Annex Advisory Services, 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
Annex Advisory Services, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$206,165
-21.1%
2,024
-21.9%
0.01%
-20.0%
Q2 2023$261,458
+2.0%
2,591
-7.0%
0.02%
+7.1%
Q1 2023$256,404
-8.4%
2,787
-9.7%
0.01%
-12.5%
Q4 2022$279,871
-8.5%
3,085
-23.4%
0.02%
-23.8%
Q3 2022$306,000
-27.0%
4,026
-18.8%
0.02%
-30.0%
Q2 2022$419,000
-59.4%
4,957
-57.8%
0.03%
-60.5%
Q1 2022$1,032,000
-14.7%
11,757
-15.0%
0.08%
-8.4%
Q4 2021$1,210,000
-10.8%
13,838
-16.6%
0.08%
-25.2%
Q3 2021$1,357,000
-11.4%
16,593
-1.8%
0.11%
-10.5%
Q2 2021$1,532,000
+5.1%
16,889
-1.0%
0.12%
-11.4%
Q1 2021$1,458,000
-24.2%
17,061
-16.3%
0.14%
-25.5%
Q4 2020$1,924,00020,3800.19%
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