YHB Investment Advisors, Inc. - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,166 filers reported holding NOVARTIS A G in Q4 2019. The put-call ratio across all filers is 0.72 and the average weighting 0.4%.

Quarter-by-quarter ownership
YHB Investment Advisors, Inc. ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$419,969
+0.2%
4,123
-0.7%
0.04%0.0%
Q2 2023$419,079
+9.7%
4,1530.0%0.04%
+2.6%
Q1 2023$382,076
+1.4%
4,1530.0%0.04%
-5.0%
Q4 2022$376,760
+12.5%
4,153
-5.7%
0.04%
+8.1%
Q3 2022$335,000
-15.6%
4,403
-6.2%
0.04%
-11.9%
Q2 2022$397,000
-3.6%
4,6930.0%0.04%
+16.7%
Q1 2022$412,000
-0.2%
4,693
-0.5%
0.04%
+9.1%
Q4 2021$413,000
+4.6%
4,718
-2.3%
0.03%
-2.9%
Q3 2021$395,000
-13.6%
4,827
-3.7%
0.03%
-12.8%
Q2 2021$457,000
+3.6%
5,0120.0%0.04%
+2.6%
Q1 2021$441,000
-7.2%
5,012
-0.4%
0.04%
-15.6%
Q4 2020$475,000
+8.9%
5,032
+0.4%
0.04%
-4.3%
Q3 2020$436,000
-7.0%
5,011
-6.6%
0.05%
-30.9%
Q2 2020$469,000
+5.9%
5,3670.0%0.07%
-10.5%
Q1 2020$443,000
-12.8%
5,3670.0%0.08%
+4.1%
Q4 2019$508,000
+9.0%
5,367
+0.1%
0.07%
+2.8%
Q3 2019$466,000
-4.7%
5,363
+0.2%
0.07%
-9.0%
Q2 2019$489,000
-9.3%
5,353
-4.5%
0.08%
-7.1%
Q1 2019$539,000
+2.9%
5,603
-8.2%
0.08%
-10.6%
Q4 2018$524,000
-0.8%
6,103
-0.3%
0.09%
+17.5%
Q3 2018$528,000
-1.9%
6,123
-14.0%
0.08%
-9.1%
Q2 2018$538,000
-10.5%
7,123
-4.1%
0.09%
-13.7%
Q1 2018$601,000
-3.7%
7,4280.0%0.10%
-3.8%
Q4 2017$624,000
-5.6%
7,428
-3.6%
0.11%
-10.2%
Q3 2017$661,000
+4.9%
7,702
+2.0%
0.12%
+9.3%
Q2 2017$630,000
-2.6%
7,552
-10.1%
0.11%
-12.9%
Q1 2017$647,000
-13.2%
8,398
-17.8%
0.12%
-20.0%
Q4 2016$745,000
-16.0%
10,222
-9.0%
0.16%
-27.6%
Q3 2016$887,000
-14.6%
11,236
-10.8%
0.21%
-6.1%
Q2 2016$1,039,000
+13.8%
12,592
-0.1%
0.23%
-7.3%
Q1 2016$913,000
-20.1%
12,608
-5.1%
0.25%
-5.0%
Q4 2015$1,143,000
-8.1%
13,286
-1.9%
0.26%
-11.9%
Q3 2015$1,244,000
-8.4%
13,539
-2.0%
0.29%
-0.7%
Q2 2015$1,358,000
+0.9%
13,814
+1.2%
0.30%
-2.0%
Q1 2015$1,346,000
+8.3%
13,649
+1.7%
0.30%
+6.0%
Q4 2014$1,243,000
-1.3%
13,416
+0.3%
0.28%
-5.6%
Q3 2014$1,259,000
+6.2%
13,373
+2.1%
0.30%
+5.6%
Q2 2014$1,186,000
+8.2%
13,098
+1.6%
0.29%
+2.9%
Q1 2014$1,096,000
+16.1%
12,895
+9.7%
0.28%
+9.9%
Q4 2013$944,000
+5.8%
11,750
+1.1%
0.25%
-4.2%
Q3 2013$892,000
+8.5%
11,6250.0%0.26%
+3.1%
Q2 2013$822,00011,6250.26%
Other shareholders
NOVARTIS A G shareholders Q4 2019
NameSharesValueWeighting ↓
EXENCIAL WEALTH ADVISORS, LLC 188,514$13,713,0005.95%
PRENTISS SMITH & CO INC 136,441$10,133,0005.74%
MANAGED ASSET PORTFOLIOS, LLC 204,985$15,225,0005.46%
Osher Van de Voorde Investment Management 108,725$8,075,0004.40%
BROWN BROTHERS HARRIMAN & CO 10,796,684$801,870,0004.35%
SECTORAL ASSET MANAGEMENT INC 472,296$35,077,0004.10%
PROFESSIONAL ADVISORY SERVICES INC 235,347$17,479,0003.87%
Elefante Mark B 5,619$417,0003.78%
SPHERA FUNDS MANAGEMENT LTD. 255,000$18,959,0003.71%
CGOV Asset Management 997,161$98,662,0003.61%
View complete list of NOVARTIS A G shareholders