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 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
22.1K+ 25.22% |
$2.14M - $2.55M
|
110K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.3K+ 14.35% |
$2.07M - $2.46M
|
170K
$19.8M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
21K+ 9.72% |
$2.04M - $2.43M
|
237K
$27.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
20.2K+ 33.28% |
$1.96M - $2.33M
|
80.8K
$9.44M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
20.2K+ 102.06% |
$1.96M - $2.33M
|
40K
$4.67M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
20.2K+ 12.19% |
$1.96M - $2.33M
|
186K
$21.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
19.4K+ 81.5% |
$1.88M - $2.24M
|
43.1K
$5.03M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
19.3K+ 13.74% |
$1.87M - $2.23M
|
160K
$18.7M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
18.3K+ 4.58% |
$1.78M - $2.12M
|
418K
$48.9M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
18K+ 212.42% |
$1.75M - $2.08M
|
26.5K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.9K+ 14.73% |
$1.74M - $2.07M
|
140K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
17K+ 1290.64% |
$1.65M - $1.96M
|
18.3K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15.9K+ 3.53% |
$1.55M - $1.84M
|
467K
$54.6M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
15.8KNew |
$1.54M - $1.83M
|
15.8K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.8K+ 3.5% |
$1.53M - $1.82M
|
466K
$54.4M
|
|
|
May 15, 2025
Q1 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
15.2K+ 7.26% |
$1.48M - $1.76M
|
225K
$26.3M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.6K+ 33.36% |
$1.42M - $1.69M
|
58.5K
$6.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
14.1K+ 14.28% |
$1.37M - $1.62M
|
112K
$13.1M
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
12.9K+ 33.35% |
$1.25M - $1.49M
|
51.5K
$6.01M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
12.8K+ 14.53% |
$1.25M - $1.48M
|
101K
$11.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Albert D Mason Inc
|
BUY
|
- |
12.8K+ 96.38% |
$1.24M - $1.48M
|
26K
$3.04M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
11.7K+ 3.59% |
$1.14M - $1.36M
|
338K
$39.5M
|
|
|
May 15, 2025
Q1 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
11.7KNew |
$1.14M - $1.35M
|
11.7K
$1.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.6K+ 116080.0% |
$1.13M - $1.34M
|
11.6K
$1.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
11.5K+ 7.28% |
$1.12M - $1.33M
|
169K
$19.8M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.4K+ 102.83% |
$1.11M - $1.32M
|
22.6K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.2K+ 299.12% |
$1.09M - $1.29M
|
15K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
11.2KNew |
$1.09M - $1.29M
|
11.2K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
11K+ 412.9% |
$1.07M - $1.28M
|
13.7K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
11KNew |
$1.07M - $1.27M
|
11K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Ar Asset Management Inc
|
BUY
|
- |
10.8KNew |
$1.04M - $1.24M
|
10.8K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.5K+ 4.73% |
$1.02M - $1.21M
|
232K
$27.1M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
10.4K+ 427.63% |
$1.01M - $1.21M
|
12.9K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9.87K+ 19.91% |
$958K - $1.14M
|
59.4K
$6.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Arlington Partners LLC
|
BUY
|
- |
9.73K+ 31.23% |
$945K - $1.12M
|
40.9K
$4.78M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
9.62KNew |
$934K - $1.11M
|
9.62K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
9.32K+ 1.75% |
$906K - $1.08M
|
541K
$63.2M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
9.25K+ 7.9% |
$898K - $1.07M
|
126K
$14.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.19K+ 85.14% |
$892K - $1.06M
|
20K
$2.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
8.41KNew |
$817K - $972K
|
8.41K
$982K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
7.86K+ 3.05% |
$764K - $909K
|
266K
$31.1M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.79K+ 3.67% |
$757K - $900K
|
220K
$25.7M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.75KNew |
$753K - $896K
|
7.75K
$906K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.53K+ 29.72% |
$732K - $870K
|
32.9K
$3.84M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.3K+ 17.37% |
$709K - $844K
|
49.3K
$5.76M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.19K+ 1.69% |
$698K - $831K
|
432K
$50.5M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
7.18K+ 104.79% |
$697K - $829K
|
14K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
7.06K+ 38.85% |
$685K - $815K
|
25.2K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6.98K+ 69.29% |
$678K - $806K
|
17K
$1.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.81K+ 22.07% |
$661K - $787K
|
37.6K
$4.4M
|