Benson Investment Management Company, Inc. Novartis Ag Transaction History

Benson Investment Management Company, Inc.

$263 Million
Q2 2025

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Jan 13, 2021	SELL	$78.07 - $94.43 $3.18 Million - $3.85 Million	-40,725 Closed	0 $0
Q3 2020 Oct 20, 2020	BUY	$82.14 - $91.0 $8,624 - $9,555	105 Added 0.26%	40,725 $3.54 Million
Q2 2020 Aug 05, 2020	BUY	$80.93 - $91.1 $9,306 - $10,476	115 Added 0.28%	40,620 $3.55 Million
Q1 2020 Apr 22, 2020	BUY	$70.67 - $99.01 $45,582 - $63,861	645 Added 1.62%	40,505 $3.34 Million
Q3 2019 Oct 17, 2019	SELL	$85.54 - $94.26 $106,925 - $117,825	-1,250 Reduced 3.04%	39,860 $3.46 Million
Q2 2019 Jul 11, 2019	BUY	$75.4 - $92.8 $545,142 - $670,944	7,230 Added 21.34%	41,110 $3.75 Million
Q1 2019 Apr 04, 2019	BUY	$75.32 - $86.15 $2.55 Million - $2.92 Million	33,880 New	33,880 $3.26 Million
Q2 2018 Jul 16, 2018	SELL	$64.91 - $73.36 $649 - $733	-10 Closed	0 $0
Q1 2018 Apr 06, 2018	BUY	$70.39 - $84.15 $703 - $841	10 New	10 $1,000
Q4 2017 Jan 12, 2018	SELL	$72.33 - $77.64 $723 - $776	-10 Closed	0 $0
Q3 2017 Oct 16, 2017	BUY	$74.14 - $77.27 $741 - $772	10	10 $1,000

Others Institutions Holding NVS

# of Institutions

1,549

Shares Held

136M

Call Options Held

1.97M

Put Options Held

1.69M

Dodge & Cox San Francisco, CA

10.6M
Shares

$1.27 Billion
0.78% of portfolio
Primecap Management CO Pasadena, CA

10.4M
Shares

$1.24 Billion
1.03% of portfolio
Dimensional Fund Advisors LP Austin, TX

9.06M
Shares

$1.08 Billion
0.26% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

7.12M
Shares

$850 Million
0.35% of portfolio
Morgan Stanley New York, NY

7.06M
Shares

$842 Million
0.06% of portfolio

View Full List

About NOVARTIS AG

Ticker NVS
Exchange OTC
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 2,151,000,064
Market Cap $257B
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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