SHELTON CAPITAL MANAGEMENT - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,197 filers reported holding NOVARTIS A G in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
SHELTON CAPITAL MANAGEMENT ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$285,208
+0.9%
2,8000.0%0.01%0.0%
Q2 2023$282,548
+7.8%
2,800
-1.8%
0.01%
-9.1%
Q1 2023$262,200
+3.2%
2,850
+1.8%
0.01%
-59.3%
Q4 2022$254,016
+19.3%
2,8000.0%0.03%
+170.0%
Q3 2022$213,000
-10.1%
2,8000.0%0.01%
-9.1%
Q2 2022$237,000
-20.5%
2,800
-17.6%
0.01%0.0%
Q1 2022$298,000
+0.3%
3,4000.0%0.01%0.0%
Q4 2021$297,000
+6.8%
3,4000.0%0.01%0.0%
Q3 2021$278,000
-10.3%
3,4000.0%0.01%
-8.3%
Q2 2021$310,000
+6.5%
3,4000.0%0.01%
+20.0%
Q1 2021$291,000
-9.3%
3,4000.0%0.01%
-28.6%
Q4 2020$321,000
+23.0%
3,400
+13.3%
0.01%
+27.3%
Q3 2020$261,000
-0.4%
3,0000.0%0.01%
-21.4%
Q2 2020$262,000
+6.1%
3,0000.0%0.01%
-22.2%
Q1 2020$247,000
-14.5%
3,000
-1.6%
0.02%
+12.5%
Q4 2019$289,000
+9.1%
3,0500.0%0.02%0.0%
Q3 2019$265,000
-4.7%
3,0500.0%0.02%0.0%
Q2 2019$278,000
-90.9%
3,050
+941.0%
0.02%
+33.3%
Q1 2019$3,050,000
+1073.1%
293
-90.3%
0.01%
-33.3%
Q4 2018$260,000
-0.4%
3,0250.0%0.02%
+20.0%
Q3 2018$261,000
+11.1%
3,025
-2.6%
0.02%0.0%
Q2 2018$235,000
-6.4%
3,1050.0%0.02%
-6.2%
Q1 2018$251,000
-76.4%
3,105
-75.5%
0.02%
-76.5%
Q4 2017$1,063,000
-5.1%
12,662
-2.9%
0.07%
-10.5%
Q3 2017$1,120,000
+0.5%
13,045
-2.2%
0.08%
-3.8%
Q2 2017$1,114,000
+11.2%
13,345
-1.1%
0.08%
+14.5%
Q1 2017$1,002,000
+1.0%
13,492
-0.9%
0.07%
-9.2%
Q4 2016$992,000
-7.7%
13,6170.0%0.08%
-15.6%
Q3 2016$1,075,000
+21.5%
13,617
+26.9%
0.09%
+15.4%
Q2 2016$885,000
+16.8%
10,732
+2.5%
0.08%
+13.0%
Q1 2016$758,000
-19.9%
10,470
-4.7%
0.07%
-24.2%
Q4 2015$946,000
+1.3%
10,990
+8.1%
0.09%
-11.7%
Q3 2015$934,000
-4.0%
10,165
+2.8%
0.10%
+2.0%
Q2 2015$973,000
-17.0%
9,890
-16.8%
0.10%
-20.5%
Q1 2015$1,172,000
+1.6%
11,890
-4.6%
0.13%
-5.2%
Q4 2014$1,154,000
-8.9%
12,457
-7.4%
0.13%
-21.2%
Q3 2014$1,267,000
+4.0%
13,4570.0%0.17%0.0%
Q2 2014$1,218,000
+6.5%
13,4570.0%0.17%
+1.2%
Q1 2014$1,144,000
+5.7%
13,4570.0%0.17%
+2.4%
Q4 2013$1,082,000
+4.8%
13,4570.0%0.16%
-5.2%
Q3 2013$1,032,000
+8.4%
13,4570.0%0.17%
-0.6%
Q2 2013$952,00013,4570.17%
Other shareholders
NOVARTIS A G shareholders Q3 2023
NameSharesValueWeighting ↓
NEXTHERA CAPITAL LP 198,000$14,422,0008.45%
PRENTISS SMITH & CO INC 133,202$9,702,0005.92%
EXENCIAL WEALTH ADVISORS, LLC 178,313$12,988,0005.50%
MANAGED ASSET PORTFOLIOS, LLC 185,868$13,538,0005.33%
Osher Van de Voorde Investment Management 114,735$8,357,0004.59%
BROWN BROTHERS HARRIMAN & CO 10,971,272$799,147,0004.37%
PROFESSIONAL ADVISORY SERVICES INC 238,542$17,375,0004.04%
Elefante Mark B 4,579$333,0004.02%
COMPASS CAPITAL MANAGEMENT, INC 271,536$19,779,0003.69%
CGOV Asset Management 972,731$95,135,0003.51%
View complete list of NOVARTIS A G shareholders