A detailed history of Mount Yale Investment Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 22,167 shares of NVS stock, worth $2.45 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
22,167
Previous 17,115 29.52%
Holding current value
$2.45 Million
Previous $1.82 Million 39.9%
% of portfolio
0.25%
Previous 0.15%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$106.13 - $120.89 $536,168 - $610,736
5,052 Added 29.52%
22,167 $2.55 Million
Q2 2024

Aug 13, 2024

SELL
$92.57 - $107.37 $113,305 - $131,420
-1,224 Reduced 6.67%
17,115 $1.82 Million
Q1 2024

May 15, 2024

SELL
$95.27 - $108.47 $719,383 - $819,056
-7,551 Reduced 29.17%
18,339 $1.77 Million
Q4 2023

Feb 12, 2024

BUY
$92.27 - $101.54 $216,926 - $238,720
2,351 Added 9.99%
25,890 $2.61 Million
Q3 2023

Oct 11, 2023

BUY
$94.73 - $105.13 $428,842 - $475,923
4,527 Added 23.81%
23,539 $2.4 Million
Q2 2023

Aug 14, 2023

BUY
$92.52 - $104.91 $465,375 - $527,697
5,030 Added 35.97%
19,012 $1.92 Million
Q1 2023

May 11, 2023

SELL
$80.03 - $92.81 $297,631 - $345,160
-3,719 Reduced 21.01%
13,982 $1.29 Million
Q4 2022

Feb 13, 2023

BUY
$75.55 - $92.52 $126,999 - $155,526
1,681 Added 10.49%
17,701 $1.61 Million
Q3 2022

Nov 07, 2022

SELL
$74.61 - $87.26 $597,402 - $698,690
-8,007 Reduced 33.33%
16,020 $1.22 Million
Q2 2022

Aug 02, 2022

BUY
$80.52 - $93.75 $683,534 - $795,843
8,489 Added 54.63%
24,027 $2.03 Million
Q1 2022

May 03, 2022

BUY
$80.11 - $90.62 $288,876 - $326,775
3,606 Added 30.22%
15,538 $1.36 Million
Q4 2021

Feb 02, 2022

SELL
$79.7 - $88.13 $517,093 - $571,787
-6,488 Reduced 35.22%
11,932 $1.04 Million
Q3 2021

Nov 02, 2021

SELL
$81.78 - $95.14 $73,111 - $85,055
-894 Reduced 4.63%
18,420 $1.51 Million
Q2 2021

Aug 04, 2021

BUY
$85.24 - $94.15 $186,846 - $206,376
2,192 Added 12.8%
19,314 $1.76 Million
Q1 2021

May 04, 2021

BUY
$83.5 - $98.47 $621,407 - $732,813
7,442 Added 76.88%
17,122 $1.46 Million
Q4 2020

Feb 12, 2021

BUY
$78.07 - $94.43 $269,029 - $325,405
3,446 Added 55.28%
9,680 $914,000
Q3 2020

Nov 16, 2020

SELL
$82.14 - $91.0 $88,054 - $97,552
-1,072 Reduced 14.67%
6,234 $542,000
Q2 2020

Jul 09, 2020

BUY
$80.93 - $91.1 $388,221 - $437,006
4,797 Added 191.19%
7,306 $638,000
Q1 2020

May 04, 2020

SELL
$70.67 - $99.01 $56,606 - $79,307
-801 Reduced 24.2%
2,509 $207,000
Q4 2019

Feb 13, 2020

BUY
$84.35 - $95.37 $843 - $953
10 Added 0.3%
3,310 $313,000
Q3 2019

Nov 14, 2019

BUY
$85.54 - $94.26 $282,282 - $311,058
3,300 New
3,300 $295,000
Q2 2019

Aug 13, 2019

SELL
$75.4 - $92.8 $157,058 - $193,302
-2,083 Closed
0 $0
Q1 2019

May 15, 2019

SELL
$75.32 - $86.15 $40,446 - $46,262
-537 Reduced 20.5%
2,083 $200,000
Q4 2018

Feb 14, 2019

SELL
$73.66 - $82.02 $56,939 - $63,401
-773 Reduced 22.78%
2,620 $231,000
Q3 2018

Nov 13, 2018

BUY
$66.94 - $77.43 $48,531 - $56,136
725 Added 27.17%
3,393 $302,000
Q2 2018

Aug 22, 2018

BUY
$64.91 - $73.36 $116,383 - $131,534
1,793 Added 204.91%
2,668 $202,000
Q1 2018

Jun 25, 2018

BUY
$70.39 - $84.15 $61,591 - $73,631
875 New
875 $71,000

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 $238B
  • 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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