Plante Moran Financial Advisors, LLC Novartis Ag Transaction History

Plante Moran Financial Advisors, LLC

$1.42 Billion
Q2 2025

A detailed history of Plante Moran Financial Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 12 shares of NVS stock, worth $1,431. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 12 -0.0%

Holding current value

$1,431

Previous $1,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$96.78 - $117.18 $2,419 - $2,929	-25 Reduced 67.57%	12 $1,000
Q3 2024 Oct 30, 2024	BUY	$106.13 - $120.89 $2,653 - $3,022	25 Added 208.33%	37 $4,000
Q2 2024 Aug 12, 2024	SELL	$92.57 - $107.37 $2,499 - $2,898	-27 Reduced 69.23%	12 $1,000
Q1 2024 May 09, 2024	BUY	$95.27 - $108.47 $2,572 - $2,928	27 Added 225.0%	39 $3,000
Q1 2023 May 08, 2023	SELL	$80.03 - $92.81 $13,284 - $15,406	-166 Reduced 93.26%	12 $1,000
Q4 2022 Feb 09, 2023	SELL	$75.55 - $92.52 $14,354 - $17,578	-190 Reduced 51.63%	178 $16,000
Q3 2022 Nov 02, 2022	SELL	$74.61 - $87.26 $14,772 - $17,277	-198 Reduced 34.98%	368 $28,000
Q2 2022 Aug 02, 2022	BUY	$80.52 - $93.75 $5,153 - $6,000	64 Added 12.75%	566 $48,000
Q1 2022 May 06, 2022	SELL	$80.11 - $90.62 $10,975 - $12,414	-137 Reduced 21.44%	502 $44,000
Q4 2021 Feb 09, 2022	SELL	$79.7 - $88.13 $28,771 - $31,814	-361 Reduced 36.1%	639 $56,000
Q3 2021 Nov 08, 2021	BUY	$81.78 - $95.14 $40,726 - $47,379	498 Added 99.2%	1,000 $82,000
Q2 2021 Aug 10, 2021	BUY	$85.24 - $94.15 $9,376 - $10,356	110 Added 28.06%	502 $46,000
Q1 2021 May 13, 2021	BUY	$83.5 - $98.47 $83 - $98	1 Added 0.26%	392 $34,000
Q4 2020 Feb 09, 2021	BUY	$78.07 - $94.43 $858 - $1,038	11 Added 2.89%	391 $37,000
Q2 2020 Aug 10, 2020	SELL	$80.93 - $91.1 $2,427 - $2,733	-30 Reduced 7.32%	380 $33,000
Q1 2020 May 07, 2020	BUY	$70.67 - $99.01 $2,120 - $2,970	30 Added 7.89%	410 $34,000
Q4 2019 Feb 14, 2020	SELL	$84.35 - $95.37 $7,338 - $8,297	-87 Reduced 18.63%	380 $36,000
Q3 2019 Nov 13, 2019	SELL	$85.54 - $94.26 $684 - $754	-8 Reduced 1.68%	467 $40,000
Q2 2019 Aug 13, 2019	SELL	$75.4 - $92.8 $678 - $835	-9 Reduced 1.86%	475 $43,000
Q1 2019 May 13, 2019	BUY	$75.32 - $86.15 $602 - $689	8 Added 1.68%	484 $47,000
Q3 2018 Nov 09, 2018	SELL	$66.94 - $77.43 $3,079 - $3,561	-46 Reduced 8.81%	476 $41,000
Q2 2018 Jul 26, 2018	BUY	$64.91 - $73.36 $2,336 - $2,640	36 Added 7.41%	522 $39,000
Q1 2018 May 01, 2018	BUY	$70.39 - $84.15 $1,478 - $1,767	21 Added 4.52%	486 $39,000
Q4 2017 Feb 01, 2018	SELL	$72.33 - $77.64 $37,249 - $39,984	-515 Reduced 52.55%	465 $39,000
Q3 2017 Nov 08, 2017	BUY	$74.14 - $77.27 $72,657 - $75,724	980	980 $84,000

Others Institutions Holding NVS

# of Institutions

1,550

Shares Held

140M

Call Options Held

1.69M

Put Options Held

1.87M

View Full List

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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Plante Moran Financial Advisors, LLC Novartis Ag Transaction History