BerganKDV Wealth Management, 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
BerganKDV Wealth Management, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2023$43,594
+9.7%
4320.0%0.00%0.0%
Q1 2023$39,744
+1.4%
4320.0%0.00%0.0%
Q4 2022$39,191
+18.8%
4320.0%0.00%0.0%
Q3 2022$33,000
-37.7%
432
-31.2%
0.00%
-33.3%
Q2 2022$53,000
-3.6%
6280.0%0.01%0.0%
Q1 2022$55,000
-62.1%
628
-62.0%
0.01%
-60.0%
Q4 2021$145,000
+173.6%
1,654
+157.2%
0.02%
+150.0%
Q3 2021$53,000
-17.2%
643
-8.7%
0.01%
-25.0%
Q2 2021$64,000
+16.4%
704
+9.5%
0.01%
+14.3%
Q1 2021$55,000
-15.4%
643
-7.1%
0.01%
-22.2%
Q4 2020$65,000
-87.1%
692
-88.0%
0.01%
-88.8%
Q3 2020$503,000
-4.4%
5,782
-4.0%
0.08%
-11.1%
Q2 2020$526,000
+8.2%
6,020
+2.2%
0.09%
-10.0%
Q1 2020$486,000
-3.8%
5,892
+10.5%
0.10%
+11.1%
Q4 2019$505,000
+10.7%
5,333
+1.6%
0.09%0.0%
Q3 2019$456,000
-10.6%
5,247
-6.1%
0.09%
-10.9%
Q2 2019$510,000
-5.4%
5,585
-0.3%
0.10%
-8.2%
Q1 2019$539,000
+15.9%
5,604
+3.4%
0.11%
+0.9%
Q4 2018$465,000
+3.3%
5,422
+3.8%
0.11%
+12.4%
Q3 2018$450,000
+24.0%
5,224
+8.6%
0.10%
+19.8%
Q2 2018$363,000
-4.0%
4,809
+3.0%
0.08%
-21.4%
Q1 2018$378,000
-6.4%
4,671
-2.8%
0.10%
+7.3%
Q4 2017$404,000
-23.3%
4,808
-21.7%
0.10%
-27.3%
Q3 2017$527,000
+116.0%
6,138
+110.2%
0.13%
+91.3%
Q2 2017$244,000
+11.4%
2,920
-1.2%
0.07%
+6.2%
Q1 2017$219,000
+5.8%
2,955
+4.0%
0.06%
-5.8%
Q4 2016$207,0002,8400.07%
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