Heritage Way Advisors, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,139 filers reported holding NOVARTIS A G in Q4 2021. The put-call ratio across all filers is 0.26 and the average weighting 0.2%.

Quarter-by-quarter ownership
Heritage Way Advisors, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q4 2021$3,113,000
+8.4%
35,585
+1.3%
1.16%
-2.4%
Q3 2021$2,873,000
-10.8%
35,132
-0.5%
1.19%
-9.8%
Q2 2021$3,220,000
+4.2%
35,297
-2.4%
1.32%
-2.3%
Q1 2021$3,090,000
-11.0%
36,151
-1.7%
1.36%
-15.3%
Q4 2020$3,471,000
+5.2%
36,761
-3.1%
1.60%
-7.6%
Q3 2020$3,298,000
+3.0%
37,923
+3.4%
1.73%
-7.4%
Q2 2020$3,202,000
+11.9%
36,666
+5.7%
1.87%
-9.0%
Q1 2020$2,861,000
-10.1%
34,702
+3.3%
2.06%
+11.6%
Q4 2019$3,182,000
+10.2%
33,609
+1.2%
1.84%
+0.9%
Q3 2019$2,887,000
+1.2%
33,223
+6.3%
1.83%
+0.3%
Q2 2019$2,853,000
-3.7%
31,245
+1.3%
1.82%
-8.3%
Q1 2019$2,964,000
+10.9%
30,831
-1.0%
1.98%
-3.4%
Q4 2018$2,673,000
+0.6%
31,146
+1.0%
2.06%
+11.9%
Q3 2018$2,656,000
+16.1%
30,829
+1.8%
1.84%
+9.6%
Q2 2018$2,287,000
-3.5%
30,279
+3.2%
1.68%
-9.1%
Q1 2018$2,371,000
-67.5%
29,329
-66.3%
1.84%
+0.7%
Q4 2017$7,299,000
+208.0%
86,937
+214.9%
1.83%
-5.7%
Q3 2017$2,370,000
+5.1%
27,604
+2.2%
1.94%
+0.9%
Q2 2017$2,254,000
+18.6%
27,004
+5.6%
1.92%
+9.9%
Q1 2017$1,900,000
+7.0%
25,580
+4.9%
1.75%
+0.1%
Q4 2016$1,776,00024,3801.75%
Other shareholders
NOVARTIS A G shareholders Q4 2021
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