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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-100- 2.05% |
$9.71K - $11.6K
|
4.78K
$561K
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-100- 0.12% |
$9.71K - $11.6K
|
82.2K
$9.66M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-100- 4.65% |
$9.71K - $11.6K
|
2.05K
$241K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-103- 1.59% |
$10K - $11.9K
|
6.38K
$750K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-104- 51.49% |
$10.1K - $12K
|
98
$11.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-104- 3.41% |
$10.1K - $12K
|
2.94K
$346K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-105- 2.22% |
$10.2K - $12.1K
|
4.62K
$543K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-105- 2.26% |
$10.2K - $12.1K
|
4.54K
$533K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-107- 0.56% |
$10.4K - $12.4K
|
18.9K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-107- 72.3% |
$10.4K - $12.4K
|
41
$4.82K
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-110- 0.62% |
$10.7K - $12.7K
|
17.7K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-112- 1.02% |
$10.9K - $12.9K
|
10.9K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-112- 1.05% |
$10.9K - $12.9K
|
10.6K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-116- 3.8% |
$11.3K - $13.4K
|
2.94K
$345K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-117- 3.27% |
$11.4K - $13.5K
|
3.47K
$407K
|
|
|
May 09, 2025
Q1 2025
|
Beddow Capital Management Inc
|
SELL
|
- |
-125- 2.72% |
$12.1K - $14.4K
|
4.47K
$524K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-125- 51.65% |
$12.1K - $14.4K
|
117
$13.7K
|
|
|
May 13, 2025
Q1 2025
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-130- 2.21% |
$12.6K - $15K
|
5.76K
$677K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-131- 5.44% |
$12.7K - $15.1K
|
2.28K
$267K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-139- 72.4% |
$13.5K - $16.1K
|
53
$6.23K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-144- 3.12% |
$14K - $16.6K
|
4.48K
$526K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-144- 2.23% |
$14K - $16.6K
|
6.3K
$740K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-144- 38.71% |
$14K - $16.6K
|
228
$26.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-145- 1.15% |
$14.1K - $16.8K
|
12.4K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-146- 2.37% |
$14.2K - $16.9K
|
6.01K
$706K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-149- 0.89% |
$14.5K - $17.2K
|
16.5K
$1.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-149- 1.25% |
$14.5K - $17.2K
|
11.7K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-149- 5.31% |
$14.5K - $17.2K
|
2.66K
$312K
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-150- 5.45% |
$14.6K - $17.3K
|
2.6K
$305K
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-150- 4.56% |
$14.6K - $17.3K
|
3.14K
$369K
|
|
|
May 09, 2025
Q1 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-150- 1.2% |
$14.6K - $17.3K
|
12.3K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-150- 1.75% |
$14.6K - $17.3K
|
8.41K
$988K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-153- 7.06% |
$14.9K - $17.7K
|
2.01K
$236K
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-156- 2.51% |
$15.2K - $18K
|
6.05K
$711K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-158- 2.02% |
$15.3K - $18.3K
|
7.65K
$898K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-160- 0.26% |
$15.5K - $18.5K
|
60.9K
$7.16M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-160- 0.9% |
$15.5K - $18.5K
|
17.7K
$2.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-161- 2.31% |
$15.6K - $18.6K
|
6.81K
$800K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-164- 4.52% |
$15.9K - $19K
|
3.46K
$407K
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-165- 6.51% |
$16K - $19.1K
|
2.37K
$278K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-165- 7.97% |
$16K - $19.1K
|
1.91K
$224K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-165- 1.94% |
$16K - $19.1K
|
8.33K
$978K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-169- 0.95% |
$16.4K - $19.5K
|
17.6K
$2.07M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-172- 7.17% |
$16.7K - $19.9K
|
2.23K
$261K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-174- 1.65% |
$16.9K - $20.1K
|
10.4K
$1.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-175- 1.87% |
$17K - $20.2K
|
9.21K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-175- 1.2% |
$17K - $20.2K
|
14.4K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-175- 7.23% |
$17K - $20.2K
|
2.25K
$264K
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-176- 0.8% |
$17.1K - $20.3K
|
21.9K
$2.58M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-177- 4.6% |
$17.2K - $20.5K
|
3.67K
$432K
|