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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
1.77K+ 20.99% |
$188K - $214K
|
10.2K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
1.76KNew |
$187K - $213K
|
1.76K
$176K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.73K+ 1.34% |
$184K - $209K
|
131K
$13.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.72K+ 4.43% |
$182K - $208K
|
40.5K
$4.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.7K+ 62.68% |
$181K - $206K
|
4.42K
$442K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.7K+ 4.35% |
$181K - $206K
|
40.8K
$4.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
1.59K+ 38.98% |
$169K - $193K
|
5.68K
$568K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.59K+ 5.05% |
$168K - $192K
|
33K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
1.57K+ 4.43% |
$167K - $190K
|
37K
$3.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.56K+ 156100.0% |
$166K - $189K
|
1.56K
$156K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.51K+ 3.31% |
$160K - $183K
|
47.2K
$4.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.4K+ 4.63% |
$148K - $169K
|
31.6K
$3.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.37K+ 2.9% |
$146K - $166K
|
48.8K
$4.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.31K+ 0.14% |
$139K - $158K
|
905K
$90.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.3KNew |
$137K - $157K
|
1.3K
$129K
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.29K+ 1.07% |
$137K - $156K
|
122K
$12.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.25K+ 12.66% |
$132K - $151K
|
11.1K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Henry James International Management Inc.
|
BUY
|
- |
1.25K+ 2.78% |
$132K - $151K
|
46K
$4.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.24K+ 2.33% |
$131K - $149K
|
54.2K
$5.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
1.2K+ 48.61% |
$128K - $145K
|
3.68K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.18K+ 2218.87% |
$125K - $142K
|
1.23K
$123K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.16K+ 294.92% |
$123K - $140K
|
1.56K
$156K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.15K+ 3.52% |
$122K - $139K
|
33.9K
$3.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.15KNew |
$122K - $138K
|
1.15K
$114K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.11K+ 24.4% |
$118K - $135K
|
5.68K
$568K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.11KNew |
$118K - $135K
|
1.11K
$111K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.11K+ 16.22% |
$118K - $134K
|
7.95K
$794K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.08K+ 3.44% |
$115K - $130K
|
32.4K
$3.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.06K+ 2.52% |
$112K - $128K
|
43.1K
$4.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.05K+ 8.12% |
$111K - $127K
|
13.9K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.03K+ 10.09% |
$110K - $125K
|
11.3K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
996+ 44.86% |
$106K - $120K
|
3.22K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
975+ 7.53% |
$103K - $118K
|
13.9K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
969+ 6.86% |
$103K - $117K
|
15.1K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
963+ 6.68% |
$102K - $116K
|
15.4K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
926+ 5.17% |
$98.3K - $112K
|
18.9K
$1.88M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
919+ 9.65% |
$97.5K - $111K
|
10.4K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
918+ 0.24% |
$97.4K - $111K
|
376K
$37.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
914+ 3.49% |
$97K - $110K
|
27.1K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
914+ 6.99% |
$97K - $110K
|
14K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
908+ 17.03% |
$96.4K - $110K
|
6.24K
$624K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
899+ 2.74% |
$95.4K - $109K
|
33.7K
$3.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
876+ 8.18% |
$93K - $106K
|
11.6K
$1.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
874+ 45.21% |
$92.8K - $106K
|
2.81K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
848+ 10.62% |
$90K - $103K
|
8.84K
$883K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
822+ 21.26% |
$87.2K - $99.4K
|
4.69K
$469K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
819+ 1.77% |
$86.9K - $99K
|
47K
$4.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
794+ 6.38% |
$84.3K - $96K
|
13.2K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
786+ 8.0% |
$83.4K - $95K
|
10.6K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
774+ 5.0% |
$82.1K - $93.6K
|
16.2K
$1.62M
|