Clearstead 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
Clearstead Advisors, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$4,664,374
+102.1%
45,792
+100.2%
0.14%
-3.6%
Q2 2023$2,308,216
+10.1%
22,874
+0.4%
0.14%
-8.5%
Q1 2023$2,096,128
+1.4%
22,7840.0%0.15%
-5.6%
Q4 2022$2,066,964
+12.9%
22,784
-5.4%
0.16%
-4.1%
Q3 2022$1,831,000
-11.3%
24,084
-1.4%
0.17%
+5.0%
Q2 2022$2,064,000
-3.6%
24,4140.0%0.16%
+11.0%
Q1 2022$2,142,000
+0.3%
24,4140.0%0.14%0.0%
Q4 2021$2,135,000
+5.6%
24,414
-1.2%
0.14%
-4.0%
Q3 2021$2,021,000
-11.9%
24,718
-1.7%
0.15%
-14.7%
Q2 2021$2,294,000
-4.8%
25,138
-10.9%
0.18%
-11.9%
Q1 2021$2,410,000
-9.3%
28,199
+0.3%
0.20%
-16.9%
Q4 2020$2,656,000
+9.0%
28,123
+0.3%
0.24%
-7.3%
Q3 2020$2,437,000
-2.8%
28,025
-2.4%
0.26%
-10.0%
Q2 2020$2,507,000
+66.7%
28,704
+57.3%
0.29%
+32.4%
Q1 2020$1,504,000
-14.7%
18,244
-2.0%
0.22%
+2.3%
Q4 2019$1,763,000
+8.0%
18,614
-0.9%
0.21%
-1.8%
Q3 2019$1,632,000
-20.1%
18,780
-16.1%
0.22%
-19.9%
Q2 2019$2,043,000
-7.8%
22,371
-3.0%
0.27%
-11.1%
Q1 2019$2,216,000
+11.9%
23,052
-0.1%
0.31%
-1.0%
Q4 2018$1,981,000
+2.5%
23,086
+2.9%
0.31%
+16.6%
Q3 2018$1,933,000
+17.2%
22,439
+2.7%
0.26%
+12.8%
Q2 2018$1,650,000
-6.7%
21,839
-0.2%
0.24%
-8.2%
Q1 2018$1,769,000
+0.7%
21,877
+4.5%
0.26%
+7.6%
Q4 2017$1,757,000
-7.6%
20,932
-5.5%
0.24%
-4.0%
Q3 2017$1,901,000
+6.3%
22,147
+3.4%
0.25%
-5.0%
Q2 2017$1,788,000
+15.6%
21,425
+2.9%
0.26%
+16.0%
Q1 2017$1,547,000
+2.5%
20,827
+0.5%
0.22%
-7.8%
Q4 2016$1,510,00020,7320.24%
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