Clearstead Trust, 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
Clearstead Trust, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q1 2023$189,520
+100175.1%
2,060
-0.7%
0.06%
-4.8%
Q4 2022$189
-99.9%
2,075
-4.6%
0.06%
+8.6%
Q3 2022$166,000
-5.7%
2,175
+4.8%
0.06%
-56.7%
Q2 2022$176,000
-3.3%
2,0750.0%0.13%
+13.6%
Q1 2022$182,0000.0%2,0750.0%0.12%
+10.3%
Q4 2021$182,000
+7.1%
2,0750.0%0.11%
-0.9%
Q3 2021$170,000
-10.1%
2,0750.0%0.11%
-12.2%
Q2 2021$189,000
+6.8%
2,0750.0%0.12%
-6.1%
Q1 2021$177,000
-9.7%
2,0750.0%0.13%
+12.0%
Q4 2020$196,000
+8.9%
2,0750.0%0.12%
-18.2%
Q3 2020$180,000
-0.6%
2,0750.0%0.14%
-5.9%
Q2 2020$181,000
+5.8%
2,0750.0%0.15%
-1.9%
Q1 2020$171,000
-12.8%
2,0750.0%0.16%
+7.6%
Q4 2019$196,000
+8.9%
2,0750.0%0.14%
+2.9%
Q3 2019$180,000
-4.8%
2,0750.0%0.14%
-7.3%
Q2 2019$189,000
-5.5%
2,0750.0%0.15%
-9.6%
Q1 2019$200,000
-99.9%
2,075
-50.0%
0.17%
+0.6%
Q4 2018$178,234,000
+99472.1%
4,150
+100.0%
0.17%
+21.2%
Q3 2018$179,000
+14.0%
2,0750.0%0.14%
-2.1%
Q2 2018$157,000
-6.5%
2,0750.0%0.14%
-2.8%
Q1 2018$168,000
-3.4%
2,0750.0%0.14%
+21.0%
Q4 2017$174,000
-81.3%
2,075
-80.9%
0.12%
-82.8%
Q3 2017$931,000
+3.6%
10,8400.0%0.69%
-2.4%
Q2 2017$899,000
+11.7%
10,8400.0%0.71%
+6.6%
Q1 2017$805,000
+0.8%
10,8400.0%0.67%
-7.2%
Q4 2016$799,00010,8400.72%
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