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
|
Plimoth Trust CO LLC
|
SELL
|
- |
-100- 4.84% |
$11.4K - $13K
|
1.97K
$257K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-101- 1.72% |
$11.5K - $13.1K
|
5.77K
$754K
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-109- 3.77% |
$12.4K - $14.1K
|
2.78K
$364K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-112- 2.44% |
$12.7K - $14.5K
|
4.48K
$586K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-115- 0.56% |
$13.1K - $14.9K
|
20.4K
$2.67M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-116- 1.73% |
$13.2K - $15K
|
6.57K
$859K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-123- 2.73% |
$14K - $16K
|
4.39K
$573K
|
|
|
Oct 09, 2025
Q3 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-123- 0.55% |
$14K - $16K
|
22.4K
$2.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-149- 1.85% |
$16.9K - $19.3K
|
7.88K
$1.03M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-160- 46.24% |
$18.2K - $20.8K
|
186
$24.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-165- 5.77% |
$18.7K - $21.4K
|
2.69K
$352K
|
|
|
Oct 15, 2025
Q3 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-170- 7.17% |
$19.3K - $22.1K
|
2.2K
$288K
|
|
|
Oct 09, 2025
Q3 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-177- 7.84% |
$20.1K - $23K
|
2.08K
$272K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-200- 5.5% |
$22.7K - $25.9K
|
3.44K
$450K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-200- 5.41% |
$22.7K - $25.9K
|
3.5K
$458K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-204- 7.2% |
$23.2K - $26.5K
|
2.63K
$344K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-208- 3.48% |
$23.6K - $27K
|
5.76K
$753K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-221- 1.54% |
$25.1K - $28.7K
|
14.1K
$1.85M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-222- 10.13% |
$25.2K - $28.8K
|
1.97K
$258K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-250- 11.38% |
$28.4K - $32.4K
|
1.95K
$254K
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-252- 1.83% |
$28.6K - $32.7K
|
13.5K
$1.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-261- 13.91% |
$29.6K - $33.9K
|
1.62K
$211K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-266- 26.13% |
$30.2K - $34.5K
|
752
$98.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-341- 1.94% |
$38.7K - $44.2K
|
17.2K
$2.25M
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-347- 6.37% |
$39.4K - $45K
|
5.1K
$667K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-360- 13.33% |
$40.9K - $46.7K
|
2.34K
$306K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-364- 3.34% |
$41.3K - $47.2K
|
10.6K
$1.38M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-367- 1.18% |
$41.7K - $47.6K
|
30.8K
$4.03M
|
|
|
Oct 07, 2025
Q3 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-377- 7.64% |
$42.8K - $48.9K
|
4.56K
$596K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-404- 5.76% |
$45.9K - $52.4K
|
6.61K
$864K
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-425- 11.81% |
$48.2K - $55.1K
|
3.18K
$415K
|
|
|
Oct 08, 2025
Q3 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-428- 6.4% |
$48.6K - $55.5K
|
6.26K
$819K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-451- 4.73% |
$51.2K - $58.5K
|
9.08K
$1.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-466- 1.2% |
$52.9K - $60.5K
|
38.4K
$5.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-478- 13.71% |
$54.3K - $62K
|
3.01K
$393K
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-482- 0.54% |
$54.7K - $62.5K
|
88.3K
$11.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-511- 2.51% |
$58K - $66.3K
|
19.9K
$2.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-550- 2.53% |
$62.4K - $71.4K
|
21.2K
$2.77M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-642- 5.0% |
$72.9K - $83.3K
|
12.2K
$1.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-647- 2.14% |
$73.4K - $83.9K
|
29.5K
$3.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-776- 3.29% |
$88.1K - $101K
|
22.8K
$2.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-819- 1.76% |
$93K - $106K
|
45.7K
$5.98M
|
|
|
Oct 08, 2025
Q3 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-915- 5.05% |
$104K - $119K
|
17.2K
$2.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-979- 10.17% |
$111K - $127K
|
8.65K
$1.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.05K- 11.4% |
$119K - $136K
|
8.16K
$1.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.12K- 1.3% |
$127K - $145K
|
84.7K
$11.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.25K- 69.06% |
$142K - $162K
|
560
$73.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-1.29K- 1.39% |
$147K - $167K
|
91.8K
$12M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.81K- 99.67% |
$205K - $235K
|
6
$785
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.15K- 10.86% |
$357K - $408K
|
25.8K
$3.38M
|