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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-178- 2.39% |
$17.3K - $20.6K
|
7.27K
$833K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-178- 1.86% |
$17.3K - $20.6K
|
9.4K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-180- 3.15% |
$17.5K - $20.8K
|
5.54K
$635K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-182- 4.75% |
$17.7K - $21K
|
3.65K
$418K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-182- 5.41% |
$17.7K - $21K
|
3.18K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-186- 5.43% |
$18.1K - $21.5K
|
3.24K
$371K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-188- 0.38% |
$18.3K - $21.7K
|
49.5K
$5.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-189- 4.5% |
$18.4K - $21.8K
|
4.01K
$460K
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-193- 0.38% |
$18.7K - $22.3K
|
50.4K
$5.77M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-195- 4.32% |
$18.9K - $22.5K
|
4.32K
$495K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-200- 4.29% |
$19.4K - $23.1K
|
4.47K
$511K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-200- 0.62% |
$19.4K - $23.1K
|
32.1K
$3.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-200- 2.33% |
$19.4K - $23.1K
|
8.37K
$959K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-200- 2.04% |
$19.4K - $23.1K
|
9.62K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-200- 15.38% |
$19.4K - $23.1K
|
1.1K
$126K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-201- 6.32% |
$19.5K - $23.2K
|
2.98K
$341K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-204- 30.72% |
$19.8K - $23.6K
|
460
$52.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-206- 0.55% |
$20K - $23.8K
|
37.3K
$4.27M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-210- 3.74% |
$20.4K - $24.3K
|
5.4K
$619K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-211- 1.52% |
$20.5K - $24.4K
|
13.7K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-212- 1.55% |
$20.6K - $24.5K
|
13.5K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-221- 1.5% |
$21.5K - $25.5K
|
14.5K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-221- 4.23% |
$21.5K - $25.5K
|
5K
$572K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-225- 10.11% |
$21.9K - $26K
|
2K
$229K
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-226- 0.9% |
$22K - $26.1K
|
24.9K
$2.85M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-228- 9.86% |
$22.1K - $26.3K
|
2.08K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-228- 0.37% |
$22.1K - $26.3K
|
62.2K
$7.12M
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-234- 1.79% |
$22.7K - $27K
|
12.8K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-235- 1.12% |
$22.8K - $27.2K
|
20.8K
$2.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-240- 3.28% |
$23.3K - $27.7K
|
7.07K
$809K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-240- 4.29% |
$23.3K - $27.7K
|
5.36K
$614K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-241- 3.95% |
$23.4K - $27.9K
|
5.87K
$672K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-242- 10.34% |
$23.5K - $28K
|
2.1K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-245- 8.32% |
$23.8K - $28.3K
|
2.7K
$309K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-247- 3.49% |
$24K - $28.5K
|
6.84K
$783K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-248- 0.9% |
$24.1K - $28.7K
|
27.4K
$3.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-250- 3.68% |
$24.3K - $28.9K
|
6.55K
$750K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-252- 16.79% |
$24.5K - $29.1K
|
1.25K
$143K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-254- 67.91% |
$24.7K - $29.4K
|
120
$13.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-260- 1.34% |
$25.3K - $30K
|
19.1K
$2.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-265- 11.38% |
$25.7K - $30.6K
|
2.06K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-266- 7.09% |
$25.8K - $30.7K
|
3.48K
$399K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-268- 21.75% |
$26K - $31K
|
964
$110K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-269- 8.75% |
$26.1K - $31.1K
|
2.81K
$321K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-273- 5.31% |
$26.5K - $31.6K
|
4.87K
$558K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-275- 3.76% |
$26.7K - $31.8K
|
7.04K
$806K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-276- 2.53% |
$26.8K - $31.9K
|
10.6K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-277- 12.46% |
$26.9K - $32K
|
1.95K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-277- 7.68% |
$26.9K - $32K
|
3.33K
$381K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-284- 1.45% |
$27.6K - $32.8K
|
19.3K
$2.21M
|