Arete Wealth Advisors, LLC Novartis Ag Transaction History

Arete Wealth Advisors, LLC

  • $1.39 Billion
  • Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 3,607 shares of NVS stock, worth $400,701. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,607
Previous 3,520 2.47%
Holding current value
$400,701
Previous $405,000 13.33%
% of portfolio
0.03%
Previous 0.03%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$96.78 - $117.18 $8,419 - $10,194
87 Added 2.47%
3,607 $351,000
Q3 2024

Nov 14, 2024
SELL
$106.13 - $120.89 $240,702 - $274,178
-2,268 Reduced 39.18%
3,520 $405,000
Q2 2024

Aug 13, 2024
BUY
$92.57 - $107.37 $535,795 - $621,457
5,788 New
5,788 $616,000
Q4 2023

Feb 14, 2024
BUY
$92.27 - $101.54 $547,253 - $602,233
5,931 New
5,931 $598,000
Q2 2023

Aug 09, 2023
SELL
$92.52 - $104.91 $15,635 - $17,729
-169 Reduced 4.82%
3,334 $336,000
Q1 2023

May 01, 2023
SELL
$80.03 - $92.81 $5,842 - $6,775
-73 Reduced 2.04%
3,503 $322,000
Q4 2022

Feb 06, 2023
SELL
$75.55 - $92.52 $13,145 - $16,098
-174 Reduced 4.64%
3,576 $324,000
Q3 2022

Nov 07, 2022
BUY
$74.61 - $87.26 $279,787 - $327,225
3,750 New
3,750 $285,000
Q2 2022

Aug 15, 2022
SELL
$80.52 - $93.75 $284,235 - $330,937
-3,530 Closed
0 $0
Q1 2022

May 06, 2022
SELL
$80.11 - $90.62 $21,709 - $24,558
-271 Reduced 7.13%
3,530 $310,000
Q4 2021

Feb 07, 2022
BUY
$79.7 - $88.13 $60,253 - $66,626
756 Added 24.83%
3,801 $333,000
Q3 2021

Nov 15, 2021
SELL
$81.78 - $95.14 $32,712 - $38,056
-400 Reduced 11.61%
3,045 $249,000
Q2 2021

Aug 09, 2021
BUY
$85.24 - $94.15 $10,569 - $11,674
124 Added 3.73%
3,445 $207,000
Q1 2021

May 10, 2021
BUY
$83.5 - $98.47 $43,503 - $51,302
521 Added 18.61%
3,321 $284,000
Q4 2020

Feb 08, 2021
SELL
$78.07 - $94.43 $516,589 - $624,843
-6,617 Reduced 70.27%
2,800 $264,000
Q3 2020

Nov 09, 2020
BUY
$82.14 - $91.0 $18,317 - $20,293
223 Added 2.43%
9,417 $824,000
Q2 2020

Aug 11, 2020
BUY
$80.93 - $91.1 $73,241 - $82,445
905 Added 10.92%
9,194 $803,000
Q1 2020

May 14, 2020
BUY
$70.67 - $99.01 $24,381 - $34,158
345 Added 4.34%
8,289 $683,000
Q4 2019

Feb 14, 2020
SELL
$84.35 - $95.37 $23,364 - $26,417
-277 Reduced 3.37%
7,944 $752,000
Q3 2019

Nov 13, 2019
BUY
$85.54 - $94.26 $28,655 - $31,577
335 Added 4.25%
8,221 $714,000
Q2 2019

Aug 14, 2019
BUY
$75.4 - $92.8 $38,227 - $47,049
507 Added 6.87%
7,886 $720,000
Q1 2019

May 15, 2019
BUY
$75.32 - $86.15 $162,841 - $186,256
2,162 Added 41.44%
7,379 $709,000
Q4 2018

Feb 14, 2019
BUY
$73.66 - $82.02 $384,284 - $427,898
5,217 New
5,217 $448,000

Others Institutions Holding NVS

# of Institutions
1,478
Shares Held
130M
Call Options Held
1.31M
Put Options Held
1.56M
View Full List

About NOVARTIS AG

NVS Quotes by TradingView
  • Ticker NVS
  • Exchange OTC
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 2,151,000,064
  • Market Cap $239B
  • Description
  • Novartis AG researches, develops, manufactures, and markets healthcare products worldwide. The company operates through two segments, Innovative Medicines and Sandoz. The Innovative Medicines segment offers prescription medicines for patients and healthcare providers. It also provides ophthalmology, neuroscience, immunology, hepatology, dermatol...
More about NVS
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