A detailed history of Resources Investment Advisors, Llc. transactions in Novartis Ag stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 10,149 shares of NVS stock, worth $985,264. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,149
Previous 11,140 8.9%
Holding current value
$985,264
Previous $1.19 Million 1.52%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 06, 2024

SELL
$106.13 - $120.89 $105,174 - $119,801
-991 Reduced 8.9%
10,149 $1.17 Million
Q2 2024

Aug 02, 2024

BUY
$92.57 - $107.37 $413,695 - $479,836
4,469 Added 66.99%
11,140 $1.19 Million
Q1 2024

May 10, 2024

SELL
$95.27 - $108.47 $117,944 - $134,285
-1,238 Reduced 15.65%
6,671 $645,000
Q4 2023

Feb 13, 2024

BUY
$92.27 - $101.54 $340,107 - $374,276
3,686 Added 87.28%
7,909 $798,000
Q3 2023

Nov 14, 2023

SELL
$94.73 - $105.13 $18,188 - $20,184
-192 Reduced 4.35%
4,223 $430,000
Q2 2023

Aug 07, 2023

SELL
$92.52 - $104.91 $841,839 - $954,576
-9,099 Reduced 67.33%
4,415 $445,000
Q1 2023

May 10, 2023

BUY
$80.03 - $92.81 $774,770 - $898,493
9,681 Added 252.57%
13,514 $1.24 Million
Q4 2022

Feb 02, 2023

BUY
$75.55 - $92.52 $36,490 - $44,687
483 Added 14.42%
3,833 $347,000
Q3 2022

Nov 08, 2022

SELL
$74.61 - $87.26 $10,594 - $12,390
-142 Reduced 4.07%
3,350 $255,000
Q2 2022

Aug 08, 2022

SELL
$80.52 - $93.75 $70,455 - $82,031
-875 Reduced 20.04%
3,492 $295,000
Q1 2022

May 05, 2022

BUY
$80.11 - $90.62 $10,975 - $12,414
137 Added 3.24%
4,367 $383,000
Q4 2021

Feb 23, 2022

SELL
$79.7 - $88.13 $22,794 - $25,205
-286 Reduced 6.33%
4,230 $370,000
Q3 2021

Nov 05, 2021

BUY
$81.78 - $95.14 $4,007 - $4,661
49 Added 1.1%
4,516 $369,000
Q2 2021

Aug 09, 2021

BUY
$85.24 - $94.15 $17,644 - $19,489
207 Added 4.86%
4,467 $407,000
Q1 2021

May 10, 2021

SELL
$83.5 - $98.47 $28,891 - $34,070
-346 Reduced 7.51%
4,260 $364,000
Q4 2020

Feb 08, 2021

BUY
$78.07 - $94.43 $25,294 - $30,595
324 Added 7.57%
4,606 $434,000
Q3 2020

Oct 09, 2020

SELL
$82.14 - $91.0 $87,314 - $96,733
-1,063 Reduced 19.89%
4,282 $372,000
Q2 2020

Aug 14, 2020

BUY
$80.93 - $91.1 $20,232 - $22,775
250 Added 4.91%
5,345 $466,000
Q1 2020

May 14, 2020

SELL
$70.67 - $99.01 $40,776 - $57,128
-577 Reduced 10.17%
5,095 $420,000
Q4 2019

Feb 07, 2020

BUY
$84.35 - $95.37 $32,474 - $36,717
385 Added 7.28%
5,672 $537,000
Q3 2019

Nov 08, 2019

BUY
$85.54 - $94.26 $132,672 - $146,197
1,551 Added 41.51%
5,287 $459,000
Q2 2019

Aug 12, 2019

BUY
$75.4 - $92.8 $194,984 - $239,980
2,586 Added 224.87%
3,736 $0
Q4 2018

Feb 12, 2019

BUY
$73.66 - $82.02 $6,997 - $7,791
95 Added 9.0%
1,150 $99,000
Q2 2018

Aug 15, 2018

SELL
$64.91 - $73.36 $7,789 - $8,803
-120 Reduced 10.21%
1,055 $80,000
Q4 2017

Jan 31, 2018

SELL
$72.33 - $77.64 $2,531 - $2,717
-35 Reduced 2.89%
1,175 $99,000
Q3 2017

Nov 13, 2017

SELL
$74.14 - $77.27 $1,112 - $1,159
-15 Reduced 1.22%
1,210 $104,000
Q2 2017

Aug 14, 2017

BUY
N/A
1,225
1,225 $102,000

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 $209B
  • 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 Resources Investment Advisors, Llc. Portfolio

Follow Resources Investment Advisors, Llc. 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 Resources Investment Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Resources Investment Advisors, Llc. with notifications on news.