Concord Wealth Partners - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,178 filers reported holding NOVARTIS A G in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$326,237
+0.5%
3,203
-0.4%
0.07%
-1.4%
Q2 2023$324,506
+16.7%
3,216
+6.4%
0.07%
-11.4%
Q1 2023$278,097
-11.2%
3,023
-12.5%
0.08%
-16.0%
Q4 2022$313,225
+5.5%
3,453
-11.7%
0.09%0.0%
Q3 2022$297,000
-8.0%
3,910
+2.4%
0.09%
+5.6%
Q2 2022$323,000
-33.1%
3,820
-30.6%
0.09%
-28.8%
Q1 2022$483,000
+2.1%
5,507
+1.8%
0.12%
+7.8%
Q4 2021$473,000
+287.7%
5,412
+262.7%
0.12%
+132.0%
Q3 2021$122,000
-60.6%
1,492
-56.2%
0.05%
-43.8%
Q2 2021$310,000
+33.6%
3,403
+25.6%
0.09%
+14.1%
Q1 2021$232,000
+38.1%
2,709
+52.3%
0.08%
-40.0%
Q4 2020$168,0001,7790.13%
Other shareholders
NOVARTIS A G shareholders Q2 2023
NameSharesValueWeighting ↓
EXENCIAL WEALTH ADVISORS, LLC 175,039$14,610,0005.98%
MANAGED ASSET PORTFOLIOS, LLC 211,640$17,665,0005.83%
PRENTISS SMITH & CO INC 128,894$10,759,0005.63%
SECTORAL ASSET MANAGEMENT INC 559,296$46,684,0005.10%
Osher Van de Voorde Investment Management 106,515$8,891,0004.74%
BROWN BROTHERS HARRIMAN & CO 10,150,549$847,266,0004.59%
Elefante Mark B 6,019$502,0004.06%
PROFESSIONAL ADVISORY SERVICES INC 223,738$18,675,0004.05%
First Fiduciary Investment Counsel, Inc. 245,403$20,484,0003.92%
COMPASS CAPITAL MANAGEMENT, INC 282,530$23,583,0003.84%
View complete list of NOVARTIS A G shareholders