Live Oak Private Wealth LLC Novartis Ag Transaction History

Live Oak Private Wealth LLC

  • $593 Million
  • Q1 2025

A detailed history of Live Oak Private Wealth LLC transactions in Novartis Ag stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 76,684 shares of NVS stock, worth $8.58 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
76,684
Previous 75,477 1.6%
Holding current value
$8.58 Million
Previous $7.34 Million 16.39%
% of portfolio
1.44%
Previous 1.29%

Shares

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

Apr 22, 2025
BUY
$97.14 - $115.57 $117,247 - $139,492
1,207 Added 1.6%
76,684 $8.55 Million
Q4 2024

Jan 28, 2025
SELL
$96.78 - $117.18 $67,358 - $81,557
-696 Reduced 0.91%
75,477 $7.34 Million
Q3 2024

Oct 22, 2024
SELL
$106.13 - $120.89 $334,309 - $380,803
-3,150 Reduced 3.97%
76,173 $8.76 Million
Q2 2024

Jul 17, 2024
SELL
$92.57 - $107.37 $99,235 - $115,100
-1,072 Reduced 1.33%
79,323 $8.44 Million
Q1 2024

Apr 23, 2024
SELL
$95.27 - $108.47 $31,248 - $35,578
-328 Reduced 0.41%
80,395 $7.78 Million
Q4 2023

Jan 29, 2024
SELL
$92.27 - $101.54 $48,718 - $53,613
-528 Reduced 0.65%
80,723 $8.15 Million
Q3 2023

Oct 23, 2023
BUY
$94.73 - $105.13 $12,314 - $13,666
130 Added 0.16%
81,251 $8.28 Million
Q2 2023

Aug 07, 2023
SELL
$92.52 - $104.91 $33,769 - $38,292
-365 Reduced 0.45%
81,121 $8.19 Million
Q1 2023

May 08, 2023
BUY
$80.03 - $92.81 $480,660 - $557,416
6,006 Added 7.96%
81,486 $7.5 Million
Q4 2022

Feb 10, 2023
BUY
$75.55 - $92.52 $68,070 - $83,360
901 Added 1.21%
75,480 $6.85 Million
Q3 2022

Oct 25, 2022
BUY
$74.61 - $87.26 $67,074 - $78,446
899 Added 1.22%
74,579 $5.67 Million
Q2 2022

Jul 27, 2022
BUY
$80.52 - $93.75 $139,621 - $162,562
1,734 Added 2.41%
73,680 $6.23 Million
Q1 2022

Apr 21, 2022
BUY
$80.11 - $90.62 $207,324 - $234,524
2,588 Added 3.73%
71,946 $6.31 Million
Q4 2021

Feb 08, 2022
BUY
$79.7 - $88.13 $222,522 - $246,058
2,792 Added 4.19%
69,358 $6.07 Million
Q3 2021

Oct 29, 2021
BUY
$81.78 - $95.14 $420,430 - $489,114
5,141 Added 8.37%
66,566 $5.44 Million
Q2 2021

Aug 02, 2021
BUY
$85.24 - $94.15 $303,795 - $335,550
3,564 Added 6.16%
61,425 $5.6 Million
Q1 2021

May 11, 2021
BUY
$83.5 - $98.47 $460,753 - $543,357
5,518 Added 10.54%
57,861 $4.95 Million
Q4 2020

Jan 26, 2021
BUY
$78.07 - $94.43 $333,671 - $403,593
4,274 Added 8.89%
52,343 $4.94 Million
Q3 2020

Nov 09, 2020
SELL
$82.14 - $91.0 $19,138 - $21,203
-233 Reduced 0.48%
48,069 $4.18 Million
Q2 2020

Aug 03, 2020
BUY
$80.93 - $91.1 $3.68 Million - $4.14 Million
45,418 Added 1574.83%
48,302 $4.22 Million
Q1 2020

May 11, 2020
BUY
$70.67 - $99.01 $203,812 - $285,544
2,884 New
2,884 $238,000

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 $241B
  • 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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