Heritage Wealth Advisors - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,125 filers reported holding NOVARTIS A G in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$153,299
-9.8%
1,505
-10.7%
0.01%
-11.1%
Q2 2023$170,033
+9.7%
1,6850.0%0.01%0.0%
Q1 2023$155,020
-8.4%
1,685
-9.7%
0.01%
-10.0%
Q4 2022$169,193
+19.2%
1,8650.0%0.01%0.0%
Q3 2022$142,000
-10.1%
1,8650.0%0.01%
-9.1%
Q2 2022$158,000
+38.6%
1,865
+43.5%
0.01%
+83.3%
Q1 2022$114,0000.0%1,3000.0%0.01%0.0%
Q4 2021$114,000
-99.9%
1,300
-10.3%
0.01%
-14.3%
Q3 2021$118,581,000
-10.4%
1,4500.0%0.01%
-12.5%
Q2 2021$132,298,000
+6.7%
1,4500.0%0.01%
+14.3%
Q1 2021$123,946,000
+82530.7%
1,450
-8.9%
0.01%
-22.2%
Q4 2020$150,000
-99.9%
1,5910.0%0.01%
-50.0%
Q3 2020$138,353,000
-0.5%
1,591
-25.0%
0.02%
-5.3%
Q2 2020$139,096,000
+6.0%
2,121
+33.3%
0.02%
-20.8%
Q1 2020$131,178,000
-12.9%
1,5910.0%0.02%
+20.0%
Q4 2019$150,652,000
+119465.1%
1,591
+9.7%
0.02%
+5.3%
Q3 2019$126,000
-99.9%
1,450
+18.6%
0.02%
+11.8%
Q2 2019$111,672,000
+51.4%
1,223
+59.5%
0.02%
+41.7%
Q1 2019$73,739,000
+113344.6%
7670.0%0.01%
-7.7%
Q4 2018$65,000
-7.1%
767
-6.1%
0.01%
-7.1%
Q3 2018$70,0008170.01%
Other shareholders
NOVARTIS A G shareholders Q2 2020
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