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 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
697+ 0.55% |
$67.7K - $80.6K
|
127K
$14.8M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
696New |
$67.6K - $80.4K
|
696
$81.3K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
693+ 6.68% |
$67.3K - $80.1K
|
11.1K
$1.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
675New |
$65.6K - $78K
|
675
$78.9K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
661+ 28.63% |
$64.2K - $76.4K
|
2.97K
$347K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
657+ 15.58% |
$63.8K - $75.9K
|
4.88K
$570K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
655+ 5.4% |
$63.6K - $75.7K
|
12.8K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
655+ 1.22% |
$63.6K - $75.7K
|
54.1K
$6.33M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
655+ 18.26% |
$63.6K - $75.7K
|
4.24K
$496K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
640New |
$62.2K - $74K
|
640
$74.8K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
629+ 3.85% |
$61.1K - $72.7K
|
17K
$1.98M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
601+ 3.57% |
$58.4K - $69.5K
|
17.4K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
599+ 7.61% |
$58.2K - $69.2K
|
8.47K
$990K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
591+ 15.02% |
$57.4K - $68.3K
|
4.53K
$529K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
580+ 10.03% |
$56.3K - $67K
|
6.36K
$743K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
580+ 8.05% |
$56.3K - $67K
|
7.78K
$909K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
578+ 1.4% |
$56.1K - $66.8K
|
42K
$4.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
570+ 16.18% |
$55.4K - $65.9K
|
4.09K
$478K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
567+ 17.16% |
$55.1K - $65.5K
|
3.87K
$452K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
535+ 14.14% |
$52K - $61.8K
|
4.32K
$505K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
535+ 0.63% |
$52K - $61.8K
|
85.1K
$9.95M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
511+ 0.97% |
$49.6K - $59.1K
|
53.2K
$6.21M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
509+ 3.19% |
$49.4K - $58.8K
|
16.5K
$1.92M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
508+ 9.2% |
$49.3K - $58.7K
|
6.03K
$704K
|
|
|
May 08, 2025
Q1 2025
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
500+ 1.79% |
$48.6K - $57.8K
|
28.5K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
500New |
$48.6K - $57.8K
|
500
$58.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
498+ 15.38% |
$48.4K - $57.6K
|
3.74K
$437K
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
498+ 5.75% |
$48.4K - $57.6K
|
9.15K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
494+ 3.42% |
$48K - $57.1K
|
14.9K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
490+ 1.26% |
$47.6K - $56.6K
|
39.3K
$4.59M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
488+ 2.41% |
$47.4K - $56.4K
|
20.7K
$2.42M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
488+ 7.84% |
$47.4K - $56.4K
|
6.71K
$784K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
486+ 5.6% |
$47.2K - $56.2K
|
9.16K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
484+ 4.33% |
$47K - $55.9K
|
11.7K
$1.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
473+ 3.17% |
$45.9K - $54.7K
|
15.4K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
459+ 1275.0% |
$44.6K - $53K
|
495
$57.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
457+ 3.24% |
$44.4K - $52.8K
|
14.6K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
453+ 12.6% |
$44K - $52.4K
|
4.05K
$473K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
447+ 5.19% |
$43.4K - $51.7K
|
9.06K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
446+ 17.25% |
$43.3K - $51.5K
|
3.03K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
443+ 1.67% |
$43K - $51.2K
|
27K
$3.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
442+ 1.16% |
$42.9K - $51.1K
|
38.7K
$4.52M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
429+ 4.22% |
$41.7K - $49.6K
|
10.6K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
422+ 2.76% |
$41K - $48.8K
|
15.7K
$1.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
412+ 7.8% |
$40K - $47.6K
|
5.69K
$665K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
411+ 14.21% |
$39.9K - $47.5K
|
3.3K
$386K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
407+ 23.53% |
$39.5K - $47K
|
2.14K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
405New |
$39.3K - $46.8K
|
405
$47.3K
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
382+ 3.3% |
$37.1K - $44.1K
|
12K
$1.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
377+ 9.06% |
$36.6K - $43.6K
|
4.54K
$530K
|