Steward Partners Investment Advisory, 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
Steward Partners Investment Advisory, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$3,583,953
+4.6%
35,185
+3.6%
0.06%
+7.8%
Q2 2023$3,427,293
+36.2%
33,964
+24.2%
0.05%
+27.5%
Q1 2023$2,515,677
+7.0%
27,344
+5.6%
0.04%0.0%
Q4 2022$2,350,217
+18.1%
25,906
-1.0%
0.04%
+8.1%
Q3 2022$1,990,000
-13.1%
26,178
-3.3%
0.04%
-11.9%
Q2 2022$2,289,000
-3.9%
27,074
-0.3%
0.04%
+13.5%
Q1 2022$2,383,000
+21.4%
27,158
+21.0%
0.04%
+23.3%
Q4 2021$1,963,000
+0.9%
22,441
-5.6%
0.03%
-9.1%
Q3 2021$1,945,000
-51.4%
23,779
-45.8%
0.03%
-51.5%
Q2 2021$4,004,000
-99.9%
43,885
-26.0%
0.07%
+51.1%
Q1 2021$5,071,820,000
+226928.6%
59,334
+150.9%
0.04%
-6.2%
Q4 2020$2,234,000
+7.1%
23,653
-1.4%
0.05%
-9.4%
Q3 2020$2,085,000
+10.4%
23,979
+10.9%
0.05%
-1.9%
Q2 2020$1,889,000
+16.4%
21,626
+9.8%
0.05%
-8.5%
Q1 2020$1,623,000
-11.3%
19,692
+1.9%
0.06%
+9.3%
Q4 2019$1,829,000
+17.6%
19,323
+7.9%
0.05%
+3.8%
Q3 2019$1,555,000
-11.8%
17,900
-7.4%
0.05%
-20.0%
Q2 2019$1,764,000
-26.3%
19,326
-22.4%
0.06%
-36.3%
Q1 2019$2,395,000
+31.7%
24,920
+17.6%
0.10%
+14.6%
Q4 2018$1,818,000
+3.9%
21,192
+4.3%
0.09%
+7.2%
Q3 2018$1,750,000
+23.8%
20,309
+8.5%
0.08%
-1.2%
Q2 2018$1,414,000
+10.0%
18,713
+17.6%
0.08%
-4.5%
Q1 2018$1,286,000
+2.0%
15,913
+5.9%
0.09%
-8.3%
Q4 2017$1,261,000
+1.3%
15,023
+3.5%
0.10%
-24.4%
Q3 2017$1,245,000
+11.1%
14,508
+8.0%
0.13%
+0.8%
Q2 2017$1,121,000
+172.7%
13,430
+142.4%
0.13%
+103.2%
Q1 2017$411,000
+15.8%
5,540
+13.4%
0.06%
-61.7%
Q4 2016$355,0004,8860.16%
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