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 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-961- 30.73% |
$93.4K - $111K
|
2.17K
$248K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-976- 7.7% |
$94.8K - $113K
|
11.7K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-978- 7.9% |
$95K - $113K
|
11.4K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-982- 4.54% |
$95.4K - $113K
|
20.6K
$2.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-987- 14.54% |
$95.9K - $114K
|
5.8K
$664K
|
|
|
Apr 08, 2025
Q1 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-1.01K- 7.06% |
$98.1K - $117K
|
13.3K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.02K- 24.67% |
$98.8K - $118K
|
3.11K
$356K
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
SELL
|
- |
-1.04K- 6.04% |
$101K - $120K
|
16.1K
$1.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.06K- 11.47% |
$103K - $122K
|
8.16K
$935K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1.07K- 2.23% |
$104K - $124K
|
46.9K
$5.37M
|
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-1.07K- 3.94% |
$104K - $124K
|
26.1K
$2.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.08K- 11.08% |
$105K - $125K
|
8.69K
$995K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.08K- 22.45% |
$105K - $125K
|
3.74K
$428K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.09K- 9.24% |
$106K - $126K
|
10.8K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.1K- 12.94% |
$107K - $127K
|
7.38K
$845K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.13K- 34.81% |
$110K - $131K
|
2.12K
$243K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.16K- 1.26% |
$113K - $134K
|
91.3K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.17K- 15.73% |
$114K - $136K
|
6.29K
$720K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.2K- 1.63% |
$117K - $139K
|
72.3K
$8.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.22K- 4.42% |
$118K - $141K
|
26.3K
$3.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-1.23K- 2.3% |
$119K - $142K
|
52K
$5.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.25K- 7.76% |
$121K - $144K
|
14.9K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-1.26K- 1.32% |
$122K - $145K
|
94K
$10.8M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.26K- 6.37% |
$123K - $146K
|
18.6K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-1.27K- 0.91% |
$123K - $146K
|
138K
$15.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.34K- 17.26% |
$130K - $155K
|
6.44K
$737K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.34K- 3.68% |
$130K - $155K
|
35.1K
$4.02M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.35K- 5.69% |
$132K - $156K
|
22.5K
$2.57M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.36K- 9.39% |
$132K - $157K
|
13.1K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.39K- 17.05% |
$135K - $160K
|
6.75K
$773K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.39K- 4.54% |
$135K - $161K
|
29.2K
$3.35M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.42K- 1.19% |
$138K - $164K
|
117K
$13.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.45K- 19.56% |
$141K - $168K
|
5.97K
$683K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1.45K- 21.17% |
$141K - $168K
|
5.4K
$619K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.46K- 12.31% |
$142K - $169K
|
10.4K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-1.47K- 38.98% |
$143K - $170K
|
2.3K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-1.47K- 17.46% |
$143K - $170K
|
6.95K
$796K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.5K- 13.15% |
$145K - $173K
|
9.88K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.51K- 2.39% |
$146K - $174K
|
61.5K
$7.05M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.51K- 16.94% |
$147K - $175K
|
7.42K
$850K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.53K- 3.78% |
$149K - $177K
|
39K
$4.47M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.55K- 33.73% |
$150K - $179K
|
3.04K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.56K- 0.63% |
$151K - $180K
|
245K
$28.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.59K- 11.0% |
$154K - $183K
|
12.8K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.59K- 6.62% |
$155K - $184K
|
22.5K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.6K- 6.18% |
$156K - $185K
|
24.3K
$2.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.61K- 4.9% |
$156K - $186K
|
31.2K
$3.58M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.61K- 0.08% |
$156K - $186K
|
1.9M
$217M
|
|
|
May 14, 2025
Q1 2025
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.63K- 27.79% |
$158K - $188K
|
4.24K
$485K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.65K- 12.62% |
$161K - $191K
|
11.4K
$1.31M
|