Purchases and Sales Made in Q4 2025 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
48.1K+ 13.42% |
$5.86M - $6.37M
|
406K
$53.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
43.8K+ 400.97% |
$5.34M - $5.8M
|
54.7K
$7.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
37.6K+ 726.9% |
$4.58M - $4.98M
|
42.8K
$5.63M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
37.5K+ 2560.96% |
$4.57M - $4.97M
|
39K
$5.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
28.3K+ 621.58% |
$3.45M - $3.75M
|
32.9K
$4.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
24.1KNew |
$2.93M - $3.19M
|
24.1K
$3.17M
|
|
|
Jan 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
22.4KNew |
$2.73M - $2.96M
|
22.4K
$2.94M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
20.3K+ 77.1% |
$2.47M - $2.69M
|
46.7K
$6.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
16.4K+ 151.88% |
$2M - $2.17M
|
27.2K
$3.58M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.1K+ 87.77% |
$1.96M - $2.13M
|
34.4K
$4.52M
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
10.3K+ 53.98% |
$1.25M - $1.36M
|
29.3K
$3.86M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.22K+ 3.45% |
$757K - $823K
|
186K
$24.5M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
5.76K+ 16.78% |
$701K - $762K
|
40.1K
$5.27M
|
|
|
Jan 21, 2026
Q4 2025
|
South Shore Capital Advisors
|
BUY
|
- |
4.57KNew |
$556K - $604K
|
4.57K
$601K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
4.39K+ 42.74% |
$535K - $581K
|
14.7K
$1.93M
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.08K+ 26.09% |
$497K - $540K
|
19.7K
$2.59M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.54K+ 20.89% |
$432K - $469K
|
20.5K
$2.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.15K+ 23.7% |
$383K - $417K
|
16.4K
$2.16M
|
|
|
Jan 06, 2026
Q4 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
3KNew |
$365K - $397K
|
3K
$395K
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
2.66KNew |
$324K - $352K
|
2.66K
$349K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.56KNew |
$312K - $339K
|
2.56K
$337K
|
|
|
Jan 23, 2026
Q4 2025
|
Jm2 Capital Inc.
Edmond, OK |
BUY
|
- |
2.55KNew |
$310K - $337K
|
2.55K
$335K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.37K+ 315.43% |
$289K - $314K
|
3.12K
$411K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.28K+ 11.52% |
$278K - $302K
|
22.1K
$2.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
2.1KNew |
$256K - $279K
|
2.1K
$277K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.99KNew |
$242K - $263K
|
1.99K
$261K
|
|
|
Jan 12, 2026
Q4 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
1.93KNew |
$235K - $255K
|
1.93K
$253K
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.83K+ 56.21% |
$223K - $243K
|
5.1K
$671K
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
1.82KNew |
$222K - $241K
|
1.82K
$239K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.82K+ 19.23% |
$221K - $241K
|
11.3K
$1.48M
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.76KNew |
$215K - $234K
|
1.76K
$232K
|
|
|
Jan 07, 2026
Q4 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
1.75K+ 18.91% |
$213K - $232K
|
11K
$1.45M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
1.74KNew |
$212K - $230K
|
1.74K
$229K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.65K+ 5.35% |
$201K - $218K
|
32.5K
$4.27M
|
|
|
Jan 06, 2026
Q4 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
1.55KNew |
$189K - $205K
|
1.55K
$204K
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1.54KNew |
$188K - $204K
|
1.54K
$203K
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.5KNew |
$183K - $199K
|
1.5K
$197K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.5K+ 14.9% |
$183K - $199K
|
11.6K
$1.52M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.5KNew |
$183K - $198K
|
1.5K
$197K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.49K+ 14.0% |
$181K - $197K
|
12.1K
$1.59M
|
|
|
Jan 21, 2026
Q4 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.48KNew |
$180K - $196K
|
1.48K
$194K
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.48K+ 24.08% |
$180K - $195K
|
7.61K
$1M
|
|
|
Jan 16, 2026
Q4 2025
|
Clarus Group, Inc.
|
BUY
|
- |
1.46KNew |
$178K - $193K
|
1.46K
$192K
|
|
|
Jan 20, 2026
Q4 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.46KNew |
$178K - $193K
|
1.46K
$192K
|
|
|
Jan 12, 2026
Q4 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.46KNew |
$177K - $193K
|
1.46K
$192K
|
|
|
Jan 15, 2026
Q4 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
1.46KNew |
$177K - $193K
|
1.46K
$192K
|
|
|
Jan 12, 2026
Q4 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
1.45KNew |
$177K - $192K
|
1.45K
$191K
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
1.28K+ 14.96% |
$155K - $169K
|
9.8K
$1.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.21K+ 22.52% |
$148K - $161K
|
6.6K
$868K
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.09KNew |
$132K - $144K
|
1.09K
$143K
|
|