Independent Portfolio Consultants, Inc. - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 871 filers reported holding NOVARTIS A G in Q3 2014. The put-call ratio across all filers is 0.59 and the average weighting 0.6%.

Quarter-by-quarter ownership
Independent Portfolio Consultants, Inc. ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2017$1,050,000
-3.2%
12,577
-13.9%
0.44%
+16.3%
Q1 2017$1,085,000
-5.5%
14,615
-7.3%
0.38%
-0.8%
Q4 2016$1,148,000
-3.2%
15,766
+5.0%
0.38%
+1.6%
Q3 2016$1,186,000
-2.7%
15,018
+1.7%
0.37%
-3.1%
Q2 2016$1,219,000
+9.7%
14,768
-3.7%
0.38%
+23.5%
Q1 2016$1,111,000
-33.4%
15,333
-20.9%
0.31%
-37.2%
Q4 2015$1,667,000
-42.8%
19,378
-38.9%
0.50%
-21.9%
Q3 2015$2,916,000
-26.8%
31,718
-21.7%
0.63%
-20.5%
Q2 2015$3,985,000
-16.7%
40,518
-16.4%
0.80%
-18.5%
Q1 2015$4,782,000
+2.9%
48,493
-3.3%
0.98%
+4.6%
Q4 2014$4,647,000
+132.9%
50,153
+136.6%
0.94%
+73.8%
Q3 2014$1,995,000
-8.5%
21,199
-12.0%
0.54%
-11.8%
Q2 2014$2,181,000
+3.9%
24,092
-2.5%
0.61%
-8.3%
Q1 2014$2,100,000
-4.4%
24,707
-9.6%
0.66%
-13.3%
Q4 2013$2,196,000
+15.3%
27,317
+10.0%
0.77%
+0.5%
Q3 2013$1,905,000
-0.4%
24,832
-8.2%
0.76%
-11.1%
Q2 2013$1,912,00027,0470.86%
Other shareholders
NOVARTIS A G shareholders Q3 2014
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