Wealthspire Advisors, L.P. - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,114 filers reported holding NOVARTIS A G in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2020$470,000
-53.1%
5,407
-52.9%
0.02%
-76.4%
Q2 2020$1,002,000
-9.6%
11,474
-14.7%
0.07%
-25.8%
Q1 2020$1,109,000
-15.9%
13,452
-3.4%
0.10%
+10.2%
Q4 2019$1,319,000
+13.0%
13,926
+3.7%
0.09%
+3.5%
Q3 2019$1,167,000
-5.1%
13,424
-0.4%
0.08%
-7.6%
Q2 2019$1,230,000
-27.9%
13,472
-24.0%
0.09%
-28.7%
Q1 2019$1,705,000
+39.0%
17,733
+24.0%
0.13%
+18.3%
Q4 2018$1,227,000
-3.9%
14,297
-3.5%
0.11%
+3.8%
Q3 2018$1,277,000
+18.4%
14,820
+3.8%
0.10%
+7.1%
Q2 2018$1,079,000
+2.7%
14,282
+9.8%
0.10%
-1.0%
Q1 2018$1,051,000
-1.4%
13,003
+2.5%
0.10%
-4.8%
Q4 2017$1,066,000
-10.7%
12,691
-8.7%
0.10%
-20.0%
Q3 2017$1,194,000
+16.5%
13,904
+13.3%
0.13%
+7.4%
Q2 2017$1,025,000
+20.4%
12,276
+7.2%
0.12%0.0%
Q1 2017$851,000
+325.5%
11,455
+317.9%
0.12%
+303.3%
Q4 2016$200,000
-6.5%
2,741
+1.3%
0.03%
-9.1%
Q3 2016$214,000
-4.9%
2,706
-0.9%
0.03%
-10.8%
Q2 2016$225,000
+18.4%
2,731
+4.0%
0.04%
+8.8%
Q1 2016$190,000
-66.3%
2,625
-59.9%
0.03%
-67.6%
Q4 2015$563,0006,5480.10%
Other shareholders
NOVARTIS A G shareholders Q3 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