Kestra Advisory Services, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,171 filers reported holding NOVARTIS A G in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.3%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$3,020,556
-52.1%
29,654
-52.5%
0.03%
-52.4%
Q2 2023$6,305,059
+111.8%
62,482
+93.1%
0.06%
+96.9%
Q1 2023$2,976,407
-31.6%
32,352
-32.5%
0.03%
-17.9%
Q4 2022$4,351,022
-99.9%
47,961
-66.9%
0.04%
-33.9%
Q3 2022$5,519,514,000
+171526.7%
145,092
+281.3%
0.06%
+78.8%
Q2 2022$3,216,000
+8.4%
38,047
+12.6%
0.03%
+6.5%
Q1 2022$2,966,000
-46.5%
33,800
-46.7%
0.03%
-44.6%
Q4 2021$5,548,000
-40.1%
63,430
-44.0%
0.06%
-39.8%
Q3 2021$9,255,000
+53.6%
113,168
+71.4%
0.09%
+36.8%
Q2 2021$6,026,000
+3.1%
66,041
-3.4%
0.07%
-8.1%
Q1 2021$5,845,000
-48.0%
68,378
-42.6%
0.07%
-43.1%
Q4 2020$11,233,000
-99.8%
119,043
+101.5%
0.13%
+35.4%
Q3 2020$5,137,000,00059,0780.10%
Other shareholders
NOVARTIS A G shareholders Q4 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