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 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-120- 4.25% |
$12.2K - $14.5K
|
2.7K
$309K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-124- 0.73% |
$12.6K - $15K
|
16.8K
$1.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-128- 1.03% |
$13.1K - $15.5K
|
12.3K
$1.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-130- 4.42% |
$13.3K - $15.7K
|
2.81K
$322K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-137- 7.49% |
$14K - $16.6K
|
1.69K
$194K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-149- 7.45% |
$15.2K - $18K
|
1.85K
$212K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-150- 3.66% |
$15.3K - $18.2K
|
3.94K
$452K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-153- 3.54% |
$15.6K - $18.5K
|
4.17K
$477K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-161- 5.42% |
$16.4K - $19.5K
|
2.81K
$322K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-161- 2.91% |
$16.4K - $19.5K
|
5.38K
$616K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-166- 3.34% |
$16.9K - $20.1K
|
4.8K
$549K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-194- 6.29% |
$19.8K - $23.5K
|
2.89K
$331K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-200- 5.26% |
$20.4K - $24.2K
|
3.6K
$412K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-206- 9.23% |
$21K - $24.9K
|
2.03K
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-215- 1.29% |
$21.9K - $26K
|
16.5K
$1.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-235- 2.42% |
$24K - $28.4K
|
9.49K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-237- 6.56% |
$24.2K - $28.7K
|
3.38K
$387K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-237- 4.35% |
$24.2K - $28.7K
|
5.21K
$597K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-256- 12.4% |
$26.1K - $31K
|
1.81K
$207K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-271- 6.5% |
$27.6K - $32.8K
|
3.9K
$446K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-275- 1.48% |
$28K - $33.3K
|
18.3K
$2.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-292- 11.76% |
$29.8K - $35.3K
|
2.19K
$251K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-306- 10.31% |
$31.2K - $37K
|
2.66K
$305K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-318- 5.48% |
$32.4K - $38.5K
|
5.48K
$628K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-329- 15.79% |
$33.5K - $39.8K
|
1.76K
$201K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-338- 0.72% |
$34.5K - $40.9K
|
46.6K
$5.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-349- 10.08% |
$35.6K - $42.2K
|
3.11K
$357K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-399- 1.47% |
$40.7K - $48.3K
|
26.8K
$3.07M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-465- 8.61% |
$47.4K - $56.3K
|
4.94K
$565K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-519- 20.44% |
$52.9K - $62.8K
|
2.02K
$231K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-550- 17.28% |
$56.1K - $66.6K
|
2.63K
$301K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-602- 0.67% |
$61.4K - $72.8K
|
88.8K
$10.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-616- 15.91% |
$62.8K - $74.5K
|
3.26K
$373K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-647- 8.9% |
$66K - $78.3K
|
6.62K
$758K
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-700- 1.29% |
$71.4K - $84.7K
|
53.4K
$6.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-700- 7.24% |
$71.4K - $84.7K
|
8.98K
$1.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-701- 6.4% |
$71.5K - $84.8K
|
10.3K
$1.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-706- 5.5% |
$72K - $85.4K
|
12.1K
$1.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-731- 3.01% |
$74.5K - $88.5K
|
23.6K
$2.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-866- 8.25% |
$88.3K - $105K
|
9.63K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-950- 2.96% |
$96.9K - $115K
|
31.2K
$3.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-1K- 3.83% |
$102K - $121K
|
25.1K
$2.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.05K- 3.36% |
$107K - $127K
|
30.2K
$3.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.1K- 37.8% |
$112K - $133K
|
1.81K
$207K
|
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-1.15K- 8.66% |
$117K - $139K
|
12.1K
$1.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.34K- 6.86% |
$136K - $162K
|
18.1K
$2.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.38K- 7.36% |
$141K - $167K
|
17.4K
$1.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.65K- 4.07% |
$168K - $200K
|
38.9K
$4.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.95K- 30.26% |
$199K - $236K
|
4.49K
$514K
|
|
|
Jul 14, 2025
Q2 2025
|
Arlington Partners LLC
|
SELL
|
- |
-1.98K- 4.84% |
$202K - $239K
|
38.9K
$4.46M
|