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 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-4.24K- 1.29% |
$411K - $489K
|
323K
$37.8M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.33K- 17.58% |
$421K - $501K
|
20.3K
$2.37M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.4K- 15.89% |
$428K - $509K
|
23.3K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-4.6K- 5.44% |
$447K - $532K
|
79.9K
$9.33M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-4.71K- 9.78% |
$458K - $545K
|
43.5K
$5.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4.76K- 10.5% |
$462K - $550K
|
40.5K
$4.74M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-4.83K- 30.26% |
$469K - $559K
|
11.1K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-4.99K- 21.68% |
$485K - $577K
|
18K
$2.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.08K- 3.49% |
$494K - $587K
|
141K
$16.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-5.25K- 2.63% |
$510K - $607K
|
194K
$22.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.3K- 51.2% |
$515K - $612K
|
5.05K
$590K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-5.44K- 56.38% |
$529K - $629K
|
4.21K
$492K
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-5.45K- 5.5% |
$529K - $630K
|
93.6K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-5.65K- 16.34% |
$549K - $653K
|
28.9K
$3.38M
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-5.73K- 4.03% |
$556K - $662K
|
136K
$15.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-5.77K- 52.91% |
$561K - $667K
|
5.14K
$600K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-5.8K- 13.63% |
$563K - $670K
|
36.7K
$4.29M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.14K- 5.69% |
$596K - $709K
|
102K
$11.9M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-6.15K- 5.71% |
$598K - $711K
|
102K
$11.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.28K- 18.58% |
$610K - $726K
|
27.5K
$3.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.31K- 56.07% |
$613K - $730K
|
4.95K
$578K
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-6.31K- 4.03% |
$613K - $730K
|
150K
$17.6M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.47K- 5.96% |
$628K - $747K
|
102K
$11.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.5K- 73.68% |
$632K - $751K
|
2.32K
$271K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-6.86K- 14.21% |
$666K - $793K
|
41.4K
$4.84M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-7.35K- 6.14% |
$714K - $849K
|
112K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-7.87KClosed |
$764K - $909K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-8.05K- 78.36% |
$782K - $930K
|
2.22K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.09K- 21.44% |
$786K - $935K
|
29.6K
$3.46M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-8.1K- 78.02% |
$787K - $936K
|
2.28K
$266K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.13K- 6.44% |
$790K - $939K
|
118K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.22K- 10.68% |
$896K - $1.07M
|
77.1K
$9.01M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-9.41K- 24.9% |
$914K - $1.09M
|
28.4K
$3.31M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10K- 17.68% |
$974K - $1.16M
|
46.7K
$5.46M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.1K- 99.24% |
$1.08M - $1.28M
|
85
$9.93K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-11.4K- 1.26% |
$1.11M - $1.32M
|
896K
$105M
|
|
|
May 15, 2025
Q1 2025
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-11.6K- 9.84% |
$1.13M - $1.34M
|
106K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-11.9K- 22.26% |
$1.15M - $1.37M
|
41.5K
$4.85M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-13.6K- 37.0% |
$1.32M - $1.57M
|
23.1K
$2.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.8K- 37.18% |
$1.34M - $1.59M
|
23.3K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Bristol John W & CO Inc
|
SELL
|
- |
-16K- 2.62% |
$1.55M - $1.84M
|
594K
$69.4M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-16K- 66.77% |
$1.55M - $1.85M
|
7.95K
$929K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-16.7K- 7.28% |
$1.62M - $1.93M
|
212K
$24.8M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-17.5K- 10.47% |
$1.7M - $2.02M
|
149K
$17.4M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-18.7K- 47.16% |
$1.82M - $2.17M
|
21K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.2K- 8.17% |
$1.87M - $2.22M
|
216K
$25.2M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-20.2K- 67.37% |
$1.96M - $2.33M
|
9.76K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-20.4K- 46.04% |
$1.98M - $2.36M
|
23.9K
$2.8M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20.5K- 38.13% |
$1.99M - $2.37M
|
33.3K
$3.89M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-21.2K- 28.75% |
$2.06M - $2.45M
|
52.6K
$6.15M
|