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 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-45- 14.38% |
$4.37K - $5.2K
|
268
$31.3K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-45- 2.07% |
$4.37K - $5.2K
|
2.13K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-49- 9.09% |
$4.76K - $5.66K
|
490
$57.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-51- 1.41% |
$4.95K - $5.89K
|
3.57K
$417K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-51- 1.89% |
$4.95K - $5.89K
|
2.65K
$310K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-52- 1.87% |
$5.05K - $6.01K
|
2.74K
$320K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-53- 1.63% |
$5.15K - $6.13K
|
3.2K
$373K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-54- 1.77% |
$5.25K - $6.24K
|
3K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-58- 0.36% |
$5.63K - $6.7K
|
16.1K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-59- 1.23% |
$5.73K - $6.82K
|
4.73K
$552K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-62- 0.38% |
$6.02K - $7.17K
|
16.1K
$1.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-63- 9.72% |
$6.12K - $7.28K
|
585
$68.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-65- 2.95% |
$6.31K - $7.51K
|
2.14K
$250K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-68- 1.92% |
$6.61K - $7.86K
|
3.47K
$406K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-69- 1.13% |
$6.7K - $7.97K
|
6.05K
$707K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-69- 5.93% |
$6.7K - $7.97K
|
1.09K
$128K
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-70- 1.02% |
$6.8K - $8.09K
|
6.78K
$792K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-72- 5.15% |
$6.99K - $8.32K
|
1.33K
$155K
|
|
|
May 12, 2025
Q1 2025
|
Dillon & Associates Inc
|
SELL
|
- |
-73- 2.33% |
$7.09K - $8.44K
|
3.06K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-73- 5.06% |
$7.09K - $8.44K
|
1.37K
$160K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-75- 3.38% |
$7.29K - $8.67K
|
2.14K
$250K
|
|
|
Apr 25, 2025
Q1 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-75- 0.92% |
$7.29K - $8.67K
|
8.12K
$948K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-75- 2.39% |
$7.29K - $8.67K
|
3.06K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-75- 0.66% |
$7.29K - $8.67K
|
11.3K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-77- 2.38% |
$7.48K - $8.9K
|
3.16K
$370K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-78- 2.82% |
$7.58K - $9.01K
|
2.68K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-78- 2.57% |
$7.58K - $9.01K
|
2.96K
$346K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-81- 3.77% |
$7.87K - $9.36K
|
2.07K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-83- 0.43% |
$8.06K - $9.59K
|
19.3K
$2.25M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-84- 1.22% |
$8.16K - $9.71K
|
6.82K
$796K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-86- 2.46% |
$8.35K - $9.94K
|
3.41K
$399K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-88- 3.83% |
$8.55K - $10.2K
|
2.21K
$258K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-89- 2.17% |
$8.65K - $10.3K
|
4.01K
$468K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-90- 71.43% |
$8.74K - $10.4K
|
36
$4.21K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-90- 0.56% |
$8.74K - $10.4K
|
16K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-91- 1.17% |
$8.84K - $10.5K
|
7.71K
$900K
|
|
|
Apr 28, 2025
Q1 2025
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-92- 0.75% |
$8.94K - $10.6K
|
12.1K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-92- 2.67% |
$8.94K - $10.6K
|
3.36K
$392K
|
|
|
Apr 30, 2025
Q1 2025
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-93- 31.0% |
$9.03K - $10.7K
|
207
$24.2K
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-93- 0.62% |
$9.03K - $10.7K
|
15K
$1.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-95- 4.58% |
$9.23K - $11K
|
1.98K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-95- 0.66% |
$9.23K - $11K
|
14.3K
$1.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-97- 2.61% |
$9.42K - $11.2K
|
3.62K
$422K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-97- 0.76% |
$9.42K - $11.2K
|
12.7K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
SELL
|
- |
-98- 3.14% |
$9.52K - $11.3K
|
3.02K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-100- 0.95% |
$9.71K - $11.6K
|
10.5K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.77% |
$9.71K - $11.6K
|
5.54K
$647K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-100- 3.81% |
$9.71K - $11.6K
|
2.53K
$295K
|
|
|
May 02, 2025
Q1 2025
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-100- 0.03% |
$9.71K - $11.6K
|
320K
$37.4M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-100- 2.1% |
$9.71K - $11.6K
|
4.67K
$546K
|