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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.9K+ 26.92% |
$1.83M - $2.21M
|
89.1K
$8.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
15.6K+ 40.96% |
$1.51M - $1.83M
|
53.7K
$5.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
15.2K+ 21.27% |
$1.47M - $1.78M
|
86.7K
$8.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
15K+ 3.9% |
$1.45M - $1.76M
|
400K
$40M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
13.7KNew |
$1.33M - $1.61M
|
13.7K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
11.2KNew |
$1.09M - $1.31M
|
11.2K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.3K+ 31.28% |
$995K - $1.2M
|
43.1K
$4.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
7.22KNew |
$698K - $845K
|
7.22K
$721K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
6.44K+ 218.68% |
$623K - $754K
|
9.38K
$938K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.45KNew |
$527K - $639K
|
5.45K
$545K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.16K+ 20.11% |
$500K - $605K
|
30.8K
$3.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.62K+ 1.89% |
$448K - $542K
|
250K
$25M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.33KNew |
$322K - $390K
|
3.33K
$333K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.32K+ 29.8% |
$321K - $389K
|
14.4K
$1.44M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
3.12KNew |
$302K - $365K
|
3.12K
$312K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
2.8KNew |
$271K - $328K
|
2.8K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.74K+ 10.16% |
$265K - $321K
|
29.7K
$2.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.69KNew |
$260K - $315K
|
2.69K
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.67K+ 76.46% |
$258K - $312K
|
6.15K
$615K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.61K+ 7.33% |
$253K - $306K
|
38.2K
$3.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.54KNew |
$245K - $297K
|
2.54K
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.5K+ 80.13% |
$242K - $292K
|
5.61K
$561K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.39KNew |
$231K - $280K
|
2.39K
$239K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.34K+ 37.98% |
$226K - $274K
|
8.49K
$848K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.27KNew |
$220K - $266K
|
2.27K
$227K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.17K+ 7220.0% |
$210K - $254K
|
2.2K
$220K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.01KNew |
$195K - $236K
|
2.01K
$201K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.92K+ 17.95% |
$186K - $225K
|
12.6K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.73K+ 7.56% |
$167K - $203K
|
24.6K
$2.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.61K+ 25.51% |
$156K - $189K
|
7.93K
$793K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.61K+ 12.09% |
$156K - $188K
|
14.9K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.55K+ 5.51% |
$150K - $182K
|
29.7K
$2.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.4K+ 5.0% |
$135K - $163K
|
29.3K
$2.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.39K+ 12.93% |
$134K - $163K
|
12.1K
$1.21M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.28K+ 19.72% |
$124K - $150K
|
7.78K
$777K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.22K+ 5.81% |
$118K - $143K
|
22.2K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.08K+ 176.27% |
$104K - $126K
|
1.69K
$169K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.07K+ 17.38% |
$104K - $126K
|
7.24K
$724K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.06K+ 3.64% |
$102K - $124K
|
30.2K
$3.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.01K+ 10.33% |
$97.7K - $118K
|
10.8K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1K+ 199.2% |
$96.8K - $117K
|
1.5K
$150K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
986+ 7.51% |
$95.4K - $116K
|
14.1K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
949+ 0.5% |
$91.8K - $111K
|
192K
$19.2M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
897+ 11.63% |
$86.8K - $105K
|
8.61K
$861K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
824+ 4.48% |
$79.7K - $96.6K
|
19.2K
$1.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
750+ 29.46% |
$72.6K - $87.9K
|
3.3K
$330K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
745New |
$72.1K - $87.3K
|
745
$74.5K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
706+ 35.69% |
$68.3K - $82.7K
|
2.68K
$268K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
697+ 35.11% |
$67.5K - $81.7K
|
2.68K
$268K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
696+ 782.02% |
$67.4K - $81.6K
|
785
$78.5K
|