Hurlow Wealth Management Group, Inc. - 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
Hurlow Wealth Management Group, Inc. ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$302,422
+0.9%
2,9690.0%0.13%
+3.1%
Q2 2023$299,602
+9.7%
2,9690.0%0.13%
+1.6%
Q1 2023$273,148
+1.4%
2,9690.0%0.13%
-10.0%
Q4 2022$269,348
+19.2%
2,9690.0%0.14%
+6.1%
Q3 2022$226,000
-11.7%
2,969
-1.8%
0.13%
-10.2%
Q2 2022$256,000
-3.4%
3,0240.0%0.15%
-9.8%
Q1 2022$265,000
-12.0%
3,024
-9.1%
0.16%
-30.9%
Q4 2021$301,000
-10.4%
3,326
-19.1%
0.24%
+18.0%
Q3 2021$336,000
+21.7%
4,110
+35.9%
0.20%
+9.9%
Q2 2021$276,000
+5.3%
3,024
-1.3%
0.18%
-3.7%
Q1 2021$262,000
-8.4%
3,064
+1.3%
0.19%
-16.0%
Q4 2020$286,000
+8.7%
3,0240.0%0.22%
-6.6%
Q3 2020$263,000
-0.8%
3,024
-1.9%
0.24%
-5.9%
Q2 2020$265,000
-2.9%
3,082
-3.4%
0.26%
-12.3%
Q1 2020$273,000
-17.8%
3,189
-8.9%
0.29%
-10.2%
Q4 2019$332,000
+10.3%
3,5010.0%0.32%
+1.6%
Q3 2019$301,000
-5.3%
3,5010.0%0.32%
-4.2%
Q2 2019$318,000
+10.4%
3,5010.0%0.33%
+8.1%
Q1 2019$288,000
-8.3%
3,501
-4.6%
0.31%
-18.5%
Q4 2018$314,0003,6690.38%
Other shareholders
NOVARTIS A G shareholders Q3 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