Williams Jones Wealth Management, LLC. - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,122 filers reported holding NOVARTIS A G in Q1 2022. The put-call ratio across all filers is 0.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
Williams Jones Wealth Management, LLC. ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$1,253,795
+1.4%
12,309
+0.4%
0.02%0.0%
Q2 2023$1,236,955
+10.7%
12,258
+1.0%
0.02%
+11.8%
Q1 2023$1,117,064
-0.5%
12,142
-1.8%
0.02%
-10.5%
Q4 2022$1,122,116
+15.0%
12,369
-3.7%
0.02%
+11.8%
Q3 2022$976,000
-9.5%
12,842
+0.6%
0.02%0.0%
Q2 2022$1,079,000
+36.6%
12,769
+41.8%
0.02%
+54.5%
Q1 2022$790,000
+28.5%
9,006
+28.2%
0.01%
+37.5%
Q4 2021$615,000
+11.4%
7,027
+4.1%
0.01%0.0%
Q3 2021$552,000
-11.0%
6,747
-0.6%
0.01%
-11.1%
Q2 2021$620,000
+14.8%
6,790
+7.6%
0.01%
+12.5%
Q1 2021$540,000
-16.0%
6,312
-7.3%
0.01%
-20.0%
Q4 2020$643,000
+8.2%
6,812
-0.3%
0.01%
-9.1%
Q3 2020$594,000
-2.1%
6,830
-1.8%
0.01%
-8.3%
Q2 2020$607,000
+9.6%
6,955
+3.5%
0.01%
-14.3%
Q1 2020$554,000
-7.0%
6,722
+6.7%
0.01%
+27.3%
Q4 2019$596,000
-11.0%
6,299
-18.3%
0.01%
-21.4%
Q3 2019$670,0007,7070.01%
Other shareholders
NOVARTIS A G shareholders Q1 2022
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