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
|
Clear Street Markets LLC
|
BUY
|
- |
200New |
$19.4K - $23.1K
|
200
$23.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
199+ 5.08% |
$19.3K - $23K
|
4.12K
$481K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
198+ 172.17% |
$19.2K - $22.9K
|
313
$36.6K
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
198+ 3.22% |
$19.2K - $22.9K
|
6.34K
$741K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
197+ 8.64% |
$19.1K - $22.8K
|
2.48K
$289K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
196+ 6.96% |
$19K - $22.7K
|
3.01K
$352K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
190+ 7.11% |
$18.5K - $22K
|
2.86K
$334K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
190+ 6.94% |
$18.5K - $22K
|
2.93K
$342K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
183+ 366.0% |
$17.8K - $21.1K
|
233
$27.2K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
183+ 2.74% |
$17.8K - $21.1K
|
6.87K
$803K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
180New |
$17.5K - $20.8K
|
180
$21K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
178+ 3.63% |
$17.3K - $20.6K
|
5.09K
$594K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
174+ 2.22% |
$16.9K - $20.1K
|
8.02K
$937K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
173+ 5.13% |
$16.8K - $20K
|
3.55K
$415K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
172+ 3.94% |
$16.7K - $19.9K
|
4.53K
$530K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
171+ 3.99% |
$16.6K - $19.8K
|
4.45K
$520K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
171+ 2.43% |
$16.6K - $19.8K
|
7.21K
$842K
|
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
170+ 0.23% |
$16.5K - $19.6K
|
75.6K
$8.83M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
165New |
$16K - $19.1K
|
165
$19.3K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
164+ 5.42% |
$15.9K - $19K
|
3.19K
$373K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
163+ 19.95% |
$15.8K - $18.8K
|
980
$114K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
162New |
$15.7K - $18.7K
|
162
$18.9K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
161+ 6.35% |
$15.6K - $18.6K
|
2.7K
$315K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
158New |
$15.3K - $18.3K
|
158
$18.5K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
157+ 9.14% |
$15.3K - $18.1K
|
1.87K
$219K
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
155+ 2.14% |
$15.1K - $17.9K
|
7.4K
$865K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
154+ 4.61% |
$15K - $17.8K
|
3.49K
$408K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
154+ 15.51% |
$15K - $17.8K
|
1.15K
$134K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
153+ 2.41% |
$14.9K - $17.7K
|
6.5K
$760K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
150New |
$14.6K - $17.3K
|
150
$17.5K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
149+ 4.35% |
$14.5K - $17.2K
|
3.58K
$418K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
149+ 5.07% |
$14.5K - $17.2K
|
3.09K
$361K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
148New |
$14.4K - $17.1K
|
148
$17.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
143+ 4.25% |
$13.9K - $16.5K
|
3.51K
$410K
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
BUY
|
- |
142+ 0.3% |
$13.8K - $16.4K
|
48K
$5.6M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
141+ 1.46% |
$13.7K - $16.3K
|
9.79K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
140+ 1.4% |
$13.6K - $16.2K
|
10.1K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
139+ 4.31% |
$13.5K - $16.1K
|
3.36K
$393K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
139+ 0.33% |
$13.5K - $16.1K
|
42.2K
$4.93M
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
137+ 0.72% |
$13.3K - $15.8K
|
19.2K
$2.24M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
BUY
|
- |
135+ 0.72% |
$13.1K - $15.6K
|
18.9K
$2.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
135+ 3.01% |
$13.1K - $15.6K
|
4.62K
$540K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
132+ 2.04% |
$12.8K - $15.3K
|
6.61K
$772K
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
131+ 3.7% |
$12.7K - $15.1K
|
3.68K
$429K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
125+ 4.81% |
$12.1K - $14.4K
|
2.73K
$318K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
124+ 18.16% |
$12K - $14.3K
|
807
$94.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
122+ 0.89% |
$11.9K - $14.1K
|
13.9K
$1.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
120+ 8.02% |
$11.7K - $13.9K
|
1.62K
$189K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
119+ 0.07% |
$11.6K - $13.8K
|
159K
$18.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
119+ 5.31% |
$11.6K - $13.8K
|
2.36K
$276K
|