Schechter Investment Advisors, LLC Novartis Ag Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 13,071 shares of NVS stock, worth $1.46 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

13,071

Previous 14,426 9.39%

Holding current value

$1.46 Million

Previous $1.4 Million 3.85%

% of portfolio

0.17%

Previous 0.15%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$97.14 - $115.57 $131,624 - $156,597	-1,355 Reduced 9.39%	13,071 $1.46 Million
Q4 2024 Feb 06, 2025	SELL	$96.78 - $117.18 $175,849 - $212,916	-1,817 Reduced 11.19%	14,426 $1.4 Million
Q3 2024 Nov 12, 2024	BUY	$106.13 - $120.89 $82,144 - $93,568	774 Added 5.0%	16,243 $1.87 Million
Q2 2024 Aug 12, 2024	BUY	$92.57 - $107.37 $90,163 - $104,578	974 Added 6.72%	15,469 $1.65 Million
Q1 2024 May 06, 2024	BUY	$95.27 - $108.47 $166,436 - $189,497	1,747 Added 13.7%	14,495 $1.4 Million
Q4 2023 Jan 17, 2024	BUY	$92.27 - $101.54 $30,449 - $33,508	330 Added 2.66%	12,748 $1.29 Million
Q3 2023 Nov 06, 2023	SELL	$94.73 - $105.13 $557,486 - $618,690	-5,885 Reduced 32.15%	12,418 $1.26 Million
Q2 2023 Jul 26, 2023	BUY	$92.52 - $104.91 $182,356 - $206,777	1,971 Added 12.07%	18,303 $1.85 Million
Q1 2023 Apr 28, 2023	SELL	$80.03 - $92.81 $84,671 - $98,192	-1,058 Reduced 6.08%	16,332 $1.5 Million
Q4 2022 Feb 13, 2023	SELL	$75.55 - $92.52 $101,010 - $123,699	-1,337 Reduced 7.14%	17,390 $1.58 Million
Q3 2022 Nov 04, 2022	SELL	$74.61 - $87.26 $340,146 - $397,818	-4,559 Reduced 19.58%	18,727 $1.42 Million
Q2 2022 Nov 03, 2022	BUY	$80.52 - $93.75 $1.87 Million - $2.18 Million	23,286 New	23,286 $1.97 Million
Q1 2022 Nov 18, 2022	BUY	$80.11 - $90.62 $773,622 - $875,117	9,657 Added 51.57%	28,384 $2.49 Million
Q4 2021 Dec 27, 2022	BUY	$79.7 - $88.13 $739,456 - $817,670	9,278 Added 49.54%	28,005 $2.45 Million

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

Ticker NVS
Exchange OTC
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 2,151,000,064
Market Cap $241B
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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Schechter Investment Advisors, LLC Novartis Ag Transaction History