Purchases and Sales Made in Q2 2025 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
565+ 7.69% |
$57.6K - $68.4K
|
7.91K
$906K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
543+ 3.63% |
$55.4K - $65.7K
|
15.5K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
406+ 17.15% |
$41.4K - $49.1K
|
2.77K
$318K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
383New |
$39.1K - $46.3K
|
383
$43.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
373+ 5.17% |
$38K - $45.1K
|
7.58K
$868K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
368+ 2.39% |
$37.5K - $44.5K
|
15.8K
$1.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
334New |
$34.1K - $40.4K
|
334
$38.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
319+ 1.44% |
$32.5K - $38.6K
|
22.5K
$2.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
313+ 2.99% |
$31.9K - $37.9K
|
10.8K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
298New |
$30.4K - $36.1K
|
298
$34.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
275+ 10.25% |
$28K - $33.3K
|
2.96K
$339K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
275+ 5.05% |
$28K - $33.3K
|
5.73K
$656K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
245+ 5.45% |
$25K - $29.6K
|
4.74K
$543K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
206+ 2.74% |
$21K - $24.9K
|
7.71K
$883K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
206+ 3.18% |
$21K - $24.9K
|
6.69K
$766K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
200+ 9.19% |
$20.4K - $24.2K
|
2.38K
$272K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
197+ 2.67% |
$20.1K - $23.8K
|
7.58K
$868K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
182+ 6.06% |
$18.6K - $22K
|
3.18K
$365K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
180+ 1.54% |
$18.4K - $21.8K
|
11.8K
$1.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
179+ 1.54% |
$18.3K - $21.7K
|
11.8K
$1.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
161+ 7.29% |
$16.4K - $19.5K
|
2.37K
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
159+ 6.02% |
$16.2K - $19.2K
|
2.8K
$321K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
150+ 2.29% |
$15.3K - $18.2K
|
6.69K
$766K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
139+ 5.25% |
$14.2K - $16.8K
|
2.79K
$319K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
131+ 82.39% |
$13.4K - $15.9K
|
290
$33.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
117+ 2.66% |
$11.9K - $14.2K
|
4.51K
$516K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
117+ 188.71% |
$11.9K - $14.2K
|
179
$20.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
112+ 3.81% |
$11.4K - $13.6K
|
3.05K
$349K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
109+ 6.39% |
$11.1K - $13.2K
|
1.82K
$208K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
105+ 66.04% |
$10.7K - $12.7K
|
264
$30.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
100+ 1.52% |
$10.2K - $12.1K
|
6.68K
$764K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
99+ 4.07% |
$10.1K - $12K
|
2.53K
$290K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
99+ 1.23% |
$10.1K - $12K
|
8.12K
$930K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
92+ 1.74% |
$9.38K - $11.1K
|
5.37K
$615K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
85+ 5.84% |
$8.67K - $10.3K
|
1.54K
$176K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
85+ 1.88% |
$8.67K - $10.3K
|
4.61K
$528K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
78+ 2.58% |
$7.95K - $9.44K
|
3.1K
$355K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
75+ 1.68% |
$7.65K - $9.08K
|
4.53K
$519K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
70+ 2.44% |
$7.14K - $8.47K
|
2.94K
$336K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
61+ 1.67% |
$6.22K - $7.38K
|
3.71K
$425K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
56+ 2.11% |
$5.71K - $6.78K
|
2.71K
$310K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
49+ 10.56% |
$5K - $5.93K
|
513
$58.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
47+ 0.06% |
$4.79K - $5.69K
|
80.9K
$9.26M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
47+ 1.31% |
$4.79K - $5.69K
|
3.64K
$417K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
40+ 2.8% |
$4.08K - $4.84K
|
1.47K
$168K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
39+ 0.64% |
$3.98K - $4.72K
|
6.17K
$707K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
32+ 0.49% |
$3.26K - $3.87K
|
6.53K
$748K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
31+ 1.19% |
$3.16K - $3.75K
|
2.63K
$301K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
21+ 0.69% |
$2.14K - $2.54K
|
3.06K
$350K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
17+ 0.26% |
$1.73K - $2.06K
|
6.63K
$759K
|