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 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
58New |
$5.49K - $6.1K
|
58
$5.8K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
54New |
$5.12K - $5.68K
|
54
$5.4K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
50+ 102.04% |
$4.74K - $5.26K
|
99
$9.9K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
49New |
$4.64K - $5.15K
|
49
$4.9K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
41New |
$3.88K - $4.31K
|
41
$4.1K
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
40New |
$3.79K - $4.21K
|
40
$4K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
29New |
$2.75K - $3.05K
|
29
$2.9K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
26New |
$2.46K - $2.73K
|
26
$2.6K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
4New |
$379 - $421
|
4
$400
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
CALL |
1.55MNew |
$143M - $163M
|
1.55M
$155M
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
252KNew |
$23.3M - $26.4M
|
252K
$25.2M
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
106K+ 99.29% |
$9.76M - $11.1M
|
212K
$21.2M
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
75.7KNew |
$7M - $7.94M
|
75.7K
$7.57M
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
65.4KNew |
$6.05M - $6.86M
|
65.4K
$6.54M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
62.6KNew |
$5.79M - $6.56M
|
62.6K
$6.25M
|
|
Jul 12, 2023
Q2 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
16.9KNew |
$1.57M - $1.78M
|
16.9K
$1.69M
|
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
BUY
|
- |
14.4K+ 17.13% |
$1.34M - $1.52M
|
98.8K
$9.88M
|
|
Aug 11, 2023
Q2 2023
|
Sal Trading, LLC
Wilmington, DE |
BUY
|
CALL |
13.5KNew |
$1.25M - $1.42M
|
13.5K
$1.35M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
PUT |
10.3KNew |
$953K - $1.08M
|
10.3K
$1.03M
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
10KNew |
$925K - $1.05M
|
10K
$1M
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.55KNew |
$606K - $687K
|
6.55K
$655K
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
4.78KNew |
$442K - $501K
|
4.78K
$478K
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.1KNew |
$379K - $430K
|
4.1K
$410K
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
4.08KNew |
$378K - $428K
|
4.08K
$408K
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
3.35KNew |
$310K - $351K
|
3.35K
$335K
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.7KNew |
$249K - $283K
|
2.7K
$269K
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
BUY
|
- |
2.41KNew |
$223K - $253K
|
2.41K
$241K
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.41KNew |
$223K - $253K
|
2.41K
$241K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.16KNew |
$200K - $226K
|
2.16K
$216K
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
2.11KNew |
$196K - $222K
|
2.11K
$211K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.08KNew |
$192K - $218K
|
2.08K
$208K
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.07KNew |
$192K - $217K
|
2.07K
$207K
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.06KNew |
$191K - $216K
|
2.06K
$206K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.89K+ 9.13% |
$175K - $198K
|
22.6K
$2.26M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.58KNew |
$146K - $166K
|
1.58K
$158K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.49K+ 19.2% |
$138K - $157K
|
9.28K
$927K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
872New |
$80.7K - $91.5K
|
872
$87.2K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
576+ 13.2% |
$53.3K - $60.4K
|
4.94K
$494K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
466New |
$43.1K - $48.9K
|
466
$46.6K
|
|
Jul 19, 2023
Q2 2023
|
Hartford Investment Management CO
|
BUY
|
- |
388+ 7.32% |
$35.9K - $40.7K
|
5.69K
$569K
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
300+ 416.67% |
$27.8K - $31.5K
|
372
$37.2K
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
250New |
$23.1K - $26.2K
|
250
$25K
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
188+ 50.81% |
$17.4K - $19.7K
|
558
$55.8K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
170+ 33.86% |
$15.7K - $17.8K
|
672
$67.2K
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
153+ 3.56% |
$14.2K - $16.1K
|
4.45K
$444K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
118+ 1.61% |
$10.9K - $12.4K
|
7.46K
$746K
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
99+ 49.5% |
$9.16K - $10.4K
|
299
$29.9K
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
86+ 3.81% |
$7.96K - $9.02K
|
2.34K
$234K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
86+ 1.42% |
$7.96K - $9.02K
|
6.15K
$614K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
85+ 3.83% |
$7.86K - $8.92K
|
2.3K
$230K
|