9258 Wealth Management, 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
9258 Wealth Management, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$236,433
+0.9%
2,3210.0%0.05%
+4.5%
Q2 2023$234,228
+9.0%
2,321
-0.7%
0.04%
+2.3%
Q1 2023$214,967
+3.1%
2,337
+1.7%
0.04%
-4.4%
Q4 2022$208,434
+3.7%
2,298
-3.2%
0.04%
-13.5%
Q2 2022$201,000
-16.9%
2,373
-13.9%
0.05%
-7.1%
Q1 2022$242,000
-4.3%
2,755
-4.8%
0.06%
-3.4%
Q4 2021$253,000
+24.6%
2,893
+30.1%
0.06%
+5.5%
Q2 2021$203,000
-14.3%
2,224
-19.9%
0.06%
-22.5%
Q1 2021$237,000
-30.1%
2,776
-22.7%
0.07%
-35.5%
Q4 2020$339,000
+25.1%
3,593
+3.5%
0.11%
+7.8%
Q3 2020$271,000
-12.6%
3,473
-2.3%
0.10%
-19.0%
Q2 2020$310,000
+4.0%
3,553
+6.9%
0.13%
-3.8%
Q1 2020$298,000
-3.2%
3,323
+2.3%
0.13%
+15.9%
Q4 2019$308,0003,2490.11%
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