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 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
683+ 14.11% |
$66.1K - $80K
|
5.52K
$552K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
679+ 12.36% |
$65.7K - $79.6K
|
6.17K
$617K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
658+ 22.35% |
$63.7K - $77.1K
|
3.6K
$360K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
656+ 6.69% |
$63.5K - $76.9K
|
10.5K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
636+ 7.56% |
$61.6K - $74.5K
|
9.05K
$904K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
606+ 7.1% |
$58.6K - $71K
|
9.14K
$914K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
600+ 2.83% |
$58.1K - $70.3K
|
21.8K
$2.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
580+ 21.81% |
$56.1K - $68K
|
3.24K
$324K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
563New |
$54.5K - $66K
|
563
$56.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
534+ 8.6% |
$51.7K - $62.6K
|
6.74K
$674K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
500+ 95.79% |
$48.4K - $58.6K
|
1.02K
$102K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
453+ 0.92% |
$43.8K - $53.1K
|
49.5K
$4.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
427+ 2.02% |
$41.3K - $50K
|
21.5K
$2.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
381+ 12.7% |
$36.9K - $44.6K
|
3.38K
$338K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
343+ 10.03% |
$33.2K - $40.2K
|
3.76K
$376K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
331+ 1.38% |
$32K - $38.8K
|
24.2K
$2.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
289+ 15.76% |
$28K - $33.9K
|
2.12K
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
285+ 1.28% |
$27.6K - $33.4K
|
22.6K
$2.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
281New |
$27.2K - $32.9K
|
281
$28.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
262+ 7.32% |
$25.4K - $30.7K
|
3.84K
$384K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
250+ 7.14% |
$24.2K - $29.3K
|
3.75K
$375K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
247+ 1.66% |
$23.9K - $28.9K
|
15.2K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
235+ 4.28% |
$22.7K - $27.5K
|
5.72K
$572K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
229New |
$22.2K - $26.8K
|
229
$22.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
223New |
$21.6K - $26.1K
|
223
$22.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
220+ 1.57% |
$21.3K - $25.8K
|
14.3K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
220+ 9.3% |
$21.3K - $25.8K
|
2.59K
$259K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
213+ 1.47% |
$20.6K - $25K
|
14.7K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
212+ 5.24% |
$20.5K - $24.8K
|
4.26K
$425K
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
206+ 0.27% |
$19.9K - $24.1K
|
75.5K
$7.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
200New |
$19.4K - $23.4K
|
200
$20K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
200+ 4.5% |
$19.4K - $23.4K
|
4.64K
$464K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
192+ 1.09% |
$18.6K - $22.5K
|
17.8K
$1.78M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
191+ 0.19% |
$18.5K - $22.4K
|
103K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
177+ 1.51% |
$17.1K - $20.7K
|
11.9K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
162+ 6.44% |
$15.7K - $19K
|
2.68K
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
160+ 175.82% |
$15.5K - $18.7K
|
251
$25.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
158+ 2.55% |
$15.3K - $18.5K
|
6.35K
$635K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
154+ 6.16% |
$14.9K - $18K
|
2.65K
$265K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
148+ 3.27% |
$14.3K - $17.3K
|
4.68K
$468K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
131+ 6.53% |
$12.7K - $15.4K
|
2.14K
$214K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
130+ 1.1% |
$12.6K - $15.2K
|
11.9K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
125+ 0.67% |
$12.1K - $14.6K
|
18.8K
$1.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
123+ 2.67% |
$11.9K - $14.4K
|
4.73K
$472K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
118+ 4.25% |
$11.4K - $13.8K
|
2.89K
$289K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
116+ 3.14% |
$11.2K - $13.6K
|
3.81K
$381K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
112+ 1.87% |
$10.8K - $13.1K
|
6.11K
$611K
|
|
|
Jan 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
108+ 0.18% |
$10.5K - $12.7K
|
60.7K
$6.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
100+ 50.0% |
$9.68K - $11.7K
|
300
$30K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
89+ 0.7% |
$8.61K - $10.4K
|
12.8K
$1.28M
|