Kovitz Investment Group Partners, LLC Novartis Ag Transaction History

Kovitz Investment Group Partners, LLC

$28.6 Billion
Q4 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Novartis Ag stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 48,987 shares of NVS stock, worth $5.46 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

48,987

Previous 48,987 -0.0%

Holding current value

$5.46 Million

Previous $4.77 Million -0.0%

% of portfolio

0.02%

Previous 0.02%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$96.78 - $117.18 $2.93 Million - $3.54 Million	30,240 Added 161.31%	48,987 $4.77 Million
Q3 2024 Nov 14, 2024	SELL	$106.13 - $120.89 $211,623 - $241,054	-1,994 Reduced 9.61%	18,747 $2.16 Million
Q2 2024 Aug 14, 2024	BUY	$92.57 - $107.37 $633,549 - $734,840	6,844 Added 49.25%	20,741 $2.21 Million
Q1 2024 May 14, 2024	BUY	$95.27 - $108.47 $886,773 - $1.01 Million	9,308 Added 202.83%	13,897 $1.34 Million
Q3 2023 Nov 09, 2023	SELL	$94.73 - $105.13 $12,788 - $14,192	-135 Reduced 2.86%	4,589 $467,000
Q2 2023 Aug 08, 2023	SELL	$92.52 - $104.91 $105,472 - $119,597	-1,140 Reduced 19.44%	4,724 $476,000
Q1 2023 May 11, 2023	SELL	$80.03 - $92.81 $50,018 - $58,006	-625 Reduced 9.63%	5,864 $539,000
Q4 2022 Jan 19, 2023	SELL	$75.55 - $92.52 $12,541 - $15,358	-166 Reduced 2.49%	6,489 $589,000
Q3 2022 Nov 09, 2022	SELL	$74.61 - $87.26 $7,461 - $8,726	-100 Reduced 1.48%	6,655 $506,000
Q2 2022 Aug 02, 2022	SELL	$80.52 - $93.75 $7,407 - $8,625	-92 Reduced 1.34%	6,755 $571,000
Q1 2022 Apr 22, 2022	SELL	$80.11 - $90.62 $140,432 - $158,856	-1,753 Reduced 20.38%	6,847 $601,000
Q4 2021 Feb 04, 2022	BUY	$79.7 - $88.13 $26,540 - $29,347	333 Added 4.03%	8,600 $812,000
Q3 2021 Oct 28, 2021	SELL	$81.78 - $95.14 $17,173 - $19,979	-210 Reduced 2.48%	8,267 $676,000
Q2 2021 Aug 04, 2021	SELL	$85.24 - $94.15 $33,243 - $36,718	-390 Reduced 4.4%	8,477 $773,000
Q1 2021 May 06, 2021	BUY	$83.5 - $98.47 $38,994 - $45,985	467 Added 5.56%	8,867 $758,000
Q4 2020 Feb 12, 2021	SELL	$78.07 - $94.43 $39,035 - $47,215	-500 Reduced 5.62%	8,400 $793,000
Q3 2020 Nov 10, 2020	SELL	$82.14 - $91.0 $58,319 - $64,610	-710 Reduced 7.39%	8,900 $774,000
Q2 2020 Aug 12, 2020	SELL	$80.93 - $91.1 $121,880 - $137,196	-1,506 Reduced 13.55%	9,610 $839,000
Q1 2020 May 15, 2020	SELL	$70.67 - $99.01 $20,918 - $29,306	-296 Reduced 2.59%	11,116 $916,000
Q4 2019 Feb 13, 2020	BUY	$84.35 - $95.37 $4,217 - $4,768	50 Added 0.44%	11,412 $1.08 Million
Q3 2019 Nov 14, 2019	SELL	$85.54 - $94.26 $17,108 - $18,852	-200 Reduced 1.73%	11,362 $988,000
Q2 2019 Aug 14, 2019	SELL	$75.4 - $92.8 $18,171 - $22,364	-241 Reduced 2.04%	11,562 $1.06 Million
Q1 2019 May 15, 2019	BUY	$75.32 - $86.15 $889,001 - $1.02 Million	11,803 New	11,803 $1.14 Million

Others Institutions Holding NVS

# of Institutions

1,487

Shares Held

131M

Call Options Held

1.31M

Put Options Held

1.56M

View Full List

About NOVARTIS AG

Ticker NVS
Exchange OTC
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 2,151,000,064
Market Cap $240B
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...

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Kovitz Investment Group Partners, LLC Novartis Ag Transaction History