AVANTAX ADVISORY SERVICES, INC. - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,125 filers reported holding NOVARTIS A G in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$1,322,067
-9.9%
12,979
-10.8%
0.02%
-11.8%
Q2 2023$1,467,729
-32.4%
14,545
-38.3%
0.02%
-37.0%
Q1 2023$2,170,191
+6.9%
23,589
+5.5%
0.03%0.0%
Q4 2022$2,029,189
+19.8%
22,368
+0.4%
0.03%
+3.8%
Q3 2022$1,694,000
+14.6%
22,289
+27.5%
0.03%
+18.2%
Q2 2022$1,478,000
+46.3%
17,484
+52.3%
0.02%
+57.1%
Q1 2022$1,010,000
+14.1%
11,478
+13.5%
0.01%
+7.7%
Q4 2021$885,000
+21.2%
10,114
+12.5%
0.01%
+8.3%
Q3 2021$730,000
+2.0%
8,990
+14.3%
0.01%
-7.7%
Q2 2021$716,000
+23.4%
7,864
+15.9%
0.01%
+8.3%
Q1 2021$580,000
+10.7%
6,786
+22.1%
0.01%0.0%
Q4 2020$524,000
-48.2%
5,559
-52.2%
0.01%
-25.0%
Q3 2020$1,012,000
+127.9%
11,638
+129.5%
0.02%
+23.1%
Q2 2020$444,000
+6.5%
5,072
+0.3%
0.01%
+8.3%
Q1 2020$417,000
-7.3%
5,059
+6.4%
0.01%
+20.0%
Q4 2019$450,000
+59.6%
4,754
+46.5%
0.01%
-9.1%
Q3 2019$282,000
+2.5%
3,244
+7.7%
0.01%
-8.3%
Q2 2019$275,000
-0.7%
3,013
+4.7%
0.01%
-20.0%
Q1 2019$277,000
+18.9%
2,877
+5.7%
0.02%
-61.5%
Q4 2018$233,0002,7220.04%
Other shareholders
NOVARTIS A G shareholders Q2 2020
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