HM PAYSON & CO - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,197 filers reported holding NOVARTIS A G in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
HM PAYSON & CO ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$300,997
+22.7%
2,955
+21.6%
0.01%
+16.7%
Q2 2023$245,212
+10.8%
2,430
+1.0%
0.01%
+20.0%
Q1 2023$221,260
-22.2%
2,405
-23.3%
0.01%
-28.6%
Q4 2022$284,498
-20.1%
3,136
-33.1%
0.01%
-30.0%
Q3 2022$356,000
+24.0%
4,689
+38.2%
0.01%
+42.9%
Q2 2022$287,000
-10.0%
3,394
-6.7%
0.01%0.0%
Q1 2022$319,000
+6.3%
3,639
+6.1%
0.01%0.0%
Q4 2021$300,000
+21.0%
3,429
+13.3%
0.01%
+16.7%
Q3 2021$248,000
-9.5%
3,027
+0.9%
0.01%
-14.3%
Q2 2021$274,000
+0.7%
2,999
-5.9%
0.01%0.0%
Q1 2021$272,000
+10.1%
3,186
+21.9%
0.01%0.0%
Q4 2020$247,000
-10.5%
2,613
-17.6%
0.01%
-22.2%
Q3 2020$276,000
+10.0%
3,173
+10.3%
0.01%
+12.5%
Q2 2020$251,000
+5.9%
2,8760.0%0.01%
-11.1%
Q1 2020$237,000
-18.6%
2,876
-6.5%
0.01%0.0%
Q4 2019$291,000
-62.5%
3,076
-65.5%
0.01%
-66.7%
Q3 2019$775,000
-10.7%
8,922
-6.2%
0.03%
-12.9%
Q2 2019$868,000
-12.5%
9,507
-7.9%
0.03%
-18.4%
Q1 2019$992,000
+20.7%
10,322
+8.2%
0.04%
+2.7%
Q3 2018$822,000
+12.3%
9,542
-1.5%
0.04%
+19.4%
Q2 2018$732,000
-7.0%
9,692
-0.4%
0.03%
-3.1%
Q1 2018$787,000
-5.3%
9,732
-1.7%
0.03%
-3.0%
Q4 2017$831,0000.0%9,904
+2.3%
0.03%
-8.3%
Q3 2017$831,000
-2.2%
9,682
-4.9%
0.04%
-5.3%
Q2 2017$850,000
+11.7%
10,182
-0.6%
0.04%
+8.6%
Q1 2017$761,000
+2.0%
10,2440.0%0.04%
-2.8%
Q4 2016$746,000
-7.8%
10,2440.0%0.04%
-7.7%
Q3 2016$809,000
-9.3%
10,244
-5.2%
0.04%
-13.3%
Q2 2016$892,000
+10.1%
10,810
-3.3%
0.04%
+7.1%
Q1 2016$810,000
-14.8%
11,177
+1.1%
0.04%
-14.3%
Q4 2015$951,000
+1.5%
11,051
+8.4%
0.05%
-3.9%
Q3 2015$937,000
-6.5%
10,1900.0%0.05%
+2.0%
Q2 2015$1,002,000
+0.8%
10,190
+1.1%
0.05%0.0%
Q1 2015$994,000
+4.3%
10,080
-2.0%
0.05%
+6.4%
Q4 2014$953,000
+5.5%
10,281
+7.1%
0.05%
+2.2%
Q3 2014$903,000
+4.2%
9,596
+0.2%
0.05%
+2.2%
Q2 2014$867,000
+9.2%
9,579
+2.6%
0.04%
+7.1%
Q1 2014$794,000
+7.2%
9,339
+1.3%
0.04%
+5.0%
Q4 2013$741,000
+4.7%
9,216
-0.2%
0.04%
-2.4%
Q3 2013$708,000
+8.9%
9,236
+0.5%
0.04%
+5.1%
Q2 2013$650,0009,1890.04%
Other shareholders
NOVARTIS A G shareholders Q3 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