Avantax Advisory Services, Inc. Novartis Ag Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Novartis Ag stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 27,103 shares of NVS stock, worth $2.67 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

27,103

Previous 26,189 3.49%

Holding current value

$2.67 Million

Previous $2.79 Million 11.8%

% of portfolio

0.02%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$106.13 - $120.89 $97,002 - $110,493	914 Added 3.49%	27,103 $3.12 Million
Q2 2024 Aug 09, 2024	BUY	$92.57 - $107.37 $687,147 - $797,007	7,423 Added 39.56%	26,189 $2.79 Million
Q1 2024 May 08, 2024	BUY	$95.27 - $108.47 $626,781 - $713,624	6,579 Added 53.98%	18,766 $1.82 Million
Q4 2023 Feb 07, 2024	SELL	$92.27 - $101.54 $73,077 - $80,419	-792 Reduced 6.1%	12,187 $1.23 Million
Q3 2023 Nov 07, 2023	SELL	$94.73 - $105.13 $148,347 - $164,633	-1,566 Reduced 10.77%	12,979 $1.32 Million
Q2 2023 Aug 11, 2023	SELL	$92.52 - $104.91 $836,750 - $948,806	-9,044 Reduced 38.34%	14,545 $1.47 Million
Q1 2023 Apr 28, 2023	BUY	$80.03 - $92.81 $97,716 - $113,321	1,221 Added 5.46%	23,589 $2.17 Million
Q4 2022 Feb 13, 2023	BUY	$75.55 - $92.52 $5,968 - $7,309	79 Added 0.35%	22,368 $2.03 Million
Q3 2022 Nov 01, 2022	BUY	$74.61 - $87.26 $358,501 - $419,284	4,805 Added 27.48%	22,289 $1.69 Million
Q2 2022 Aug 02, 2022	BUY	$80.52 - $93.75 $483,603 - $563,062	6,006 Added 52.33%	17,484 $1.48 Million
Q1 2022 Apr 27, 2022	BUY	$80.11 - $90.62 $109,270 - $123,605	1,364 Added 13.49%	11,478 $1.01 Million
Q4 2021 Jan 24, 2022	BUY	$79.7 - $88.13 $89,582 - $99,058	1,124 Added 12.5%	10,114 $885,000
Q3 2021 Oct 21, 2021	BUY	$81.78 - $95.14 $92,084 - $107,127	1,126 Added 14.32%	8,990 $730,000
Q2 2021 Jul 29, 2021	BUY	$85.24 - $94.15 $91,888 - $101,493	1,078 Added 15.89%	7,864 $716,000
Q1 2021 May 13, 2021	BUY	$83.5 - $98.47 $102,454 - $120,822	1,227 Added 22.07%	6,786 $580,000
Q4 2020 Jan 22, 2021	SELL	$78.07 - $94.43 $474,587 - $574,039	-6,079 Reduced 52.23%	5,559 $524,000
Q3 2020 Oct 14, 2020	BUY	$82.14 - $91.0 $539,331 - $597,506	6,566 Added 129.46%	11,638 $1.01 Million
Q2 2020 Aug 06, 2020	BUY	$80.93 - $91.1 $1,052 - $1,184	13 Added 0.26%	5,072 $444,000
Q1 2020 Apr 30, 2020	BUY	$70.67 - $99.01 $21,554 - $30,198	305 Added 6.42%	5,059 $417,000
Q4 2019 Feb 14, 2020	BUY	$84.35 - $95.37 $127,368 - $144,008	1,510 Added 46.55%	4,754 $450,000
Q3 2019 Nov 08, 2019	BUY	$85.54 - $94.26 $19,759 - $21,774	231 Added 7.67%	3,244 $282,000
Q2 2019 Aug 06, 2019	BUY	$75.4 - $92.8 $10,254 - $12,620	136 Added 4.73%	3,013 $275,000
Q1 2019 May 13, 2019	BUY	$75.32 - $86.15 $11,674 - $13,353	155 Added 5.69%	2,877 $277,000
Q4 2018 Feb 13, 2019	BUY	$73.66 - $82.02 $200,502 - $223,258	2,722 New	2,722 $233,000

Others Institutions Holding NVS

# of Institutions

1,437

Shares Held

131M

Call Options Held

1.12M

Put Options Held

1.83M

View Full List

About NOVARTIS AG

Ticker NVS
Exchange OTC
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 2,151,000,064
Market Cap $212B
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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Avantax Advisory Services, Inc. Novartis Ag Transaction History