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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
6.73KNew |
$536K - $593K
|
6.73K
$698K
|
|
|
Feb 10, 2022
Q4 2021
|
Allen Investment Management LLC
|
BUY
|
- |
5KNew |
$399K - $441K
|
5K
$519K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
4.2KNew |
$335K - $370K
|
4.2K
$436K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
1.39KNew |
$111K - $123K
|
1.39K
$144K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
1.17KNew |
$93K - $103K
|
1.17K
$121K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
925New |
$73.7K - $81.5K
|
925
$96K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
431New |
$34.4K - $38K
|
431
$44.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
390New |
$31.1K - $34.4K
|
390
$40.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
310New |
$24.7K - $27.3K
|
310
$32.2K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
252New |
$20.1K - $22.2K
|
252
$26.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Agricole S A
|
BUY
|
- |
243New |
$19.4K - $21.4K
|
243
$25.2K
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
233New |
$18.6K - $20.5K
|
233
$24.2K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
11.8KNew |
$963K - $1.12M
|
11.8K
$1.22M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
11.2KNew |
$916K - $1.07M
|
11.2K
$1.16M
|
|
|
Nov 04, 2021
Q3 2021
|
Ar Asset Management Inc
|
BUY
|
- |
2.7K+ 33.54% |
$221K - $257K
|
10.8K
$1.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
236New |
$19.3K - $22.5K
|
236
$24.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
13+ 0.42% |
$1.06K - $1.24K
|
3.12K
$324K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
15.1KNew |
$1.29M - $1.42M
|
15.1K
$1.57M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
10.3KNew |
$881K - $973K
|
10.3K
$1.07M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
10KNew |
$853K - $942K
|
10K
$1.04M
|
|
|
Aug 17, 2021
Q2 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
CALL |
8.34KNew |
$711K - $785K
|
8.34K
$866K
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
605New |
$51.6K - $57K
|
605
$62.8K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
270+ 10.8% |
$23K - $25.4K
|
2.77K
$288K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
64New |
$5.46K - $6.03K
|
64
$6.64K
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
16New |
$1.36K - $1.51K
|
16
$1.66K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
PUT |
5.31KNew |
$444K - $523K
|
5.31K
$551K
|
|
|
Apr 16, 2021
Q1 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
5.03KNew |
$420K - $496K
|
5.03K
$523K
|
|
|
Sep 11, 2023
Q1 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
587New |
$49K - $57.8K
|
587
$60.9K
|
|
|
May 07, 2021
Q1 2021
|
Close Asset Management LTD
|
BUY
|
- |
200New |
$16.7K - $19.7K
|
200
$20.8K
|
|
|
May 03, 2021
Q1 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
31New |
$2.59K - $3.05K
|
31
$3.22K
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
6.2K+ 218.22% |
$484K - $586K
|
9.05K
$939K
|
|
|
Feb 17, 2021
Q4 2020
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
1.2KNew |
$93.7K - $113K
|
1.2K
$125K
|
|
|
May 23, 2023
Q4 2020
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
608New |
$47.5K - $57.4K
|
608
$63.1K
|
|
|
Feb 16, 2021
Q4 2020
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
7New |
$546 - $661
|
7
$727
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
100KNew |
$8.21M - $9.1M
|
100K
$10.4M
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
2.6KNew |
$213K - $237K
|
2.6K
$270K
|
|
|
Nov 16, 2020
Q3 2020
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
2.16KNew |
$177K - $197K
|
2.16K
$224K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
331+ 5.32% |
$26.8K - $30.2K
|
6.56K
$680K
|
|
|
Aug 01, 2022
Q2 2020
|
Cowen Prime Advisors LLC
|
BUY
|
- |
100New |
$8.09K - $9.11K
|
100
$10.4K
|
|
| Q1 2020 | |||||||
|
May 08, 2020
Q1 2020
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
9.72KNew |
$687K - $962K
|
9.72K
$1.01M
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
135New |
$9.54K - $13.4K
|
135
$14K
|
|
| Q4 2019 | |||||||
|
Jan 09, 2020
Q4 2019
|
Baxter Bros Inc
|
BUY
|
- |
2.6KNew |
$220K - $248K
|
2.6K
$270K
|
|
|
Feb 14, 2020
Q4 2019
|
Truist Financial Corp
|
BUY
|
CALL |
2.5KNew |
$211K - $238K
|
2.5K
$260K
|
|
|
Dec 21, 2023
Q4 2019
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
120+ 120.0% |
$10.1K - $11.4K
|
220
$22.8K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
328KNew |
$28M - $30.9M
|
328K
$34M
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
BUY
|
- |
5.03K+ 587.84% |
$430K - $474K
|
5.88K
$611K
|
|
|
Nov 14, 2019
Q3 2019
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
1.5KNew |
$128K - $141K
|
1.5K
$156K
|
|
|
Oct 31, 2019
Q3 2019
|
Orser Capital Management, LLC
|
BUY
|
- |
740New |
$63.3K - $69.8K
|
740
$76.8K
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
292+ 97.33% |
$25K - $27.5K
|
592
$61.5K
|
|
| Q2 2019 | |||||||
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
9.11KNew |
$687K - $846K
|
9.11K
$946K
|
|