MARK SHEPTOFF FINANCIAL PLANNING, 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
MARK SHEPTOFF FINANCIAL PLANNING, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$510,907
+0.9%
5,0160.0%0.33%
+13.5%
Q2 2023$506,142
+9.7%
5,0160.0%0.29%
+7.8%
Q1 2023$461,452
+1.4%
5,0160.0%0.27%
+0.4%
Q4 2022$455,031
+19.4%
5,0160.0%0.27%
+15.1%
Q3 2022$381,000
-10.1%
5,0160.0%0.23%
-4.9%
Q2 2022$424,000
-3.6%
5,0160.0%0.24%
+10.4%
Q1 2022$440,000
-7.2%
5,016
-7.4%
0.22%
-2.2%
Q4 2021$474,000
+7.0%
5,4160.0%0.23%
-7.4%
Q3 2021$443,000
-15.8%
5,416
-6.1%
0.24%
-13.5%
Q2 2021$526,000
+5.2%
5,766
-1.4%
0.28%
-1.7%
Q1 2021$500,000
-17.2%
5,846
-8.6%
0.29%
-16.6%
Q4 2020$604,000
+5.2%
6,396
-3.0%
0.34%
-2.5%
Q3 2020$574,000
-8.3%
6,596
-8.0%
0.35%
-13.1%
Q2 2020$626,000
-3.8%
7,171
-9.1%
0.41%
-17.5%
Q1 2020$651,000
-15.0%
7,890
-2.5%
0.49%
+2.1%
Q4 2019$766,000
+6.5%
8,090
-2.2%
0.48%
-0.6%
Q3 2019$719,000
-7.6%
8,270
-2.9%
0.48%
-8.7%
Q2 2019$778,000
-5.6%
8,520
-0.6%
0.53%
-10.6%
Q1 2019$824,000
+15.4%
8,570
+3.0%
0.59%
+0.2%
Q4 2018$714,000
-0.4%
8,3200.0%0.59%
+20.5%
Q3 2018$717,000
+14.0%
8,3200.0%0.49%
+5.8%
Q2 2018$629,000
-8.7%
8,320
-2.3%
0.46%
-2.7%
Q1 2018$689,000
-44.8%
8,520
-42.7%
0.48%
-41.1%
Q4 2017$1,248,000
-3.5%
14,858
-1.3%
0.81%
-6.5%
Q3 2017$1,293,000
+0.5%
15,058
-2.3%
0.87%
-1.7%
Q2 2017$1,286,000
+21.6%
15,408
+8.1%
0.88%
+17.1%
Q1 2017$1,058,000
-26.7%
14,249
-28.1%
0.75%
-29.6%
Q4 2016$1,443,000
-1.7%
19,817
+6.6%
1.07%
-1.8%
Q3 2016$1,468,000
-3.5%
18,595
+0.8%
1.09%
-4.0%
Q2 2016$1,522,000
-3.6%
18,445
-15.4%
1.14%
-11.4%
Q1 2016$1,579,000
-9.6%
21,793
+7.4%
1.28%
-9.3%
Q4 2015$1,746,000
-8.6%
20,293
-2.4%
1.42%
-15.5%
Q3 2015$1,911,000
-9.9%
20,793
-3.7%
1.68%
-2.4%
Q2 2015$2,122,000
-0.2%
21,581
+0.1%
1.72%
-3.3%
Q1 2015$2,127,000
+28.7%
21,567
+20.9%
1.77%
+21.3%
Q4 2014$1,653,000
+22.9%
17,837
+24.8%
1.46%
+23.0%
Q3 2014$1,345,000
+4.0%
14,2870.0%1.19%
+7.6%
Q2 2014$1,293,000
-0.5%
14,287
-6.5%
1.10%
-3.9%
Q1 2014$1,299,00015,2811.15%
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