IFP Advisors, 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
IFP Advisors, Inc ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$405,906
+18.4%
3,985
-6.0%
0.02%
+125.0%
Q2 2023$342,738
+81.4%
4,238
+36.4%
0.01%0.0%
Q1 2023$188,966
+44362.6%
3,106
-54.3%
0.01%
-27.3%
Q4 2022$425
-99.9%
6,792
-12.2%
0.01%
-15.4%
Q3 2022$484,000
-0.8%
7,733
-1.0%
0.01%
-13.3%
Q2 2022$488,000
-28.0%
7,810
-28.5%
0.02%
+87.5%
Q1 2022$678,000
+196.1%
10,920
+322.4%
0.01%
+100.0%
Q4 2021$229,000
-3.0%
2,585
-10.6%
0.00%
-20.0%
Q3 2021$236,000
+65.0%
2,892
+84.7%
0.01%
+66.7%
Q2 2021$143,000
+19.2%
1,566
+14.3%
0.00%
+50.0%
Q1 2021$120,000
-4.0%
1,370
+3.6%
0.00%
-60.0%
Q4 2020$125,000
-10.1%
1,323
-16.4%
0.01%
-37.5%
Q3 2020$139,000
-14.7%
1,583
-14.8%
0.01%
-38.5%
Q2 2020$163,000
-8.9%
1,857
-17.1%
0.01%
-27.8%
Q1 2020$179,000
-48.6%
2,241
-38.8%
0.02%
-30.8%
Q4 2019$348,000
+6.4%
3,659
-2.8%
0.03%
+18.2%
Q3 2019$327,000
+85.8%
3,766
+110.5%
0.02%
-8.3%
Q1 2019$176,000
-82.0%
1,789
-84.4%
0.02%
-59.3%
Q4 2018$976,000
+3.3%
11,448
+4.3%
0.06%
+51.3%
Q3 2018$945,000
+78.6%
10,971
+56.8%
0.04%
+77.3%
Q2 2018$529,000
-26.8%
6,999
-18.7%
0.02%
-33.3%
Q1 2018$723,0000.0%8,6090.0%0.03%0.0%
Q4 2017$723,000
-31.3%
8,609
-29.8%
0.03%
-21.4%
Q3 2017$1,052,000
+5.5%
12,259
+2.6%
0.04%0.0%
Q2 2017$997,000
+11.8%
11,943
-0.6%
0.04%
+7.7%
Q1 2017$892,000
+2.9%
12,017
+1.0%
0.04%
-7.1%
Q4 2016$867,000
+65.8%
11,898
+79.7%
0.04%
+55.6%
Q3 2016$523,000
-4.6%
6,620
-0.3%
0.03%
-12.9%
Q2 2016$548,000
+211.4%
6,641
+271.2%
0.03%
+29.2%
Q1 2016$176,000
-68.2%
1,789
-72.2%
0.02%
-35.1%
Q4 2015$553,0006,4260.04%
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