Latest Institutional Purchases of Novartis Ag (NVS)

NVS Quotes by TradingView

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 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
232
New
$17.5K - $21.5K
232 $28.8K
Feb 01, 2023 Q4 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
207
New
$15.6K - $19.2K
207 $25.7K
Feb 07, 2023 Q4 2022
Canandaigua National Corp

BUY
 -
201
+ 3.53%
$15.2K - $18.6K
5.9K $732K
Sep 01, 2023 Q4 2022
Jag Capital Management, LLC

BUY
 -
186
New
$14.1K - $17.2K
186 $23.1K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
154
New
$11.6K - $14.2K
154 $19.1K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
125
New
$9.44K - $11.6K
125 $15.5K
Jan 24, 2023 Q4 2022
Aevitas Wealth Management, Inc.

BUY
 -
105
+ 0.79%
$7.93K - $9.71K
13.3K $1.66M
Jan 30, 2023 Q4 2022
Horrell Capital Management, Inc.

BUY
 -
100
New
$7.56K - $9.25K
100 $12.4K
Jan 10, 2023 Q4 2022
Madden Securities Corp

BUY
 -
100
New
$7.56K - $9.25K
100 $12.4K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
97
New
$7.33K - $8.97K
97 $12K
Jan 26, 2023 Q4 2022
Destiny Wealth Partners, LLC

BUY
 -
86
+ 39.63%
$6.5K - $7.96K
303 $37.6K
Feb 07, 2023 Q4 2022
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
65
New
$4.91K - $6.01K
65 $8.07K
Feb 08, 2023 Q4 2022
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
34
New
$2.57K - $3.15K
34 $4.22K
Feb 13, 2023 Q4 2022
Delta Asset Management LLC

Memphis, TN
BUY
 -
25
New
$1.89K - $2.31K
25 $3.1K
Feb 21, 2023 Q4 2022
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
23
New
$1.74K - $2.13K
23 $2.85K
Feb 14, 2023 Q4 2022
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
3
New
$227 - $278
3 $372
Jan 25, 2023 Q4 2022
Boenning & Scattergood, Inc.

BUY
 -
2
+ 0.03%
$151 - $185
5.8K $720K
Q3 2022
Oct 05, 2022 Q3 2022
Econ Financial Services Corp

BUY
 -
30.3K
New
$2.26M - $2.64M
30.3K $3.76M
Nov 01, 2022 Q3 2022
Spx Equities Gestao De Recursos Ltda

Rio De Janeiro, D5
BUY
 -
25K
New
$1.87M - $2.18M
25K $3.1M
Nov 14, 2022 Q3 2022
Peak6 Investments LLC

Chicago, IL
BUY
 -
17.9K
New
$1.33M - $1.56M
17.9K $2.22M
Nov 14, 2022 Q3 2022
Quantamental Technologies LLC

White Plains, NY
BUY
 -
6.88K
New
$513K - $600K
6.88K $854K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
5.96K
New
$444K - $520K
5.96K $739K
Nov 14, 2022 Q3 2022
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
3.48K
New
$260K - $304K
3.48K $432K
Nov 15, 2022 Q3 2022
Coastal Bridge Advisors, LLC

BUY
 -
2.84K
New
$212K - $248K
2.84K $352K
Nov 09, 2022 Q3 2022
Summitry LLC

Foster City, CA
BUY
 -
2.26K
+ 7.03%
$169K - $197K
34.4K $4.27M
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
1.02K
New
$75.7K - $88.6K
1.02K $126K
Nov 04, 2022 Q3 2022
Foresight Wealth Management, LLC

BUY
 -
588
+ 6.46%
$43.9K - $51.3K
9.7K $1.2M
Nov 02, 2022 Q3 2022
Siena Capital LLC

Cincinnati, OH
BUY
 -
518
+ 1.57%
$38.6K - $45.2K
33.6K $4.17M
Nov 08, 2022 Q3 2022
Le Jeune Puetz Investment Counsel LLC

BUY
 -
475
+ 7.71%
$35.4K - $41.4K
6.64K $824K
Oct 13, 2022 Q3 2022
Activest Wealth Management

BUY
 -
320
New
$23.9K - $27.9K
320 $39.7K
Nov 14, 2022 Q3 2022
Corient Capital Partners, LLC

Newport Beach, CA
BUY
 -
316
+ 5.86%
$23.6K - $27.6K
5.71K $708K
Oct 18, 2022 Q3 2022
Morgan Dempsey Capital Management LLC

Menomonee Falls, WI
BUY
 -
172
New
$12.8K - $15K
172 $21.3K
Oct 31, 2022 Q3 2022
Prairie View Partners, LLC

BUY
 -
102
New
$7.61K - $8.9K
102 $12.7K
Nov 14, 2022 Q3 2022
Axiom Investment Management LLC

New York, NY
BUY
 -
80
New
$5.97K - $6.98K
80 $9.93K
Nov 14, 2022 Q3 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
73
New
$5.45K - $6.37K
73 $9.06K
Nov 10, 2022 Q3 2022
Laffer Tengler Investments

Nashville, TN
BUY
 -
71
New
$5.3K - $6.2K
71 $8.81K
Nov 18, 2022 Q3 2022
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
61
New
$4.55K - $5.32K
61 $7.57K
Nov 14, 2022 Q3 2022
De Burlo Group Inc

Boston, MA
BUY
 -
47
New
$3.51K - $4.1K
47 $5.83K
Nov 10, 2022 Q3 2022
University Of Texas

BUY
 -
14
New
$1.04K - $1.22K
14 $1.74K
Q2 2022
Jul 06, 2022 Q2 2022
Farmer Steven Patrick

BUY
 -
187K
New
$15M - $17.5M
187K $23.2M
Jul 22, 2022 Q2 2022
High Tower Trust Services, Lta

BUY
 -
38.4K
New
$3.09M - $3.6M
38.4K $4.76M
Jul 22, 2022 Q2 2022
Altium Wealth Management LLC

BUY
 -
4.29K
+ 27.1%
$346K - $402K
20.1K $2.5M
Jul 12, 2022 Q2 2022
Confluence Investment Management LLC

BUY
 -
3.95K
+ 2.16%
$318K - $370K
187K $23.2M
Jul 29, 2022 Q2 2022
Avitas Wealth Management LLC

BUY
 -
2.88K
New
$232K - $270K
2.88K $357K
Aug 05, 2022 Q2 2022
Buckhead Capital Management LLC

BUY
 -
2.86K
+ 3.38%
$230K - $268K
87.6K $10.9M
Aug 12, 2022 Q2 2022
Cpwm, LLC

Seattle, WA
BUY
 -
2.53K
New
$203K - $237K
2.53K $314K
Aug 15, 2022 Q2 2022
Cinctive Capital Management LP

New York, NY
BUY
 -
2.14K
+ 4.76%
$173K - $201K
47.1K $5.85M
Aug 04, 2022 Q2 2022
Cutler Group LP

BUY
 -
2.1K
New
$169K - $197K
2.1K $261K
Aug 11, 2022 Q2 2022
Advisor Partners LLC

Walnut Creek, CA
BUY
 -
2.08K
+ 9.02%
$167K - $195K
25.1K $3.12M

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