SUMMITRY LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,166 filers reported holding NOVARTIS A G in Q4 2019. The put-call ratio across all filers is 0.72 and the average weighting 0.4%.

Quarter-by-quarter ownership
SUMMITRY LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2022$2,614,000
-3.8%
34,393
+7.0%
0.20%
-0.5%
Q2 2022$2,716,000
-11.1%
32,134
-7.7%
0.20%
+9.4%
Q1 2022$3,055,000
-1.9%
34,819
-2.2%
0.18%
-0.5%
Q4 2021$3,113,000
+11.2%
35,586
+3.9%
0.18%
+4.0%
Q3 2021$2,800,000
-11.5%
34,237
-1.3%
0.18%
-10.7%
Q2 2021$3,164,000
+14.6%
34,680
+7.3%
0.20%
+10.1%
Q1 2021$2,762,000
-4.0%
32,310
+6.0%
0.18%
-15.6%
Q4 2020$2,878,000
+11.2%
30,478
+2.5%
0.21%
+1.4%
Q3 2020$2,587,000
+0.8%
29,747
+1.2%
0.21%
-2.3%
Q2 2020$2,567,000
+14.9%
29,392
+8.5%
0.21%
+3.9%
Q1 2020$2,234,000
-9.5%
27,092
+3.9%
0.20%
+3.0%
Q4 2019$2,469,000
+18.4%
26,073
+8.6%
0.20%
+20.6%
Q3 2019$2,085,000
-2.4%
23,998
+2.5%
0.16%
-6.2%
Q2 2019$2,137,000
-90.4%
23,408
-89.9%
0.18%
-90.9%
Q1 2019$22,260,000
-35.5%
231,533
-42.5%
1.93%
-42.7%
Q4 2018$34,527,000
-13.1%
402,362
-12.8%
3.37%
-0.4%
Q3 2018$39,734,000
+14.3%
461,171
+0.2%
3.39%
+5.0%
Q2 2018$34,755,000
-5.8%
460,094
+0.8%
3.23%
-5.4%
Q1 2018$36,914,000
-3.9%
456,575
-0.2%
3.41%
-2.3%
Q4 2017$38,395,000
-1.3%
457,302
+0.9%
3.49%
-3.2%
Q3 2017$38,893,000
+3.9%
453,034
+1.0%
3.61%
+1.2%
Q2 2017$37,424,000
+14.6%
448,357
+2.0%
3.56%
+13.3%
Q1 2017$32,656,000439,6933.15%
Other shareholders
NOVARTIS A G shareholders Q4 2019
NameSharesValueWeighting ↓
PRENTISS SMITH & CO INC 127,510$11,721,0006.50%
MANAGED ASSET PORTFOLIOS, LLC 127,716$11,740,0006.04%
EXENCIAL WEALTH ADVISORS, LLC 116,917$10,747,0005.25%
MCDANIEL TERRY & CO 181,095$16,646,0004.64%
Fayerweather Charles 18,180$1,671,0004.54%
Osher Van de Voorde Investment Management 78,138$7,182,0004.38%
BROWN BROTHERS HARRIMAN & CO 9,291,495$854,074,0004.35%
Boulegeris Investments, Inc. 61,322$5,637,0004.31%
DODGE & COX 45,723,035$4,202,861,0004.23%
WHV Investments, Inc. 1,603,476$152,945,0004.23%
View complete list of NOVARTIS A G shareholders