Purchases and Sales Made in Q3 2025 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
26.4KNew |
$2.99M - $3.42M
|
26.4K
$3.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
9.51K+ 11.69% |
$1.08M - $1.23M
|
90.9K
$11.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
9.15K+ 222.52% |
$1.04M - $1.19M
|
13.3K
$1.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.35K+ 24.8% |
$948K - $1.08M
|
42K
$5.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
6.82K+ 8.25% |
$774K - $884K
|
89.5K
$11.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
3.85K+ 60.01% |
$437K - $500K
|
10.3K
$1.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
BUY
|
- |
3.78KNew |
$429K - $490K
|
3.78K
$494K
|
|
|
Oct 14, 2025
Q3 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
3KNew |
$341K - $389K
|
3K
$392K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.53K+ 31.3% |
$287K - $328K
|
10.6K
$1.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.05KNew |
$232K - $265K
|
2.05K
$267K
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
2KNew |
$227K - $259K
|
2K
$262K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.81KNew |
$206K - $235K
|
1.81K
$237K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.74K+ 4.06% |
$197K - $225K
|
44.5K
$5.82M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.6KNew |
$182K - $208K
|
1.6K
$209K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.26K+ 8.09% |
$143K - $164K
|
16.9K
$2.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Albert D Mason Inc
|
BUY
|
- |
1.14K+ 4.66% |
$129K - $147K
|
25.5K
$3.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.1K+ 19.62% |
$125K - $143K
|
6.72K
$879K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
981+ 5.66% |
$111K - $127K
|
18.3K
$2.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
868+ 10.34% |
$98.5K - $113K
|
9.26K
$1.21M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
753+ 17.84% |
$85.5K - $97.7K
|
4.98K
$651K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
741+ 4.74% |
$84.1K - $96.1K
|
16.4K
$2.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
709+ 9.01% |
$80.5K - $92K
|
8.58K
$1.12M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
705+ 7.43% |
$80K - $91.5K
|
10.2K
$1.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
677+ 11.28% |
$76.8K - $87.8K
|
6.68K
$873K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
673+ 6.56% |
$76.4K - $87.3K
|
10.9K
$1.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
620+ 5.4% |
$70.4K - $80.4K
|
12.1K
$1.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
529+ 17.02% |
$60K - $68.6K
|
3.64K
$476K
|
|
|
Oct 08, 2025
Q3 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
475+ 7.12% |
$53.9K - $61.6K
|
7.15K
$935K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
465+ 0.61% |
$52.8K - $60.3K
|
77.1K
$10.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
463+ 13.7% |
$52.6K - $60.1K
|
3.84K
$502K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
411+ 2.7% |
$46.6K - $53.3K
|
15.6K
$2.05M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
398+ 21.58% |
$45.2K - $51.6K
|
2.24K
$293K
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
397+ 14.32% |
$45.1K - $51.5K
|
3.17K
$415K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
386+ 6.18% |
$43.8K - $50.1K
|
6.64K
$868K
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
329+ 3.47% |
$37.3K - $42.7K
|
9.82K
$1.28M
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
BUY
|
- |
295+ 1.45% |
$33.5K - $38.3K
|
20.7K
$2.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
270+ 13.37% |
$30.6K - $35K
|
2.29K
$299K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
255+ 8.33% |
$28.9K - $33.1K
|
3.32K
$434K
|
|
|
Oct 07, 2025
Q3 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
253+ 0.86% |
$28.7K - $32.8K
|
29.5K
$3.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
238+ 5.26% |
$27K - $30.9K
|
4.77K
$623K
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
234+ 2.48% |
$26.6K - $30.4K
|
9.66K
$1.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
207+ 5.68% |
$23.5K - $26.9K
|
3.85K
$503K
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
200+ 3.48% |
$22.7K - $25.9K
|
5.94K
$777K
|
|
|
Oct 14, 2025
Q3 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
190+ 0.76% |
$21.6K - $24.6K
|
25.3K
$3.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
189+ 3.21% |
$21.5K - $24.5K
|
6.08K
$795K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
185+ 1.1% |
$21K - $24K
|
17K
$2.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
169+ 5.33% |
$19.2K - $21.9K
|
3.34K
$437K
|
|
|
Oct 14, 2025
Q3 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
109+ 3.03% |
$12.4K - $14.1K
|
3.71K
$485K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
109+ 1.07% |
$12.4K - $14.1K
|
10.3K
$1.34M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
108+ 0.7% |
$12.3K - $14K
|
15.6K
$2.04M
|