Straight Path Wealth Management - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,160 filers reported holding NOVARTIS A G in Q1 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.

Quarter-by-quarter ownership
Straight Path Wealth Management ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$255,363
+0.9%
2,5070.0%0.17%
-0.6%
Q2 2023$252,981
+9.7%
2,5070.0%0.17%
-4.9%
Q1 2023$230,644
+1.1%
2,507
-0.3%
0.18%
-16.4%
Q4 2022$228,070
+7.1%
2,5140.0%0.22%
+4.8%
Q2 2022$213,000
-3.6%
2,5140.0%0.21%
+11.8%
Q1 2022$221,000
+0.5%
2,5140.0%0.19%
-2.6%
Q4 2021$220,0002,5140.19%
Other shareholders
NOVARTIS A G shareholders Q1 2023
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