LIBERTY WEALTH MANAGEMENT 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
LIBERTY WEALTH MANAGEMENT LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$290
-99.9%
2,842
+1.5%
0.07%
+16.1%
Q2 2023$250,386
-41.2%
2,800
-41.4%
0.06%
-29.5%
Q1 2023$425,956
+65.1%
4,780
+51.9%
0.09%
-4.3%
Q3 2021$258,000
+13.7%
3,147
+26.6%
0.09%
+4.5%
Q2 2021$227,000
+7.1%
2,486
+4.9%
0.09%
-15.4%
Q1 2021$212,0000.0%2,3710.0%0.10%0.0%
Q4 2020$212,000
+7.1%
2,371
+4.0%
0.10%
-11.1%
Q3 2020$198,000
+29.4%
2,280
+30.2%
0.12%
+8.3%
Q2 2020$153,000
+13.3%
1,751
+6.8%
0.11%
-8.5%
Q1 2020$135,000
-63.4%
1,640
-57.9%
0.12%
-59.5%
Q4 2019$369,000
+10.5%
3,897
+1.3%
0.29%
-7.9%
Q3 2019$334,000
-10.0%
3,847
-5.3%
0.32%
-2.8%
Q2 2019$371,000
+11.7%
4,063
+17.5%
0.32%
+30.0%
Q1 2019$332,000
+207.4%
3,458
+174.7%
0.25%
+208.6%
Q4 2018$108,0001,2590.08%
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