Live Oak Private Wealth 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
Live Oak Private Wealth LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$8,276,227
+1.1%
81,251
+0.2%
1.76%
+8.2%
Q2 2023$8,185,920
+9.2%
81,121
-0.4%
1.63%
+5.1%
Q1 2023$7,496,712
+9.5%
81,486
+8.0%
1.55%
+9.5%
Q4 2022$6,847,546
+20.8%
75,480
+1.2%
1.42%
+11.3%
Q3 2022$5,669,000
-9.0%
74,579
+1.2%
1.27%
-3.0%
Q2 2022$6,228,000
-1.3%
73,680
+2.4%
1.31%
+7.3%
Q1 2022$6,313,000
+4.1%
71,946
+3.7%
1.22%
+7.7%
Q4 2021$6,067,000
+11.4%
69,358
+4.2%
1.14%
+2.7%
Q3 2021$5,444,000
-2.9%
66,566
+8.4%
1.10%
-10.7%
Q2 2021$5,604,000
+13.3%
61,425
+6.2%
1.24%
+1.9%
Q1 2021$4,946,000
+0.1%
57,861
+10.5%
1.21%
-12.4%
Q4 2020$4,943,000
+18.3%
52,343
+8.9%
1.39%
-3.5%
Q3 2020$4,180,000
-0.9%
48,069
-0.5%
1.44%
-6.1%
Q2 2020$4,219,000
+1672.7%
48,302
+1574.8%
1.53%
+527.5%
Q1 2020$238,0002,8840.24%
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