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 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
92+ 1.74% |
$9.38K - $11.1K
|
5.37K
$627K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
85+ 5.84% |
$8.67K - $10.3K
|
1.54K
$180K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
85+ 1.88% |
$8.67K - $10.3K
|
4.61K
$539K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
78+ 2.58% |
$7.95K - $9.44K
|
3.1K
$362K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
75+ 1.68% |
$7.65K - $9.08K
|
4.53K
$529K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
70+ 2.44% |
$7.14K - $8.47K
|
2.94K
$343K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
61+ 1.67% |
$6.22K - $7.38K
|
3.71K
$433K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
58New |
$5.91K - $7.02K
|
58
$6.78K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
56+ 2.11% |
$5.71K - $6.78K
|
2.71K
$316K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
49+ 10.56% |
$5K - $5.93K
|
513
$59.9K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
47+ 1.31% |
$4.79K - $5.69K
|
3.64K
$425K
|
|
|
Jul 09, 2025
Q2 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
47+ 0.06% |
$4.79K - $5.69K
|
80.9K
$9.45M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
47+ 0.81% |
$4.79K - $5.69K
|
5.88K
$687K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
40+ 2.8% |
$4.08K - $4.84K
|
1.47K
$172K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
39+ 0.64% |
$3.98K - $4.72K
|
6.17K
$721K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
32+ 0.49% |
$3.26K - $3.87K
|
6.53K
$763K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
31+ 1.19% |
$3.16K - $3.75K
|
2.63K
$307K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
21+ 0.69% |
$2.14K - $2.54K
|
3.06K
$357K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
17+ 0.26% |
$1.73K - $2.06K
|
6.63K
$774K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
16+ 0.31% |
$1.63K - $1.94K
|
5.15K
$601K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
13+ 1.29% |
$1.33K - $1.57K
|
1.02K
$119K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
13+ 8.02% |
$1.33K - $1.57K
|
175
$20.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
7+ 0.33% |
$714 - $847
|
2.11K
$247K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6+ 0.09% |
$612 - $726
|
7.04K
$823K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5+ 0.19% |
$510 - $605
|
2.57K
$301K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5New |
$510 - $605
|
5
$584
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
5+ 0.23% |
$510 - $605
|
2.22K
$259K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
4+ 0.06% |
$408 - $484
|
6.8K
$795K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
4+ 0.07% |
$408 - $484
|
5.87K
$686K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4+ 0.18% |
$408 - $484
|
2.28K
$267K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
3+ 0.44% |
$306 - $363
|
686
$80.1K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.15% |
$204 - $242
|
1.36K
$159K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 6.25% |
$102 - $121
|
15
$1.75K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3- 0.05% |
$306 - $363
|
6.05K
$707K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-5- 0.12% |
$510 - $605
|
4K
$468K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-5- 1.23% |
$510 - $605
|
400
$46.7K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-9- 1.48% |
$918 - $1.09K
|
599
$70K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-10- 0.41% |
$1.02K - $1.21K
|
2.45K
$286K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
SELL
|
- |
-17- 0.51% |
$1.73K - $2.06K
|
3.3K
$386K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-19- 0.62% |
$1.94K - $2.3K
|
3.07K
$358K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-20- 0.54% |
$2.04K - $2.42K
|
3.72K
$434K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-25- 1.17% |
$2.55K - $3.03K
|
2.11K
$247K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-25- 0.73% |
$2.55K - $3.03K
|
3.39K
$396K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-27- 0.19% |
$2.75K - $3.27K
|
13.8K
$1.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-30- 1.63% |
$3.06K - $3.63K
|
1.81K
$212K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-30- 0.49% |
$3.06K - $3.63K
|
6.05K
$707K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-34- 1.23% |
$3.47K - $4.11K
|
2.73K
$319K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-35- 9.19% |
$3.57K - $4.24K
|
346
$40.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-36- 0.71% |
$3.67K - $4.36K
|
5.07K
$592K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-38- 0.32% |
$3.87K - $4.6K
|
11.7K
$1.37M
|