Institute For Wealth Management, Llc. Novartis Ag Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Novartis Ag stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,732 shares of NVS stock, worth $367,042. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,732

Previous 3,689 1.17%

Holding current value

$367,042

Previous $392,000 9.44%

% of portfolio

0.05%

Previous 0.05%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$106.13 - $120.89 $4,563 - $5,198	43 Added 1.17%	3,732 $429,000
Q2 2024 Jul 25, 2024	SELL	$92.57 - $107.37 $3,887 - $4,509	-42 Reduced 1.13%	3,689 $392,000
Q1 2024 Apr 30, 2024	SELL	$95.27 - $108.47 $23,245 - $26,466	-244 Reduced 6.14%	3,731 $360,000
Q4 2023 Jan 31, 2024	SELL	$92.27 - $101.54 $1,107 - $1,218	-12 Reduced 0.3%	3,975 $401,000
Q3 2023 Oct 13, 2023	SELL	$94.73 - $105.13 $32,871 - $36,480	-347 Reduced 8.01%	3,987 $406,000
Q2 2023 Jul 25, 2023	SELL	$92.52 - $104.91 $15,265 - $17,310	-165 Reduced 3.67%	4,334 $437,000
Q1 2023 Apr 20, 2023	SELL	$80.03 - $92.81 $12,884 - $14,942	-161 Reduced 3.45%	4,499 $413,000
Q4 2022 Feb 02, 2023	SELL	$75.55 - $92.52 $21,758 - $26,645	-288 Reduced 5.82%	4,660 $422,000
Q3 2022 Oct 18, 2022	BUY	$74.61 - $87.26 $5,371 - $6,282	72 Added 1.48%	4,948 $376,000
Q2 2022 Jul 25, 2022	SELL	$80.52 - $93.75 $563 - $656	-7 Reduced 0.14%	4,876 $412,000
Q1 2022 Apr 29, 2022	BUY	$80.11 - $90.62 $80 - $90	1 Added 0.02%	4,883 $429,000
Q4 2021 Jan 21, 2022	SELL	$79.7 - $88.13 $7,730 - $8,548	-97 Reduced 1.95%	4,882 $427,000
Q3 2021 Nov 15, 2021	SELL	$81.78 - $95.14 $4,906 - $5,708	-60 Reduced 1.19%	4,979 $407,000
Q2 2021 Jul 21, 2021	SELL	$85.24 - $94.15 $5,199 - $5,743	-61 Reduced 1.2%	5,039 $460,000
Q1 2021 May 04, 2021	SELL	$83.5 - $98.47 $16,032 - $18,906	-192 Reduced 3.63%	5,100 $436,000
Q4 2020 Feb 01, 2021	BUY	$78.07 - $94.43 $4,137 - $5,004	53 Added 1.01%	5,292 $500,000
Q3 2020 Nov 03, 2020	SELL	$82.14 - $91.0 $574 - $637	-7 Reduced 0.13%	5,239 $456,000
Q2 2020 Jul 30, 2020	BUY	$80.93 - $91.1 $4,127 - $4,646	51 Added 0.98%	5,246 $458,000
Q1 2020 Apr 29, 2020	SELL	$70.67 - $99.01 $7,420 - $10,396	-105 Reduced 1.98%	5,195 $428,000
Q4 2019 Feb 27, 2020	BUY	$84.35 - $95.37 $404,711 - $457,585	4,798 Added 955.78%	5,300 $502,000
Q4 2019 Jan 27, 2020	SELL	$84.35 - $95.37 $296,743 - $335,511	-3,518 Reduced 87.51%	502 $502,000
Q3 2019 Oct 28, 2019	SELL	$85.54 - $94.26 $59,108 - $65,133	-691 Reduced 14.67%	4,020 $349,000
Q2 2019 Aug 02, 2019	BUY	$75.4 - $92.8 $49,764 - $61,248	660 Added 16.29%	4,711 $430,000
Q1 2019 May 15, 2019	SELL	$75.32 - $86.15 $134,596 - $153,950	-1,787 Reduced 30.61%	4,051 $390,000
Q4 2018 Feb 08, 2019	BUY	$73.66 - $82.02 $430,027 - $478,832	5,838 New	5,838 $501,000
Q3 2017 Nov 14, 2017	SELL	$74.14 - $77.27 $270,685 - $282,112	-3,651 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	3,651	3,651 $303,000

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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Institute For Wealth Management, Llc. Novartis Ag Transaction History