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 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-500- 6.64% |
$48.6K - $57.8K
|
7.03K
$805K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-502- 19.68% |
$48.8K - $58K
|
2.05K
$235K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-506- 8.42% |
$49.2K - $58.5K
|
5.51K
$631K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-524- 16.82% |
$50.9K - $60.6K
|
2.59K
$297K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-526- 18.99% |
$51.1K - $60.8K
|
2.24K
$257K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-532- 1.31% |
$51.7K - $61.5K
|
40K
$4.58M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-562- 3.54% |
$54.6K - $65K
|
15.3K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-582- 9.55% |
$56.5K - $67.3K
|
5.51K
$631K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-590- 1.47% |
$57.3K - $68.2K
|
39.5K
$4.52M
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-602- 4.36% |
$58.5K - $69.6K
|
13.2K
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-628- 8.15% |
$61K - $72.6K
|
7.07K
$810K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-630- 9.52% |
$61.2K - $72.8K
|
5.99K
$686K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-641- 5.34% |
$62.3K - $74.1K
|
11.4K
$1.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
SELL
|
- |
-650- 21.07% |
$63.1K - $75.1K
|
2.44K
$279K
|
|
|
May 12, 2025
Q1 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-650- 4.44% |
$63.1K - $75.1K
|
14K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-659- 5.03% |
$64K - $76.2K
|
12.4K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-664- 2.74% |
$64.5K - $76.7K
|
23.6K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-674- 1.78% |
$65.5K - $77.9K
|
37.3K
$4.27M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-675- 57.45% |
$65.6K - $78K
|
500
$57.3K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-681- 5.55% |
$66.2K - $78.7K
|
11.6K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-696- 18.12% |
$67.6K - $80.4K
|
3.15K
$360K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-710- 50.0% |
$69K - $82.1K
|
710
$81.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-720- 11.84% |
$69.9K - $83.2K
|
5.36K
$614K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-720- 3.91% |
$69.9K - $83.2K
|
17.7K
$2.02M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-729- 35.06% |
$70.8K - $84.3K
|
1.35K
$155K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-736- 6.45% |
$71.5K - $85.1K
|
10.7K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-737- 3.29% |
$71.6K - $85.2K
|
21.6K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-739- 1.67% |
$71.8K - $85.4K
|
43.6K
$4.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-750- 8.2% |
$72.9K - $86.7K
|
8.39K
$961K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-756- 1.71% |
$73.4K - $87.4K
|
43.6K
$4.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-765- 3.78% |
$74.3K - $88.4K
|
19.5K
$2.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-769- 1.43% |
$74.7K - $88.9K
|
53K
$6.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-775- 2.77% |
$75.3K - $89.6K
|
27.2K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-794- 26.33% |
$77.1K - $91.8K
|
2.22K
$254K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-800- 5.33% |
$77.7K - $92.5K
|
14.2K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-800- 13.61% |
$77.7K - $92.5K
|
5.08K
$582K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-821- 5.01% |
$79.8K - $94.9K
|
15.6K
$1.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-855- 22.2% |
$83.1K - $98.8K
|
3K
$343K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-860- 1.11% |
$83.5K - $99.4K
|
76.9K
$8.8M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-861- 0.88% |
$83.6K - $99.5K
|
96.5K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-878- 7.05% |
$85.3K - $101K
|
11.6K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-879- 11.78% |
$85.4K - $102K
|
6.58K
$754K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-881- 0.92% |
$85.6K - $102K
|
94.9K
$10.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-900- 8.98% |
$87.4K - $104K
|
9.12K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-905- 2.5% |
$87.9K - $105K
|
35.2K
$4.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-910- 2.85% |
$88.4K - $105K
|
31K
$3.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-915- 14.38% |
$88.9K - $106K
|
5.45K
$624K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-939- 7.93% |
$91.2K - $109K
|
10.9K
$1.25M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-943- 6.38% |
$91.6K - $109K
|
13.8K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-948- 9.51% |
$92.1K - $110K
|
9.02K
$1.03M
|