BURNS J W & CO INC/NY - 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
BURNS J W & CO INC/NY ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$775,585
+98199.7%
7,614
-2.6%
0.13%0.0%
Q2 2023$789
+9.7%
7,8140.0%0.13%
+3.3%
Q1 2023$719
-1.2%
7,814
-2.7%
0.12%
-8.3%
Q4 2022$728
-99.9%
8,028
-6.4%
0.13%
+3.9%
Q3 2022$652,000
-15.7%
8,573
-6.2%
0.13%
-12.3%
Q2 2022$773,000
-10.7%
9,143
-7.4%
0.15%
+5.8%
Q1 2022$866,000
-8.0%
9,873
-8.2%
0.14%
+1.5%
Q4 2021$941,000
+5.6%
10,757
-1.2%
0.14%
-2.9%
Q3 2021$891,000
-24.6%
10,892
-16.0%
0.14%
-24.7%
Q2 2021$1,182,000
+8.8%
12,959
+2.0%
0.19%
+1.6%
Q1 2021$1,086,000
-18.0%
12,708
-9.5%
0.18%
-22.5%
Q4 2020$1,325,000
+6.3%
14,036
-2.0%
0.24%
-5.6%
Q3 2020$1,246,000
-2.4%
14,326
-2.0%
0.25%
-11.3%
Q2 2020$1,276,000
+5.7%
14,611
-0.2%
0.28%
-13.5%
Q1 2020$1,207,000
-16.9%
14,636
-4.6%
0.33%
+5.8%
Q4 2019$1,452,000
+7.3%
15,335
-1.5%
0.31%
-1.0%
Q3 2019$1,353,000
-5.8%
15,571
-1.0%
0.31%
-6.3%
Q2 2019$1,436,000
-3.8%
15,731
+1.3%
0.33%
-8.8%
Q1 2019$1,493,000
+9.7%
15,531
-2.1%
0.36%
-4.5%
Q4 2018$1,361,000
-2.8%
15,862
-2.4%
0.38%
+15.8%
Q3 2018$1,400,000
+9.6%
16,252
-3.9%
0.33%
+1.5%
Q2 2018$1,277,000
-15.0%
16,911
-9.0%
0.32%
-16.1%
Q1 2018$1,503,000
-5.8%
18,585
-2.2%
0.39%
-4.7%
Q4 2017$1,596,000
-3.3%
19,010
-1.1%
0.40%
-8.0%
Q3 2017$1,650,000
-2.2%
19,225
-4.9%
0.44%
-3.3%
Q2 2017$1,687,000
+11.4%
20,205
-1.0%
0.46%
+9.1%
Q1 2017$1,515,000
-0.6%
20,404
-2.5%
0.42%
-6.7%
Q4 2016$1,524,000
-12.9%
20,929
-5.5%
0.45%
-17.1%
Q3 2016$1,749,000
+15.3%
22,154
+20.5%
0.54%
+16.7%
Q2 2016$1,517,000
+34.0%
18,389
+17.7%
0.46%
+28.3%
Q1 2016$1,132,000
-10.3%
15,624
+6.5%
0.36%
-10.0%
Q4 2015$1,262,000
+0.6%
14,670
+7.5%
0.40%
-6.8%
Q3 2015$1,254,000
-7.3%
13,645
-0.8%
0.43%
-3.2%
Q2 2015$1,353,000
+0.1%
13,755
+0.3%
0.44%
-0.2%
Q1 2015$1,352,000
+0.4%
13,715
-5.7%
0.44%
+0.2%
Q4 2014$1,347,000
-7.6%
14,540
-6.1%
0.44%
-10.0%
Q3 2014$1,458,000
-2.3%
15,490
-6.1%
0.49%
-0.8%
Q2 2014$1,493,000
+6.3%
16,490
-0.2%
0.50%
-0.4%
Q1 2014$1,404,000
+5.1%
16,515
-0.6%
0.50%
+7.3%
Q4 2013$1,336,000
+6.4%
16,615
+1.5%
0.46%
-3.5%
Q3 2013$1,256,000
+9.9%
16,375
+1.3%
0.48%
+2.6%
Q2 2013$1,143,00016,1650.47%
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