Roundview Capital LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,072 filers reported holding NOVARTIS A G in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
Roundview Capital LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$301,404
+0.9%
2,9590.0%0.03%
+3.4%
Q2 2023$298,593
+9.7%
2,9590.0%0.03%
+3.6%
Q1 2023$272,228
-65.8%
2,959
-66.3%
0.03%
-69.2%
Q4 2022$797,066
+19.3%
8,7860.0%0.09%
+8.3%
Q3 2022$668,000
-9.9%
8,786
+0.3%
0.08%
-5.6%
Q2 2022$741,000
-3.6%
8,7620.0%0.09%
+12.7%
Q1 2022$769,000
-0.5%
8,762
-0.9%
0.08%
+2.6%
Q4 2021$773,000
-2.9%
8,839
-9.2%
0.08%
-12.5%
Q3 2021$796,000
-11.7%
9,736
-1.4%
0.09%
-12.9%
Q2 2021$901,000
+6.8%
9,8790.0%0.10%
-4.7%
Q1 2021$844,000
-8.2%
9,879
+1.6%
0.11%
-15.9%
Q4 2020$919,000
+9.1%
9,727
+0.4%
0.13%
-4.5%
Q3 2020$842,000
-0.6%
9,687
-0.1%
0.13%
-8.3%
Q2 2020$847,000
+3.8%
9,695
-2.0%
0.14%
-16.8%
Q1 2020$816,000
-5.2%
9,897
+8.9%
0.17%
+5.5%
Q4 2019$861,000
+9.7%
9,090
+0.6%
0.16%
-3.0%
Q3 2019$785,000
-3.2%
9,032
+1.6%
0.17%
-7.7%
Q2 2019$811,000
-1.7%
8,887
+3.6%
0.18%
-6.6%
Q1 2019$825,000
+18.2%
8,580
+5.5%
0.20%0.0%
Q4 2018$698,000
+18.9%
8,130
+19.3%
0.20%
+35.2%
Q3 2018$587,000
+18.3%
6,815
+3.8%
0.14%
+11.5%
Q2 2018$496,000
+4.2%
6,565
+11.5%
0.13%
-3.0%
Q1 2018$476,000
-31.3%
5,890
-28.6%
0.13%
-25.1%
Q4 2017$693,000
-43.7%
8,255
-43.2%
0.18%
+0.6%
Q3 2017$1,230,000
+102.0%
14,530
+99.2%
0.18%0.0%
Q2 2017$609,000
+12.4%
7,2950.0%0.18%
+6.0%
Q1 2017$542,000
+2.1%
7,2950.0%0.17%
-1.2%
Q4 2016$531,000
-82.7%
7,295
-77.7%
0.17%
-87.7%
Q3 2014$3,078,000
+3.0%
32,698
-0.9%
1.38%
+14.6%
Q2 2014$2,987,000
+1.8%
32,998
-4.4%
1.21%
-15.2%
Q1 2014$2,935,000
+5.5%
34,522
-0.3%
1.42%
+11.7%
Q4 2013$2,783,000
+1.8%
34,622
-2.8%
1.28%
-10.1%
Q3 2013$2,733,000
+9.4%
35,622
+0.8%
1.42%
-9.5%
Q2 2013$2,499,00035,3471.57%
Other shareholders
NOVARTIS A G shareholders Q3 2021
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