Live Oak Private Wealth LLC Novartis Ag Transaction History

Live Oak Private Wealth LLC

$691 Million
Q3 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 77,080 shares of NVS stock, worth $10.1 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

77,080

Previous 76,615 0.61%

Holding current value

$10.1 Million

Previous $9.27 Million 6.61%

% of portfolio

1.43%

Previous 1.44%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$113.5 - $129.73 $52,777 - $60,324	465 Added 0.61%	77,080 $9.88 Million
Q2 2025 Aug 04, 2025	SELL	$101.96 - $121.01 $7,035 - $8,349	-69 Reduced 0.09%	76,615 $9.27 Million
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

1,561

Shares Held

136M

Call Options Held

1.72M

Put Options Held

1.7M

View Full List

About NOVARTIS AG

Ticker NVS
Exchange OTC
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 2,151,000,064
Market Cap $281B
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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Live Oak Private Wealth LLC Novartis Ag Transaction History