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
3.07KNew |
$246K - $278K
|
3.07K
$336K
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.8KNew |
$224K - $254K
|
2.8K
$306K
|
|
|
May 13, 2022
Q1 2022
|
Holistic Financial Partners
|
BUY
|
- |
2.54KNew |
$204K - $231K
|
2.54K
$278K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
517+ 15.03% |
$41.4K - $46.9K
|
3.96K
$433K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
300New |
$24K - $27.2K
|
300
$32.8K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
110+ 67.48% |
$8.81K - $9.97K
|
273
$29.9K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
109New |
$8.73K - $9.88K
|
109
$11.9K
|
|
|
May 11, 2022
Q1 2022
|
Polaris Capital Management, LLC
Boston, MA |
BUY
|
- |
100New |
$8.01K - $9.06K
|
100
$10.9K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
67New |
$5.37K - $6.07K
|
67
$7.33K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
45New |
$3.6K - $4.08K
|
45
$4.92K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
25+ 2.27% |
$2K - $2.27K
|
1.13K
$123K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7+ 0.68% |
$561 - $634
|
1.04K
$114K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Parnassus Investments, LLC
|
BUY
|
- |
90.1K+ 7.82% |
$7.18M - $7.94M
|
1.24M
$136M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
6.73KNew |
$536K - $593K
|
6.73K
$736K
|
|
|
Feb 10, 2022
Q4 2021
|
Allen Investment Management LLC
|
BUY
|
- |
5KNew |
$399K - $441K
|
5K
$547K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
4.2KNew |
$335K - $370K
|
4.2K
$459K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
1.39KNew |
$111K - $123K
|
1.39K
$152K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
1.17KNew |
$93K - $103K
|
1.17K
$128K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
925New |
$73.7K - $81.5K
|
925
$101K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
431New |
$34.4K - $38K
|
431
$47.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
390New |
$31.1K - $34.4K
|
390
$42.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
310New |
$24.7K - $27.3K
|
310
$33.9K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
252New |
$20.1K - $22.2K
|
252
$27.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Agricole S A
|
BUY
|
- |
243New |
$19.4K - $21.4K
|
243
$26.6K
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
233New |
$18.6K - $20.5K
|
233
$25.5K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
11.8KNew |
$963K - $1.12M
|
11.8K
$1.29M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
11.2KNew |
$916K - $1.07M
|
11.2K
$1.22M
|
|
|
Nov 04, 2021
Q3 2021
|
Ar Asset Management Inc
|
BUY
|
- |
2.7K+ 33.54% |
$221K - $257K
|
10.8K
$1.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
236New |
$19.3K - $22.5K
|
236
$25.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
13+ 0.42% |
$1.06K - $1.24K
|
3.12K
$342K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
15.1KNew |
$1.29M - $1.42M
|
15.1K
$1.65M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
10.3KNew |
$881K - $973K
|
10.3K
$1.13M
|
|