Kestra Private Wealth Services, LLC Novartis Ag Transaction History

Kestra Private Wealth Services, LLC

  • $5.74 Billion
  • Q1 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Novartis Ag stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 22,151 shares of NVS stock, worth $2.51 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
22,151
Previous 16,780 32.01%
Holding current value
$2.51 Million
Previous $1.63 Million 51.29%
% of portfolio
0.04%
Previous 0.03%

Shares

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

May 05, 2025
BUY
$97.14 - $115.57 $521,738 - $620,726
5,371 Added 32.01%
22,151 $2.47 Million
Q4 2024

Jan 28, 2025
BUY
$96.78 - $117.18 $28,259 - $34,216
292 Added 1.77%
16,780 $1.63 Million
Q3 2024

Nov 13, 2024
SELL
$106.13 - $120.89 $15,601 - $17,770
-147 Reduced 0.88%
16,488 $1.9 Million
Q2 2024

Aug 12, 2024
BUY
$92.57 - $107.37 $68,316 - $79,239
738 Added 4.64%
16,635 $1.77 Million
Q1 2024

May 02, 2024
SELL
$95.27 - $108.47 $154,623 - $176,046
-1,623 Reduced 9.26%
15,897 $1.54 Million
Q4 2023

Feb 05, 2024
BUY
$92.27 - $101.54 $100,482 - $110,577
1,089 Added 6.63%
17,520 $1.77 Million
Q3 2023

Nov 07, 2023
BUY
$94.73 - $105.13 $227,162 - $252,101
2,398 Added 17.09%
16,431 $1.67 Million
Q2 2023

Aug 08, 2023
BUY
$92.52 - $104.91 $571,958 - $648,553
6,182 Added 78.74%
14,033 $1.42 Million
Q1 2023

May 12, 2023
BUY
$80.03 - $92.81 $12,884 - $14,942
161 Added 2.09%
7,851 $722,000
Q4 2022

Jan 31, 2023
BUY
$75.55 - $92.52 $27,953 - $34,232
370 Added 5.05%
7,690 $697,000
Q3 2022

Nov 14, 2022
SELL
$74.61 - $87.26 $30,142 - $35,253
-404 Reduced 5.23%
7,320 $556,000
Q2 2022

Aug 12, 2022
SELL
$80.52 - $93.75 $97,590 - $113,625
-1,212 Reduced 13.56%
7,724 $653,000
Q1 2022

May 26, 2022
BUY
$80.11 - $90.62 $60,723 - $68,689
758 Added 9.27%
8,936 $784,000
Q4 2021

Jan 21, 2022
SELL
$79.7 - $88.13 $78,663 - $86,984
-987 Reduced 10.77%
8,178 $715,000
Q3 2021

Oct 21, 2021
SELL
$81.78 - $95.14 $475,632 - $553,334
-5,816 Reduced 38.82%
9,165 $749,000
Q2 2021

Jul 30, 2021
SELL
$85.24 - $94.15 $129,735 - $143,296
-1,522 Reduced 9.22%
14,981 $1.37 Million
Q1 2021

May 11, 2021
BUY
$83.5 - $98.47 $109,468 - $129,094
1,311 Added 8.63%
16,503 $1.41 Million
Q4 2020

Jan 21, 2021
BUY
$78.07 - $94.43 $765,710 - $926,169
9,808 Added 182.17%
15,192 $1.43 Billion
Q3 2020

Nov 09, 2020
BUY
$82.14 - $91.0 $442,241 - $489,944
5,384 New
5,384 $468,000

Others Institutions Holding NVS

# of Institutions
1,523
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 $244B
  • 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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