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 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
123+ 2.98% |
$13.1K - $14.9K
|
4.25K
$441K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
121+ 4.55% |
$12.8K - $14.6K
|
2.78K
$289K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
121+ 5.13% |
$12.8K - $14.6K
|
2.48K
$257K
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
120+ 2.64% |
$12.7K - $14.5K
|
4.66K
$484K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
119+ 2.67% |
$12.6K - $14.4K
|
4.57K
$475K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
118+ 3.12% |
$12.5K - $14.3K
|
3.9K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
115+ 2.27% |
$12.2K - $13.9K
|
5.18K
$537K
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
114+ 0.3% |
$12.1K - $13.8K
|
38.1K
$3.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
108+ 1.09% |
$11.5K - $13.1K
|
9.99K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
105+ 0.93% |
$11.1K - $12.7K
|
11.4K
$1.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
102+ 1.31% |
$10.8K - $12.3K
|
7.91K
$821K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
102+ 5.08% |
$10.8K - $12.3K
|
2.11K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
100+ 2.81% |
$10.6K - $12.1K
|
3.66K
$380K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
100+ 1.06% |
$10.6K - $12.1K
|
9.49K
$986K
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
100+ 1.76% |
$10.6K - $12.1K
|
5.79K
$601K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
100+ 2.31% |
$10.6K - $12.1K
|
4.42K
$459K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
100+ 4.41% |
$10.6K - $12.1K
|
2.37K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
98+ 1.74% |
$10.4K - $11.8K
|
5.73K
$595K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
95+ 4.76% |
$10.1K - $11.5K
|
2.09K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
94+ 0.52% |
$9.98K - $11.4K
|
18.3K
$1.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
90+ 0.58% |
$9.55K - $10.9K
|
15.7K
$1.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
90New |
$9.55K - $10.9K
|
90
$9.34K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
88+ 25.81% |
$9.34K - $10.6K
|
429
$44.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
86+ 2.25% |
$9.13K - $10.4K
|
3.9K
$405K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
85+ 98.84% |
$9.02K - $10.3K
|
171
$17.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
82New |
$8.7K - $9.91K
|
82
$8.51K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
82+ 0.38% |
$8.7K - $9.91K
|
21.6K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
79New |
$8.38K - $9.55K
|
79
$8.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
77+ 2.33% |
$8.17K - $9.31K
|
3.39K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
75+ 1.67% |
$7.96K - $9.07K
|
4.56K
$473K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
75+ 3.02% |
$7.96K - $9.07K
|
2.56K
$265K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
75+ 1.24% |
$7.96K - $9.07K
|
6.14K
$638K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
74+ 493.33% |
$7.85K - $8.95K
|
89
$9.24K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
73+ 0.99% |
$7.75K - $8.82K
|
7.42K
$770K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
73New |
$7.75K - $8.82K
|
73
$7.58K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
70+ 1.85% |
$7.43K - $8.46K
|
3.86K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
69+ 3.19% |
$7.32K - $8.34K
|
2.23K
$232K
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
BUY
|
- |
69+ 0.52% |
$7.32K - $8.34K
|
13.3K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
68+ 113.33% |
$7.22K - $8.22K
|
128
$13.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
68+ 1.05% |
$7.22K - $8.22K
|
6.51K
$676K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
66+ 0.88% |
$7K - $7.98K
|
7.61K
$790K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
65+ 3.41% |
$6.9K - $7.86K
|
1.97K
$205K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
65+ 1.1% |
$6.9K - $7.86K
|
6K
$622K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
60+ 2.27% |
$6.37K - $7.25K
|
2.71K
$281K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
56+ 13.56% |
$5.94K - $6.77K
|
469
$48.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
56+ 1.08% |
$5.94K - $6.77K
|
5.24K
$544K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
55New |
$5.84K - $6.65K
|
55
$5.71K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
53+ 1.66% |
$5.62K - $6.41K
|
3.26K
$338K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
52+ 0.51% |
$5.52K - $6.29K
|
10.3K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
51+ 1.69% |
$5.41K - $6.17K
|
3.08K
$319K
|