Institute for Wealth Management, LLC. - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,139 filers reported holding NOVARTIS A G in Q4 2021. The put-call ratio across all filers is 0.26 and the average weighting 0.2%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$406,141
-7.1%
3,987
-8.0%
0.07%
-1.4%
Q2 2023$437,394
+5.7%
4,334
-3.7%
0.07%
-6.3%
Q1 2023$413,890
-2.1%
4,499
-3.5%
0.08%
-11.2%
Q4 2022$422,757
+12.4%
4,660
-5.8%
0.09%
+6.0%
Q3 2022$376,000
-8.7%
4,948
+1.5%
0.08%
+3.7%
Q2 2022$412,000
-4.0%
4,876
-0.1%
0.08%
+17.4%
Q1 2022$429,000
+0.5%
4,883
+0.0%
0.07%
-1.4%
Q4 2021$427,000
+4.9%
4,882
-1.9%
0.07%
-1.4%
Q3 2021$407,000
-11.5%
4,979
-1.2%
0.07%
-12.3%
Q2 2021$460,000
+5.5%
5,039
-1.2%
0.08%
-2.4%
Q1 2021$436,000
-12.8%
5,100
-3.6%
0.08%
-16.2%
Q4 2020$500,000
+9.6%
5,292
+1.0%
0.10%
-4.8%
Q3 2020$456,000
-0.4%
5,239
-0.1%
0.10%
-7.1%
Q2 2020$458,000
+7.0%
5,246
+1.0%
0.11%
-15.2%
Q1 2020$428,000
-14.7%
5,195
-2.0%
0.13%
+16.8%
Q4 2019$502,000
+43.8%
5,300
+31.8%
0.11%
+28.4%
Q3 2019$349,000
-18.8%
4,020
-14.7%
0.09%
-7.4%
Q2 2019$430,000
+10.3%
4,711
+16.3%
0.10%
+11.8%
Q1 2019$390,000
-22.2%
4,051
-30.6%
0.08%
-58.7%
Q4 2018$501,000
+65.3%
5,838
+59.9%
0.21%
+148.2%
Q2 2017$303,0003,6510.08%
Other shareholders
NOVARTIS A G shareholders Q4 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