Kovitz Investment Group Partners, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,197 filers reported holding NOVARTIS A G in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kovitz Investment Group Partners, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$467,436
-1.9%
4,589
-2.9%
0.01%
+14.3%
Q2 2023$476,699
+88341.4%
4,724
-19.4%
0.01%
-22.2%
Q1 2023$539
-8.5%
5,864
-9.6%
0.01%
-25.0%
Q4 2022$589
-99.9%
6,489
-2.5%
0.01%0.0%
Q3 2022$506,000
-11.4%
6,655
-1.5%
0.01%
-7.7%
Q2 2022$571,000
-5.0%
6,755
-1.3%
0.01%
+18.2%
Q1 2022$601,000
-26.0%
6,847
-20.4%
0.01%
-42.1%
Q4 2021$812,000
+20.1%
8,600
+4.0%
0.02%
+46.2%
Q3 2021$676,000
-12.5%
8,267
-2.5%
0.01%
-13.3%
Q2 2021$773,000
+2.0%
8,477
-4.4%
0.02%
-16.7%
Q1 2021$758,000
-4.4%
8,867
+5.6%
0.02%
-5.3%
Q4 2020$793,000
+2.5%
8,400
-5.6%
0.02%
-13.6%
Q3 2020$774,000
-7.7%
8,900
-7.4%
0.02%
-15.4%
Q2 2020$839,000
-8.4%
9,610
-13.5%
0.03%
-21.2%
Q1 2020$916,000
-15.3%
11,116
-2.6%
0.03%
+6.5%
Q4 2019$1,081,000
+9.4%
11,412
+0.4%
0.03%0.0%
Q3 2019$988,000
-6.4%
11,362
-1.7%
0.03%
-6.1%
Q2 2019$1,056,000
-7.0%
11,562
-2.0%
0.03%
-8.3%
Q1 2019$1,135,00011,8030.04%
Other shareholders
NOVARTIS A G shareholders Q3 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