GREENLEAF TRUST - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,122 filers reported holding NOVARTIS A G in Q1 2022. The put-call ratio across all filers is 0.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
GREENLEAF TRUST ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$1,799,255
+10.0%
17,664
+9.0%
0.02%
+23.5%
Q2 2023$1,635,650
+13.4%
16,209
+3.4%
0.02%
+6.2%
Q1 2023$1,442,284
+99505.2%
15,677
-1.8%
0.02%
-11.1%
Q4 2022$1,448
-99.9%
15,965
-0.5%
0.02%0.0%
Q3 2022$1,220,000
-6.1%
16,052
+4.4%
0.02%
-10.0%
Q2 2022$1,299,000
+2.2%
15,371
+6.1%
0.02%
+33.3%
Q1 2022$1,271,000
-5.4%
14,488
-5.6%
0.02%
-6.2%
Q4 2021$1,343,000
-22.5%
15,355
-27.5%
0.02%
-23.8%
Q3 2021$1,733,000
-11.6%
21,187
-1.4%
0.02%
-12.5%
Q2 2021$1,961,000
+1.2%
21,490
-5.2%
0.02%
-7.7%
Q1 2021$1,938,000
+0.5%
22,672
+11.0%
0.03%0.0%
Q4 2020$1,928,000
+9.0%
20,418
+0.4%
0.03%
-3.7%
Q3 2020$1,769,000
+1.3%
20,339
+1.7%
0.03%
-12.9%
Q2 2020$1,746,000
-16.5%
19,991
-21.2%
0.03%
-26.2%
Q1 2020$2,092,000
-9.9%
25,377
+3.5%
0.04%
+16.7%
Q4 2019$2,321,000
+3.0%
24,514
-5.5%
0.04%
+2.9%
Q3 2019$2,254,000
-3.5%
25,934
+1.4%
0.04%
-5.4%
Q2 2019$2,335,000
-4.1%
25,571
+0.9%
0.04%
-7.5%
Q1 2019$2,436,000
+0.6%
25,340
-10.2%
0.04%
-16.7%
Q4 2018$2,421,000
+42.4%
28,209
+43.0%
0.05%
+54.8%
Q3 2018$1,700,000
+109.1%
19,729
+83.3%
0.03%
+106.7%
Q2 2018$813,000
-23.9%
10,763
-18.5%
0.02%
-28.6%
Q1 2018$1,068,000
+7.3%
13,209
+11.4%
0.02%
+5.0%
Q4 2017$995,000
-20.6%
11,855
-18.8%
0.02%
-25.9%
Q3 2017$1,253,000
+34.7%
14,601
+31.0%
0.03%
+28.6%
Q2 2017$930,000
+23.3%
11,143
+9.7%
0.02%
+16.7%
Q1 2017$754,000
+171.2%
10,156
+165.7%
0.02%
+157.1%
Q4 2016$278,000
-17.5%
3,823
-10.3%
0.01%
-22.2%
Q3 2016$337,000
+56.0%
4,263
+69.7%
0.01%
+28.6%
Q4 2015$216,000
-6.5%
2,5120.0%0.01%0.0%
Q3 2015$231,000
-8.0%
2,512
-1.5%
0.01%0.0%
Q2 2015$251,000
-1.2%
2,549
-1.2%
0.01%
-12.5%
Q1 2015$254,000
-20.6%
2,579
-25.3%
0.01%
-11.1%
Q4 2014$320,000
-22.7%
3,452
-21.5%
0.01%
-35.7%
Q3 2014$414,000
+58.0%
4,396
+52.0%
0.01%
+75.0%
Q2 2014$262,000
+5.6%
2,893
-0.9%
0.01%0.0%
Q1 2014$248,000
-80.0%
2,920
-81.1%
0.01%
-81.4%
Q4 2013$1,239,000
-14.9%
15,413
-18.8%
0.04%
-21.8%
Q3 2013$1,456,000
+7.2%
18,985
-1.1%
0.06%
+3.8%
Q2 2013$1,358,00019,2050.05%
Other shareholders
NOVARTIS A G shareholders Q1 2022
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