HighMark Wealth Management LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,265 filers reported holding NOVARTIS A G in Q4 2023. The put-call ratio across all filers is 1.04 and the average weighting 0.2%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2024$3,833
+10.1%
360.0%0.00%0.0%
Q1 2024$3,482
-4.2%
360.0%0.00%
-33.3%
Q4 2023$3,635
-35.1%
36
-34.5%
0.00%
-40.0%
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 Q4 2023
NameSharesValueWeighting ↓
PRENTISS SMITH & CO INC 146,405$11,768,0006.16%
MANAGED ASSET PORTFOLIOS, LLC 104,290$8,383,0005.88%
St. James Investment Company, LLC 645,032$51,848,0005.72%
NORTHROAD CAPITAL MANAGEMENT LLC 160,469$12,898,0004.62%
BROWN BROTHERS HARRIMAN & CO 12,336,767$991,629,0004.48%
Osher Van de Voorde Investment Management 83,754$6,732,0004.35%
SCHARF INVESTMENTS, LLC 1,185,951$95,327,0004.26%
Timber Creek Capital Management LLC 56,233$4,520,0004.22%
PROFESSIONAL ADVISORY SERVICES INC 200,030$16,078,0004.18%
Fayerweather Charles 14,565$1,171,0004.09%
View complete list of NOVARTIS A G shareholders