BDO Wealth Advisors, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,160 filers reported holding NOVARTIS A G in Q1 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.

Quarter-by-quarter ownership
BDO Wealth Advisors, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2023$620,236
+11.2%
6,146
+1.4%
0.07%
+4.4%
Q1 2023$557,559
-5.6%
6,060
-7.0%
0.07%
-6.8%
Q4 2022$590,855
+32.5%
6,513
+11.0%
0.07%
+23.7%
Q3 2022$446,000
-4.9%
5,868
+5.9%
0.06%
+1.7%
Q2 2022$469,000
-6.0%
5,543
-2.6%
0.06%
+9.4%
Q1 2022$499,000
-4.4%
5,692
-4.6%
0.05%
-3.6%
Q4 2021$522,000
-2.8%
5,967
-9.2%
0.06%
-6.8%
Q3 2021$537,000
-18.5%
6,568
-9.1%
0.06%
-19.2%
Q2 2021$659,000
+85.1%
7,225
+73.5%
0.07%
+73.8%
Q1 2021$356,000
-25.2%
4,164
-17.4%
0.04%
-37.3%
Q4 2020$476,000
+9.4%
5,043
+0.8%
0.07%
-5.6%
Q3 2020$435,000
-0.5%
5,005
-0.1%
0.07%
-7.8%
Q2 2020$437,000
+8.7%
5,008
+2.8%
0.08%
-4.9%
Q1 2020$402,000
+11.0%
4,870
+27.5%
0.08%
-12.9%
Q4 2019$362,000
+15.3%
3,821
+5.7%
0.09%
+16.2%
Q3 2019$314,000
-9.8%
3,614
-5.1%
0.08%
-15.8%
Q2 2019$348,000
+22.1%
3,809
+28.4%
0.10%
+14.5%
Q1 2019$285,000
+46.9%
2,967
+30.9%
0.08%
+23.9%
Q4 2018$194,000
+52.8%
2,266
+53.2%
0.07%
+63.4%
Q3 2018$127,000
+22.1%
1,479
+7.3%
0.04%
+17.1%
Q2 2018$104,000
+2.0%
1,379
+9.0%
0.04%
-7.9%
Q1 2018$102,000
+39.7%
1,265
+45.4%
0.04%
+15.2%
Q4 2017$73,000
+10.6%
870
+13.0%
0.03%0.0%
Q3 2017$66,000
+73.7%
770
+71.1%
0.03%
+94.1%
Q2 2017$38,0004500.02%
Other shareholders
NOVARTIS A G shareholders Q1 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