A detailed history of Schechter Investment Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 16,243 shares of NVS stock, worth $1.69 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
16,243
Previous 15,469 5.0%
Holding current value
$1.69 Million
Previous $1.65 Million 13.49%
% of portfolio
0.19%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$106.13 - $120.89 $82,144 - $93,568
774 Added 5.0%
16,243 $1.87 Million
Q2 2024

Aug 12, 2024

BUY
$92.57 - $107.37 $90,163 - $104,578
974 Added 6.72%
15,469 $1.65 Million
Q1 2024

May 06, 2024

BUY
$95.27 - $108.47 $166,436 - $189,497
1,747 Added 13.7%
14,495 $1.4 Million
Q4 2023

Jan 17, 2024

BUY
$92.27 - $101.54 $30,449 - $33,508
330 Added 2.66%
12,748 $1.29 Million
Q3 2023

Nov 06, 2023

SELL
$94.73 - $105.13 $557,486 - $618,690
-5,885 Reduced 32.15%
12,418 $1.26 Million
Q2 2023

Jul 26, 2023

BUY
$92.52 - $104.91 $182,356 - $206,777
1,971 Added 12.07%
18,303 $1.85 Million
Q1 2023

Apr 28, 2023

SELL
$80.03 - $92.81 $84,671 - $98,192
-1,058 Reduced 6.08%
16,332 $1.5 Million
Q4 2022

Feb 13, 2023

SELL
$75.55 - $92.52 $101,010 - $123,699
-1,337 Reduced 7.14%
17,390 $1.58 Million
Q3 2022

Nov 04, 2022

SELL
$74.61 - $87.26 $340,146 - $397,818
-4,559 Reduced 19.58%
18,727 $1.42 Million
Q2 2022

Nov 03, 2022

BUY
$80.52 - $93.75 $1.87 Million - $2.18 Million
23,286 New
23,286 $1.97 Million
Q1 2022

Nov 18, 2022

BUY
$80.11 - $90.62 $773,622 - $875,117
9,657 Added 51.57%
28,384 $2.49 Million
Q4 2021

Dec 27, 2022

BUY
$79.7 - $88.13 $739,456 - $817,670
9,278 Added 49.54%
28,005 $2.45 Million

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 $223B
  • 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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