BAR HARBOR WEALTH MANAGEMENT - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,170 filers reported holding NOVARTIS A G in Q4 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.4%.

Quarter-by-quarter ownership
BAR HARBOR WEALTH MANAGEMENT ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$326,665
+0.9%
3,2070.0%0.03%
+4.0%
Q2 2023$323,619
+6.4%
3,207
-3.0%
0.02%
+4.2%
Q1 2023$304,244
+1.4%
3,3070.0%0.02%0.0%
Q4 2022$300,011
+22.0%
3,307
+2.2%
0.02%
+14.3%
Q3 2022$246,000
-8.6%
3,236
+1.5%
0.02%
-4.5%
Q2 2022$269,000
+2.7%
3,187
+6.7%
0.02%0.0%
Q4 2021$262,000
+3.6%
2,986
-3.2%
0.02%
-8.3%
Q3 2021$253,000
-15.7%
3,086
-5.9%
0.02%
-14.3%
Q2 2021$300,000
+2.0%
3,278
-4.8%
0.03%
-3.4%
Q1 2021$294,000
-11.4%
3,445
-2.0%
0.03%
-12.1%
Q4 2020$332,000
-10.5%
3,515
-17.5%
0.03%
-19.5%
Q3 2020$371,000
-45.1%
4,263
-44.9%
0.04%
-47.4%
Q2 2020$676,000
-4.4%
7,738
-9.8%
0.08%
-17.9%
Q1 2020$707,000
-25.7%
8,580
-14.6%
0.10%
-8.7%
Q4 2019$952,000
+1.2%
10,052
-7.2%
0.10%
-4.6%
Q3 2019$941,000
-7.2%
10,830
-2.5%
0.11%
-7.6%
Q2 2019$1,014,000
-3.7%
11,104
+1.4%
0.12%
-6.3%
Q1 2019$1,053,000
+8.1%
10,953
-3.5%
0.13%
-3.1%
Q4 2018$974,000
-4.2%
11,353
-3.9%
0.13%
+13.0%
Q3 2018$1,017,000
+11.0%
11,808
-2.6%
0.12%
+4.5%
Q2 2018$916,000
-16.7%
12,126
-10.9%
0.11%
-18.5%
Q1 2018$1,100,000
-18.1%
13,604
-15.0%
0.14%
-13.5%
Q4 2017$1,343,000
-13.0%
15,998
-11.0%
0.16%
-16.6%
Q3 2017$1,543,000
-8.2%
17,971
-10.7%
0.19%
-7.4%
Q2 2017$1,680,000
-3.1%
20,130
-13.8%
0.20%
-0.5%
Q1 2017$1,734,000
-16.9%
23,348
-18.5%
0.20%
-11.7%
Q4 2016$2,087,000
-12.1%
28,647
-4.8%
0.23%
-14.5%
Q3 2016$2,375,000
-4.8%
30,077
-0.6%
0.27%
-7.2%
Q2 2016$2,496,000
+14.9%
30,252
+0.9%
0.29%
+9.4%
Q1 2016$2,173,000
-16.8%
29,989
-1.3%
0.26%
-19.2%
Q4 2015$2,613,000
-14.0%
30,371
-8.1%
0.33%
-18.6%
Q3 2015$3,039,000
-8.3%
33,062
-1.9%
0.40%0.0%
Q2 2015$3,314,000
-0.0%
33,698
+0.2%
0.40%
+0.2%
Q1 2015$3,315,000
+10.6%
33,618
+3.9%
0.40%
+7.5%
Q4 2014$2,998,000
-1.1%
32,350
+0.5%
0.37%
-3.9%
Q3 2014$3,030,000
+0.2%
32,195
-3.6%
0.39%
+2.6%
Q2 2014$3,024,000
+6.1%
33,405
-0.3%
0.38%
+3.6%
Q1 2014$2,850,000
+3.0%
33,519
-2.6%
0.37%
+1.9%
Q4 2013$2,767,000
+3.8%
34,425
-0.9%
0.36%
-4.0%
Q3 2013$2,665,000
+7.8%
34,744
-0.6%
0.37%
+4.5%
Q2 2013$2,472,000
+16.4%
34,969
+17.3%
0.36%
+10.5%
Q1 2013$2,123,00029,7990.32%
Other shareholders
NOVARTIS A G shareholders Q4 2020
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