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 |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
292+ 5.18% |
$31K - $35.3K
|
5.93K
$593K
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
290+ 12.96% |
$30.8K - $35.1K
|
2.53K
$253K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
283+ 84.73% |
$30K - $34.2K
|
617
$61.7K
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
281+ 7.51% |
$29.8K - $34K
|
4.02K
$402K
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
277+ 12.64% |
$29.4K - $33.5K
|
2.47K
$247K
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
275+ 4.29% |
$29.2K - $33.2K
|
6.69K
$669K
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
257+ 12.84% |
$27.3K - $31.1K
|
2.26K
$226K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
257+ 4.25% |
$27.3K - $31.1K
|
6.31K
$631K
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
254+ 13.07% |
$27K - $30.7K
|
2.2K
$220K
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
250+ 0.63% |
$26.5K - $30.2K
|
40.2K
$4.02M
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
249+ 2.17% |
$26.4K - $30.1K
|
11.7K
$1.17M
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
245New |
$26K - $29.6K
|
245
$24.5K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
245New |
$26K - $29.6K
|
245
$24.5K
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
240+ 7.61% |
$25.5K - $29K
|
3.39K
$339K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
223+ 5.86% |
$23.7K - $27K
|
4.03K
$403K
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
204+ 4.05% |
$21.7K - $24.7K
|
5.24K
$524K
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
201+ 319.05% |
$21.3K - $24.3K
|
264
$26.4K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
200New |
$21.2K - $24.2K
|
200
$20K
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
200+ 6.39% |
$21.2K - $24.2K
|
3.33K
$333K
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
200+ 3.25% |
$21.2K - $24.2K
|
6.36K
$635K
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
200+ 0.81% |
$21.2K - $24.2K
|
25K
$2.5M
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
200+ 8.03% |
$21.2K - $24.2K
|
2.69K
$269K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
199+ 5.99% |
$21.1K - $24.1K
|
3.52K
$352K
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
193+ 2.19% |
$20.5K - $23.3K
|
9K
$900K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
191+ 0.42% |
$20.3K - $23.1K
|
46K
$4.6M
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
190+ 7.2% |
$20.2K - $23K
|
2.83K
$283K
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
187+ 1.3% |
$19.8K - $22.6K
|
14.6K
$1.46M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
183+ 43.47% |
$19.4K - $22.1K
|
604
$60.4K
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
171+ 4.99% |
$18.1K - $20.7K
|
3.6K
$360K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
169New |
$17.9K - $20.4K
|
169
$16.9K
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
166+ 0.87% |
$17.6K - $20.1K
|
19.3K
$1.93M
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
161+ 1.54% |
$17.1K - $19.5K
|
10.6K
$1.06M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
150+ 2.84% |
$15.9K - $18.1K
|
5.44K
$543K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
149+ 9.93% |
$15.8K - $18K
|
1.65K
$165K
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
148+ 0.63% |
$15.7K - $17.9K
|
23.8K
$2.38M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
145New |
$15.4K - $17.5K
|
145
$14.5K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
132+ 4.23% |
$14K - $16K
|
3.25K
$325K
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
129+ 0.46% |
$13.7K - $15.6K
|
28K
$2.8M
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
128New |
$13.6K - $15.5K
|
128
$12.8K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
128+ 0.57% |
$13.6K - $15.5K
|
22.8K
$2.28M
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
126+ 1.94% |
$13.4K - $15.2K
|
6.61K
$661K
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
123+ 2.98% |
$13.1K - $14.9K
|
4.25K
$425K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
121+ 4.55% |
$12.8K - $14.6K
|
2.78K
$278K
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
121+ 5.13% |
$12.8K - $14.6K
|
2.48K
$248K
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
120+ 2.64% |
$12.7K - $14.5K
|
4.66K
$466K
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
119+ 2.67% |
$12.6K - $14.4K
|
4.57K
$457K
|
|
Nov 14, 2024
Q3 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
115+ 2.27% |
$12.2K - $13.9K
|
5.18K
$517K
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
108+ 1.09% |
$11.5K - $13.1K
|
9.99K
$999K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
105+ 0.93% |
$11.1K - $12.7K
|
11.4K
$1.14M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
102+ 1.31% |
$10.8K - $12.3K
|
7.91K
$791K
|