Purchases and Sales Made in Q1 2025 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q1 2025. The information is specifically focused on institutions that hold shares of NOVARTIS AG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
722K+ 14376.43% |
$70.2M - $83.5M
|
727K
$81.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
20.2K+ 33.28% |
$1.96M - $2.33M
|
80.8K
$9.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.6K+ 116080.0% |
$1.13M - $1.34M
|
11.6K
$1.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
11.5K+ 7.28% |
$1.12M - $1.33M
|
169K
$18.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.19K+ 85.14% |
$892K - $1.06M
|
20K
$2.23M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
6.72K+ 856.31% |
$653K - $777K
|
7.51K
$837K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.85K+ 11.07% |
$374K - $444K
|
38.6K
$4.3M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.84K+ 53.15% |
$373K - $443K
|
11.1K
$1.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
3.17K+ 1.65% |
$308K - $366K
|
195K
$21.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.93KNew |
$285K - $339K
|
2.93K
$327K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.64KNew |
$257K - $305K
|
2.64K
$295K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.54KNew |
$247K - $293K
|
2.54K
$283K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.48KNew |
$241K - $287K
|
2.48K
$277K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
2KNew |
$194K - $231K
|
2K
$223K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.98KNew |
$193K - $229K
|
1.98K
$221K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.96KNew |
$190K - $227K
|
1.96K
$219K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.91K+ 21.12% |
$186K - $221K
|
11K
$1.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.79K+ 49.61% |
$174K - $207K
|
5.39K
$601K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.72K+ 8.33% |
$167K - $199K
|
22.4K
$2.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Viking Fund Management LLC
|
BUY
|
- |
1KNew |
$97.1K - $116K
|
1K
$111K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
916+ 43.15% |
$89K - $106K
|
3.04K
$339K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
754+ 17.28% |
$73.2K - $87.1K
|
5.12K
$570K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
535+ 14.14% |
$52K - $61.8K
|
4.32K
$481K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
488+ 2.41% |
$47.4K - $56.4K
|
20.7K
$2.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
473+ 3.17% |
$45.9K - $54.7K
|
15.4K
$1.71M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
447+ 5.19% |
$43.4K - $51.7K
|
9.06K
$1.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
377+ 9.06% |
$36.6K - $43.6K
|
4.54K
$506K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
360+ 4.3% |
$35K - $41.6K
|
8.73K
$974K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
267+ 3.81% |
$25.9K - $30.9K
|
7.27K
$810K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
265+ 9.8% |
$25.7K - $30.6K
|
2.97K
$331K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
220New |
$21.4K - $25.4K
|
220
$24.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
150New |
$14.6K - $17.3K
|
150
$16.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
132+ 2.04% |
$12.8K - $15.3K
|
6.61K
$737K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
120+ 8.02% |
$11.7K - $13.9K
|
1.62K
$180K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
119+ 5.31% |
$11.6K - $13.8K
|
2.36K
$263K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
115+ 32.95% |
$11.2K - $13.3K
|
464
$51.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
104+ 3.92% |
$10.1K - $12K
|
2.76K
$307K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
91+ 1.72% |
$8.84K - $10.5K
|
5.38K
$599K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
63+ 1.36% |
$6.12K - $7.28K
|
4.69K
$523K
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
BUY
|
- |
63+ 0.26% |
$6.12K - $7.28K
|
24.3K
$2.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
41+ 0.18% |
$3.98K - $4.74K
|
22.2K
$2.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
36+ 0.24% |
$3.5K - $4.16K
|
15.2K
$1.69M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
34+ 9.8% |
$3.3K - $3.93K
|
381
$42.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
19+ 1.13% |
$1.85K - $2.2K
|
1.71K
$190K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
14New |
$1.36K - $1.62K
|
14
$1.56K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
6+ 2.62% |
$583 - $693
|
235
$26.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4+ 0.15% |
$389 - $462
|
2.65K
$295K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-12- 0.13% |
$1.17K - $1.39K
|
9.45K
$1.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-27- 6.25% |
$2.62K - $3.12K
|
405
$45.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-31- 0.82% |
$3.01K - $3.58K
|
3.74K
$417K
|