FORTEM FINANCIAL GROUP, 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
FORTEM FINANCIAL GROUP, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2023$219,479
-78.9%
2,175
-80.8%
0.13%
-80.9%
Q1 2023$1,041,808
+19.0%
11,324
+17.3%
0.68%
+32.4%
Q4 2022$875,539
-1.0%
9,651
-17.0%
0.51%
-16.2%
Q3 2022$884,000
-9.4%
11,624
+0.7%
0.61%
-4.1%
Q2 2022$976,000
-35.9%
11,548
-33.4%
0.64%
-4.2%
Q1 2022$1,522,000
+79.3%
17,346
+78.8%
0.67%
+72.1%
Q4 2021$849,000
-15.3%
9,701
-20.8%
0.39%
-23.8%
Q3 2021$1,002,000
-8.8%
12,247
+1.7%
0.51%
-8.8%
Q2 2021$1,099,000
+24.2%
12,047
+16.3%
0.56%
+8.8%
Q1 2021$885,000
-9.0%
10,357
+0.5%
0.51%
-12.2%
Q4 2020$973,000
+7.4%
10,305
-1.1%
0.58%
-11.1%
Q3 2020$906,000
+56.5%
10,415
+57.0%
0.66%
+46.8%
Q2 2020$579,000
-15.8%
6,633
-20.5%
0.45%
-28.7%
Q1 2020$688,000
-24.8%
8,346
-13.6%
0.63%
-7.7%
Q4 2019$915,000
+31.3%
9,665
+20.5%
0.68%
+14.3%
Q3 2019$697,000
+135.5%
8,020
+147.5%
0.59%
+99.3%
Q2 2019$296,000
+6.9%
3,241
+12.5%
0.30%
+3.5%
Q1 2019$277,000
+35.1%
2,881
+20.6%
0.29%
+16.6%
Q4 2018$205,0002,3880.25%
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