Sugarloaf 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
Sugarloaf Wealth Management, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$55,156
+0.9%
5410.0%0.01%
+7.7%
Q2 2023$54,642
+9.7%
5410.0%0.01%
+8.3%
Q1 2023$49,817
-19.9%
541
-21.1%
0.01%
-25.0%
Q4 2022$62,219
+17.4%
6860.0%0.02%
+14.3%
Q3 2022$53,000
-8.6%
6860.0%0.01%
-6.7%
Q2 2022$58,000
-3.3%
6860.0%0.02%
+7.1%
Q1 2022$60,0000.0%686
+0.1%
0.01%0.0%
Q4 2021$60,000
+7.1%
6850.0%0.01%
-6.7%
Q3 2021$56,000
-17.6%
685
-8.1%
0.02%
-21.1%
Q2 2021$68,000
+17.2%
745
+8.9%
0.02%
+11.8%
Q1 2021$58,000
-9.4%
684
+0.1%
0.02%
-19.0%
Q4 2020$64,000
+8.5%
6830.0%0.02%
-4.5%
Q3 2020$59,000
-1.7%
6830.0%0.02%
-4.3%
Q2 2020$60,000
+7.1%
6830.0%0.02%
-8.0%
Q1 2020$56,000
-26.3%
683
-15.2%
0.02%
-21.9%
Q4 2019$76,0008050.03%
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