ROPES WEALTH ADVISORS 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
ROPES WEALTH ADVISORS LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$324,582
-4.4%
3,187
-5.3%
0.06%
+12.5%
Q2 2023$339,618
-6.2%
3,366
-14.5%
0.06%
-13.8%
Q1 2023$362,071
-8.1%
3,936
-9.4%
0.06%
-8.5%
Q4 2022$393,997
+26.7%
4,343
+6.1%
0.07%
+9.2%
Q3 2022$311,000
-28.7%
4,093
-20.6%
0.06%
-27.8%
Q2 2022$436,000
-3.8%
5,1580.0%0.09%
+15.4%
Q1 2022$453,000
-4.2%
5,158
-4.6%
0.08%
-6.0%
Q4 2021$473,000
+1.1%
5,404
-5.5%
0.08%
+10.7%
Q3 2021$468,000
-12.5%
5,719
-2.6%
0.08%
-11.8%
Q2 2021$535,000
+4.3%
5,8690.0%0.08%
-5.6%
Q1 2021$513,000
+0.4%
5,869
+8.5%
0.09%
+13.9%
Q4 2020$511,000
-1.0%
5,407
-8.9%
0.08%
-21.0%
Q3 2020$516,000
-0.4%
5,934
+0.0%
0.10%
-5.7%
Q2 2020$518,000
+7.2%
5,933
+1.3%
0.11%
-13.1%
Q1 2020$483,000
-1.6%
5,855
+12.9%
0.12%
+15.1%
Q4 2019$491,000
-5.2%
5,188
-13.0%
0.11%
-3.6%
Q3 2019$518,000
+14.1%
5,960
+20.0%
0.11%
+14.6%
Q2 2019$454,000
-6.8%
4,968
-1.9%
0.10%
-25.6%
Q1 2019$487,000
+12.0%
5,0660.0%0.13%
+3.2%
Q4 2018$435,000
-5.6%
5,066
-5.3%
0.12%
+9.6%
Q3 2018$461,000
+5.3%
5,352
-7.8%
0.11%
-3.4%
Q2 2018$438,0000.0%5,802
+7.1%
0.12%
-1.7%
Q1 2018$438,000
-3.9%
5,417
-0.4%
0.12%
+0.8%
Q4 2017$456,000
-14.1%
5,437
-12.2%
0.12%
-17.4%
Q3 2017$531,000
+9.9%
6,191
+6.9%
0.14%
+5.1%
Q2 2017$483,000
+22.0%
5,791
+8.7%
0.14%
+20.2%
Q1 2017$396,000
+2.1%
5,3290.0%0.11%
-6.6%
Q4 2016$388,000
+9.3%
5,329
+18.7%
0.12%
+1.7%
Q3 2016$355,000
-0.8%
4,490
+3.5%
0.12%
-4.0%
Q2 2016$358,000
-50.6%
4,340
-56.6%
0.12%
-60.9%
Q1 2016$724,000
-7.4%
9,991
+9.9%
0.32%
-7.0%
Q4 2015$782,000
-6.5%
9,0910.0%0.34%
-21.5%
Q3 2015$836,000
+46.7%
9,091
+56.7%
0.44%
+41.7%
Q2 2015$570,000
-10.9%
5,800
-10.6%
0.31%
-6.9%
Q1 2015$640,0006,4880.33%
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