Beacon Pointe Advisors, LLC Novartis Ag Transaction History

Beacon Pointe Advisors, LLC

$9.37 Billion
Q2 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 61,105 shares of NVS stock, worth $8.05 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

61,105

Previous 58,467 4.51%

Holding current value

$8.05 Million

Previous $6.52 Million 13.46%

% of portfolio

0.08%

Previous 0.07%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$101.96 - $121.01 $268,970 - $319,224	2,638 Added 4.51%	61,105 $7.39 Million
Q1 2025 May 13, 2025	BUY	$97.14 - $115.57 $1.42 Million - $1.69 Million	14,626 Added 33.36%	58,467 $6.52 Million
Q4 2024 Feb 14, 2025	SELL	$96.78 - $117.18 $398,443 - $482,430	-4,117 Reduced 8.58%	43,841 $4.27 Million
Q3 2024 Nov 14, 2024	BUY	$106.13 - $120.89 $215,974 - $246,011	2,035 Added 4.43%	47,958 $5.52 Million
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

# of Institutions

1,563

Shares Held

136M

Call Options Held

1.72M

Put Options Held

1.7M

View Full List

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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Beacon Pointe Advisors, LLC Novartis Ag Transaction History