Bogart Wealth, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 35 filers reported holding NOVARTIS A G in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$44,920
+0.9%
4410.0%0.00%0.0%
Q2 2023$44,501
+9.7%
4410.0%0.00%0.0%
Q1 2023$40,572
-1.5%
441
-2.9%
0.00%0.0%
Q4 2022$41,187
+17.7%
4540.0%0.00%0.0%
Q3 2022$35,0000.0%454
+9.7%
0.00%0.0%
Q2 2022$35,000
+150.0%
414
+168.8%
0.00%
+200.0%
Q1 2022$14,000
+7.7%
1540.0%0.00%0.0%
Q4 2021$13,0000.0%1540.0%0.00%0.0%
Q3 2021$13,000
-48.0%
154
-43.6%
0.00%
-66.7%
Q2 2021$25,000
+8.7%
2730.0%0.00%0.0%
Q1 2021$23,000
+64.3%
273
+77.3%
0.00%0.0%
Q4 2020$14,000
+55.6%
154
+35.1%
0.00%
+50.0%
Q3 2020$9,000
-10.0%
1140.0%0.00%0.0%
Q2 2020$10,000
+11.1%
1140.0%0.00%0.0%
Q1 2020$9,000
-18.2%
1140.0%0.00%
-50.0%
Q4 2019$11,000
+175.0%
114
+153.3%
0.00%
+100.0%
Q3 2019$4,0000.0%450.0%0.00%0.0%
Q2 2019$4,0000.0%450.0%0.00%0.0%
Q1 2019$4,000
+33.3%
450.0%0.00%
+100.0%
Q4 2018$3,000
-25.0%
450.0%0.00%
-50.0%
Q3 2018$4,000
+33.3%
450.0%0.00%0.0%
Q2 2018$3,000
-25.0%
450.0%0.00%0.0%
Q1 2018$4,000
-20.0%
45
-26.2%
0.00%
-33.3%
Q4 2017$5,0000.0%610.0%0.00%
-25.0%
Q3 2017$5,000610.00%
Other shareholders
NOVARTIS A G shareholders Q4 2023
NameSharesValueWeighting ↓
EXENCIAL WEALTH ADVISORS, LLC 188,514$13,713,0005.95%
PRENTISS SMITH & CO INC 136,441$10,133,0005.74%
MANAGED ASSET PORTFOLIOS, LLC 204,985$15,225,0005.46%
Osher Van de Voorde Investment Management 108,725$8,075,0004.40%
BROWN BROTHERS HARRIMAN & CO 10,796,684$801,870,0004.35%
SECTORAL ASSET MANAGEMENT INC 472,296$35,077,0004.10%
PROFESSIONAL ADVISORY SERVICES INC 235,347$17,479,0003.87%
Elefante Mark B 5,619$417,0003.78%
SPHERA FUNDS MANAGEMENT LTD. 255,000$18,959,0003.71%
CGOV Asset Management 997,161$98,662,0003.61%
View complete list of NOVARTIS A G shareholders