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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
605New |
$51.6K - $57K
|
605
$63.8K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
270+ 10.8% |
$23K - $25.4K
|
2.77K
$292K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
64New |
$5.46K - $6.03K
|
64
$6.75K
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
16New |
$1.36K - $1.51K
|
16
$1.69K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
PUT |
5.31KNew |
$444K - $523K
|
5.31K
$560K
|
|
|
Sep 11, 2023
Q1 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
587New |
$49K - $57.8K
|
587
$61.9K
|
|
|
May 07, 2021
Q1 2021
|
Close Asset Management LTD
|
BUY
|
- |
200New |
$16.7K - $19.7K
|
200
$21.1K
|
|
|
May 03, 2021
Q1 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
31New |
$2.59K - $3.05K
|
31
$3.27K
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
6.2K+ 218.22% |
$484K - $586K
|
9.05K
$954K
|
|
|
Feb 17, 2021
Q4 2020
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
1.2KNew |
$93.7K - $113K
|
1.2K
$127K
|
|
|
May 23, 2023
Q4 2020
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
608New |
$47.5K - $57.4K
|
608
$64.1K
|
|
|
Feb 16, 2021
Q4 2020
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
7New |
$546 - $661
|
7
$738
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
100KNew |
$8.21M - $9.1M
|
100K
$10.5M
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
2.6KNew |
$213K - $237K
|
2.6K
$274K
|
|
|
Nov 16, 2020
Q3 2020
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
2.16KNew |
$177K - $197K
|
2.16K
$228K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
331+ 5.32% |
$26.8K - $30.2K
|
6.56K
$691K
|
|
|
Aug 01, 2022
Q2 2020
|
Cowen Prime Advisors LLC
|
BUY
|
- |
100New |
$8.09K - $9.11K
|
100
$10.5K
|
|
| Q1 2020 | |||||||
|
May 08, 2020
Q1 2020
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
9.72KNew |
$687K - $962K
|
9.72K
$1.02M
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
135New |
$9.54K - $13.4K
|
135
$14.2K
|
|
| Q4 2019 | |||||||
|
Jan 09, 2020
Q4 2019
|
Baxter Bros Inc
|
BUY
|
- |
2.6KNew |
$220K - $248K
|
2.6K
$274K
|
|
|
Feb 14, 2020
Q4 2019
|
Truist Financial Corp
|
BUY
|
CALL |
2.5KNew |
$211K - $238K
|
2.5K
$264K
|
|
|
Dec 21, 2023
Q4 2019
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
120+ 120.0% |
$10.1K - $11.4K
|
220
$23.2K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
328KNew |
$28M - $30.9M
|
328K
$34.6M
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
BUY
|
- |
5.03K+ 587.84% |
$430K - $474K
|
5.88K
$620K
|
|
|
Nov 14, 2019
Q3 2019
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
1.5KNew |
$128K - $141K
|
1.5K
$158K
|
|
|
Oct 31, 2019
Q3 2019
|
Orser Capital Management, LLC
|
BUY
|
- |
740New |
$63.3K - $69.8K
|
740
$78K
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
292+ 97.33% |
$25K - $27.5K
|
592
$62.4K
|
|
| Q2 2019 | |||||||
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
9.11KNew |
$687K - $846K
|
9.11K
$961K
|
|
|
Aug 14, 2019
Q2 2019
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
CALL |
4KNew |
$302K - $371K
|
4K
$422K
|
|
|
Jul 31, 2019
Q2 2019
|
Time Scale Financial, Inc.
|
BUY
|
- |
200New |
$15.1K - $18.6K
|
200
$21.1K
|
|
| Q4 2018 | |||||||
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
9.76KNew |
$719K - $801K
|
9.76K
$1.03M
|
|
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
7.34K+ 69.93% |
$541K - $602K
|
17.8K
$1.88M
|
|
|
Feb 13, 2019
Q4 2018
|
First National Bank Of South Miami
|
BUY
|
- |
1.37KNew |
$101K - $112K
|
1.37K
$144K
|
|
|
Feb 13, 2019
Q4 2018
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
632New |
$46.6K - $51.8K
|
632
$66.6K
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
275New |
$20.3K - $22.6K
|
275
$29K
|
|
|
Feb 15, 2019
Q4 2018
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
225+ 900.0% |
$16.6K - $18.5K
|
250
$26.4K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
210KNew |
$14.1M - $16.3M
|
210K
$22.2M
|
|
| Q2 2018 | |||||||
|
Jul 25, 2018
Q2 2018
|
Tributary Capital Management, LLC
|
BUY
|
- |
34.2KNew |
$2.22M - $2.51M
|
34.2K
$3.6M
|
|
|
Jul 25, 2018
Q2 2018
|
Hedeker Wealth, LLC
|
BUY
|
- |
4.92KNew |
$319K - $361K
|
4.92K
$519K
|
|
| Q1 2018 | |||||||
|
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.27K+ 5.62% |
$160K - $191K
|
42.6K
$4.49M
|
|
| Q4 2017 | |||||||
|
Feb 21, 2018
Q4 2017
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25.4K+ 3773.11% |
$1.84M - $1.97M
|
26.1K
$2.75M
|
|
|
Feb 12, 2018
Q4 2017
|
Red Cedar Capital, LLC
|
BUY
|
- |
3.14KNew |
$227K - $244K
|
3.14K
$331K
|
|
| Q3 2017 | |||||||
|
Oct 24, 2017
Q3 2017
|
Independent Investors Inc
|
BUY
|
- |
17.9KNew |
$1.33M - $1.38M
|
17.9K
$1.89M
|
|
|
Oct 17, 2017
Q3 2017
|
Cohen Klingenstein LLC
|
BUY
|
- |
6KNew |
$445K - $464K
|
6K
$633K
|
|
| Q2 2016 | |||||||
|
Oct 03, 2017
Q2 2016
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
4.61KNew |
N/A
|
4.61K
$486K
|
|
| Q2 2010 | |||||||
|
Aug 05, 2021
Q2 2010
|
Antonetti Capital Management LLC
|
BUY
|
- |
250New |
N/A
|
250
$26.4K
|
|