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 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-285- 2.8% |
$27.7K - $32.9K
|
9.9K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-291- 4.64% |
$28.3K - $33.6K
|
5.97K
$698K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-293- 4.62% |
$28.5K - $33.9K
|
6.05K
$707K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-294- 1.73% |
$28.6K - $34K
|
16.7K
$1.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-296- 12.9% |
$28.8K - $34.2K
|
2K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-296- 2.31% |
$28.8K - $34.2K
|
12.5K
$1.46M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-300- 7.32% |
$29.1K - $34.7K
|
3.8K
$444K
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-300- 1.69% |
$29.1K - $34.7K
|
17.4K
$2.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-310- 3.39% |
$30.1K - $35.8K
|
8.84K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-318- 6.8% |
$30.9K - $36.8K
|
4.36K
$509K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-318- 3.13% |
$30.9K - $36.8K
|
9.84K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-324- 2.86% |
$31.5K - $37.4K
|
11K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-329- 8.74% |
$32K - $38K
|
3.43K
$401K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-330- 1.18% |
$32.1K - $38.1K
|
27.6K
$3.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-340- 4.93% |
$33K - $39.3K
|
6.55K
$765K
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-343- 1.59% |
$33.3K - $39.6K
|
21.2K
$2.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-345- 2.98% |
$33.5K - $39.9K
|
11.2K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-346- 6.45% |
$33.6K - $40K
|
5.02K
$586K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-348- 6.2% |
$33.8K - $40.2K
|
5.26K
$615K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-350- 2.03% |
$34K - $40.4K
|
16.9K
$1.97M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-352- 10.47% |
$34.2K - $40.7K
|
3.01K
$352K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-360- 1.59% |
$35K - $41.6K
|
22.2K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-369- 3.9% |
$35.8K - $42.6K
|
9.09K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-375- 6.49% |
$36.4K - $43.3K
|
5.4K
$631K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-384- 9.65% |
$37.3K - $44.4K
|
3.6K
$420K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-385- 3.74% |
$37.4K - $44.5K
|
9.9K
$1.16M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-388- 17.14% |
$37.7K - $44.8K
|
1.88K
$219K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-389- 11.59% |
$37.8K - $45K
|
2.97K
$347K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-392- 11.12% |
$38.1K - $45.3K
|
3.13K
$366K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-398- 3.09% |
$38.7K - $46K
|
12.5K
$1.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-400- 3.97% |
$38.9K - $46.2K
|
9.68K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-400- 2.69% |
$38.9K - $46.2K
|
14.5K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-401- 10.67% |
$39K - $46.3K
|
3.36K
$392K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-413- 8.51% |
$40.1K - $47.7K
|
4.44K
$518K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-440- 0.82% |
$42.7K - $50.9K
|
52.9K
$6.18M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-450- 0.27% |
$43.7K - $52K
|
163K
$19.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-457- 18.72% |
$44.4K - $52.8K
|
1.98K
$232K
|
|
|
Apr 21, 2025
Q1 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-458- 0.95% |
$44.5K - $52.9K
|
47.9K
$5.6M
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-460- 2.44% |
$44.7K - $53.2K
|
18.4K
$2.15M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-460- 0.88% |
$44.7K - $53.2K
|
51.9K
$6.07M
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-464- 1.82% |
$45.1K - $53.6K
|
25.1K
$2.93M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-465- 8.57% |
$45.2K - $53.7K
|
4.96K
$580K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-469- 6.65% |
$45.6K - $54.2K
|
6.58K
$769K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-483- 6.37% |
$46.9K - $55.8K
|
7.1K
$830K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-485- 5.1% |
$47.1K - $56.1K
|
9.03K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-485- 4.89% |
$47.1K - $56.1K
|
9.44K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-489- 3.58% |
$47.5K - $56.5K
|
13.2K
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-495- 9.67% |
$48.1K - $57.2K
|
4.62K
$540K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-495- 0.06% |
$48.1K - $57.2K
|
872K
$102M
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-500- 6.95% |
$48.6K - $57.8K
|
6.69K
$782K
|