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 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-40- 28.57% |
$4.08K - $4.84K
|
100
$11.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-45- 0.99% |
$4.59K - $5.45K
|
4.49K
$525K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-49- 0.82% |
$5K - $5.93K
|
5.92K
$692K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-50- 0.77% |
$5.1K - $6.05K
|
6.41K
$749K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-54- 1.57% |
$5.51K - $6.53K
|
3.38K
$395K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-62- 63.27% |
$6.32K - $7.5K
|
36
$4.21K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-65- 2.07% |
$6.63K - $7.87K
|
3.08K
$359K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-65- 0.56% |
$6.63K - $7.87K
|
11.6K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-71- 0.17% |
$7.24K - $8.59K
|
41.9K
$4.9M
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-75- 1.6% |
$7.65K - $9.08K
|
4.61K
$539K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-77- 3.06% |
$7.85K - $9.32K
|
2.44K
$285K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-84- 0.41% |
$8.56K - $10.2K
|
20.6K
$2.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-85- 1.56% |
$8.67K - $10.3K
|
5.36K
$626K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-90- 0.65% |
$9.18K - $10.9K
|
13.8K
$1.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-90- 26.87% |
$9.18K - $10.9K
|
245
$28.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-94- 2.03% |
$9.58K - $11.4K
|
4.53K
$529K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-95- 17.15% |
$9.69K - $11.5K
|
459
$53.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-95- 64.63% |
$9.69K - $11.5K
|
52
$6.08K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-100- 4.45% |
$10.2K - $12.1K
|
2.15K
$251K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-100- 1.26% |
$10.2K - $12.1K
|
7.81K
$913K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-100- 2.78% |
$10.2K - $12.1K
|
3.5K
$409K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-100- 21.51% |
$10.2K - $12.1K
|
365
$42.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-110- 0.62% |
$11.2K - $13.3K
|
17.6K
$2.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-114- 3.17% |
$11.6K - $13.8K
|
3.49K
$407K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-120- 4.25% |
$12.2K - $14.5K
|
2.7K
$316K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-122- 5.91% |
$12.4K - $14.8K
|
1.94K
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-124- 0.73% |
$12.6K - $15K
|
16.8K
$1.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-128- 1.03% |
$13.1K - $15.5K
|
12.3K
$1.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-130- 4.42% |
$13.3K - $15.7K
|
2.81K
$329K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-137- 7.49% |
$14K - $16.6K
|
1.69K
$198K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-149- 7.45% |
$15.2K - $18K
|
1.85K
$216K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-150- 3.66% |
$15.3K - $18.2K
|
3.94K
$461K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-150- 2.41% |
$15.3K - $18.2K
|
6.07K
$709K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-153- 3.54% |
$15.6K - $18.5K
|
4.17K
$487K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-161- 2.91% |
$16.4K - $19.5K
|
5.38K
$628K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-161- 5.42% |
$16.4K - $19.5K
|
2.81K
$328K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-166- 3.34% |
$16.9K - $20.1K
|
4.8K
$561K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-194- 6.29% |
$19.8K - $23.5K
|
2.89K
$338K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-200- 5.26% |
$20.4K - $24.2K
|
3.6K
$421K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-206- 9.23% |
$21K - $24.9K
|
2.03K
$237K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-215- 1.29% |
$21.9K - $26K
|
16.5K
$1.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-235- 2.42% |
$24K - $28.4K
|
9.49K
$1.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-237- 6.56% |
$24.2K - $28.7K
|
3.38K
$395K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-237- 4.35% |
$24.2K - $28.7K
|
5.21K
$609K
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-240- 4.48% |
$24.5K - $29K
|
5.12K
$598K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-249- 4.37% |
$25.4K - $30.1K
|
5.45K
$636K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-256- 12.4% |
$26.1K - $31K
|
1.81K
$211K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-271- 6.5% |
$27.6K - $32.8K
|
3.9K
$455K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-275- 1.48% |
$28K - $33.3K
|
18.3K
$2.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-292- 11.76% |
$29.8K - $35.3K
|
2.19K
$256K
|