Creative Planning Novartis Ag Transaction History

Creative Planning

  • $106 Billion
  • Q1 2025

A detailed history of Creative Planning transactions in Novartis Ag stock. As of the latest transaction made, Creative Planning holds 386,991 shares of NVS stock, worth $44.8 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
386,991
Previous 353,759 9.39%
Holding current value
$44.8 Million
Previous $34.4 Million 25.32%
% of portfolio
0.04%
Previous 0.03%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$97.14 - $115.57 $3.23 Million - $3.84 Million
33,232 Added 9.39%
386,991 $43.1 Million
Q4 2024

Feb 14, 2025
BUY
$96.78 - $117.18 $852,438 - $1.03 Million
8,808 Added 2.55%
353,759 $34.4 Million
Q3 2024

Oct 11, 2024
BUY
$106.13 - $120.89 $1.43 Million - $1.63 Million
13,486 Added 4.07%
344,951 $39.7 Million
Q2 2024

Aug 15, 2024
BUY
$92.57 - $107.37 $1.38 Million - $1.6 Million
14,858 Added 4.69%
331,465 $35.3 Million
Q1 2024

May 10, 2024
BUY
$95.27 - $108.47 $611,538 - $696,268
6,419 Added 2.07%
316,607 $30.6 Million
Q4 2023

Feb 14, 2024
SELL
$92.27 - $101.54 $12.7 Million - $14 Million
-137,394 Reduced 30.7%
310,188 $31.3 Million
Q3 2023

Nov 16, 2023
BUY
$94.73 - $105.13 $13.9 Million - $15.4 Million
146,327 Added 48.57%
447,582 $45.6 Million
Q2 2023

Jul 21, 2023
BUY
$92.52 - $104.91 $1.36 Million - $1.55 Million
14,742 Added 5.15%
301,255 $30.4 Million
Q1 2023

May 15, 2023
SELL
$80.03 - $92.81 $209,918 - $243,440
-2,623 Reduced 0.91%
286,513 $26.4 Million
Q4 2022

Feb 10, 2023
SELL
$75.55 - $92.52 $907,657 - $1.11 Million
-12,014 Reduced 3.99%
289,136 $26.2 Million
Q3 2022

Nov 03, 2022
SELL
$74.61 - $87.26 $869,504 - $1.02 Million
-11,654 Reduced 3.73%
301,150 $22.9 Million
Q2 2022

Aug 15, 2022
SELL
$80.52 - $93.75 $2.39 Million - $2.78 Million
-29,662 Reduced 8.66%
312,804 $26.4 Million
Q1 2022

May 16, 2022
BUY
$80.11 - $90.62 $20.5 Million - $23.2 Million
256,185 Added 296.92%
342,466 $30.1 Million
Q4 2021

Feb 11, 2022
SELL
$79.7 - $88.13 $1.5 Million - $1.66 Million
-18,846 Reduced 17.93%
86,281 $7.55 Million
Q3 2021

Nov 10, 2021
BUY
$81.78 - $95.14 $2.7 Million - $3.14 Million
33,024 Added 45.8%
105,127 $8.6 Million
Q2 2021

Aug 04, 2021
SELL
$85.24 - $94.15 $1.21 Million - $1.33 Million
-14,140 Reduced 16.4%
72,103 $6.58 Million
Q1 2021

Apr 30, 2021
SELL
$83.5 - $98.47 $264,695 - $312,149
-3,170 Reduced 3.55%
86,243 $7.37 Million
Q4 2020

Jan 29, 2021
BUY
$78.07 - $94.43 $204,153 - $246,934
2,615 Added 3.01%
89,413 $8.44 Million
Q3 2020

Nov 05, 2020
BUY
$82.14 - $91.0 $971,551 - $1.08 Million
11,828 Added 15.78%
86,798 $7.52 Million
Q2 2020

Jul 23, 2020
SELL
$80.93 - $91.1 $1.2 Million - $1.35 Million
-14,827 Reduced 16.51%
74,970 $6.55 Million
Q1 2020

May 05, 2020
BUY
$70.67 - $99.01 $876,590 - $1.23 Million
12,404 Added 16.03%
89,797 $7.4 Million
Q4 2019

Jan 30, 2020
BUY
$84.35 - $95.37 $286,790 - $324,258
3,400 Added 4.6%
77,393 $7.33 Million
Q3 2019

Nov 01, 2019
BUY
$85.54 - $94.26 $28,057 - $30,917
328 Added 0.45%
73,993 $6.43 Million
Q2 2019

Jul 26, 2019
BUY
$75.4 - $92.8 $280,638 - $345,401
3,722 Added 5.32%
73,665 $6.73 Million
Q1 2019

Apr 24, 2019
SELL
$75.32 - $86.15 $213,080 - $243,718
-2,829 Reduced 3.89%
69,943 $6.72 Million
Q4 2018

Feb 01, 2019
BUY
$73.66 - $82.02 $163,967 - $182,576
2,226 Added 3.16%
72,772 $6.25 Million
Q3 2018

Oct 25, 2018
BUY
$66.94 - $77.43 $848,665 - $981,657
12,678 Added 21.91%
70,546 $6.08 Million
Q2 2018

Jul 20, 2018
BUY
$64.91 - $73.36 $26,158 - $29,564
403 Added 0.7%
57,868 $4.37 Million
Q1 2018

Apr 18, 2018
SELL
$70.39 - $84.15 $162,741 - $194,554
-2,312 Reduced 3.87%
57,465 $4.65 Million
Q4 2017

Jan 17, 2018
BUY
$72.33 - $77.64 $64,156 - $68,866
887 Added 1.51%
59,777 $5.02 Million
Q3 2017

Oct 17, 2017
BUY
$74.14 - $77.27 $4.37 Million - $4.55 Million
58,890
58,890 $5.06 Million

Others Institutions Holding NVS

# of Institutions
1,524
Shares Held
142M
Call Options Held
1.63M
Put Options Held
1.82M
View Full List

About NOVARTIS AG

NVS Quotes by TradingView
  • 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
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