Robertson Stephens Wealth Management, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,178 filers reported holding NOVARTIS A G in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$364,557
+0.9%
3,5790.0%0.02%
-3.8%
Q2 2023$361,157
+9.7%
3,5790.0%0.03%
+4.0%
Q1 2023$329,268
-2.1%
3,579
-3.5%
0.02%
-24.2%
Q4 2022$336,480
+19.7%
3,7090.0%0.03%
+13.8%
Q3 2022$281,000
-14.3%
3,709
-4.5%
0.03%
-6.5%
Q2 2022$328,000
-10.6%
3,882
-7.3%
0.03%0.0%
Q1 2022$367,000
-5.4%
4,187
-5.7%
0.03%
-6.1%
Q4 2021$388,000
+4.3%
4,438
-2.5%
0.03%
-21.4%
Q3 2021$372,000
-14.5%
4,553
-4.6%
0.04%
-19.2%
Q2 2021$435,000
+12.4%
4,775
+5.3%
0.05%
-16.1%
Q1 2021$387,0004,5360.06%
Other shareholders
NOVARTIS A G shareholders Q2 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