HighMark 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
HighMark Wealth Management LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$5,602
-5.9%
55
-6.8%
0.01%
+25.0%
Q2 2023$5,954
+9.7%
590.0%0.00%0.0%
Q1 2023$5,428
-15.7%
59
-16.9%
0.00%
-20.0%
Q4 2022$6,441
+28.8%
710.0%0.01%
+25.0%
Q3 2022$5,000
-16.7%
71
-5.3%
0.00%
-20.0%
Q2 2022$6,000
-14.3%
750.0%0.01%0.0%
Q1 2022$7,000
+40.0%
75
+25.0%
0.01%
+66.7%
Q4 2021$5,000
+25.0%
60
+27.7%
0.00%0.0%
Q3 2021$4,0000.0%470.0%0.00%0.0%
Q2 2021$4,0000.0%470.0%0.00%0.0%
Q1 2021$4,000
-20.0%
47
-13.0%
0.00%
-25.0%
Q4 2020$5,000
-61.5%
54
-63.0%
0.00%
-66.7%
Q3 2020$13,0000.0%1460.0%0.01%
-14.3%
Q2 2020$13,000
+225.0%
146
+147.5%
0.01%
+180.0%
Q1 2020$4,000
-20.0%
59
-1.7%
0.01%0.0%
Q4 2019$5,000600.01%
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