A detailed history of Wetherby Asset Management Inc transactions in Novartis Ag stock. As of the latest transaction made, Wetherby Asset Management Inc holds 52,065 shares of NVS stock, worth $5.13 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
52,065
Previous 51,356 1.38%
Holding current value
$5.13 Million
Previous $5.47 Million 9.53%
% of portfolio
0.28%
Previous 0.26%

Shares

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

Nov 14, 2024

BUY
$106.13 - $120.89 $75,246 - $85,711
709 Added 1.38%
52,065 $5.99 Million
Q2 2024

Aug 14, 2024

SELL
$92.57 - $107.37 $35,546 - $41,230
-384 Reduced 0.74%
51,356 $5.47 Million
Q1 2024

May 15, 2024

SELL
$95.27 - $108.47 $16,481 - $18,765
-173 Reduced 0.33%
51,740 $5 Million
Q4 2023

Feb 14, 2024

BUY
$92.27 - $101.54 $100,851 - $110,983
1,093 Added 2.15%
51,913 $5.24 Million
Q3 2023

Nov 14, 2023

BUY
$94.73 - $105.13 $175,250 - $194,490
1,850 Added 3.78%
50,820 $5.18 Million
Q2 2023

Aug 14, 2023

BUY
$92.52 - $104.91 $375,816 - $426,144
4,062 Added 9.05%
48,970 $4.94 Million
Q1 2023

May 12, 2023

BUY
$80.03 - $92.81 $400 - $464
5 Added 0.01%
44,908 $4.13 Million
Q4 2022

Feb 14, 2023

BUY
$75.55 - $92.52 $210,029 - $257,205
2,780 Added 6.6%
44,903 $4.07 Million
Q3 2022

Nov 14, 2022

SELL
$74.61 - $87.26 $376,407 - $440,226
-5,045 Reduced 10.7%
42,123 $3.2 Million
Q2 2022

Aug 15, 2022

BUY
$80.52 - $93.75 $119,411 - $139,031
1,483 Added 3.25%
47,168 $3.99 Million
Q1 2022

May 16, 2022

BUY
$80.11 - $90.62 $114,076 - $129,042
1,424 Added 3.22%
45,685 $4.01 Million
Q4 2021

Feb 14, 2022

BUY
$79.7 - $88.13 $89,503 - $98,969
1,123 Added 2.6%
44,261 $3.87 Million
Q3 2021

Nov 15, 2021

BUY
$81.78 - $95.14 $45,878 - $53,373
561 Added 1.32%
43,138 $3.53 Million
Q2 2021

Aug 16, 2021

SELL
$85.24 - $94.15 $24,804 - $27,397
-291 Reduced 0.68%
42,577 $3.89 Million
Q1 2021

May 14, 2021

BUY
$83.5 - $98.47 $127,170 - $149,969
1,523 Added 3.68%
42,868 $3.66 Million
Q4 2020

Feb 11, 2021

BUY
$78.07 - $94.43 $3.04 Million - $3.68 Million
38,931 Added 1612.72%
41,345 $3.9 Million
Q3 2020

Dec 16, 2020

SELL
$82.14 - $91.0 $2.93 Million - $3.24 Million
-35,655 Reduced 93.66%
2,414 $210,000
Q3 2020

Dec 16, 2020

SELL
$82.14 - $91.0 $279,440 - $309,582
-3,402 Reduced 8.2%
38,069 $3.31 Million
Q3 2020

Nov 13, 2020

SELL
$82.14 - $91.0 $15,688 - $17,381
-191 Reduced 0.46%
41,471 $3.61 Million
Q2 2020

Aug 14, 2020

SELL
$80.93 - $91.1 $7,688 - $8,654
-95 Reduced 0.23%
41,662 $3.64 Million
Q1 2020

May 06, 2020

BUY
$70.67 - $99.01 $261,337 - $366,138
3,698 Added 9.72%
41,757 $3.44 Million
Q4 2019

Jan 28, 2020

SELL
$84.35 - $95.37 $74,312 - $84,020
-881 Reduced 2.26%
38,059 $3.6 Million
Q3 2019

Oct 31, 2019

BUY
$85.54 - $94.26 $158,847 - $175,040
1,857 Added 5.01%
38,940 $3.38 Million
Q2 2019

Jul 25, 2019

BUY
$75.4 - $92.8 $141,224 - $173,814
1,873 Added 5.32%
37,083 $3.39 Million
Q1 2019

May 09, 2019

BUY
$75.32 - $86.15 $80,441 - $92,008
1,068 Added 3.13%
35,210 $3.39 Million
Q4 2018

Jan 30, 2019

BUY
$73.66 - $82.02 $184,739 - $205,706
2,508 Added 7.93%
34,142 $2.93 Million
Q3 2018

Nov 07, 2018

BUY
$66.94 - $77.43 $202,024 - $233,683
3,018 Added 10.55%
31,634 $2.73 Million
Q2 2018

Jul 24, 2018

SELL
$64.91 - $73.36 $179,865 - $203,280
-2,771 Reduced 8.83%
28,616 $2.16 Million
Q1 2018

May 04, 2018

BUY
$70.39 - $84.15 $89,676 - $107,207
1,274 Added 4.23%
31,387 $2.54 Million
Q4 2017

Feb 09, 2018

BUY
$72.33 - $77.64 $92,654 - $99,456
1,281 Added 4.44%
30,113 $2.53 Million
Q3 2017

Nov 13, 2017

BUY
$74.14 - $77.27 $2.14 Million - $2.23 Million
28,832
28,832 $2.48 Million

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 $212B
  • 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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