HHM Wealth Advisors, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,126 filers reported holding NOVARTIS A G in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.

Quarter-by-quarter ownership
HHM Wealth Advisors, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$132,215
+0.0%
1,298
-0.9%
0.03%
+4.0%
Q2 2023$132,193
+7.6%
1,310
-1.9%
0.02%0.0%
Q1 2023$122,912
+2.6%
1,336
+1.2%
0.02%
-7.4%
Q4 2022$119,750
+16.3%
1,320
-2.7%
0.03%0.0%
Q3 2022$103,000
-22.0%
1,356
-12.9%
0.03%
-20.6%
Q2 2022$132,000
+30.7%
1,556
+35.7%
0.03%
+41.7%
Q1 2022$101,000
+1.0%
1,1470.0%0.02%0.0%
Q4 2021$100,000
+6.4%
1,1470.0%0.02%
-7.7%
Q3 2021$94,000
-10.5%
1,1470.0%0.03%
-10.3%
Q2 2021$105,000
+7.1%
1,1470.0%0.03%
-3.3%
Q1 2021$98,000
-9.3%
1,1470.0%0.03%
-18.9%
Q4 2020$108,000
+8.0%
1,1470.0%0.04%
-7.5%
Q3 2020$100,0000.0%1,1470.0%0.04%
-4.8%
Q2 2020$100,000
+5.3%
1,1470.0%0.04%
-8.7%
Q1 2020$95,0001,1470.05%
Other shareholders
NOVARTIS A G shareholders Q1 2021
NameSharesValueWeighting ↓
EXENCIAL WEALTH ADVISORS, LLC 175,039$14,610,0005.98%
MANAGED ASSET PORTFOLIOS, LLC 211,640$17,665,0005.83%
PRENTISS SMITH & CO INC 128,894$10,759,0005.63%
SECTORAL ASSET MANAGEMENT INC 559,296$46,684,0005.10%
Osher Van de Voorde Investment Management 106,515$8,891,0004.74%
BROWN BROTHERS HARRIMAN & CO 10,150,549$847,266,0004.59%
Elefante Mark B 6,019$502,0004.06%
PROFESSIONAL ADVISORY SERVICES INC 223,738$18,675,0004.05%
First Fiduciary Investment Counsel, Inc. 245,403$20,484,0003.92%
COMPASS CAPITAL MANAGEMENT, INC 282,530$23,583,0003.84%
View complete list of NOVARTIS A G shareholders