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 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
102New |
$7.61K - $8.9K
|
102
$10.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
80New |
$5.97K - $6.98K
|
80
$7.93K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
73New |
$5.45K - $6.37K
|
73
$7.23K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
71New |
$5.3K - $6.2K
|
71
$7.03K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
61New |
$4.55K - $5.32K
|
61
$6.04K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
47New |
$3.51K - $4.1K
|
47
$4.66K
|
|
|
Nov 10, 2022
Q3 2022
|
University Of Texas
|
BUY
|
- |
14New |
$1.04K - $1.22K
|
14
$1.39K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
187KNew |
$15M - $17.5M
|
187K
$18.5M
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
38.4KNew |
$3.09M - $3.6M
|
38.4K
$3.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
4.29K+ 27.1% |
$346K - $402K
|
20.1K
$1.99M
|
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
3.95K+ 2.16% |
$318K - $370K
|
187K
$18.5M
|
|
|
Jul 29, 2022
Q2 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
2.88KNew |
$232K - $270K
|
2.88K
$285K
|
|
|
Aug 05, 2022
Q2 2022
|
Buckhead Capital Management LLC
|
BUY
|
- |
2.86K+ 3.38% |
$230K - $268K
|
87.6K
$8.68M
|
|
|
Aug 16, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.63KNew |
$212K - $246K
|
2.63K
$260K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.53KNew |
$203K - $237K
|
2.53K
$250K
|
|
|
Aug 15, 2022
Q2 2022
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
2.14K+ 4.76% |
$173K - $201K
|
47.1K
$4.67M
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
2.1KNew |
$169K - $197K
|
2.1K
$208K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
2.08K+ 9.02% |
$167K - $195K
|
25.1K
$2.49M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.69KNew |
$136K - $158K
|
1.69K
$167K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.25KNew |
$100K - $117K
|
1.25K
$123K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
572+ 10.55% |
$46.1K - $53.6K
|
6K
$594K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
547New |
$44K - $51.3K
|
547
$54.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
500+ 19.61% |
$40.3K - $46.9K
|
3.05K
$302K
|
|
|
Feb 01, 2023
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
371+ 9.02% |
$29.9K - $34.8K
|
4.48K
$444K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
288New |
$23.2K - $27K
|
288
$28.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
79+ 1.94% |
$6.36K - $7.41K
|
4.15K
$411K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
64+ 2.74% |
$5.15K - $6K
|
2.4K
$238K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
64+ 2.14% |
$5.15K - $6K
|
3.06K
$303K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
47New |
$3.78K - $4.41K
|
47
$4.66K
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
39New |
$3.14K - $3.66K
|
39
$3.86K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
39New |
$3.14K - $3.66K
|
39
$3.86K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
12+ 46.15% |
$966 - $1.13K
|
38
$3.77K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1+ 2.27% |
$80.5 - $93.8
|
45
$4.46K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
3.07KNew |
$246K - $278K
|
3.07K
$304K
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.8KNew |
$224K - $254K
|
2.8K
$277K
|
|
|
May 13, 2022
Q1 2022
|
Holistic Financial Partners
|
BUY
|
- |
2.54KNew |
$204K - $231K
|
2.54K
$252K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
517+ 15.03% |
$41.4K - $46.9K
|
3.96K
$392K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
300New |
$24K - $27.2K
|
300
$29.7K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
168+ 329.41% |
$13.5K - $15.2K
|
219
$21.7K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
110+ 67.48% |
$8.81K - $9.97K
|
273
$27K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
109New |
$8.73K - $9.88K
|
109
$10.8K
|
|
|
May 11, 2022
Q1 2022
|
Polaris Capital Management, LLC
Boston, MA |
BUY
|
- |
100New |
$8.01K - $9.06K
|
100
$9.91K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
67New |
$5.37K - $6.07K
|
67
$6.64K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
BUY
|
- |
50+ 33.33% |
$4.01K - $4.53K
|
200
$19.8K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
45New |
$3.6K - $4.08K
|
45
$4.46K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
25+ 2.27% |
$2K - $2.27K
|
1.13K
$112K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7+ 0.68% |
$561 - $634
|
1.04K
$103K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
135K+ 3717.55% |
$10.8M - $11.9M
|
139K
$13.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Parnassus Investments, LLC
|
BUY
|
- |
90.1K+ 7.82% |
$7.18M - $7.94M
|
1.24M
$123M
|
|