MCDANIEL TERRY & CO - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,160 filers reported holding NOVARTIS A G in Q1 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.

Quarter-by-quarter ownership
MCDANIEL TERRY & CO ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$1,173
+0.9%
11,5110.0%0.12%
+3.4%
Q2 2023$1,162
+9.6%
11,511
-0.1%
0.12%
+2.6%
Q1 2023$1,060
-0.1%
11,523
-1.5%
0.12%
-6.5%
Q4 2022$1,061
-99.9%
11,698
-4.8%
0.12%
+1.7%
Q3 2022$934,000
-13.4%
12,288
-3.7%
0.12%
-9.0%
Q2 2022$1,079,000
-34.0%
12,761
-31.5%
0.13%
-24.9%
Q1 2022$1,634,000
-88.9%
18,622
-89.0%
0.18%
-88.0%
Q4 2021$14,756,000
-15.1%
168,702
-20.6%
1.48%
-27.1%
Q3 2021$17,376,000
-7.6%
212,475
+3.1%
2.03%
-6.4%
Q2 2021$18,797,000
+8.2%
206,020
+1.4%
2.17%
+1.9%
Q1 2021$17,366,000
-8.5%
203,159
+1.0%
2.12%
-11.8%
Q4 2020$18,987,000
+10.8%
201,069
+2.0%
2.41%
-0.7%
Q3 2020$17,139,000
+0.0%
197,088
+0.5%
2.42%
-7.1%
Q2 2020$17,132,000
+3.3%
196,154
-2.5%
2.61%
-14.5%
Q1 2020$16,591,000
-10.2%
201,220
+3.1%
3.05%
+10.5%
Q4 2019$18,476,000
+8.0%
195,119
-0.9%
2.76%
+0.4%
Q3 2019$17,107,000
-6.0%
196,863
-1.2%
2.75%
-8.9%
Q2 2019$18,194,000
-4.4%
199,258
+0.7%
3.02%
-7.3%
Q1 2019$19,025,000
+12.5%
197,890
+0.4%
3.26%
-0.5%
Q4 2018$16,916,000
-0.7%
197,136
-0.3%
3.28%
+13.9%
Q3 2018$17,043,000
+14.5%
197,807
+0.3%
2.88%
+5.1%
Q2 2018$14,891,000
-5.6%
197,130
+1.0%
2.74%
-5.1%
Q1 2018$15,775,000
-3.9%
195,112
-0.2%
2.88%
-0.8%
Q4 2017$16,419,000
-2.5%
195,556
-0.3%
2.90%
-8.8%
Q3 2017$16,836,000
+0.0%
196,115
-2.8%
3.18%
-2.5%
Q2 2017$16,833,000
+12.6%
201,665
+0.2%
3.26%
+11.5%
Q1 2017$14,951,000
+5.9%
201,310
+3.9%
2.93%
-0.1%
Q4 2016$14,116,000
-7.7%
193,798
+0.1%
2.93%
-10.5%
Q3 2016$15,291,000
-3.5%
193,652
+0.8%
3.27%
-8.1%
Q2 2016$15,851,000
+15.9%
192,115
+1.7%
3.56%
+10.7%
Q1 2016$13,678,000
-11.8%
188,823
+4.8%
3.22%
-20.4%
Q4 2015$15,508,000
-6.8%
180,240
-0.5%
4.04%
-12.8%
Q3 2015$16,646,000
-5.4%
181,095
+1.3%
4.64%
+4.7%
Q2 2015$17,588,000
+1.6%
178,845
+1.9%
4.43%
+4.7%
Q1 2015$17,306,000
+7.1%
175,502
+0.6%
4.23%
+10.8%
Q4 2014$16,160,000
-0.6%
174,404
+1.0%
3.82%
-1.7%
Q3 2014$16,255,000
+2.6%
172,690
-1.4%
3.89%
+3.0%
Q2 2014$15,849,000
+7.4%
175,065
+0.9%
3.77%
+0.7%
Q1 2014$14,756,000
+6.5%
173,558
+0.7%
3.75%
+7.0%
Q4 2013$13,858,000
+11.5%
172,411
+6.4%
3.50%
+2.7%
Q3 2013$12,431,000
+10.2%
162,054
+1.6%
3.41%
+1.9%
Q2 2013$11,281,000159,5393.35%
Other shareholders
NOVARTIS A G shareholders Q1 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