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 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
16+ 0.31% |
$1.63K - $1.94K
|
5.15K
$589K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
13+ 1.29% |
$1.33K - $1.57K
|
1.02K
$117K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
13+ 8.02% |
$1.33K - $1.57K
|
175
$20K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
7+ 0.33% |
$714 - $847
|
2.11K
$242K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5+ 0.19% |
$510 - $605
|
2.57K
$295K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5New |
$510 - $605
|
5
$573
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
4+ 0.06% |
$408 - $484
|
6.8K
$779K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
4+ 0.07% |
$408 - $484
|
5.87K
$672K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4+ 0.18% |
$408 - $484
|
2.28K
$262K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
3+ 0.44% |
$306 - $363
|
686
$78.6K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.15% |
$204 - $242
|
1.36K
$156K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 6.25% |
$102 - $121
|
15
$1.72K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3- 0.05% |
$306 - $363
|
6.05K
$693K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-5- 1.23% |
$510 - $605
|
400
$45.8K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-5- 0.12% |
$510 - $605
|
4K
$458K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-9- 1.48% |
$918 - $1.09K
|
599
$68.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-10- 0.41% |
$1.02K - $1.21K
|
2.45K
$280K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
SELL
|
- |
-17- 0.51% |
$1.73K - $2.06K
|
3.3K
$378K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-19- 0.62% |
$1.94K - $2.3K
|
3.07K
$351K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-20- 0.54% |
$2.04K - $2.42K
|
3.72K
$426K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-25- 0.73% |
$2.55K - $3.03K
|
3.39K
$388K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-25- 1.17% |
$2.55K - $3.03K
|
2.11K
$242K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-27- 0.19% |
$2.75K - $3.27K
|
13.8K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-30- 1.63% |
$3.06K - $3.63K
|
1.81K
$208K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-30- 0.49% |
$3.06K - $3.63K
|
6.05K
$693K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-34- 1.23% |
$3.47K - $4.11K
|
2.73K
$313K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-35- 9.19% |
$3.57K - $4.24K
|
346
$39.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-36- 0.71% |
$3.67K - $4.36K
|
5.07K
$580K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-38- 0.32% |
$3.87K - $4.6K
|
11.7K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-40- 28.57% |
$4.08K - $4.84K
|
100
$11.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-45- 0.99% |
$4.59K - $5.45K
|
4.49K
$514K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-49- 0.82% |
$5K - $5.93K
|
5.92K
$678K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-50- 0.77% |
$5.1K - $6.05K
|
6.41K
$734K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-54- 1.57% |
$5.51K - $6.53K
|
3.38K
$387K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-62- 63.27% |
$6.32K - $7.5K
|
36
$4.12K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-65- 2.07% |
$6.63K - $7.87K
|
3.08K
$352K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-71- 0.17% |
$7.24K - $8.59K
|
41.9K
$4.8M
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-75- 1.6% |
$7.65K - $9.08K
|
4.61K
$528K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-77- 3.06% |
$7.85K - $9.32K
|
2.44K
$279K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-84- 0.41% |
$8.56K - $10.2K
|
20.6K
$2.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-85- 1.56% |
$8.67K - $10.3K
|
5.36K
$614K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-90- 26.87% |
$9.18K - $10.9K
|
245
$28.1K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-90- 0.65% |
$9.18K - $10.9K
|
13.8K
$1.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-95- 64.63% |
$9.69K - $11.5K
|
52
$5.96K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-95- 17.15% |
$9.69K - $11.5K
|
459
$52.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-100- 1.26% |
$10.2K - $12.1K
|
7.81K
$895K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-100- 4.45% |
$10.2K - $12.1K
|
2.15K
$246K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-100- 21.51% |
$10.2K - $12.1K
|
365
$41.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-100- 2.78% |
$10.2K - $12.1K
|
3.5K
$401K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-114- 3.17% |
$11.6K - $13.8K
|
3.49K
$399K
|