Baystate Wealth Management LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,126 filers reported holding NOVARTIS A G in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$31,619
+20.3%
310
+19.2%
0.00%
+50.0%
Q2 2023$26,279
+9.7%
2600.0%0.00%0.0%
Q1 2023$23,959
+95736.0%
260
-5.8%
0.00%0.0%
Q4 2022$25
-99.9%
276
+6.2%
0.00%0.0%
Q3 2022$20,000
-9.1%
2600.0%0.00%0.0%
Q2 2022$22,000
-4.3%
2600.0%0.00%0.0%
Q1 2022$23,0000.0%260
-1.5%
0.00%0.0%
Q4 2021$23,000
+4.5%
2640.0%0.00%0.0%
Q3 2021$22,000
-8.3%
2640.0%0.00%0.0%
Q2 2021$24,000
-45.5%
264
-49.1%
0.00%
-60.0%
Q1 2021$44,000
-8.3%
519
+1.8%
0.01%0.0%
Q4 2020$48,000
+9.1%
5100.0%0.01%0.0%
Q3 2020$44,000
-8.3%
510
-8.1%
0.01%
-16.7%
Q2 2020$48,000
+14.3%
555
+8.8%
0.01%0.0%
Q1 2020$42,000
-28.8%
510
-18.4%
0.01%
-14.3%
Q4 2019$59,000
+9.3%
6250.0%0.01%0.0%
Q3 2019$54,000
+14.9%
625
+22.5%
0.01%
+16.7%
Q2 2019$47,000
+17.5%
5100.0%0.01%
+20.0%
Q1 2019$40,000
-9.1%
510
+2.0%
0.01%
-16.7%
Q4 2018$44,000
+4.8%
5000.0%0.01%
-14.3%
Q3 2018$42,000
+10.5%
5000.0%0.01%
+16.7%
Q2 2018$38,000
-2.6%
5000.0%0.01%0.0%
Q1 2018$39,000
-11.4%
5000.0%0.01%
-14.3%
Q4 2017$44,000
+2.3%
5000.0%0.01%0.0%
Q3 2017$43,000
+2.4%
5000.0%0.01%
-12.5%
Q2 2017$42,000
-48.1%
500
-54.5%
0.01%
-50.0%
Q1 2017$81,000
+102.5%
1,100
+101.8%
0.02%
+100.0%
Q4 2016$40,000
-2.4%
545
-5.2%
0.01%
-60.0%
Q2 2013$41,0005750.02%
Other shareholders
NOVARTIS A G shareholders Q1 2021
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