A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Novartis Ag stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 7,496 shares of NVS stock, worth $853,494. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,496
Previous 7,096 5.64%
Holding current value
$853,494
Previous $686,000 16.33%
% of portfolio
0.01%
Previous 0.01%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$92.57 - $107.37 $37,028 - $42,948
400 Added 5.64%
7,496 $798,000
Q1 2024

Apr 23, 2024

SELL
$95.27 - $108.47 $68,118 - $77,556
-715 Reduced 9.15%
7,096 $686,000
Q3 2023

Nov 03, 2023

SELL
$94.73 - $105.13 $41,112 - $45,626
-434 Reduced 5.26%
7,811 $795,000
Q2 2023

Aug 01, 2023

SELL
$92.52 - $104.91 $57,825 - $65,568
-625 Reduced 7.05%
8,245 $832,000
Q1 2023

May 02, 2023

SELL
$80.03 - $92.81 $94,035 - $109,051
-1,175 Reduced 11.7%
8,870 $816,000
Q3 2022

Oct 25, 2022

SELL
$74.61 - $87.26 $66,999 - $78,359
-898 Reduced 8.21%
10,045 $764,000
Q2 2022

Jul 26, 2022

SELL
$80.52 - $93.75 $78,909 - $91,875
-980 Reduced 8.22%
10,943 $925,000
Q1 2022

Apr 13, 2022

BUY
$80.11 - $90.62 $4,005 - $4,531
50 Added 0.42%
11,923 $1.05 Million
Q4 2021

Feb 14, 2022

SELL
$79.7 - $88.13 $171,594 - $189,743
-2,153 Reduced 15.35%
11,873 $1.04 Million
Q3 2021

Nov 12, 2021

SELL
$81.78 - $95.14 $141,888 - $165,067
-1,735 Reduced 11.01%
14,026 $1.15 Million
Q2 2021

Aug 13, 2021

BUY
$85.24 - $94.15 $16,792 - $18,547
197 Added 1.27%
15,761 $1.44 Million
Q1 2021

Apr 14, 2021

SELL
$83.5 - $98.47 $327,320 - $386,002
-3,920 Reduced 20.12%
15,564 $1.33 Million
Q4 2020

Jan 14, 2021

SELL
$78.07 - $94.43 $122,882 - $148,632
-1,574 Reduced 7.47%
19,484 $1.84 Million
Q3 2020

Oct 15, 2020

SELL
$82.14 - $91.0 $65,712 - $72,800
-800 Reduced 3.66%
21,058 $1.83 Million
Q2 2020

Jul 30, 2020

BUY
$80.93 - $91.1 $78,663 - $88,549
972 Added 4.65%
21,858 $1.91 Million
Q1 2020

Apr 15, 2020

SELL
$70.67 - $99.01 $41,695 - $58,415
-590 Reduced 2.75%
20,886 $1.72 Million
Q4 2019

Jan 22, 2020

SELL
$84.35 - $95.37 $916,462 - $1.04 Million
-10,865 Reduced 33.6%
21,476 $2.03 Million
Q3 2019

Nov 05, 2019

BUY
$85.54 - $94.26 $219,495 - $241,871
2,566 Added 8.62%
32,341 $2.81 Million
Q2 2019

Aug 09, 2019

SELL
$75.4 - $92.8 $428,875 - $527,846
-5,688 Reduced 16.04%
29,775 $2.72 Million
Q1 2019

Apr 08, 2019

SELL
$75.32 - $86.15 $313,029 - $358,039
-4,156 Reduced 10.49%
35,463 $3.41 Million
Q4 2018

Feb 13, 2019

SELL
$73.66 - $82.02 $100,398 - $111,793
-1,363 Reduced 3.33%
39,619 $3.4 Million
Q3 2018

Oct 31, 2018

SELL
$66.94 - $77.43 $112,526 - $130,159
-1,681 Reduced 3.94%
40,982 $3.53 Million
Q2 2018

Aug 07, 2018

SELL
$64.91 - $73.36 $863,108 - $975,467
-13,297 Reduced 23.76%
42,663 $3.22 Million
Q1 2018

Apr 20, 2018

SELL
$70.39 - $84.15 $1.58 Million - $1.89 Million
-22,416 Reduced 28.6%
55,960 $4.52 Million
Q4 2017

Feb 08, 2018

SELL
$72.33 - $77.64 $574,155 - $616,306
-7,938 Reduced 9.2%
78,376 $6.58 Million
Q3 2017

Oct 27, 2017

SELL
$74.14 - $77.27 $103,351 - $107,714
-1,394 Reduced 1.59%
86,314 $7.41 Million
Q2 2017

Aug 07, 2017

BUY
N/A
87,708
87,708 $0

Others Institutions Holding NVS

About NOVARTIS AG


  • Ticker NVS
  • Exchange OTC
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 2,151,000,064
  • Market Cap $245B
  • 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
Track This Portfolio

Track Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio

Follow Loring Wolcott & Coolidge Fiduciary Advisors LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.