Latest Institutional Purchases of Nestle S.A.Spon Adr(Rep Reg Sh (NSRGY)
This list provides information on the latest institutional transactions involving Nestle S.A.Spon Adr(Rep Reg Sh (NSRGY) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
140+ 3.11% |
$14K - $15.4K
|
4.64K
$382K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
98New |
$9.77K - $10.8K
|
98
$8.07K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
79New |
$7.87K - $8.71K
|
79
$6.51K
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
70+ 1.19% |
$6.98K - $7.72K
|
5.95K
$490K
|
|
|
Aug 12, 2024
Q2 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
44+ 1.28% |
$4.38K - $4.85K
|
3.47K
$286K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
41+ 0.81% |
$4.09K - $4.52K
|
5.08K
$418K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
36New |
$3.59K - $3.97K
|
36
$2.96K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
4+ 16.0% |
$399 - $441
|
29
$2.39K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 2.94% |
$299 - $331
|
105
$8.65K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 2.16% |
$299 - $331
|
142
$11.7K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
18.5KNew |
$1.91M - $2.16M
|
18.5K
$1.52M
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
6.02KNew |
$624K - $703K
|
6.02K
$496K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.2KNew |
$539K - $607K
|
5.2K
$428K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.08KNew |
$215K - $242K
|
2.08K
$171K
|
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
157+ 3.18% |
$16.3K - $18.3K
|
5.1K
$420K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
68New |
$7.05K - $7.94K
|
68
$5.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
27+ 4.52% |
$2.8K - $3.15K
|
625
$51.5K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
1.05MNew |
$113M - $123M
|
1.05M
$86.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
179K+ 3.24% |
$19.1M - $20.8M
|
5.69M
$468M
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
2.09KNew |
$224K - $243K
|
2.09K
$172K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
813New |
$87.1K - $94.7K
|
813
$67K
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
186+ 0.49% |
$19.9K - $21.7K
|
37.9K
$3.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
115+ 5.11% |
$12.3K - $13.4K
|
2.37K
$195K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
100New |
$10.7K - $11.6K
|
100
$8.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
87New |
$9.32K - $10.1K
|
87
$7.16K
|
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
78+ 4.26% |
$8.36K - $9.08K
|
1.91K
$157K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
53New |
$5.68K - $6.17K
|
53
$4.36K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
42+ 1.6% |
$4.5K - $4.89K
|
2.67K
$220K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
13.5KNew |
$1.52M - $1.67M
|
13.5K
$1.11M
|
|
|
Nov 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
6.29K+ 184.54% |
$705K - $777K
|
9.7K
$799K
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5.79KNew |
$650K - $716K
|
5.79K
$477K
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.39K+ 7.29% |
$156K - $172K
|
20.5K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
575+ 22.63% |
$64.5K - $71K
|
3.12K
$257K
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
307New |
$34.4K - $37.9K
|
307
$25.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
38.1KNew |
$4.48M - $4.98M
|
38.1K
$3.13M
|
|
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
BUY
|
- |
34.9KNew |
$4.1M - $4.56M
|
34.9K
$2.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
5.09K+ 1.09% |
$599K - $666K
|
473K
$39M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.45K+ 4.22% |
$288K - $320K
|
60.4K
$4.98M
|
|
|
Aug 15, 2023
Q2 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.85KNew |
$218K - $242K
|
1.85K
$152K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
675+ 15.6% |
$79.5K - $88.3K
|
5K
$412K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
500New |
$58.9K - $65.4K
|
500
$41.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
153New |
$18K - $20K
|
153
$12.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
126+ 1.82% |
$14.8K - $16.5K
|
7.05K
$581K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
27New |
$3.18K - $3.53K
|
27
$2.22K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1New |
$118 - $131
|
1
$82.4
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
23.9KNew |
$2.67M - $2.97M
|
23.9K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.43KNew |
$271K - $302K
|
2.43K
$200K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.93KNew |
$215K - $239K
|
1.93K
$159K
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.7KNew |
$190K - $211K
|
1.7K
$140K
|
|