Baystate Wealth Management LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,176 filers reported holding NOVARTIS A G in Q1 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q4 2023$35,584
+12.5%
352
+13.5%
0.00%0.0%
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 2023
NameSharesValueWeighting ↓
PRENTISS SMITH & CO INC 146,405$11,768,0006.16%
MANAGED ASSET PORTFOLIOS, LLC 104,290$8,383,0005.88%
St. James Investment Company, LLC 645,032$51,848,0005.72%
NORTHROAD CAPITAL MANAGEMENT LLC 160,469$12,898,0004.62%
BROWN BROTHERS HARRIMAN & CO 12,336,767$991,629,0004.48%
Osher Van de Voorde Investment Management 83,754$6,732,0004.35%
SCHARF INVESTMENTS, LLC 1,185,951$95,327,0004.26%
Timber Creek Capital Management LLC 56,233$4,520,0004.22%
PROFESSIONAL ADVISORY SERVICES INC 200,030$16,078,0004.18%
Fayerweather Charles 14,565$1,171,0004.09%
View complete list of NOVARTIS A G shareholders