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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
2.32KNew |
$175K - $214K
|
2.32K
$240K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.31KNew |
$174K - $213K
|
2.31K
$239K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.3KNew |
$174K - $213K
|
2.3K
$239K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
861+ 3.02% |
$65K - $79.7K
|
29.3K
$3.05M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
562New |
$42.5K - $52K
|
562
$58.3K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
457New |
$34.5K - $42.3K
|
457
$47.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
450New |
$34K - $41.6K
|
450
$46.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
438New |
$33.1K - $40.5K
|
438
$45.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
389New |
$29.4K - $36K
|
389
$40.4K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
362+ 2.65% |
$27.3K - $33.5K
|
14K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
350New |
$26.4K - $32.4K
|
350
$36.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
300New |
$22.7K - $27.8K
|
300
$31.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
232New |
$17.5K - $21.5K
|
232
$24.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
207New |
$15.6K - $19.2K
|
207
$21.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
201+ 3.53% |
$15.2K - $18.6K
|
5.9K
$612K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
186New |
$14.1K - $17.2K
|
186
$19.3K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
154New |
$11.6K - $14.2K
|
154
$16K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
125New |
$9.44K - $11.6K
|
125
$13K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
123New |
$9.29K - $11.4K
|
123
$12.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
107+ 54.59% |
$8.08K - $9.9K
|
303
$31.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
105+ 0.79% |
$7.93K - $9.71K
|
13.3K
$1.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
100+ 200.0% |
$7.56K - $9.25K
|
150
$15.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
100New |
$7.56K - $9.25K
|
100
$10.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
100New |
$7.56K - $9.25K
|
100
$10.4K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
97New |
$7.33K - $8.97K
|
97
$10.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
96+ 0.4% |
$7.25K - $8.88K
|
23.8K
$2.48M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
86+ 39.63% |
$6.5K - $7.96K
|
303
$31.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
65New |
$4.91K - $6.01K
|
65
$6.75K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
34New |
$2.57K - $3.15K
|
34
$3.53K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
25New |
$1.89K - $2.31K
|
25
$2.6K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
23New |
$1.74K - $2.13K
|
23
$2.39K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
6New |
$453 - $555
|
6
$623
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$227 - $278
|
3
$311
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2+ 0.03% |
$151 - $185
|
5.8K
$602K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$75.6 - $92.5
|
7.58K
$787K
|
|
| Q3 2022 | |||||||
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
BUY
|
- |
30.3KNew |
$2.26M - $2.64M
|
30.3K
$3.14M
|
|
|
Nov 01, 2022
Q3 2022
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
25KNew |
$1.87M - $2.18M
|
25K
$2.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
17.9KNew |
$1.33M - $1.56M
|
17.9K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
6.88KNew |
$513K - $600K
|
6.88K
$714K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.96KNew |
$444K - $520K
|
5.96K
$618K
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3.48KNew |
$260K - $304K
|
3.48K
$361K
|
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.84KNew |
$212K - $248K
|
2.84K
$295K
|
|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2.26K+ 7.03% |
$169K - $197K
|
34.4K
$3.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.02KNew |
$75.7K - $88.6K
|
1.02K
$105K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
588+ 6.46% |
$43.9K - $51.3K
|
9.7K
$1.01M
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
518+ 1.57% |
$38.6K - $45.2K
|
33.6K
$3.49M
|
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
475+ 7.71% |
$35.4K - $41.4K
|
6.64K
$689K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
320New |
$23.9K - $27.9K
|
320
$33.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
316+ 5.86% |
$23.6K - $27.6K
|
5.71K
$593K
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
172New |
$12.8K - $15K
|
172
$17.9K
|
|