A detailed history of Valmark Advisers, Inc. transactions in Novartis Ag stock. As of the latest transaction made, Valmark Advisers, Inc. holds 8,359 shares of NVS stock, worth $924,171. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,359
Previous 8,426 0.8%
Holding current value
$924,171
Previous $897,000 7.13%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 25, 2024

SELL
$106.13 - $120.89 $7,110 - $8,099
-67 Reduced 0.8%
8,359 $961,000
Q2 2024

Jul 31, 2024

BUY
$92.57 - $107.37 $12,404 - $14,387
134 Added 1.62%
8,426 $897,000
Q1 2024

May 03, 2024

BUY
$95.27 - $108.47 $4,572 - $5,206
48 Added 0.58%
8,292 $802,000
Q4 2023

Feb 02, 2024

SELL
$92.27 - $101.54 $92 - $101
-1 Reduced 0.01%
8,244 $832,000
Q3 2023

Nov 07, 2023

BUY
$94.73 - $105.13 $79,762 - $88,519
842 Added 11.37%
8,245 $839,000
Q2 2023

Aug 02, 2023

SELL
$92.52 - $104.91 $18,689 - $21,191
-202 Reduced 2.66%
7,403 $747,000
Q1 2023

May 01, 2023

BUY
$80.03 - $92.81 $14,005 - $16,241
175 Added 2.36%
7,605 $699,000
Q4 2022

Feb 06, 2023

SELL
$75.55 - $92.52 $1,208 - $1,480
-16 Reduced 0.21%
7,430 $674,000
Q3 2022

Nov 02, 2022

BUY
$74.61 - $87.26 $9,475 - $11,082
127 Added 1.74%
7,446 $566,000
Q2 2022

Aug 01, 2022

SELL
$80.52 - $93.75 $8,696 - $10,125
-108 Reduced 1.45%
7,319 $619,000
Q4 2021

Feb 02, 2022

SELL
$79.7 - $88.13 $38,973 - $43,095
-489 Reduced 6.18%
7,427 $650,000
Q3 2021

Nov 09, 2021

SELL
$81.78 - $95.14 $26,823 - $31,205
-328 Reduced 3.98%
7,916 $647,000
Q2 2021

Aug 06, 2021

BUY
$85.24 - $94.15 $13,467 - $14,875
158 Added 1.95%
8,244 $752,000
Q1 2021

May 04, 2021

BUY
$83.5 - $98.47 $51,352 - $60,559
615 Added 8.23%
8,086 $691,000
Q4 2020

Feb 03, 2021

BUY
$78.07 - $94.43 $330,392 - $399,627
4,232 Added 130.66%
7,471 $705,000
Q3 2020

Nov 09, 2020

SELL
$82.14 - $91.0 $68,997 - $76,440
-840 Reduced 20.59%
3,239 $282,000
Q2 2020

Jul 31, 2020

BUY
$80.93 - $91.1 $330,113 - $371,596
4,079 New
4,079 $356,000

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 $238B
  • 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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