Mount Yale Investment Advisors, LLC Novartis Ag Transaction History
Mount Yale Investment Advisors, LLC
- $1.21 Billion
- Q2 2025
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 16,969 shares of NVS stock, worth $2.1 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
16,969
Previous 21,213
20.01%
Holding current value
$2.1 Million
Previous $2.36 Million
13.16%
% of portfolio
0.17%
Previous 0.21%
Shares
30 transactions
Others Institutions Holding NVS
# of Institutions
1,582Shares Held
136MCall Options Held
1.72MPut Options Held
1.7M-
Dodge & Cox San Francisco, CA10.6MShares$1.32 Billion0.78% of portfolio
-
Primecap Management CO Pasadena, CA10.4MShares$1.29 Billion1.03% of portfolio
-
Dimensional Fund Advisors LP Austin, TX9.06MShares$1.12 Billion0.26% of portfolio
-
Morgan Stanley New York, NY7.56MShares$936 Million0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa7.12MShares$882 Million0.35% of portfolio
About NOVARTIS AG
- Ticker NVS
- Exchange OTC
- Sector Healthcare
- Industry Drug Manufacturers—General
- Shares Outstandng 2,151,000,064
- Market Cap $266B
- 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...