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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
918+ 0.24% |
$97.4K - $111K
|
376K
$39M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
914+ 3.49% |
$97K - $110K
|
27.1K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
914+ 6.99% |
$97K - $110K
|
14K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
908+ 17.03% |
$96.4K - $110K
|
6.24K
$648K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
899+ 2.74% |
$95.4K - $109K
|
33.7K
$3.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
876+ 8.18% |
$93K - $106K
|
11.6K
$1.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
874+ 45.21% |
$92.8K - $106K
|
2.81K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
848+ 10.62% |
$90K - $103K
|
8.84K
$917K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
832+ 7.54% |
$88.3K - $101K
|
11.9K
$1.23M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
823+ 4.1% |
$87.3K - $99.5K
|
20.9K
$2.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
822+ 21.26% |
$87.2K - $99.4K
|
4.69K
$487K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
821+ 6.58% |
$87.1K - $99.3K
|
13.3K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
819+ 1.77% |
$86.9K - $99K
|
47K
$4.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
794+ 6.38% |
$84.3K - $96K
|
13.2K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
786+ 8.0% |
$83.4K - $95K
|
10.6K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
774+ 5.0% |
$82.1K - $93.6K
|
16.2K
$1.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
751+ 9.81% |
$79.7K - $90.8K
|
8.41K
$873K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
746+ 2.03% |
$79.2K - $90.2K
|
37.4K
$3.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
742+ 5.08% |
$78.7K - $89.7K
|
15.4K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
728+ 17.21% |
$77.3K - $88K
|
4.96K
$515K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
726+ 21.81% |
$77.1K - $87.8K
|
4.06K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
721+ 0.89% |
$76.5K - $87.2K
|
81.9K
$8.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
719+ 32.49% |
$76.3K - $86.9K
|
2.93K
$304K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
716+ 22.07% |
$76K - $86.6K
|
3.96K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
709+ 1.38% |
$75.2K - $85.7K
|
52.1K
$5.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
678+ 7.25% |
$72K - $82K
|
10K
$1.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
663+ 1.41% |
$70.4K - $80.2K
|
47.6K
$4.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
647+ 33.65% |
$68.7K - $78.2K
|
2.57K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
640New |
$67.9K - $77.4K
|
640
$66.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
637+ 8.98% |
$67.6K - $77K
|
7.73K
$802K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
633+ 4.86% |
$67.2K - $76.5K
|
13.6K
$1.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
608+ 1.58% |
$64.5K - $73.5K
|
39.1K
$4.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
600+ 1.22% |
$63.7K - $72.5K
|
50K
$5.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
600+ 21.7% |
$63.7K - $72.5K
|
3.37K
$349K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
600+ 10.13% |
$63.7K - $72.5K
|
6.53K
$677K
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
592+ 11.52% |
$62.8K - $71.6K
|
5.73K
$595K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
574+ 47.83% |
$60.9K - $69.4K
|
1.77K
$184K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
563+ 12.46% |
$59.8K - $68.1K
|
5.08K
$528K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
554+ 22.31% |
$58.8K - $67K
|
3.04K
$315K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
551+ 5.96% |
$58.5K - $66.6K
|
9.8K
$1.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
550+ 4.83% |
$58.4K - $66.5K
|
11.9K
$1.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
541+ 6.77% |
$57.4K - $65.4K
|
8.54K
$886K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
531+ 1.07% |
$56.4K - $64.2K
|
50.4K
$5.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
527+ 0.35% |
$55.9K - $63.7K
|
152K
$15.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
521+ 24.49% |
$55.3K - $63K
|
2.65K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
520+ 85.25% |
$55.2K - $62.9K
|
1.13K
$117K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
516+ 9.06% |
$54.8K - $62.4K
|
6.21K
$645K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
501+ 7.55% |
$53.2K - $60.6K
|
7.14K
$741K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
500+ 7.59% |
$53.1K - $60.4K
|
7.09K
$736K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
454+ 18.23% |
$48.2K - $54.9K
|
2.94K
$306K
|