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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
150+ 46.88% |
$13.8K - $15.2K
|
470
$54.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
110+ 4.6% |
$10.1K - $11.2K
|
2.5K
$292K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
100New |
$9.23K - $10.2K
|
100
$11.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
100+ 23.26% |
$9.23K - $10.2K
|
530
$61.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
90New |
$8.3K - $9.14K
|
90
$10.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
82+ 5.21% |
$7.57K - $8.33K
|
1.66K
$193K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
75+ 3.05% |
$6.92K - $7.62K
|
2.53K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
73New |
$6.74K - $7.41K
|
73
$8.53K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
64New |
$5.91K - $6.5K
|
64
$7.48K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
59New |
$5.44K - $5.99K
|
59
$6.89K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
54New |
$4.98K - $5.48K
|
54
$6.31K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
52New |
$4.8K - $5.28K
|
52
$6.08K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
45New |
$4.15K - $4.57K
|
45
$5.26K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
45New |
$4.15K - $4.57K
|
45
$5.26K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
42+ 13.55% |
$3.88K - $4.26K
|
352
$41.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
38+ 1.14% |
$3.51K - $3.86K
|
3.36K
$392K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
26New |
$2.4K - $2.64K
|
26
$3.04K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
24+ 6.22% |
$2.21K - $2.44K
|
410
$47.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
20New |
$1.85K - $2.03K
|
20
$2.34K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
10New |
$923 - $1.02K
|
10
$1.17K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
3+ 18.75% |
$277 - $305
|
19
$2.22K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
58.8KNew |
$5.57M - $6.18M
|
58.8K
$6.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
51.1KNew |
$4.84M - $5.37M
|
51.1K
$5.97M
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
35KNew |
$3.32M - $3.68M
|
35K
$4.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
17.7KNew |
$1.68M - $1.86M
|
17.7K
$2.07M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.55K+ 21.08% |
$526K - $584K
|
31.9K
$3.73M
|
|
|
Nov 02, 2023
Q3 2023
|
Beck Bode, LLC
|
BUY
|
- |
4.43K+ 10.46% |
$419K - $465K
|
46.7K
$5.46M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.73K+ 111.46% |
$353K - $392K
|
7.07K
$826K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
3.5KNew |
$332K - $368K
|
3.5K
$409K
|
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
BUY
|
- |
2.79K+ 1020.15% |
$264K - $293K
|
3.06K
$357K
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
2.6KNew |
$246K - $273K
|
2.6K
$304K
|
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
2.26KNew |
$214K - $237K
|
2.26K
$264K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.02KNew |
$191K - $212K
|
2.02K
$236K
|
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.97KNew |
$187K - $207K
|
1.97K
$231K
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.97KNew |
$186K - $207K
|
1.97K
$230K
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.66KNew |
$157K - $175K
|
1.66K
$194K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.2KNew |
$114K - $126K
|
1.2K
$140K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
909+ 3.03% |
$86.1K - $95.6K
|
30.9K
$3.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
710+ 0.07% |
$67.3K - $74.6K
|
1.07M
$125M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
642New |
$60.8K - $67.5K
|
642
$75K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
347+ 2.27% |
$32.9K - $36.5K
|
15.6K
$1.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
330+ 1.32% |
$31.3K - $34.7K
|
25.3K
$2.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
279New |
$26.4K - $29.3K
|
279
$32.6K
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
234+ 1.0% |
$22.2K - $24.6K
|
23.7K
$2.77M
|
|
|
Nov 01, 2023
Q3 2023
|
Heron Bay Capital Management
|
BUY
|
- |
215+ 10.7% |
$20.4K - $22.6K
|
2.23K
$260K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
185+ 7.33% |
$17.5K - $19.4K
|
2.71K
$316K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
161New |
$15.3K - $16.9K
|
161
$18.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
133New |
$12.6K - $14K
|
133
$15.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
128+ 5.59% |
$12.1K - $13.5K
|
2.42K
$282K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
125New |
$11.8K - $13.1K
|
125
$14.6K
|
|