INVESTMENT HOUSE 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
INVESTMENT HOUSE LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$8,243,428
-1.0%
80,929
-1.9%
0.65%
+4.2%
Q2 2023$8,326,589
+7.4%
82,515
-2.0%
0.62%
-2.2%
Q1 2023$7,749,620
+0.8%
84,235
-0.6%
0.64%
-11.5%
Q4 2022$7,689,155
+14.6%
84,757
-4.0%
0.72%
+14.8%
Q3 2022$6,709,000
-7.4%
88,267
+3.0%
0.63%
-1.7%
Q2 2022$7,246,000
+33.6%
85,724
+38.7%
0.64%
+61.5%
Q1 2022$5,423,000
-7.2%
61,803
-7.4%
0.40%
+5.3%
Q4 2021$5,841,000
-10.2%
66,773
-16.0%
0.38%
-20.9%
Q3 2021$6,503,000
-17.5%
79,513
-8.0%
0.47%
-14.4%
Q2 2021$7,883,000
+8.6%
86,401
+1.7%
0.55%
-1.4%
Q1 2021$7,261,000
-8.4%
84,946
+1.2%
0.56%
+0.9%
Q4 2020$7,927,000
+9.4%
83,946
+0.8%
0.56%
-1.9%
Q3 2020$7,244,000
+0.0%
83,306
+0.5%
0.57%
-10.8%
Q2 2020$7,241,000
+10.7%
82,906
+4.5%
0.64%
-14.4%
Q1 2020$6,544,000
+0.5%
79,373
+15.4%
0.74%
+23.4%
Q4 2019$6,510,000
+9.4%
68,751
+0.4%
0.60%
+0.3%
Q3 2019$5,953,000
-1.3%
68,506
+3.7%
0.60%
-4.9%
Q2 2019$6,032,000
-4.4%
66,066
+0.6%
0.63%
-7.3%
Q1 2019$6,312,000
+12.3%
65,650
+0.2%
0.68%
-2.6%
Q4 2018$5,621,000
-0.9%
65,500
-0.5%
0.70%
+15.5%
Q3 2018$5,673,000
+15.0%
65,847
+0.8%
0.61%
+5.9%
Q2 2018$4,935,000
-7.0%
65,332
-0.4%
0.57%
-11.6%
Q1 2018$5,304,000
-4.4%
65,598
-0.7%
0.65%
-4.0%
Q4 2017$5,548,000
-1.9%
66,078
+0.3%
0.67%
-8.7%
Q3 2017$5,656,000
+6.5%
65,878
+3.5%
0.74%
+3.4%
Q2 2017$5,312,000
+12.6%
63,638
+0.2%
0.71%
+7.7%
Q1 2017$4,719,000
+1.0%
63,538
-1.0%
0.66%
-6.9%
Q4 2016$4,674,000
-8.4%
64,163
-0.7%
0.71%
-7.2%
Q3 2016$5,102,000
-4.1%
64,613
+0.2%
0.77%
-10.0%
Q2 2016$5,321,000
+13.6%
64,488
-0.3%
0.85%
+14.2%
Q1 2016$4,686,000
-15.8%
64,6880.0%0.75%
-17.8%
Q4 2015$5,566,000
-7.4%
64,688
-1.1%
0.91%
-13.4%
Q3 2015$6,014,000
-6.8%
65,423
-0.3%
1.05%
+1.0%
Q2 2015$6,450,000
-0.1%
65,598
+0.2%
1.04%
-0.4%
Q1 2015$6,458,000
+6.4%
65,4980.0%1.04%
+6.3%
Q4 2014$6,069,000
-2.3%
65,498
-0.8%
0.98%
-5.3%
Q3 2014$6,215,000
+1.8%
66,023
-2.1%
1.03%
-1.1%
Q2 2014$6,104,000
+5.4%
67,423
-1.0%
1.04%
+1.6%
Q1 2014$5,791,000
+4.1%
68,123
-1.5%
1.03%
+2.6%
Q4 2013$5,562,000
-0.9%
69,192
-5.4%
1.00%
-11.6%
Q3 2013$5,613,000
-2.2%
73,167
-9.9%
1.14%
-8.8%
Q2 2013$5,739,00081,1671.24%
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