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 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
106+ 1.18% |
$12K - $13.8K
|
9.06K
$1.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
106+ 2.06% |
$12K - $13.8K
|
5.25K
$687K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
100+ 0.69% |
$11.4K - $13K
|
14.6K
$1.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
99+ 5.99% |
$11.2K - $12.8K
|
1.75K
$229K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
78+ 1.66% |
$8.85K - $10.1K
|
4.76K
$623K
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
75+ 4.36% |
$8.51K - $9.73K
|
1.79K
$235K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
59New |
$6.7K - $7.65K
|
59
$7.72K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
59+ 1.59% |
$6.7K - $7.65K
|
3.77K
$492K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
49+ 7.84% |
$5.56K - $6.36K
|
674
$88.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
44+ 0.73% |
$4.99K - $5.71K
|
6.04K
$789K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
43+ 8.6% |
$4.88K - $5.58K
|
543
$71K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
42+ 17.87% |
$4.77K - $5.45K
|
277
$36.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
36+ 1.07% |
$4.09K - $4.67K
|
3.42K
$447K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
36+ 1.17% |
$4.09K - $4.67K
|
3.12K
$408K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
35+ 1.52% |
$3.97K - $4.54K
|
2.34K
$306K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
35+ 1.08% |
$3.97K - $4.54K
|
3.29K
$430K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
25+ 0.81% |
$2.84K - $3.24K
|
3.12K
$408K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
23New |
$2.61K - $2.98K
|
23
$3.01K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
23+ 4.48% |
$2.61K - $2.98K
|
536
$70.1K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
21+ 0.34% |
$2.38K - $2.72K
|
6.19K
$810K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
20New |
$2.27K - $2.59K
|
20
$2.62K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
16+ 0.96% |
$1.82K - $2.08K
|
1.69K
$221K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
16+ 16.0% |
$1.82K - $2.08K
|
116
$15.2K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
15+ 0.26% |
$1.7K - $1.95K
|
5.89K
$771K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
BUY
|
- |
5+ 0.02% |
$568 - $649
|
21.4K
$2.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4+ 0.19% |
$454 - $519
|
2.13K
$278K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.09% |
$114 - $130
|
1.11K
$145K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-1- 0.03% |
$114 - $130
|
3.72K
$486K
|
|
|
Oct 10, 2025
Q3 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-6- 0.03% |
$681 - $778
|
17.8K
$2.32M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7- 0.22% |
$795 - $908
|
3.18K
$415K
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-8- 0.02% |
$908 - $1.04K
|
41.9K
$5.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-10- 0.4% |
$1.14K - $1.3K
|
2.52K
$330K
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-10- 0.17% |
$1.14K - $1.3K
|
6.04K
$790K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-13- 7.43% |
$1.48K - $1.69K
|
162
$21.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-19- 0.16% |
$2.16K - $2.46K
|
12.2K
$1.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-25- 0.47% |
$2.84K - $3.24K
|
5.34K
$698K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-30- 0.6% |
$3.41K - $3.89K
|
4.96K
$649K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-32- 11.03% |
$3.63K - $4.15K
|
258
$33.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
SELL
|
- |
-32- 0.79% |
$3.63K - $4.15K
|
4.01K
$524K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-32- 0.63% |
$3.63K - $4.15K
|
5.04K
$658K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-33- 18.44% |
$3.75K - $4.28K
|
146
$19.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-42- 1.11% |
$4.77K - $5.45K
|
3.75K
$491K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-47- 1.13% |
$5.33K - $6.1K
|
4.12K
$539K
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
SELL
|
- |
-51- 0.77% |
$5.79K - $6.62K
|
6.57K
$859K
|
|
|
Oct 15, 2025
Q3 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-62- 2.55% |
$7.04K - $8.04K
|
2.37K
$310K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-64- 0.59% |
$7.26K - $8.3K
|
10.8K
$1.41M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-66- 1.01% |
$7.49K - $8.56K
|
6.47K
$846K
|
|
|
Oct 15, 2025
Q3 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-83- 0.68% |
$9.42K - $10.8K
|
12.1K
$1.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-91- 0.32% |
$10.3K - $11.8K
|
28.3K
$3.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 2.25% |
$11.4K - $13K
|
4.34K
$568K
|