EVERETT HARRIS & CO /CA/ - 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
EVERETT HARRIS & CO /CA/ ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$2,904,945
-3.8%
28,519
-4.7%
0.04%
-2.2%
Q2 2023$3,019,126
+4.8%
29,919
-4.5%
0.05%
-2.1%
Q1 2023$2,881,348
-1.6%
31,319
-2.9%
0.05%
-6.0%
Q4 2022$2,927,000
-26.1%
32,269
-38.1%
0.05%
-31.5%
Q3 2022$3,963,000
-27.7%
52,139
-19.6%
0.07%
-23.2%
Q2 2022$5,479,000
-13.3%
64,822
-10.0%
0.10%
+5.6%
Q1 2022$6,322,000
-29.4%
72,051
-29.6%
0.09%
-27.4%
Q4 2021$8,953,000
-53.0%
102,358
-56.1%
0.12%
-58.8%
Q3 2021$19,057,000
-29.5%
233,023
-21.3%
0.30%
-30.3%
Q2 2021$27,017,000
+8.2%
296,108
+1.4%
0.43%
-0.2%
Q1 2021$24,973,000
+4.6%
292,146
+15.6%
0.43%
+2.6%
Q4 2020$23,875,000
+232.6%
252,830
+206.3%
0.42%
+201.4%
Q3 2020$7,178,000
+242.1%
82,544
+243.6%
0.14%
+204.3%
Q2 2020$2,098,000
+34.7%
24,021
+27.1%
0.05%
+15.0%
Q1 2020$1,558,000
-7.5%
18,898
+6.3%
0.04%
+5.3%
Q4 2019$1,684,000
-3.5%
17,783
-11.4%
0.04%
-11.6%
Q3 2019$1,745,000
-4.9%
20,075
-0.1%
0.04%
-6.5%
Q2 2019$1,835,000
-6.5%
20,095
-1.5%
0.05%
-9.8%
Q1 2019$1,962,000
+11.0%
20,408
-1.0%
0.05%
+2.0%
Q4 2018$1,768,000
-3.0%
20,608
-2.6%
0.05%
+8.7%
Q3 2018$1,823,000
+14.1%
21,1530.0%0.05%
+4.5%
Q2 2018$1,598,000
-7.3%
21,153
-0.8%
0.04%
-8.3%
Q1 2018$1,724,000
-5.1%
21,324
-1.4%
0.05%
-5.9%
Q4 2017$1,816,000
-5.0%
21,624
-2.8%
0.05%
-10.5%
Q3 2017$1,911,000
+3.6%
22,258
+0.7%
0.06%0.0%
Q2 2017$1,845,000
-7.8%
22,104
-18.0%
0.06%
-12.3%
Q1 2017$2,001,000
-52.5%
26,944
-53.5%
0.06%
-56.1%
Q4 2016$4,217,000
-14.4%
57,888
-7.2%
0.15%
-14.9%
Q3 2016$4,925,000
-4.2%
62,373
+0.1%
0.17%
-4.9%
Q2 2016$5,140,000
+15.8%
62,298
+1.7%
0.18%
+14.4%
Q1 2016$4,439,000
+0.4%
61,273
+19.2%
0.16%
+3.9%
Q4 2015$4,421,000
-6.0%
51,383
+0.5%
0.15%
-10.5%
Q3 2015$4,702,000
-6.9%
51,152
-0.4%
0.17%
-2.8%
Q2 2015$5,049,000
+0.3%
51,340
+0.6%
0.18%
+2.3%
Q1 2015$5,034,000
+6.8%
51,047
+0.3%
0.17%
+7.5%
Q4 2014$4,714,000
-1.6%
50,8760.0%0.16%
-6.9%
Q3 2014$4,789,000
+4.1%
50,876
+0.1%
0.17%
+1.8%
Q2 2014$4,602,000
+7.5%
50,839
+1.0%
0.17%
+6.9%
Q1 2014$4,280,000
+32.0%
50,339
+24.8%
0.16%
+31.4%
Q4 2013$3,242,000
+66.8%
40,339
+59.2%
0.12%
+53.2%
Q3 2013$1,944,000
+8.5%
25,3390.0%0.08%
+5.3%
Q2 2013$1,792,00025,3390.08%
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