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 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
40+ 1.71% |
$3.89K - $4.62K
|
2.38K
$278K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
40+ 0.38% |
$3.89K - $4.62K
|
10.5K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
40+ 50.63% |
$3.89K - $4.62K
|
119
$13.9K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
40New |
$3.89K - $4.62K
|
40
$4.67K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
39New |
$3.79K - $4.51K
|
39
$4.56K
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
37+ 1.07% |
$3.59K - $4.28K
|
3.5K
$409K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
36+ 0.24% |
$3.5K - $4.16K
|
15.2K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
35+ 1.05% |
$3.4K - $4.04K
|
3.36K
$392K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
34+ 9.8% |
$3.3K - $3.93K
|
381
$44.5K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
27+ 0.07% |
$2.62K - $3.12K
|
41.5K
$4.84M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
26+ 1.2% |
$2.53K - $3K
|
2.19K
$255K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
26New |
$2.53K - $3K
|
26
$3.04K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
25+ 0.74% |
$2.43K - $2.89K
|
3.42K
$399K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
22+ 0.67% |
$2.14K - $2.54K
|
3.29K
$384K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
22+ 0.25% |
$2.14K - $2.54K
|
8.83K
$1.03M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
22+ 0.19% |
$2.14K - $2.54K
|
11.8K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
21New |
$2.04K - $2.43K
|
21
$2.45K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
20+ 6.6% |
$1.94K - $2.31K
|
323
$37.7K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
20+ 13.33% |
$1.94K - $2.31K
|
170
$19.9K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
20+ 3.53% |
$1.94K - $2.31K
|
587
$68.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
19+ 1.13% |
$1.85K - $2.2K
|
1.71K
$199K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
17New |
$1.65K - $1.96K
|
17
$1.99K
|
|
|
Apr 25, 2025
Q1 2025
|
Henry James International Management Inc.
|
BUY
|
- |
16+ 0.03% |
$1.55K - $1.85K
|
46K
$5.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
15+ 1.04% |
$1.46K - $1.73K
|
1.46K
$170K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
14New |
$1.36K - $1.62K
|
14
$1.64K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
14+ 0.13% |
$1.36K - $1.62K
|
10.4K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
14+ 9.59% |
$1.36K - $1.62K
|
160
$18.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14+ 0.16% |
$1.36K - $1.62K
|
8.9K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
13+ 1.94% |
$1.26K - $1.5K
|
683
$79.8K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
12New |
$1.17K - $1.39K
|
12
$1.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
8+ 0.16% |
$777 - $925
|
5.13K
$599K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
8New |
$777 - $925
|
8
$935
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
8New |
$777 - $925
|
8
$935
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
7+ 17.95% |
$680 - $809
|
46
$5.37K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
6+ 2.62% |
$583 - $693
|
235
$27.5K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5+ 1.59% |
$486 - $578
|
319
$37.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5+ 0.32% |
$486 - $578
|
1.58K
$184K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
5New |
$486 - $578
|
5
$584
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
5+ 0.24% |
$486 - $578
|
2.13K
$249K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4+ 0.15% |
$389 - $462
|
2.65K
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4+ 0.16% |
$389 - $462
|
2.46K
$287K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
4+ 0.05% |
$389 - $462
|
8.03K
$938K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3New |
$291 - $347
|
3
$350
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3+ 0.08% |
$291 - $347
|
3.59K
$420K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$97.1 - $116
|
2.57K
$300K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1+ 6.67% |
$97.1 - $116
|
16
$1.87K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
1+ 0.03% |
$97.1 - $116
|
3K
$351K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1+ 0.03% |
$97.1 - $116
|
3.72K
$434K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1+ 0.01% |
$97.1 - $116
|
7.76K
$906K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|