MOODY LYNN & LIEBERSON, LLC - 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
MOODY LYNN & LIEBERSON, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$253,530
+0.9%
2,4890.0%0.02%
+10.0%
Q2 2023$251,165
+6.4%
2,489
-3.0%
0.02%
-4.8%
Q1 2023$236,072
+56922.2%
2,566
-43.8%
0.02%
-44.7%
Q4 2022$414
-99.9%
4,566
+2.1%
0.04%
+15.2%
Q3 2022$340,000
-15.4%
4,471
-6.0%
0.03%
-8.3%
Q2 2022$402,000
-17.5%
4,754
-14.3%
0.04%0.0%
Q1 2022$487,000
+0.4%
5,5500.0%0.04%
+9.1%
Q4 2021$485,000
+6.8%
5,5500.0%0.03%
-2.9%
Q3 2021$454,000
-5.2%
5,550
+5.7%
0.03%
-5.6%
Q2 2021$479,000
+7.6%
5,251
+0.8%
0.04%
-2.7%
Q1 2021$445,000
+4.0%
5,208
+14.9%
0.04%0.0%
Q4 2020$428,000
+5.7%
4,533
-2.8%
0.04%
-7.5%
Q3 2020$405,000
+6.0%
4,663
+6.5%
0.04%
-2.4%
Q2 2020$382,000
+2.7%
4,378
-2.9%
0.04%
-19.6%
Q1 2020$372,000
-12.9%
4,5070.0%0.05%
+24.4%
Q4 2019$427,000
+10.9%
4,507
+1.8%
0.04%
-4.7%
Q3 2019$385,000
-1.8%
4,428
+3.0%
0.04%0.0%
Q2 2019$392,000
-1.0%
4,298
+4.2%
0.04%
-4.4%
Q1 2019$396,000
+12.5%
4,123
+0.4%
0.04%
-4.3%
Q4 2018$352,000
+7.6%
4,105
+8.0%
0.05%
+34.3%
Q3 2018$327,000
+13.9%
3,8000.0%0.04%
+2.9%
Q2 2018$287,000
-32.2%
3,800
-27.3%
0.03%
-33.3%
Q1 2018$423,000
-8.2%
5,230
+4.0%
0.05%
+4.1%
Q4 2017$461,000
+10.0%
5,030
+3.0%
0.05%
-3.9%
Q3 2017$419,000
+4.5%
4,885
+1.8%
0.05%
-3.8%
Q2 2017$401,000
-95.9%
4,800
-95.1%
0.05%
-96.6%
Q2 2015$9,678,000
-2.3%
98,410
-2.0%
1.54%
-2.5%
Q1 2015$9,903,000100,4211.58%
Other shareholders
NOVARTIS A G shareholders Q3 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