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 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
118+ 1.6% |
$11.5K - $13.6K
|
7.49K
$875K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
118+ 9.88% |
$11.5K - $13.6K
|
1.31K
$153K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
116+ 3.7% |
$11.3K - $13.4K
|
3.25K
$379K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
115+ 32.95% |
$11.2K - $13.3K
|
464
$54.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
113+ 0.39% |
$11K - $13.1K
|
28.9K
$3.37M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
113+ 1.55% |
$11K - $13.1K
|
7.4K
$864K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
112+ 4.66% |
$10.9K - $12.9K
|
2.52K
$294K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
108+ 2.93% |
$10.5K - $12.5K
|
3.8K
$443K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
107+ 4.48% |
$10.4K - $12.4K
|
2.5K
$291K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
104+ 3.92% |
$10.1K - $12K
|
2.76K
$322K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
104+ 3.82% |
$10.1K - $12K
|
2.83K
$330K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
103+ 2.38% |
$10K - $11.9K
|
4.44K
$518K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
100New |
$9.71K - $11.6K
|
100
$11.7K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
97+ 4.45% |
$9.42K - $11.2K
|
2.28K
$266K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
93+ 140.91% |
$9.03K - $10.7K
|
159
$18.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
91+ 1.72% |
$8.84K - $10.5K
|
5.38K
$628K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
87+ 3.14% |
$8.45K - $10.1K
|
2.86K
$334K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
85+ 0.49% |
$8.26K - $9.82K
|
17.6K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
85+ 1.22% |
$8.26K - $9.82K
|
7.06K
$825K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
78+ 147.17% |
$7.58K - $9.01K
|
131
$15.3K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
78+ 2.9% |
$7.58K - $9.01K
|
2.77K
$323K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
75+ 1.41% |
$7.29K - $8.67K
|
5.38K
$628K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
75+ 1.81% |
$7.29K - $8.67K
|
4.23K
$494K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
72+ 1.86% |
$6.99K - $8.32K
|
3.93K
$459K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
72+ 1.26% |
$6.99K - $8.32K
|
5.8K
$677K
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
64+ 0.48% |
$6.22K - $7.4K
|
13.4K
$1.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
BUY
|
- |
63+ 0.26% |
$6.12K - $7.28K
|
24.3K
$2.84M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
63+ 1.36% |
$6.12K - $7.28K
|
4.69K
$548K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
63+ 0.66% |
$6.12K - $7.28K
|
9.67K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
60+ 666.67% |
$5.83K - $6.93K
|
69
$8.06K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
60+ 1.83% |
$5.83K - $6.93K
|
3.35K
$391K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
59+ 2.66% |
$5.73K - $6.82K
|
2.28K
$266K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
58+ 0.27% |
$5.63K - $6.7K
|
21.2K
$2.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
58+ 1.86% |
$5.63K - $6.7K
|
3.18K
$372K
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
58+ 1.78% |
$5.63K - $6.7K
|
3.32K
$388K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
54+ 1.6% |
$5.25K - $6.24K
|
3.43K
$401K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
52New |
$5.05K - $6.01K
|
52
$6.08K
|
|
|
May 14, 2025
Q1 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
51+ 0.74% |
$4.95K - $5.89K
|
6.9K
$806K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
50+ 1.23% |
$4.86K - $5.78K
|
4.11K
$480K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
50+ 0.81% |
$4.86K - $5.78K
|
6.19K
$723K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
49+ 1.21% |
$4.76K - $5.66K
|
4.11K
$480K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
48New |
$4.66K - $5.55K
|
48
$5.61K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
48+ 1.26% |
$4.66K - $5.55K
|
3.86K
$451K
|
|
|
Apr 24, 2025
Q1 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
44+ 1.15% |
$4.27K - $5.09K
|
3.86K
$451K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
44+ 38.26% |
$4.27K - $5.09K
|
159
$18.6K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
44+ 22.0% |
$4.27K - $5.09K
|
244
$28.5K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
43New |
$4.18K - $4.97K
|
43
$5.02K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
42+ 1.15% |
$4.08K - $4.85K
|
3.68K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
42+ 0.53% |
$4.08K - $4.85K
|
7.92K
$926K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
41+ 0.18% |
$3.98K - $4.74K
|
22.2K
$2.6M
|