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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
2.25K+ 0.71% |
$218K - $263K
|
320K
$35M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.25KNew |
$218K - $263K
|
2.25K
$246K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.23K+ 4.36% |
$216K - $261K
|
53.4K
$5.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.21KNew |
$214K - $259K
|
2.21K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.19K+ 2.07% |
$212K - $257K
|
108K
$11.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
2.18KNew |
$210K - $255K
|
2.18K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.17KNew |
$210K - $255K
|
2.17K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.17K+ 7220.0% |
$210K - $254K
|
2.2K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.14KNew |
$207K - $250K
|
2.14K
$233K
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
2.13KNew |
$206K - $249K
|
2.13K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.05K+ 10.86% |
$198K - $240K
|
20.9K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.02K+ 49.83% |
$195K - $237K
|
6.07K
$664K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.01KNew |
$195K - $236K
|
2.01K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.99K+ 103.11% |
$192K - $233K
|
3.92K
$428K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.93KNew |
$187K - $227K
|
1.93K
$211K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.92K+ 17.95% |
$186K - $225K
|
12.6K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.9K+ 20.17% |
$183K - $222K
|
11.3K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.81KNew |
$175K - $212K
|
1.81K
$198K
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.78K+ 3.64% |
$172K - $208K
|
50.6K
$5.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.73K+ 7.56% |
$167K - $203K
|
24.6K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.7K+ 0.19% |
$165K - $200K
|
907K
$99.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.66K+ 31.6% |
$160K - $194K
|
6.9K
$755K
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.65K+ 1.17% |
$159K - $193K
|
142K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.64K+ 4.48% |
$159K - $192K
|
38.2K
$4.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.61K+ 25.51% |
$156K - $189K
|
7.93K
$867K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.61K+ 12.09% |
$156K - $188K
|
14.9K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.55K+ 5.51% |
$150K - $182K
|
29.7K
$3.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.5KNew |
$145K - $175K
|
1.5K
$164K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.48K+ 5.83% |
$143K - $173K
|
26.9K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.47K+ 50.07% |
$142K - $172K
|
4.4K
$481K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.47K+ 3.75% |
$142K - $172K
|
40.5K
$4.43M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.46K+ 17.83% |
$141K - $171K
|
9.65K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.44KNew |
$139K - $169K
|
1.44K
$158K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.4K+ 5.0% |
$135K - $163K
|
29.3K
$3.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.39K+ 12.93% |
$134K - $163K
|
12.1K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.39K+ 32.11% |
$134K - $163K
|
5.71K
$624K
|
|
|
Feb 11, 2025
Q4 2024
|
Beddow Capital Management Inc
|
BUY
|
- |
1.35K+ 41.67% |
$131K - $158K
|
4.59K
$502K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.31K+ 0.81% |
$127K - $154K
|
164K
$17.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.31KNew |
$126K - $153K
|
1.31K
$143K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.3K+ 7.79% |
$126K - $153K
|
18K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
1.3K+ 1.22% |
$126K - $152K
|
108K
$11.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.28K+ 19.72% |
$124K - $150K
|
7.78K
$850K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.26K+ 5.58% |
$122K - $148K
|
23.8K
$2.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.24K+ 52.33% |
$120K - $146K
|
3.62K
$396K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.22K+ 5.34% |
$118K - $143K
|
24.1K
$2.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.22K+ 5.81% |
$118K - $143K
|
22.2K
$2.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.21K+ 4.91% |
$117K - $142K
|
25.9K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
1.2K+ 6.6% |
$116K - $141K
|
19.4K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.2K+ 3.69% |
$116K - $140K
|
33.6K
$3.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
1.13K+ 8.56% |
$109K - $132K
|
14.3K
$1.56M
|