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
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-616- 15.91% |
$62.8K - $74.5K
|
3.26K
$382K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-647- 8.9% |
$66K - $78.3K
|
6.62K
$778K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-700- 7.24% |
$71.4K - $84.7K
|
8.98K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-700- 1.29% |
$71.4K - $84.7K
|
53.4K
$6.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-701- 6.4% |
$71.5K - $84.8K
|
10.3K
$1.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-706- 5.5% |
$72K - $85.4K
|
12.1K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-731- 3.01% |
$74.5K - $88.5K
|
23.6K
$2.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-740- 4.06% |
$75.5K - $89.5K
|
17.5K
$2.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-809- 9.15% |
$82.5K - $97.9K
|
8.03K
$944K
|
|
|
Jul 24, 2025
Q2 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-829- 15.43% |
$84.5K - $100K
|
4.55K
$534K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-848- 1.39% |
$86.5K - $103K
|
60.1K
$7.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-866- 8.25% |
$88.3K - $105K
|
9.63K
$1.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-903- 0.96% |
$92.1K - $109K
|
93.1K
$10.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-917- 8.78% |
$93.5K - $111K
|
9.53K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-950- 2.96% |
$96.9K - $115K
|
31.2K
$3.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-1K- 3.83% |
$102K - $121K
|
25.1K
$2.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.05K- 3.36% |
$107K - $127K
|
30.2K
$3.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.1K- 37.8% |
$112K - $133K
|
1.81K
$213K
|
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-1.15K- 8.66% |
$117K - $139K
|
12.1K
$1.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-1.22K- 2.35% |
$125K - $148K
|
50.8K
$5.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1.27K- 23.47% |
$129K - $153K
|
4.14K
$486K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.34K- 6.86% |
$136K - $162K
|
18.1K
$2.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-1.36K- 19.49% |
$138K - $164K
|
5.6K
$658K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.38K- 7.36% |
$141K - $167K
|
17.4K
$2.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.44K- 14.58% |
$146K - $174K
|
8.41K
$987K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.6K- 22.09% |
$164K - $194K
|
5.66K
$664K
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.64K- 2.08% |
$167K - $198K
|
77.3K
$9.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.65K- 4.07% |
$168K - $200K
|
38.9K
$4.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.66K- 8.5% |
$169K - $201K
|
17.9K
$2.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-1.77K- 11.0% |
$180K - $214K
|
14.3K
$1.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-1.82K- 15.99% |
$185K - $220K
|
9.55K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.95K- 30.26% |
$199K - $236K
|
4.49K
$527K
|
|
|
Jul 14, 2025
Q2 2025
|
Arlington Partners LLC
|
SELL
|
- |
-1.98K- 4.84% |
$202K - $239K
|
38.9K
$4.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.15K- 31.5% |
$220K - $261K
|
4.69K
$550K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.39K- 7.76% |
$244K - $290K
|
28.4K
$3.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.78K- 9.12% |
$385K - $457K
|
37.6K
$4.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-3.9K- 86.2% |
$398K - $472K
|
625
$73.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-4.2K- 2.48% |
$429K - $509K
|
165K
$19.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.31K- 24.46% |
$439K - $522K
|
13.3K
$1.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10.4K- 13.61% |
$1.06M - $1.26M
|
66.1K
$7.76M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-11.8K- 75.62% |
$1.2M - $1.42M
|
3.79K
$446K
|
|
|
Jul 22, 2025
Q2 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-11.9K- 7.89% |
$1.21M - $1.44M
|
139K
$16.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-15.6K- 19.51% |
$1.59M - $1.89M
|
64.5K
$7.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-18.6K- 38.75% |
$1.89M - $2.25M
|
29.3K
$3.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-22.7K- 9.23% |
$2.31M - $2.74M
|
223K
$26.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-25.6K- 5.97% |
$2.61M - $3.09M
|
402K
$47.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-26.9K- 71.45% |
$2.74M - $3.25M
|
10.7K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-88.7K- 90.14% |
$9.04M - $10.7M
|
9.7K
$1.14M
|