A detailed history of Klingman & Associates, LLC transactions in Novartis Ag stock. As of the latest transaction made, Klingman & Associates, LLC holds 3,990 shares of NVS stock, worth $524,884. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,990
Previous 3,284 21.5%
Holding current value
$524,884
Previous $397,000 28.72%
% of portfolio
0.03%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

BUY
$113.5 - $129.73 $80,131 - $91,589
706 Added 21.5%
3,990 $511,000
Q2 2025

Jul 30, 2025

BUY
$101.96 - $121.01 $25,591 - $30,373
251 Added 8.28%
3,284 $397,000
Q1 2025

May 12, 2025

BUY
$97.14 - $115.57 $31,570 - $37,560
325 Added 12.0%
3,033 $338,000
Q4 2024

Jan 31, 2025

BUY
$96.78 - $117.18 $6,774 - $8,202
70 Added 2.65%
2,708 $263,000
Q3 2024

Nov 01, 2024

BUY
$106.13 - $120.89 $1,379 - $1,571
13 Added 0.5%
2,638 $303,000
Q2 2024

Jul 30, 2024

SELL
$92.57 - $107.37 $8,331 - $9,663
-90 Reduced 3.31%
2,625 $279,000
Q3 2023

Oct 30, 2023

BUY
$94.73 - $105.13 $257,191 - $285,427
2,715 New
2,715 $276,000

Others Institutions Holding NVS

About NOVARTIS AG


  • Ticker NVS
  • Exchange OTC
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 2,151,000,064
  • Market Cap $283B
  • 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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