Prudent Man Advisors, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,170 filers reported holding NOVARTIS A G in Q4 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.4%.

Quarter-by-quarter ownership
Prudent Man Advisors, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$318,822
+97399.1%
3,130
-3.4%
0.13%
+2.4%
Q2 2023$327
+9.7%
3,2410.0%0.12%
+6.0%
Q1 2023$298
+1.7%
3,241
+0.2%
0.12%
-1.7%
Q4 2022$293
-99.9%
3,234
+26.5%
0.12%
+29.7%
Q1 2022$224,0000.0%2,5570.0%0.09%
+7.1%
Q4 2021$224,000
-11.5%
2,557
-17.5%
0.08%
-11.5%
Q3 2021$253,000
-10.6%
3,0980.0%0.10%
-11.9%
Q2 2021$283,000
+10.1%
3,098
+3.0%
0.11%
+0.9%
Q1 2021$257,000
-11.1%
3,008
-1.7%
0.11%
-10.7%
Q4 2020$289,000
+8.2%
3,060
-0.4%
0.12%
-14.8%
Q3 2020$267,000
-2.6%
3,071
-2.0%
0.14%
-41.6%
Q2 2020$274,0003,1330.24%
Other shareholders
NOVARTIS A G shareholders Q4 2020
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