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 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1- 0.03% |
$97.1 - $116
|
3.7K
$432K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-1- 1.69% |
$97.1 - $116
|
58
$6.78K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2- 1.55% |
$194 - $231
|
127
$14.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-3- 0.13% |
$291 - $347
|
2.24K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5- 0.2% |
$486 - $578
|
2.46K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-5- 13.51% |
$486 - $578
|
32
$3.74K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-6- 0.01% |
$583 - $693
|
90.6K
$10.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 30.43% |
$680 - $809
|
16
$1.87K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-10- 0.88% |
$971 - $1.16K
|
1.12K
$131K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-11- 1.08% |
$1.07K - $1.27K
|
1.01K
$118K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-12- 0.13% |
$1.17K - $1.39K
|
9.45K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-12- 0.14% |
$1.17K - $1.39K
|
8.79K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-12- 0.39% |
$1.17K - $1.39K
|
3.08K
$360K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-12- 0.31% |
$1.17K - $1.39K
|
3.84K
$449K
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-14- 0.52% |
$1.36K - $1.62K
|
2.7K
$315K
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
SELL
|
- |
-15- 0.51% |
$1.46K - $1.73K
|
2.93K
$342K
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-16- 0.76% |
$1.55K - $1.85K
|
2.1K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-19- 0.03% |
$1.85K - $2.2K
|
58.7K
$6.86M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-19- 5.01% |
$1.85K - $2.2K
|
360
$42.1K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-19- 9.9% |
$1.85K - $2.2K
|
173
$20.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-20- 0.45% |
$1.94K - $2.31K
|
4.39K
$513K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-20- 0.12% |
$1.94K - $2.31K
|
16.5K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-20- 0.63% |
$1.94K - $2.31K
|
3.14K
$367K
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-20- 0.55% |
$1.94K - $2.31K
|
3.62K
$423K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-22- 3.53% |
$2.14K - $2.54K
|
602
$70.3K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-22- 0.2% |
$2.14K - $2.54K
|
10.9K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-22- 0.42% |
$2.14K - $2.54K
|
5.19K
$606K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-22- 2.12% |
$2.14K - $2.54K
|
1.02K
$119K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-25- 4.59% |
$2.43K - $2.89K
|
520
$60.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-27- 6.25% |
$2.62K - $3.12K
|
405
$47.3K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-27- 1.09% |
$2.62K - $3.12K
|
2.46K
$287K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-30- 0.6% |
$2.91K - $3.47K
|
4.98K
$581K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-31- 0.82% |
$3.01K - $3.58K
|
3.74K
$437K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-31- 0.45% |
$3.01K - $3.58K
|
6.8K
$794K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-33- 1.42% |
$3.21K - $3.81K
|
2.29K
$267K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-34- 13.93% |
$3.3K - $3.93K
|
210
$24.5K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-34- 0.14% |
$3.3K - $3.93K
|
24.5K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-35- 1.61% |
$3.4K - $4.04K
|
2.14K
$250K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-36- 0.56% |
$3.5K - $4.16K
|
6.42K
$750K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-38- 1.67% |
$3.69K - $4.39K
|
2.23K
$261K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-38- 0.41% |
$3.69K - $4.39K
|
9.17K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-38- 2.47% |
$3.69K - $4.39K
|
1.5K
$175K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-39- 0.63% |
$3.79K - $4.51K
|
6.13K
$716K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-39- 2.69% |
$3.79K - $4.51K
|
1.41K
$165K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-39- 1.89% |
$3.79K - $4.51K
|
2.02K
$236K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-40- 20.0% |
$3.89K - $4.62K
|
160
$18.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-40- 1.64% |
$3.89K - $4.62K
|
2.4K
$281K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-41- 3.92% |
$3.98K - $4.74K
|
1.01K
$117K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-42- 2.32% |
$4.08K - $4.85K
|
1.77K
$207K
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-45- 1.14% |
$4.37K - $5.2K
|
3.9K
$455K
|