BEACH INVESTMENT COUNSEL INC/PA - 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
BEACH INVESTMENT COUNSEL INC/PA ownership history of NOVARTIS A G
ValueSharesWeighting
Q4 2023$3,820
-2.9%
37,835
-2.0%
0.47%
-4.3%
Q3 2023$3,934
+1.8%
38,625
+0.9%
0.49%
+7.0%
Q2 2023$3,863
+5.8%
38,280
-3.6%
0.46%
-5.5%
Q1 2023$3,652
-6.4%
39,695
-7.7%
0.49%0.0%
Q4 2022$3,901
-99.9%
42,995
-2.1%
0.49%
+2.5%
Q3 2022$3,337,000
-23.4%
43,905
-14.9%
0.48%
-13.0%
Q2 2022$4,359,000
-54.8%
51,569
-53.1%
0.55%
-15.0%
Q1 2022$9,640,000
+96.9%
109,868
+96.2%
0.64%
-0.9%
Q4 2021$4,897,000
+6.9%
55,984
-0.1%
0.65%
+49.3%
Q3 2021$4,582,000
-10.4%
56,0340.0%0.43%
-5.2%
Q2 2021$5,113,000
-0.8%
56,034
-7.1%
0.46%
-0.2%
Q1 2021$5,154,000
-9.5%
60,2920.0%0.46%
-15.2%
Q4 2020$5,693,000
+6.1%
60,292
-2.3%
0.54%
-14.4%
Q3 2020$5,368,000
-2.5%
61,732
-2.1%
0.63%
-14.2%
Q2 2020$5,505,000
-47.7%
63,032
-50.7%
0.74%
-18.5%
Q1 2020$10,532,000
+73.9%
127,750
+99.8%
0.90%
+35.1%
Q4 2019$6,055,000
+5.7%
63,945
-3.0%
0.67%
+1.5%
Q3 2019$5,730,000
-4.8%
65,9430.0%0.66%
-4.8%
Q2 2019$6,021,000
-5.0%
65,9430.0%0.69%
-3.2%
Q1 2019$6,340,000
+9.9%
65,9430.0%0.72%
+2.3%
Q4 2018$5,771,000
+1.5%
65,943
-0.1%
0.70%
+24.8%
Q3 2018$5,686,000
+14.1%
65,9930.0%0.56%
+7.7%
Q2 2018$4,985,000
-6.6%
65,9930.0%0.52%
-6.5%
Q1 2018$5,336,000
-3.6%
65,993
+0.1%
0.56%
+3.3%
Q4 2017$5,537,000
-3.7%
65,943
-1.6%
0.54%
-11.1%
Q3 2017$5,751,000
+2.8%
66,9930.0%0.60%
+5.4%
Q2 2017$5,592,000
+12.0%
66,993
-0.3%
0.57%
+7.1%
Q1 2017$4,992,000
+2.0%
67,2140.0%0.54%
-4.1%
Q4 2016$4,896,000
+88.5%
67,214
+104.3%
0.56%
+89.5%
Q3 2016$2,598,000
-4.3%
32,9000.0%0.30%
-7.8%
Q2 2016$2,715,000
+13.9%
32,9000.0%0.32%
+17.6%
Q1 2016$2,383,000
-15.0%
32,900
+0.9%
0.27%
-14.7%
Q4 2015$2,805,000
+14.5%
32,600
+22.3%
0.32%
+6.0%
Q3 2015$2,450,000
-6.5%
26,6500.0%0.30%
+15.8%
Q2 2015$2,621,000
-0.3%
26,6500.0%0.26%
+7.9%
Q1 2015$2,628,000
+6.4%
26,6500.0%0.24%
+17.6%
Q4 2014$2,469,000
-1.6%
26,650
-0.0%
0.20%
-12.4%
Q3 2014$2,509,000
+3.6%
26,654
-0.4%
0.23%
+8.8%
Q2 2014$2,422,000
+5.6%
26,754
-0.8%
0.22%
+3.9%
Q1 2014$2,294,000
+0.3%
26,979
-5.1%
0.21%
-2.4%
Q4 2013$2,286,000
+3.0%
28,439
-1.7%
0.21%
-10.2%
Q3 2013$2,219,000
-4.7%
28,933
-12.1%
0.24%
-5.2%
Q2 2013$2,329,000
-0.7%
32,934
-0.0%
0.25%
-1.2%
Q1 2013$2,346,00032,9360.25%
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