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
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
376+ 3.42% |
$36.5K - $43.5K
|
11.4K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
372+ 2.32% |
$36.1K - $43K
|
16.4K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
369+ 1.28% |
$35.8K - $42.6K
|
29.3K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
366+ 4.9% |
$35.6K - $42.3K
|
7.84K
$916K
|
|
|
May 14, 2025
Q1 2025
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
365+ 0.24% |
$35.5K - $42.2K
|
152K
$17.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
362+ 5.47% |
$35.2K - $41.8K
|
6.98K
$816K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
360+ 4.3% |
$35K - $41.6K
|
8.73K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
358+ 6.92% |
$34.8K - $41.4K
|
5.53K
$647K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
358+ 6.9% |
$34.8K - $41.4K
|
5.54K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
355+ 14.77% |
$34.5K - $41K
|
2.76K
$322K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
346+ 1.44% |
$33.6K - $40K
|
24.4K
$2.85M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
345+ 12.85% |
$33.5K - $39.9K
|
3.03K
$354K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
333+ 6.51% |
$32.3K - $38.5K
|
5.45K
$637K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
326+ 1.11% |
$31.7K - $37.7K
|
29.6K
$3.46M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
325+ 12.0% |
$31.6K - $37.6K
|
3.03K
$354K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
322+ 4.24% |
$31.3K - $37.2K
|
7.91K
$924K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
317+ 118.73% |
$30.8K - $36.6K
|
584
$68.2K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
314+ 2.14% |
$30.5K - $36.3K
|
15K
$1.75M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
310+ 4.57% |
$30.1K - $35.8K
|
7.09K
$828K
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
297+ 10.45% |
$28.9K - $34.3K
|
3.14K
$367K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
285+ 8.73% |
$27.7K - $32.9K
|
3.55K
$415K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
277+ 3.57% |
$26.9K - $32K
|
8.04K
$939K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
272+ 11.62% |
$26.4K - $31.4K
|
2.61K
$305K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
270+ 8.31% |
$26.2K - $31.2K
|
3.52K
$411K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
267+ 3.81% |
$25.9K - $30.9K
|
7.27K
$849K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
265+ 9.8% |
$25.7K - $30.6K
|
2.97K
$347K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
264+ 1.04% |
$25.6K - $30.5K
|
25.8K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
259New |
$25.2K - $29.9K
|
259
$30.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
256+ 3.62% |
$24.9K - $29.6K
|
7.33K
$856K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
252+ 9.04% |
$24.5K - $29.1K
|
3.04K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
252+ 1.44% |
$24.5K - $29.1K
|
17.7K
$2.07M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
245+ 2.11% |
$23.8K - $28.3K
|
11.9K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
241+ 8.0% |
$23.4K - $27.9K
|
3.25K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
233+ 8.18% |
$22.6K - $26.9K
|
3.08K
$360K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
230+ 7.34% |
$22.3K - $26.6K
|
3.36K
$393K
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
225+ 2.93% |
$21.9K - $26K
|
7.9K
$923K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
222+ 1.86% |
$21.6K - $25.7K
|
12.1K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
222+ 1.19% |
$21.6K - $25.7K
|
18.9K
$2.21M
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
220New |
$21.4K - $25.4K
|
220
$25.7K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
219+ 4.33% |
$21.3K - $25.3K
|
5.28K
$617K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
217+ 2.27% |
$21.1K - $25.1K
|
9.78K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
214New |
$20.8K - $24.7K
|
214
$25K
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
210+ 3.8% |
$20.4K - $24.3K
|
5.74K
$670K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
209+ 5.02% |
$20.3K - $24.2K
|
4.37K
$511K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
200+ 2.68% |
$19.4K - $23.1K
|
7.66K
$895K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
200New |
$19.4K - $23.1K
|
200
$23.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
200+ 0.46% |
$19.4K - $23.1K
|
43.6K
$5.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
200+ 19.57% |
$19.4K - $23.1K
|
1.22K
$143K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
200+ 0.88% |
$19.4K - $23.1K
|
22.9K
$2.67M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
200+ 38.46% |
$19.4K - $23.1K
|
720
$84.1K
|