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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
60+ 28.99% |
$5.72K - $6.51K
|
267
$27.7K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
56+ 2.21% |
$5.34K - $6.07K
|
2.59K
$269K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
54+ 5.39% |
$5.14K - $5.86K
|
1.06K
$110K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
48New |
$4.57K - $5.21K
|
48
$4.98K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
36New |
$3.43K - $3.9K
|
36
$3.74K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
30New |
$2.86K - $3.25K
|
30
$3.11K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
29New |
$2.76K - $3.15K
|
29
$3.01K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
24New |
$2.29K - $2.6K
|
24
$2.49K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
15+ 42.86% |
$1.43K - $1.63K
|
50
$5.19K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
50.9KNew |
$4.69M - $5.16M
|
50.9K
$5.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
49.4KNew |
$4.56M - $5.02M
|
49.4K
$5.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
BUY
|
- |
38.1KNew |
$3.51M - $3.87M
|
38.1K
$3.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
27.5KNew |
$2.54M - $2.79M
|
27.5K
$2.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
16.1KNew |
$1.48M - $1.63M
|
16.1K
$1.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
10.5K+ 150.14% |
$971K - $1.07M
|
17.5K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
9.6KNew |
$886K - $975K
|
9.6K
$997K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
8.61KNew |
$794K - $874K
|
8.61K
$893K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
6.81KNew |
$628K - $691K
|
6.81K
$707K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.6KNew |
$516K - $568K
|
5.6K
$581K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.7K+ 8.22% |
$341K - $375K
|
48.7K
$5.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
3.32KNew |
$306K - $337K
|
3.32K
$344K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.68KNew |
$247K - $272K
|
2.68K
$278K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.19KNew |
$202K - $222K
|
2.19K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.02KNew |
$187K - $206K
|
2.02K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
1.02KNew |
$93.7K - $103K
|
1.02K
$105K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
832New |
$76.8K - $84.5K
|
832
$86.4K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
709New |
$65.4K - $72K
|
709
$73.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Penbrook Management LLC
|
BUY
|
- |
300+ 5.49% |
$27.7K - $30.5K
|
5.76K
$598K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
220New |
$20.3K - $22.3K
|
220
$22.8K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
200New |
$18.5K - $20.3K
|
200
$20.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
200+ 20000.0% |
$18.5K - $20.3K
|
201
$20.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
180New |
$16.6K - $18.3K
|
180
$18.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
152New |
$14K - $15.4K
|
152
$15.8K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
150New |
$13.8K - $15.2K
|
150
$15.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
150+ 46.88% |
$13.8K - $15.2K
|
470
$48.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
147New |
$13.6K - $14.9K
|
147
$15.3K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
136+ 33.5% |
$12.5K - $13.8K
|
542
$56.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
110+ 4.6% |
$10.1K - $11.2K
|
2.5K
$260K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
100New |
$9.23K - $10.2K
|
100
$10.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
100+ 23.26% |
$9.23K - $10.2K
|
530
$55K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
90New |
$8.3K - $9.14K
|
90
$9.34K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
83+ 162.75% |
$7.66K - $8.43K
|
134
$13.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
82+ 5.21% |
$7.57K - $8.33K
|
1.66K
$172K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
75+ 3.05% |
$6.92K - $7.62K
|
2.53K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
73New |
$6.74K - $7.41K
|
73
$7.58K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
64New |
$5.91K - $6.5K
|
64
$6.64K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
59New |
$5.44K - $5.99K
|
59
$6.12K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
54New |
$4.98K - $5.48K
|
54
$5.61K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
52New |
$4.8K - $5.28K
|
52
$5.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
45New |
$4.15K - $4.57K
|
45
$4.67K
|
|