Rosenbaum Jay D. - 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
Rosenbaum Jay D. ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$871,412
+4.6%
8,555
+3.6%
1.46%
+9.2%
Q2 2023$833,012
+13.9%
8,255
+3.8%
1.34%
-0.6%
Q1 2023$731,308
+15.3%
7,949
+13.7%
1.34%
-1.8%
Q4 2022$634,133
+5.2%
6,990
-11.9%
1.37%
-1.4%
Q3 2022$603,000
-9.5%
7,934
+0.8%
1.39%
+7.8%
Q2 2022$666,000
-13.3%
7,873
-10.0%
1.29%
+6.1%
Q1 2022$768,000
+4.8%
8,750
+4.4%
1.21%
+12.6%
Q4 2021$733,000
+2.7%
8,380
-4.1%
1.08%
-9.2%
Q3 2021$714,000
-7.6%
8,737
+3.2%
1.19%
-7.3%
Q2 2021$773,000
+14.9%
8,462
+7.5%
1.28%
+11.0%
Q1 2021$673,000
-4.3%
7,872
+5.7%
1.15%
-5.6%
Q4 2020$703,000
+20.2%
7,450
+10.8%
1.22%
+13.4%
Q3 2020$585,000
+2.8%
6,725
+3.1%
1.08%
-3.4%
Q2 2020$569,000
+6.0%
6,5200.0%1.12%
-9.9%
Q1 2020$537,000
-5.6%
6,520
+8.4%
1.24%
+23.0%
Q4 2019$569,000
+7.6%
6,012
-1.1%
1.01%
-0.1%
Q3 2019$529,000
+0.8%
6,080
+5.7%
1.01%
+1.2%
Q2 2019$525,000
-4.7%
5,750
+0.3%
1.00%
-4.5%
Q1 2019$551,000
+13.6%
5,730
+1.3%
1.04%
+1.5%
Q4 2018$485,000
-3.0%
5,655
-2.6%
1.03%
+13.3%
Q3 2018$500,000
+14.4%
5,805
+0.3%
0.91%
+5.0%
Q2 2018$437,000
-5.6%
5,790
+1.1%
0.86%
-7.6%
Q1 2018$463,000
-3.7%
5,7250.0%0.94%
+5.6%
Q4 2017$481,000
-0.8%
5,725
+1.3%
0.88%
-4.6%
Q3 2017$485,000
+8.3%
5,650
+5.2%
0.93%
+4.6%
Q2 2017$448,000
+27.3%
5,370
+13.2%
0.89%
+18.9%
Q1 2017$352,000
+28.9%
4,745
+26.7%
0.75%
+17.9%
Q4 2016$273,000
+13.8%
3,745
+23.0%
0.63%
+3065.0%
Q3 2016$240,000
-1.2%
3,045
+3.4%
0.02%
-42.9%
Q2 2016$243,0002,9450.04%
Other shareholders
NOVARTIS A G shareholders Q1 2023
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