Ritholtz Wealth Management Novartis Ag Transaction History

Ritholtz Wealth Management

  • $3.29 Billion
  • Q1 2025

A detailed history of Ritholtz Wealth Management transactions in Novartis Ag stock. As of the latest transaction made, Ritholtz Wealth Management holds 91,310 shares of NVS stock, worth $10.8 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
91,310
Previous 92,473 1.26%
Holding current value
$10.8 Million
Previous $9 Million 13.13%
% of portfolio
0.31%
Previous 0.27%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$97.14 - $115.57 $112,973 - $134,407
-1,163 Reduced 1.26%
91,310 $10.2 Million
Q4 2024

Jan 14, 2025
SELL
$96.78 - $117.18 $371,635 - $449,971
-3,840 Reduced 3.99%
92,473 $9 Million
Q3 2024

Oct 10, 2024
BUY
$106.13 - $120.89 $133,405 - $151,958
1,257 Added 1.32%
96,313 $11.1 Million
Q2 2024

Jul 31, 2024
BUY
$92.57 - $107.37 $93,958 - $108,980
1,015 Added 1.08%
95,056 $10.1 Million
Q1 2024

Apr 24, 2024
BUY
$95.27 - $108.47 $2.15 Million - $2.44 Million
22,538 Added 31.52%
94,041 $9.1 Million
Q4 2023

Jan 18, 2024
BUY
$92.27 - $101.54 $352,563 - $387,984
3,821 Added 5.65%
71,503 $7.22 Million
Q3 2023

Oct 13, 2023
SELL
$94.73 - $105.13 $86,772 - $96,299
-916 Reduced 1.34%
67,682 $6.89 Million
Q2 2023

Jul 14, 2023
BUY
$92.52 - $104.91 $719,990 - $816,409
7,782 Added 12.8%
68,598 $6.92 Million
Q1 2023

Apr 19, 2023
SELL
$80.03 - $92.81 $530,518 - $615,237
-6,629 Reduced 9.83%
60,816 $5.6 Million
Q4 2022

Jan 18, 2023
BUY
$75.55 - $92.52 $3.6 Million - $4.4 Million
47,603 Added 239.91%
67,445 $0
Q3 2022

Oct 18, 2022
SELL
$74.61 - $87.26 $53,868 - $63,001
-722 Reduced 3.51%
19,842 $1.51 Million
Q2 2022

Jul 15, 2022
BUY
$80.52 - $93.75 $256,214 - $298,312
3,182 Added 18.31%
20,564 $1.74 Million
Q1 2022

Apr 14, 2022
BUY
$80.11 - $90.62 $568,620 - $643,220
7,098 Added 69.02%
17,382 $1.53 Million
Q4 2021

Jan 18, 2022
BUY
$79.7 - $88.13 $291,861 - $322,732
3,662 Added 55.3%
10,284 $900,000
Q3 2021

Oct 14, 2021
SELL
$81.78 - $95.14 $278,542 - $324,046
-3,406 Reduced 33.96%
6,622 $542,000
Q2 2021

Jul 20, 2021
BUY
$85.24 - $94.15 $158,631 - $175,213
1,861 Added 22.79%
10,028 $915,000
Q1 2021

May 12, 2021
BUY
$83.5 - $98.47 $34,819 - $41,061
417 Added 5.38%
8,167 $698,000
Q4 2020

Jan 19, 2021
BUY
$78.07 - $94.43 $18,112 - $21,907
232 Added 3.09%
7,750 $732,000
Q3 2020

Oct 23, 2020
SELL
$82.14 - $91.0 $355,255 - $393,575
-4,325 Reduced 36.52%
7,518 $654,000
Q2 2020

Jul 15, 2020
BUY
$80.93 - $91.1 $388,221 - $437,006
4,797 Added 68.08%
11,843 $1.03 Million
Q1 2020

Apr 09, 2020
BUY
$70.67 - $99.01 $497,940 - $697,624
7,046 New
7,046 $581,000

Others Institutions Holding NVS

# of Institutions
1,523
Shares Held
142M
Call Options Held
1.63M
Put Options Held
1.82M
View Full List

About NOVARTIS AG

NVS Quotes by TradingView
  • Ticker NVS
  • Exchange OTC
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 2,151,000,064
  • Market Cap $255B
  • 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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