West Oak Capital, LLC - 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
West Oak Capital, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$1,284
-99.9%
12,6080.0%0.64%
+3.1%
Q2 2023$1,272,273
+9.7%
12,6080.0%0.62%
+5.1%
Q1 2023$1,159,936
+96965.8%
12,608
-4.3%
0.59%
-5.8%
Q4 2022$1,195
-99.9%
13,173
-4.9%
0.62%
+9.3%
Q3 2022$1,053,000
-10.1%
13,8580.0%0.57%
-7.0%
Q2 2022$1,171,000
-5.9%
13,858
-2.3%
0.61%
+9.3%
Q1 2022$1,245,000
+7.8%
14,185
+7.5%
0.56%
+32.2%
Q4 2021$1,155,000
-3.5%
13,200
-9.8%
0.42%
-8.4%
Q3 2021$1,197,000
-11.2%
14,640
-0.9%
0.46%
-12.6%
Q2 2021$1,348,000
-7.9%
14,775
-13.7%
0.53%
-15.0%
Q1 2021$1,463,000
-8.8%
17,115
+0.7%
0.62%
-16.2%
Q4 2020$1,605,000
+10.4%
16,995
+1.7%
0.75%
-6.8%
Q3 2020$1,454,000
-2.4%
16,715
-1.9%
0.80%
-5.7%
Q2 2020$1,489,000
+6.7%
17,045
+0.7%
0.85%
-11.2%
Q1 2020$1,395,000
-13.0%
16,925
-0.1%
0.96%
+5.9%
Q4 2019$1,604,000
+4.2%
16,940
-4.3%
0.90%
-0.4%
Q3 2019$1,539,000
-2.3%
17,705
+2.6%
0.91%
-3.8%
Q2 2019$1,576,000
-1.1%
17,255
+4.2%
0.94%
-5.4%
Q1 2019$1,593,000
-99.9%
16,565
-0.2%
1.00%
-1.5%
Q4 2018$1,424,875,000
-0.4%
16,6050.0%1.01%
+22.2%
Q3 2018$1,430,687,000
+16.3%
16,605
+2.0%
0.83%
+10.4%
Q2 2018$1,229,791,000
-4.4%
16,280
+2.3%
0.75%
-1.8%
Q1 2018$1,286,324,000
-3.4%
15,910
+0.3%
0.76%
-6.6%
Q4 2017$1,331,606,000
+2.1%
15,860
+4.4%
0.82%
+5.6%
Q3 2017$1,304,491,000
+4.0%
15,195
+1.1%
0.77%
+1.7%
Q2 2017$1,254,554,000
+16.7%
15,030
+3.9%
0.76%
+15.0%
Q1 2017$1,074,687,000
+1.8%
14,470
-0.2%
0.66%
-6.5%
Q4 2016$1,056,180,000
-9.8%
14,500
-2.2%
0.71%
-12.2%
Q3 2016$1,170,582,000
-29.5%
14,825
-26.3%
0.81%
-32.8%
Q2 2016$1,660,514,000
+15.0%
20,125
+1.0%
1.20%
+7.9%
Q1 2016$1,443,729,000
-17.7%
19,930
-2.3%
1.11%
-18.4%
Q4 2015$1,754,356,000
+0.4%
20,390
+7.3%
1.36%
-3.4%
Q3 2015$1,746,940,000
-6.9%
19,005
-0.4%
1.41%
+0.9%
Q2 2015$1,876,819,000
-4.1%
19,085
-3.9%
1.40%
-2.6%
Q1 2015$1,957,409,000
+3.0%
19,850
-3.2%
1.44%
+3.8%
Q4 2014$1,900,920,000
-0.8%
20,515
+0.8%
1.38%
-3.7%
Q3 2014$1,915,546,000
+0.5%
20,350
-3.4%
1.44%
+3.8%
Q2 2014$1,906,562,000
+4.4%
21,060
-2.0%
1.38%
+3.1%
Q1 2014$1,826,655,000
+5.6%
21,485
-0.2%
1.34%
+5.0%
Q4 2013$1,730,180,000
+4.6%
21,525
-0.2%
1.28%
-1.5%
Q3 2013$1,654,251,000
+11.9%
21,565
+3.1%
1.30%
+5.0%
Q2 2013$1,478,900,00020,9151.23%
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