PDS Planning, Inc - 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
PDS Planning, Inc ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$756,412
+11.0%
7,426
+9.9%
0.10%
+12.6%
Q2 2023$681,546
+41.6%
6,754
+29.1%
0.09%
+31.8%
Q1 2023$481,160
+99.2%
5,230
+96.5%
0.07%
+69.2%
Q4 2022$241,497
+13.4%
2,662
-4.9%
0.04%0.0%
Q3 2022$213,000
-29.7%
2,800
-21.9%
0.04%
-29.1%
Q2 2022$303,000
+7.8%
3,587
+12.0%
0.06%
+12.2%
Q1 2022$281,000
+26.6%
3,203
+26.0%
0.05%
+16.7%
Q4 2021$222,000
-7.1%
2,542
-12.9%
0.04%
-23.6%
Q3 2021$239,000
-12.1%
2,919
-2.0%
0.06%
-16.7%
Q2 2021$272,000
+16.7%
2,978
+9.1%
0.07%
-2.9%
Q1 2021$233,000
+2.2%
2,730
+13.0%
0.07%
-12.8%
Q4 2020$228,000
+4.6%
2,416
-3.4%
0.08%
-12.4%
Q3 2020$218,0000.0%2,502
+0.2%
0.09%
-10.1%
Q2 2020$218,0002,4960.10%
Other shareholders
NOVARTIS A G shareholders Q2 2023
NameSharesValueWeighting ↓
EXENCIAL WEALTH ADVISORS, LLC 188,514$13,713,0005.95%
PRENTISS SMITH & CO INC 136,441$10,133,0005.74%
MANAGED ASSET PORTFOLIOS, LLC 204,985$15,225,0005.46%
Osher Van de Voorde Investment Management 108,725$8,075,0004.40%
BROWN BROTHERS HARRIMAN & CO 10,796,684$801,870,0004.35%
SECTORAL ASSET MANAGEMENT INC 472,296$35,077,0004.10%
PROFESSIONAL ADVISORY SERVICES INC 235,347$17,479,0003.87%
Elefante Mark B 5,619$417,0003.78%
SPHERA FUNDS MANAGEMENT LTD. 255,000$18,959,0003.71%
CGOV Asset Management 997,161$98,662,0003.61%
View complete list of NOVARTIS A G shareholders