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Novartis shares owned by Lake Street Advisors Group

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Lake Street Advisors Group from 13F filings

Historical chart of Lake Street Advisors Group investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Lake Street Advisors Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Lake Street Advisors Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 17k 115.02
2024-06-30 $801k 7.5k 106.46
2023-12-31 $834k 8.3k 100.97
2021-06-30 $836k 9.0k 92.86
2021-03-31 $795k 9.3k 85.52
2020-12-31 $850k 9.0k 94.47
2020-09-30 $1.1M 12k 86.92
2020-06-30 $1.1M 12k 87.35
2020-03-31 $1.0M 13k 82.48
2019-12-31 $778k 8.2k 94.65
2019-09-30 $676k 7.8k 86.90
2019-06-30 $701k 7.7k 91.36
2019-03-31 $751k 7.8k 96.11
2018-12-31 $672k 7.8k 85.83
2018-09-30 $631k 7.3k 86.19
2018-06-30 $596k 7.9k 75.56
2018-03-31 $704k 8.7k 80.89
2017-12-31 $755k 9.0k 83.99