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 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
102+ 5.08% |
$10.8K - $12.3K
|
2.11K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
100+ 2.81% |
$10.6K - $12.1K
|
3.66K
$366K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
100+ 1.06% |
$10.6K - $12.1K
|
9.49K
$949K
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
100+ 1.76% |
$10.6K - $12.1K
|
5.79K
$579K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
98+ 1.74% |
$10.4K - $11.8K
|
5.73K
$573K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
95+ 4.76% |
$10.1K - $11.5K
|
2.09K
$209K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
94+ 0.52% |
$9.98K - $11.4K
|
18.3K
$1.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
90+ 0.58% |
$9.55K - $10.9K
|
15.7K
$1.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
90New |
$9.55K - $10.9K
|
90
$9K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
86+ 2.25% |
$9.13K - $10.4K
|
3.9K
$390K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
85+ 98.84% |
$9.02K - $10.3K
|
171
$17.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
82New |
$8.7K - $9.91K
|
82
$8.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
82+ 0.38% |
$8.7K - $9.91K
|
21.6K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
79New |
$8.38K - $9.55K
|
79
$7.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
75+ 1.67% |
$7.96K - $9.07K
|
4.56K
$455K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
75+ 3.02% |
$7.96K - $9.07K
|
2.56K
$255K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
75+ 1.24% |
$7.96K - $9.07K
|
6.14K
$614K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
73+ 0.99% |
$7.75K - $8.82K
|
7.42K
$742K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
73New |
$7.75K - $8.82K
|
73
$7.3K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
70+ 1.85% |
$7.43K - $8.46K
|
3.86K
$386K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
69+ 3.19% |
$7.32K - $8.34K
|
2.23K
$223K
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
BUY
|
- |
69+ 0.52% |
$7.32K - $8.34K
|
13.3K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
68+ 113.33% |
$7.22K - $8.22K
|
128
$12.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
66+ 0.88% |
$7K - $7.98K
|
7.61K
$761K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
65+ 3.41% |
$6.9K - $7.86K
|
1.97K
$197K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
60+ 2.27% |
$6.37K - $7.25K
|
2.71K
$271K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
56+ 13.56% |
$5.94K - $6.77K
|
469
$46.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
56+ 1.08% |
$5.94K - $6.77K
|
5.24K
$524K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
55New |
$5.84K - $6.65K
|
55
$5.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
53+ 1.66% |
$5.62K - $6.41K
|
3.26K
$325K
|
|
|
Nov 13, 2024
Q3 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
51+ 1.69% |
$5.41K - $6.17K
|
3.08K
$307K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
50New |
$5.31K - $6.04K
|
50
$5K
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
50+ 0.14% |
$5.31K - $6.04K
|
36.4K
$3.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
46+ 1.0% |
$4.88K - $5.56K
|
4.63K
$462K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
43New |
$4.56K - $5.2K
|
43
$4.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
41+ 1.17% |
$4.35K - $4.96K
|
3.54K
$353K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
40+ 0.43% |
$4.25K - $4.84K
|
9.41K
$940K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
40+ 26.67% |
$4.25K - $4.84K
|
190
$19K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
39+ 0.16% |
$4.14K - $4.71K
|
25.2K
$2.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
39+ 0.07% |
$4.14K - $4.71K
|
56.8K
$5.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
39+ 1.14% |
$4.14K - $4.71K
|
3.46K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
38+ 0.65% |
$4.03K - $4.59K
|
5.91K
$591K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
36+ 58.06% |
$3.82K - $4.35K
|
98
$9.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
36New |
$3.82K - $4.35K
|
36
$3.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
35+ 0.4% |
$3.71K - $4.23K
|
8.68K
$868K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
33+ 36.67% |
$3.5K - $3.99K
|
123
$12.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
33+ 0.22% |
$3.5K - $3.99K
|
14.8K
$1.48M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
33+ 2.43% |
$3.5K - $3.99K
|
1.39K
$139K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
33+ 0.41% |
$3.5K - $3.99K
|
8.11K
$811K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
33New |
$3.5K - $3.99K
|
33
$3.3K
|