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 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
6.72K+ 856.31% |
$653K - $777K
|
7.51K
$877K
|
|
|
Apr 16, 2025
Q1 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
6.58KNew |
$639K - $760K
|
6.58K
$768K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.48KNew |
$630K - $749K
|
6.48K
$757K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.46K+ 1147.96% |
$628K - $747K
|
7.03K
$821K
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
6.46K+ 302.39% |
$627K - $746K
|
8.59K
$1M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.39K+ 33.23% |
$621K - $739K
|
25.6K
$2.99M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
6.28KNew |
$610K - $725K
|
6.28K
$733K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
6.19K+ 0.36% |
$601K - $715K
|
1.7M
$199M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.06KNew |
$588K - $700K
|
6.06K
$708K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
6.05K+ 28.95% |
$588K - $699K
|
27K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.97K+ 6.55% |
$580K - $690K
|
97K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.83K+ 36.58% |
$566K - $674K
|
21.8K
$2.54M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.79K+ 44.68% |
$562K - $669K
|
18.7K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.67K+ 2.5% |
$551K - $655K
|
233K
$27.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.5KNew |
$534K - $635K
|
5.5K
$642K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.37K+ 32.01% |
$522K - $621K
|
22.2K
$2.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.37K+ 47.41% |
$521K - $620K
|
16.7K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
BUY
|
- |
5.33K+ 1.36% |
$518K - $616K
|
397K
$46.3M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
5.21KNew |
$506K - $602K
|
5.21K
$609K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.18K+ 10.56% |
$503K - $598K
|
54.2K
$6.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.14K+ 18.58% |
$499K - $593K
|
32.8K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
5.1KNew |
$496K - $590K
|
5.1K
$596K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
5.04K+ 4198.33% |
$489K - $582K
|
5.16K
$603K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
5KNew |
$486K - $578K
|
5K
$584K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.97K+ 92.36% |
$483K - $574K
|
10.3K
$1.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
4.7KNew |
$457K - $543K
|
4.7K
$549K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.7KNew |
$457K - $543K
|
4.7K
$549K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
4.62K+ 7.98% |
$448K - $533K
|
62.4K
$7.29M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.55K+ 67.45% |
$442K - $526K
|
11.3K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.54K+ 12.3% |
$441K - $525K
|
41.5K
$4.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.44KNew |
$431K - $513K
|
4.44K
$519K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.27K+ 24.27% |
$415K - $494K
|
21.9K
$2.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
4.26KNew |
$413K - $492K
|
4.26K
$497K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
4.16K+ 69.76% |
$404K - $481K
|
10.1K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
4.12KNew |
$400K - $476K
|
4.12K
$482K
|
|
|
May 15, 2025
Q1 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
4.05K+ 22.88% |
$393K - $468K
|
21.8K
$2.54M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.01K+ 4.15% |
$389K - $463K
|
100K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.97KNew |
$386K - $459K
|
3.97K
$464K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.9K+ 624.48% |
$379K - $451K
|
4.53K
$529K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.85K+ 11.07% |
$374K - $444K
|
38.6K
$4.51M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
3.84KNew |
$373K - $444K
|
3.84K
$449K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.84K+ 53.15% |
$373K - $443K
|
11.1K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
3.75K+ 77.89% |
$364K - $434K
|
8.57K
$1M
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
3.56K+ 11.6% |
$346K - $412K
|
34.3K
$4M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.46K+ 2.68% |
$336K - $400K
|
133K
$15.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.39K+ 27.69% |
$329K - $392K
|
15.6K
$1.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.38K+ 7.84% |
$328K - $391K
|
46.5K
$5.43M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.36K+ 32.82% |
$327K - $389K
|
13.6K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.35K+ 23.13% |
$326K - $387K
|
17.8K
$2.08M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.26K+ 1.23% |
$316K - $377K
|
269K
$31.4M
|