Purchases and Sales Made in Q2 2025 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
86.4K+ 38.54% |
$8.8M - $10.4M
|
310K
$35.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
32.3KNew |
$3.29M - $3.91M
|
32.3K
$3.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
28.7K+ 3.73% |
$2.93M - $3.48M
|
798K
$91.1M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
26.1KNew |
$2.66M - $3.15M
|
26.1K
$2.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
26K+ 788.65% |
$2.65M - $3.15M
|
29.3K
$3.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
15.6KNew |
$1.59M - $1.89M
|
15.6K
$1.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.5K+ 52.77% |
$1.07M - $1.28M
|
30.5K
$3.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
9.58KNew |
$977K - $1.16M
|
9.58K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.81K+ 18.95% |
$898K - $1.07M
|
55.3K
$6.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
6.28KNew |
$640K - $760K
|
6.28K
$717K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.78K+ 4.11% |
$589K - $699K
|
147K
$16.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.77K+ 3.1% |
$588K - $698K
|
192K
$21.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
5.74KNew |
$585K - $694K
|
5.74K
$655K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
5.62KNew |
$573K - $680K
|
5.62K
$642K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.02K+ 140.5% |
$511K - $607K
|
8.59K
$980K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.89KNew |
$397K - $471K
|
3.89K
$444K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.86K+ 23.38% |
$394K - $467K
|
20.4K
$2.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
BUY
|
- |
3.81K+ 0.3% |
$388K - $460K
|
1.26M
$144M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
3.72K+ 43.4% |
$379K - $450K
|
12.3K
$1.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.51KNew |
$358K - $425K
|
3.51K
$401K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.29KNew |
$336K - $398K
|
3.29K
$376K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
3.16K+ 23.0% |
$322K - $382K
|
16.9K
$1.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
3.09K+ 14.57% |
$315K - $374K
|
24.3K
$2.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.97KNew |
$303K - $359K
|
2.97K
$339K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
2.88K+ 57.61% |
$293K - $348K
|
7.87K
$898K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.83K+ 22.14% |
$289K - $343K
|
15.6K
$1.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.76K+ 8.92% |
$281K - $334K
|
33.7K
$3.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.58K+ 47.99% |
$263K - $312K
|
7.96K
$908K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
2.54KNew |
$259K - $308K
|
2.54K
$290K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
2.5K+ 13.22% |
$255K - $303K
|
21.4K
$2.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.3KNew |
$235K - $279K
|
2.3K
$263K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.2K+ 17.8% |
$224K - $266K
|
14.6K
$1.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.2KNew |
$224K - $266K
|
2.2K
$251K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.06K+ 18.28% |
$210K - $250K
|
13.4K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.99KNew |
$203K - $241K
|
1.99K
$227K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.78KNew |
$182K - $216K
|
1.78K
$204K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1.76KNew |
$179K - $213K
|
1.76K
$201K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.73KNew |
$177K - $210K
|
1.73K
$198K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.72KNew |
$175K - $208K
|
1.72K
$196K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.71KNew |
$174K - $207K
|
1.71K
$195K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.7K+ 10.88% |
$173K - $206K
|
17.3K
$1.98M
|
|
|
Jul 02, 2025
Q2 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
1.69KNew |
$172K - $204K
|
1.69K
$193K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.67KNew |
$171K - $203K
|
1.67K
$191K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.67KNew |
$170K - $201K
|
1.67K
$190K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.63K+ 3.78% |
$166K - $197K
|
44.7K
$5.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.56K+ 23.94% |
$159K - $189K
|
8.09K
$923K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.38K+ 28.28% |
$141K - $167K
|
6.25K
$713K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.31K+ 26.38% |
$133K - $158K
|
6.25K
$713K
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
1.3K+ 18.28% |
$132K - $157K
|
8.39K
$958K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
1.14K+ 5.94% |
$117K - $138K
|
20.4K
$2.33M
|