A detailed history of Pensionmark Financial Group, LLC transactions in Novartis Ag stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 42,757 shares of NVS stock, worth $5.1 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
42,757
Previous 41,471 3.1%
Holding current value
$5.1 Million
Previous $4.62 Million 11.92%
% of portfolio
0.12%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

BUY
$101.96 - $121.01 $131,120 - $155,618
1,286 Added 3.1%
42,757 $5.17 Million
Q1 2025

Apr 29, 2025

BUY
$97.14 - $115.57 $441,209 - $524,918
4,542 Added 12.3%
41,471 $4.62 Million
Q4 2024

Feb 12, 2025

BUY
$96.78 - $117.18 $315,309 - $381,772
3,258 Added 9.68%
36,929 $3.59 Million
Q3 2024

Nov 25, 2024

SELL
$106.13 - $120.89 $24.2 Million - $27.5 Million
-227,698 Reduced 87.12%
33,671 $3.87 Million
Q3 2024

Nov 14, 2024

BUY
$106.13 - $120.89 $27.7 Million - $31.6 Million
261,369 New
261,369 $30.1 Million

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 $257B
  • 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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