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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.72K+ 25.92% |
$288K - $328K
|
13.2K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
2.69KNew |
$285K - $325K
|
2.69K
$279K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.66K+ 25.36% |
$282K - $321K
|
13.1K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.62K+ 9.09% |
$278K - $317K
|
31.4K
$3.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.58K+ 6.82% |
$274K - $312K
|
40.4K
$4.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.57K+ 118.36% |
$272K - $310K
|
4.73K
$491K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.47K+ 2.83% |
$262K - $298K
|
89.8K
$9.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.4KNew |
$255K - $290K
|
2.4K
$249K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.37KNew |
$251K - $286K
|
2.37K
$246K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.35KNew |
$249K - $284K
|
2.35K
$244K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.3K+ 8.6% |
$244K - $278K
|
29K
$3.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.3KNew |
$244K - $278K
|
2.3K
$238K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.26KNew |
$239K - $273K
|
2.26K
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.24K+ 69.64% |
$238K - $271K
|
5.45K
$566K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2.21K+ 1.93% |
$234K - $267K
|
116K
$12.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.17KNew |
$230K - $262K
|
2.17K
$225K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
2.15KNew |
$228K - $260K
|
2.15K
$223K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.15KNew |
$228K - $260K
|
2.15K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.14K+ 7.93% |
$227K - $258K
|
29.1K
$3.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.11K+ 6.23% |
$224K - $255K
|
36K
$3.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.1KNew |
$223K - $254K
|
2.1K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.08K+ 78.79% |
$221K - $251K
|
4.72K
$490K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.05K+ 3.48% |
$218K - $248K
|
61K
$6.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.04KNew |
$216K - $246K
|
2.04K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.04K+ 4.43% |
$216K - $246K
|
48K
$4.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
2K+ 5.6% |
$212K - $242K
|
37.7K
$3.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
1.99KNew |
$211K - $241K
|
1.99K
$207K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.99KNew |
$211K - $240K
|
1.99K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.93KNew |
$205K - $233K
|
1.93K
$200K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.93K+ 24.67% |
$205K - $233K
|
9.74K
$1.01M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.91K+ 32.89% |
$203K - $231K
|
7.71K
$801K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.9KNew |
$202K - $230K
|
1.9K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.89KNew |
$201K - $229K
|
1.89K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.89KNew |
$201K - $229K
|
1.89K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.87KNew |
$199K - $226K
|
1.87K
$194K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.87KNew |
$198K - $226K
|
1.87K
$194K
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.85K+ 12.29% |
$196K - $224K
|
16.9K
$1.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.85KNew |
$196K - $224K
|
1.85K
$192K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.84K+ 12.75% |
$196K - $223K
|
16.3K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.84K+ 15.58% |
$195K - $222K
|
13.6K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
1.84KNew |
$195K - $222K
|
1.84K
$190K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.83KNew |
$195K - $222K
|
1.83K
$190K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.83K+ 3.58% |
$194K - $221K
|
52.9K
$5.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.82K+ 1.13% |
$193K - $220K
|
162K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
BUY
|
- |
1.82KNew |
$193K - $220K
|
1.82K
$189K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.82KNew |
$193K - $220K
|
1.82K
$189K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.8KNew |
$191K - $218K
|
1.8K
$187K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.8KNew |
$191K - $218K
|
1.8K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
1.8KNew |
$191K - $218K
|
1.8K
$187K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.79KNew |
$190K - $217K
|
1.79K
$186K
|