HBK Sorce Advisory LLC - 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
HBK Sorce Advisory LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$246,400
+2.0%
2,419
+1.0%
0.01%
+10.0%
Q2 2023$241,680
+12.6%
2,395
+2.6%
0.01%0.0%
Q1 2023$214,728
+49376.5%
2,334
-51.3%
0.01%
-16.7%
Q4 2022$434
-99.8%
4,788
+106.4%
0.01%
+9.1%
Q1 2022$204,000
-3.8%
2,320
-4.1%
0.01%0.0%
Q4 2021$212,000
-53.1%
2,419
-56.2%
0.01%
-56.0%
Q3 2021$452,000
-10.7%
5,524
-0.4%
0.02%
-10.7%
Q2 2021$506,000
+3.3%
5,546
-3.3%
0.03%
-3.4%
Q1 2021$490,000
-4.9%
5,735
+5.1%
0.03%
-9.4%
Q4 2020$515,000
-2.3%
5,457
-9.9%
0.03%
-13.5%
Q3 2020$527,000
-1.1%
6,055
-0.7%
0.04%
-5.1%
Q2 2020$533,000
+31.0%
6,097
+23.4%
0.04%
-2.5%
Q1 2020$407,000
-1.5%
4,942
+13.2%
0.04%
+11.1%
Q4 2019$413,000
+37.7%
4,364
+26.3%
0.04%
+24.1%
Q3 2019$300,000
+22.0%
3,456
+28.1%
0.03%
+20.8%
Q2 2019$246,000
+22.4%
2,698
+29.1%
0.02%
+20.0%
Q1 2019$201,000
-41.4%
2,090
-53.9%
0.02%
-48.7%
Q2 2018$343,0004,5360.04%
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