Integrated Wealth Concepts LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,197 filers reported holding NOVARTIS A G in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$2,739,921
-0.3%
26,899
-1.2%
0.05%
+2.1%
Q2 2023$2,747,365
+113333.7%
27,226
+3.4%
0.05%
-6.0%
Q1 2023$2,422
-5.9%
26,326
-7.2%
0.05%
-28.6%
Q4 2022$2,573
-99.9%
28,357
+4.0%
0.07%
+6.1%
Q3 2022$2,072,000
-9.7%
27,263
+0.5%
0.07%
-7.0%
Q2 2022$2,294,000
-0.3%
27,133
+3.5%
0.07%
+1.4%
Q1 2022$2,301,000
+5.8%
26,228
+5.5%
0.07%
+7.7%
Q4 2021$2,174,000
+29.6%
24,850
+21.1%
0.06%
+18.2%
Q3 2021$1,678,000
-0.4%
20,513
+11.1%
0.06%
-8.3%
Q2 2021$1,685,000
+7.9%
18,464
+1.1%
0.06%
-6.2%
Q1 2021$1,561,000
+4.8%
18,259
+15.7%
0.06%
-8.6%
Q4 2020$1,490,000
+28.1%
15,784
+18.0%
0.07%
-2.8%
Q3 2020$1,163,000
+1.7%
13,375
+2.2%
0.07%
-12.2%
Q2 2020$1,143,000
+18.1%
13,081
+11.4%
0.08%
-7.9%
Q1 2020$968,000
+6.8%
11,740
+22.7%
0.09%
+17.1%
Q4 2019$906,000
+61.5%
9,567
+48.3%
0.08%
+20.6%
Q3 2019$561,000
+30.5%
6,452
+37.4%
0.06%
+12.5%
Q2 2019$430,000
+81.4%
4,695
+90.3%
0.06%
+40.0%
Q1 2019$237,0002,4670.04%
Other shareholders
NOVARTIS A G shareholders Q3 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