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 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.47K+ 53.82% |
$142K - $169K
|
4.19K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.42K+ 14.05% |
$138K - $164K
|
11.5K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.41K+ 4.95% |
$137K - $163K
|
29.8K
$3.48M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.38K+ 4.96% |
$134K - $160K
|
29.2K
$3.42M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
1.37K+ 8.56% |
$133K - $159K
|
17.4K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.37K+ 13.74% |
$133K - $158K
|
11.3K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.32K+ 46.94% |
$128K - $152K
|
4.13K
$482K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
1.3K+ 15.36% |
$126K - $150K
|
9.73K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.23K+ 3.46% |
$120K - $143K
|
36.9K
$4.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.21K+ 1.6% |
$117K - $139K
|
76.7K
$8.96M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.18K+ 10.37% |
$115K - $136K
|
12.6K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.16KNew |
$113K - $134K
|
1.16K
$136K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.16K+ 3.92% |
$113K - $134K
|
30.8K
$3.6M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.15K+ 9.13% |
$111K - $133K
|
13.7K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.14K+ 6.21% |
$111K - $132K
|
19.6K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.11K+ 10.47% |
$108K - $129K
|
11.8K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.11K+ 10.85% |
$107K - $128K
|
11.3K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.1K+ 19.64% |
$107K - $127K
|
6.7K
$783K
|
|
|
May 15, 2025
Q1 2025
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
1.06K+ 4.04% |
$103K - $123K
|
27.4K
$3.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.05K+ 41.02% |
$102K - $122K
|
3.62K
$423K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.05K+ 3.13% |
$102K - $121K
|
34.7K
$4.05M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.05K+ 3.1% |
$102K - $121K
|
34.9K
$4.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.03K+ 9.13% |
$100K - $119K
|
12.4K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.01K+ 4.11% |
$98.3K - $117K
|
25.6K
$2.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Viking Fund Management LLC
|
BUY
|
- |
1KNew |
$97.1K - $116K
|
1K
$117K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
977New |
$94.9K - $113K
|
977
$114K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
940+ 2.0% |
$91.3K - $109K
|
48K
$5.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
932New |
$90.5K - $108K
|
932
$109K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
922+ 24.31% |
$89.6K - $107K
|
4.71K
$551K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
916+ 43.15% |
$89K - $106K
|
3.04K
$355K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
913+ 34.12% |
$88.7K - $106K
|
3.59K
$419K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
907+ 11.35% |
$88.1K - $105K
|
8.9K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
903+ 5.22% |
$87.7K - $104K
|
18.2K
$2.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
887+ 6.91% |
$86.2K - $103K
|
13.7K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
BUY
|
- |
872+ 0.87% |
$84.7K - $101K
|
102K
$11.9M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
852+ 281.19% |
$82.8K - $98.5K
|
1.16K
$135K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
845+ 2.05% |
$82.1K - $97.7K
|
42K
$4.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
816+ 4.46% |
$79.3K - $94.3K
|
19.1K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
806+ 4.0% |
$78.3K - $93.1K
|
20.9K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
799+ 0.89% |
$77.6K - $92.3K
|
90.9K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
793+ 7.02% |
$77K - $91.6K
|
12.1K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
774+ 2.88% |
$75.2K - $89.5K
|
27.7K
$3.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
754+ 17.28% |
$73.2K - $87.1K
|
5.12K
$598K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
742+ 19.97% |
$72.1K - $85.8K
|
4.46K
$521K
|
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
740+ 12.38% |
$71.9K - $85.5K
|
6.72K
$785K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
710+ 100.0% |
$69K - $82.1K
|
1.42K
$166K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
708+ 1.07% |
$68.8K - $81.8K
|
66.6K
$7.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
707+ 16.49% |
$68.7K - $81.7K
|
4.99K
$583K
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
700+ 30.3% |
$68K - $80.9K
|
3.01K
$352K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
699+ 8.46% |
$67.9K - $80.8K
|
8.96K
$1.05M
|