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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Ionic Capital Management LLC
New York, NY |
BUY
|
CALL |
117KNew |
$9.35M - $10.8M
|
117K
$11.6M
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
27.8KNew |
$2.22M - $2.58M
|
27.8K
$2.75M
|
|
May 15, 2023
Q1 2023
|
Iszo Capital Management LP
New York, NY |
BUY
|
- |
22KNew |
$1.76M - $2.04M
|
22K
$2.18M
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
2.83KNew |
$226K - $263K
|
2.83K
$280K
|
|
May 15, 2023
Q1 2023
|
Ddd Partners, LLC
|
BUY
|
- |
1.97K+ 0.99% |
$157K - $182K
|
200K
$19.8M
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.5KNew |
$120K - $139K
|
1.5K
$149K
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.18K+ 47.8% |
$94.8K - $110K
|
3.66K
$363K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.1KNew |
$88K - $102K
|
1.1K
$109K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
950New |
$76K - $88.2K
|
950
$94.1K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
575+ 6.64% |
$46K - $53.4K
|
9.24K
$916K
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
484+ 32.27% |
$38.7K - $44.9K
|
1.98K
$197K
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
427New |
$34.2K - $39.6K
|
427
$42.3K
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
376+ 13.59% |
$30.1K - $34.9K
|
3.14K
$311K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
370New |
$29.6K - $34.3K
|
370
$36.7K
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
350New |
$28K - $32.5K
|
350
$34.7K
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
345+ 4.24% |
$27.6K - $32K
|
8.48K
$840K
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
255New |
$20.4K - $23.7K
|
255
$25.3K
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
252New |
$20.2K - $23.4K
|
252
$25K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
190+ 44.71% |
$15.2K - $17.6K
|
615
$60.9K
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
175New |
$14K - $16.2K
|
175
$17.3K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
84+ 3.42% |
$6.72K - $7.8K
|
2.54K
$252K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
79New |
$6.32K - $7.33K
|
79
$7.83K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
56New |
$4.48K - $5.2K
|
56
$5.55K
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
50+ 2.04% |
$4K - $4.64K
|
2.5K
$248K
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
48+ 35.29% |
$3.84K - $4.45K
|
184
$18.2K
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
31New |
$2.48K - $2.88K
|
31
$3.07K
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
30New |
$2.4K - $2.78K
|
30
$2.97K
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13+ 0.29% |
$1.04K - $1.21K
|
4.57K
$452K
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
12New |
$960 - $1.11K
|
12
$1.19K
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
11New |
$880 - $1.02K
|
11
$1.09K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.31% |
$80 - $92.8
|
322
$31.9K
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
690KNew |
$52.1M - $63.9M
|
690K
$68.4M
|
|
Jan 24, 2023
Q4 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
600KNew |
$45.3M - $55.5M
|
600K
$59.4M
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
CALL |
200KNew |
$15.1M - $18.5M
|
200K
$19.8M
|
|
Feb 14, 2023
Q4 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
CALL |
83KNew |
$6.27M - $7.68M
|
83K
$8.22M
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
45.1KNew |
$3.41M - $4.18M
|
45.1K
$4.47M
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
27.5KNew |
$2.08M - $2.54M
|
27.5K
$2.72M
|
|
Feb 15, 2023
Q4 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
14.7KNew |
$1.11M - $1.36M
|
14.7K
$1.46M
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
12K+ 32332.43% |
$904K - $1.11M
|
12K
$1.19M
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.3KNew |
$852K - $1.04M
|
11.3K
$1.12M
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
9.68KNew |
$731K - $895K
|
9.68K
$959K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6KNew |
$453K - $555K
|
6K
$594K
|
|
Feb 14, 2023
Q4 2022
|
First Light Asset Management, LLC
Edina, MN |
BUY
|
- |
4.12KNew |
$311K - $381K
|
4.12K
$409K
|
|
Feb 24, 2023
Q4 2022
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
3.51KNew |
$265K - $324K
|
3.51K
$347K
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
3.44KNew |
$260K - $318K
|
3.44K
$341K
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.44KNew |
$260K - $318K
|
3.44K
$341K
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.95KNew |
$223K - $273K
|
2.95K
$292K
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.67KNew |
$202K - $247K
|
2.67K
$265K
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
2.55KNew |
$192K - $236K
|
2.55K
$252K
|