Freedom Investment Management, Inc. - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,160 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
Freedom Investment Management, Inc. ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$846,415
-15.3%
8,310
-16.1%
0.10%
-7.1%
Q2 2023$999,737
-3.2%
9,907
-11.7%
0.11%
-4.3%
Q1 2023$1,032,266
-15.9%
11,220
-17.1%
0.12%
-15.2%
Q4 2022$1,227,174
-99.9%
13,527
-9.9%
0.14%
+5.3%
Q3 2022$1,140,504,000
-35.1%
15,005
-27.9%
0.13%
-30.3%
Q2 2022$1,758,590,000
+92947.1%
20,804
-3.4%
0.19%
+11.2%
Q1 2022$1,890,000
+432.4%
21,534
+418.5%
0.17%
+503.6%
Q1 2021$355,000
-42.9%
4,153
-36.9%
0.03%
-58.8%
Q4 2020$622,000
-6.5%
6,582
-14.0%
0.07%
-5.6%
Q3 2020$665,000
-10.5%
7,650
-10.1%
0.07%
-11.1%
Q2 2020$743,000
-13.9%
8,513
-5.5%
0.08%
+6.6%
Q1 2020$863,000
+10.8%
9,004
+9.5%
0.08%
+10.1%
Q4 2019$779,000
-2.9%
8,226
-10.9%
0.07%
-1.4%
Q3 2019$802,000
-11.7%
9,231
-7.2%
0.07%
-7.9%
Q2 2019$908,000
-51.8%
9,942
-49.2%
0.08%
-49.7%
Q1 2019$1,883,000
+19.9%
19,586
+7.0%
0.15%
+23.8%
Q4 2018$1,571,000
-7.5%
18,305
-11.0%
0.12%
+15.1%
Q3 2018$1,698,000
+10.6%
20,573
+1.2%
0.11%
+15.2%
Q2 2018$1,535,000
+1.3%
20,327
+8.4%
0.09%
+19.5%
Q1 2018$1,516,000
-6.4%
18,750
-2.7%
0.08%
-7.2%
Q4 2017$1,619,000
-1.5%
19,280
+0.7%
0.08%
-7.8%
Q3 2017$1,643,000
+13.8%
19,137
+10.6%
0.09%
+9.8%
Q2 2017$1,444,000
-11.5%
17,301
-21.3%
0.08%
-13.7%
Q1 2017$1,632,000
+119.9%
21,973
+115.6%
0.10%
+102.1%
Q4 2016$742,000
-16.8%
10,190
-9.8%
0.05%
-17.5%
Q3 2016$892,000
+11.2%
11,293
+16.2%
0.06%
+3.6%
Q2 2016$802,000
+6.6%
9,715
-6.4%
0.06%
+1.9%
Q1 2016$752,000
-30.0%
10,376
-16.9%
0.05%
-33.3%
Q4 2015$1,074,000
+308.4%
12,484
+313.1%
0.08%
+200.0%
Q3 2015$263,000
-69.7%
3,022
-65.8%
0.03%
-69.7%
Q2 2015$869,000
+26.1%
8,840
+26.5%
0.09%
+17.1%
Q1 2015$689,000
+50.8%
6,990
+41.6%
0.08%
+28.8%
Q4 2014$457,000
+25.9%
4,935
+28.0%
0.06%
-7.8%
Q3 2014$363,000
+16.7%
3,856
+12.2%
0.06%
+23.1%
Q2 2014$311,000
+38.8%
3,438
+30.5%
0.05%
+8.3%
Q1 2014$224,0002,6340.05%
Other shareholders
NOVARTIS A G shareholders Q1 2023
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