BEACON INVESTMENT ADVISORY SERVICES, INC. - 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
BEACON INVESTMENT ADVISORY SERVICES, INC. ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$1,035,815
+0.3%
10,169
-0.6%
0.05%
+6.2%
Q2 2023$1,032,209
+16.8%
10,229
+6.5%
0.05%
+11.6%
Q1 2023$883,752
+4.3%
9,606
+2.8%
0.04%0.0%
Q4 2022$847,416
+13.6%
9,341
-4.8%
0.04%
+4.9%
Q3 2022$746,000
-10.0%
9,808
-0.0%
0.04%
-4.7%
Q2 2022$829,000
+0.9%
9,811
+4.7%
0.04%
+22.9%
Q1 2022$822,000
+3.8%
9,369
+3.4%
0.04%
+12.9%
Q4 2021$792,000
+6.3%
9,060
-0.6%
0.03%0.0%
Q3 2021$745,000
-35.5%
9,115
-28.0%
0.03%
-34.0%
Q2 2021$1,155,000
-71.5%
12,664
-73.3%
0.05%
-73.4%
Q1 2021$4,051,000
-6.9%
47,386
+2.9%
0.18%
-11.9%
Q4 2020$4,349,000
+3.3%
46,057
-4.9%
0.20%
-8.2%
Q3 2020$4,212,000
+2.0%
48,441
+2.5%
0.22%
-6.8%
Q2 2020$4,130,000
+10.1%
47,281
+3.9%
0.24%
-11.3%
Q1 2020$3,751,000
-11.2%
45,496
+2.0%
0.26%
+17.8%
Q4 2019$4,225,000
+10.9%
44,624
+1.8%
0.22%
-40.9%
Q3 2019$3,811,000
-4.5%
43,855
+0.4%
0.38%
-9.9%
Q2 2019$3,990,000
-3.2%
43,702
+2.0%
0.42%
-3.2%
Q1 2019$4,120,000
+20.4%
42,853
+7.5%
0.44%
+15.6%
Q4 2018$3,421,000
-0.6%
39,864
-0.2%
0.38%
+12.8%
Q3 2018$3,443,000
+20.9%
39,963
+6.0%
0.34%
+16.3%
Q2 2018$2,847,000
+30.5%
37,685
+39.7%
0.29%
+28.0%
Q1 2018$2,182,000
+5.9%
26,984
+9.9%
0.22%
+3.2%
Q4 2017$2,061,000
+68.1%
24,547
+71.9%
0.22%
+107.6%
Q3 2017$1,226,000
+233.2%
14,278
+224.1%
0.10%
+59.1%
Q2 2017$368,000
+24.7%
4,405
+10.8%
0.07%
+17.9%
Q1 2017$295,000
+1.7%
3,9750.0%0.06%0.0%
Q4 2016$290,0003,9750.06%
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