A detailed history of Beacon Pointe Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 45,923 shares of NVS stock, worth $5.31 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
45,923
Previous 44,714 2.7%
Holding current value
$5.31 Million
Previous $4.33 Million 13.02%
% of portfolio
0.06%
Previous 0.05%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$92.57 - $107.37 $111,917 - $129,810
1,209 Added 2.7%
45,923 $4.89 Million
Q1 2024

May 14, 2024

BUY
$95.27 - $108.47 $770,257 - $876,979
8,085 Added 22.07%
44,714 $4.33 Million
Q4 2023

Feb 08, 2024

BUY
$92.27 - $101.54 $397,130 - $437,028
4,304 Added 13.31%
36,629 $3.7 Million
Q3 2023

Nov 14, 2023

BUY
$94.73 - $105.13 $2.01 Million - $2.23 Million
21,231 Added 191.37%
32,325 $3.29 Million
Q2 2023

Aug 11, 2023

BUY
$92.52 - $104.91 $189,943 - $215,380
2,053 Added 22.71%
11,094 $1.12 Million
Q1 2023

May 12, 2023

SELL
$80.03 - $92.81 $466,975 - $541,546
-5,835 Reduced 39.22%
9,041 $831,000
Q4 2022

Feb 14, 2023

SELL
$75.55 - $92.52 $9,897 - $12,120
-131 Reduced 0.87%
14,876 $1.35 Million
Q3 2022

Nov 09, 2022

SELL
$74.61 - $87.26 $203,610 - $238,132
-2,729 Reduced 15.39%
15,007 $1.14 Million
Q2 2022

Aug 11, 2022

SELL
$80.52 - $93.75 $1.17 Million - $1.36 Million
-14,535 Reduced 45.04%
17,736 $1.5 Million
Q1 2022

May 17, 2022

BUY
$80.11 - $90.62 $1.57 Million - $1.77 Million
19,561 Added 153.9%
32,271 $2.83 Million
Q4 2021

Feb 14, 2022

SELL
$79.7 - $88.13 $52,044 - $57,548
-653 Reduced 4.89%
12,710 $1.11 Million
Q3 2021

Nov 15, 2021

SELL
$81.78 - $95.14 $65,751 - $76,492
-804 Reduced 5.68%
13,363 $1.09 Million
Q2 2021

Aug 17, 2021

BUY
$85.24 - $94.15 $647,483 - $715,163
7,596 Added 115.6%
14,167 $1.29 Million
Q1 2021

May 18, 2021

SELL
$83.5 - $98.47 $539,577 - $636,313
-6,462 Reduced 49.58%
6,571 $563,000
Q4 2020

Feb 12, 2021

BUY
$78.07 - $94.43 $147,474 - $178,378
1,889 Added 16.95%
13,033 $1.23 Million
Q3 2020

Nov 16, 2020

SELL
$82.14 - $91.0 $119,513 - $132,405
-1,455 Reduced 11.55%
11,144 $969,000
Q2 2020

Aug 14, 2020

BUY
$80.93 - $91.1 $207,342 - $233,398
2,562 Added 25.53%
12,599 $1.1 Million
Q1 2020

May 15, 2020

BUY
$70.67 - $99.01 $709,314 - $993,763
10,037 New
10,037 $826,000

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 $249B
  • 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
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.