United Capital Financial Advisers, LLC Novartis Ag Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Novartis Ag stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 80,505 shares of NVS stock, worth $8.3 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
80,505
Previous 82,556 2.48%
Holding current value
$8.3 Million
Previous $8.79 Million 5.36%
% of portfolio
0.05%
Previous 0.08%

Shares

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

Nov 12, 2024
SELL
$106.13 - $120.89 $217,672 - $247,945
-2,051 Reduced 2.48%
80,505 $9.26 Million
Q2 2024

Aug 14, 2024
BUY
$92.57 - $107.37 $328,160 - $380,626
3,545 Added 4.49%
82,556 $8.79 Million
Q1 2024

May 15, 2024
SELL
$95.27 - $108.47 $722,813 - $822,961
-7,587 Reduced 8.76%
79,011 $7.64 Million
Q4 2023

Feb 14, 2024
SELL
$92.27 - $101.54 $2.07 Million - $2.27 Million
-22,380 Reduced 20.54%
86,598 $8.74 Million
Q3 2023

Nov 14, 2023
SELL
$94.73 - $105.13 $433,579 - $481,180
-4,577 Reduced 4.03%
108,978 $11.1 Million
Q2 2023

Aug 14, 2023
SELL
$92.52 - $104.91 $953,511 - $1.08 Million
-10,306 Reduced 8.32%
113,555 $11.5 Million
Q1 2023

Aug 14, 2023
BUY
$80.03 - $92.81 $824,789 - $956,499
10,306 Added 9.08%
123,861 $11.4 Million
Q1 2023

May 15, 2023
SELL
$80.03 - $92.81 $281,785 - $326,784
-3,521 Reduced 2.76%
123,861 $11.4 Million
Q4 2022

Feb 14, 2023
SELL
$75.55 - $92.52 $66,786 - $81,787
-884 Reduced 0.69%
127,382 $11.6 Million
Q3 2022

Nov 14, 2022
BUY
$74.61 - $87.26 $6.39 Million - $7.47 Million
85,625 Added 200.8%
128,266 $9.75 Million
Q2 2022

Aug 11, 2022
BUY
$80.52 - $93.75 $124,806 - $145,312
1,550 Added 3.77%
42,641 $3.6 Million
Q1 2022

May 16, 2022
BUY
$80.11 - $90.62 $23,312 - $26,370
291 Added 0.71%
41,091 $3.61 Million
Q4 2021

Feb 14, 2022
SELL
$79.7 - $88.13 $517,731 - $572,492
-6,496 Reduced 13.73%
40,800 $3.57 Million
Q3 2021

Nov 15, 2021
BUY
$81.78 - $95.14 $20,608 - $23,975
252 Added 0.54%
47,296 $3.87 Million
Q2 2021

Aug 13, 2021
SELL
$85.24 - $94.15 $331,157 - $365,772
-3,885 Reduced 7.63%
47,044 $4.29 Million
Q1 2021

May 14, 2021
SELL
$83.5 - $98.47 $98,446 - $116,096
-1,179 Reduced 2.26%
50,929 $4.35 Million
Q4 2020

Feb 17, 2021
SELL
$78.07 - $94.43 $156,686 - $189,521
-2,007 Reduced 3.71%
52,108 $4.92 Million
Q3 2020

Nov 13, 2020
SELL
$82.14 - $91.0 $293,157 - $324,779
-3,569 Reduced 6.19%
54,115 $4.71 Million
Q2 2020

Aug 13, 2020
BUY
$80.93 - $91.1 $994,710 - $1.12 Million
12,291 Added 27.08%
57,684 $5.04 Million
Q1 2020

May 15, 2020
SELL
$70.67 - $99.01 $1.35 Million - $1.89 Million
-19,118 Reduced 29.64%
45,393 $3.74 Million
Q4 2019

Feb 14, 2020
BUY
$84.35 - $95.37 $1.56 Million - $1.76 Million
18,466 Added 40.1%
64,511 $6.11 Million
Q3 2019

Nov 14, 2019
SELL
$85.54 - $94.26 $2.91 Million - $3.2 Million
-33,980 Reduced 42.46%
46,045 $4 Million
Q2 2019

Aug 13, 2019
SELL
$75.4 - $92.8 $1.2 Million - $1.47 Million
-15,855 Reduced 16.54%
80,025 $7.31 Million
Q1 2019

May 14, 2019
SELL
$75.32 - $86.15 $356,037 - $407,231
-4,727 Reduced 4.7%
95,880 $9.22 Million
Q4 2018

Feb 14, 2019
SELL
$73.66 - $82.02 $54,287 - $60,448
-737 Reduced 0.73%
100,607 $8.63 Million
Q3 2018

Nov 14, 2018
BUY
$66.94 - $77.43 $370,245 - $428,265
5,531 Added 5.77%
101,344 $8.73 Million
Q2 2018

Aug 14, 2018
SELL
$64.91 - $73.36 $7.86 Million - $8.88 Million
-121,099 Reduced 55.83%
95,813 $6.99 Million
Q1 2018

May 15, 2018
BUY
$70.39 - $84.15 $15.3 Million - $18.3 Million
216,912 New
216,912 $17.5 Million
Q4 2017

Feb 13, 2018
SELL
$72.33 - $77.64 $17.5 Million - $18.8 Million
-242,560 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
$74.14 - $77.27 $370,329 - $385,963
4,995 Added 2.1%
242,560 $20.8 Million
Q2 2017

Aug 14, 2017
BUY
N/A
237,565
237,565 $19.8 Million

Others Institutions Holding NVS

# of Institutions
1,435
Shares Held
133M
Call Options Held
1.12M
Put Options Held
1.83M
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 $222B
  • 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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