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 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
370New |
$29.6K - $34.3K
|
370
$39K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
350New |
$28K - $32.5K
|
350
$36.9K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
345+ 4.24% |
$27.6K - $32K
|
8.48K
$894K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
255New |
$20.4K - $23.7K
|
255
$26.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
252New |
$20.2K - $23.4K
|
252
$26.6K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
190+ 44.71% |
$15.2K - $17.6K
|
615
$64.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
175New |
$14K - $16.2K
|
175
$18.5K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
79New |
$6.32K - $7.33K
|
79
$8.33K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
56New |
$4.48K - $5.2K
|
56
$5.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
50+ 2.04% |
$4K - $4.64K
|
2.5K
$264K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
48+ 35.29% |
$3.84K - $4.45K
|
184
$19.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
31New |
$2.48K - $2.88K
|
31
$3.27K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
30New |
$2.4K - $2.78K
|
30
$3.16K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13+ 0.29% |
$1.04K - $1.21K
|
4.57K
$481K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
12New |
$960 - $1.11K
|
12
$1.27K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
11New |
$880 - $1.02K
|
11
$1.16K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.31% |
$80 - $92.8
|
322
$33.9K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
690KNew |
$52.1M - $63.9M
|
690K
$72.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
600KNew |
$45.3M - $55.5M
|
600K
$63.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
CALL |
200KNew |
$15.1M - $18.5M
|
200K
$21.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
CALL |
83KNew |
$6.27M - $7.68M
|
83K
$8.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
45.1KNew |
$3.41M - $4.18M
|
45.1K
$4.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
27.5KNew |
$2.08M - $2.54M
|
27.5K
$2.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
14.7KNew |
$1.11M - $1.36M
|
14.7K
$1.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
12K+ 32332.43% |
$904K - $1.11M
|
12K
$1.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.3KNew |
$852K - $1.04M
|
11.3K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
9.68KNew |
$731K - $895K
|
9.68K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6KNew |
$453K - $555K
|
6K
$632K
|
|
|
Feb 14, 2023
Q4 2022
|
First Light Asset Management, LLC
Edina, MN |
BUY
|
- |
4.12KNew |
$311K - $381K
|
4.12K
$435K
|
|
|
Feb 24, 2023
Q4 2022
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
3.51KNew |
$265K - $324K
|
3.51K
$370K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
3.44KNew |
$260K - $318K
|
3.44K
$362K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.44KNew |
$260K - $318K
|
3.44K
$362K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.95KNew |
$223K - $273K
|
2.95K
$311K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.67KNew |
$202K - $247K
|
2.67K
$282K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
2.32KNew |
$175K - $214K
|
2.32K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.31KNew |
$174K - $213K
|
2.31K
$243K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.3KNew |
$174K - $213K
|
2.3K
$242K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
861+ 3.02% |
$65K - $79.7K
|
29.3K
$3.09M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
562New |
$42.5K - $52K
|
562
$59.3K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
457New |
$34.5K - $42.3K
|
457
$48.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
450New |
$34K - $41.6K
|
450
$47.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
438New |
$33.1K - $40.5K
|
438
$46.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
389New |
$29.4K - $36K
|
389
$41K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
362+ 2.65% |
$27.3K - $33.5K
|
14K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
350New |
$26.4K - $32.4K
|
350
$36.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
300New |
$22.7K - $27.8K
|
300
$31.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
232New |
$17.5K - $21.5K
|
232
$24.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
207New |
$15.6K - $19.2K
|
207
$21.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
201+ 3.53% |
$15.2K - $18.6K
|
5.9K
$622K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
186New |
$14.1K - $17.2K
|
186
$19.6K
|
|