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 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.74K- 5.31% |
$169K - $201K
|
30.9K
$3.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.76K- 28.77% |
$171K - $204K
|
4.36K
$499K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.78K- 2.82% |
$173K - $206K
|
61.3K
$7.02M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.8K- 6.26% |
$175K - $208K
|
27K
$3.09M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.84K- 46.41% |
$178K - $212K
|
2.12K
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.88K- 26.47% |
$182K - $217K
|
5.21K
$596K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.89K- 38.45% |
$183K - $218K
|
3.02K
$346K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.91K- 1.02% |
$186K - $221K
|
186K
$21.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.91K- 0.25% |
$186K - $221K
|
770K
$88.2M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.93K- 3.79% |
$187K - $223K
|
48.9K
$5.61M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.93K- 9.48% |
$188K - $223K
|
18.4K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.98KClosed |
$192K - $229K
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.09K- 29.1% |
$203K - $242K
|
5.1K
$584K
|
|
|
May 15, 2025
Q1 2025
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-2.12K- 2.55% |
$206K - $245K
|
81K
$9.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-2.13K- 5.71% |
$207K - $246K
|
35.2K
$4.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.13K- 97.18% |
$207K - $247K
|
62
$7.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.32K- 18.7% |
$225K - $268K
|
10.1K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.34K- 3.28% |
$227K - $270K
|
69K
$7.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.36K- 44.64% |
$229K - $272K
|
2.92K
$335K
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-2.47K- 50.77% |
$240K - $285K
|
2.39K
$274K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.5K- 8.13% |
$243K - $289K
|
28.3K
$3.24M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-2.52K- 77.01% |
$245K - $291K
|
753
$86.2K
|
|
|
May 05, 2025
Q1 2025
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
SELL
|
- |
-2.56K- 1.8% |
$249K - $296K
|
140K
$16M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
SELL
|
- |
-2.56K- 70.93% |
$249K - $296K
|
1.05K
$120K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.72K- 14.25% |
$265K - $315K
|
16.4K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-2.77K- 49.9% |
$269K - $320K
|
2.78K
$318K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.78K- 9.61% |
$270K - $321K
|
26.1K
$2.99M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2.78K- 34.01% |
$270K - $322K
|
5.4K
$619K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.81K- 21.04% |
$272K - $324K
|
10.5K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.81K- 1.13% |
$273K - $325K
|
246K
$28.1M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-2.82K- 9.39% |
$274K - $326K
|
27.2K
$3.12M
|
|
|
May 07, 2025
Q1 2025
|
Thornburg Investment Management Inc
|
SELL
|
- |
-2.91K- 37.32% |
$283K - $336K
|
4.89K
$560K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.92K- 0.74% |
$284K - $338K
|
392K
$44.9M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.94K- 12.2% |
$286K - $340K
|
21.2K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-3K- 18.91% |
$291K - $346K
|
12.8K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3.03K- 3.71% |
$294K - $350K
|
78.5K
$8.99M
|
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-3.03K- 14.8% |
$295K - $351K
|
17.5K
$2M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.06K- 44.19% |
$297K - $353K
|
3.86K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.08K- 10.31% |
$299K - $356K
|
26.8K
$3.07M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-3.34K- 7.14% |
$324K - $386K
|
43.4K
$4.97M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.35K- 12.07% |
$325K - $387K
|
24.4K
$2.79M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.52K- 10.1% |
$342K - $407K
|
31.4K
$3.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.57K- 49.78% |
$347K - $412K
|
3.6K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-3.57K- 3.37% |
$347K - $413K
|
102K
$11.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.59K- 2.62% |
$349K - $415K
|
133K
$15.3M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.73K- 4.65% |
$362K - $431K
|
76.5K
$8.76M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.74K- 3.31% |
$363K - $432K
|
109K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.75K- 2.57% |
$364K - $434K
|
142K
$16.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
SELL
|
- |
-3.8K- 47.07% |
$369K - $439K
|
4.27K
$489K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-3.81K- 26.75% |
$370K - $441K
|
10.4K
$1.2M
|