Valmark Advisers, Inc. - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,113 filers reported holding NOVARTIS A G in Q2 2021. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$839,836
+12.4%
8,245
+11.4%
0.02%
+13.3%
Q2 2023$747,037
+6.8%
7,403
-2.7%
0.02%0.0%
Q1 2023$699,660
+3.8%
7,605
+2.4%
0.02%
-6.2%
Q4 2022$674,038
+19.1%
7,430
-0.2%
0.02%
+45.5%
Q3 2022$566,000
-8.6%
7,446
+1.7%
0.01%
-8.3%
Q2 2022$619,000
-5.1%
7,319
-1.5%
0.01%
+9.1%
Q1 2022$652,000
+0.3%
7,4270.0%0.01%0.0%
Q4 2021$650,000
+0.5%
7,427
-6.2%
0.01%
-8.3%
Q3 2021$647,000
-14.0%
7,916
-4.0%
0.01%
-14.3%
Q2 2021$752,000
+8.8%
8,244
+2.0%
0.01%
+7.7%
Q1 2021$691,000
-2.0%
8,086
+8.2%
0.01%
-7.1%
Q4 2020$705,000
+150.0%
7,471
+130.7%
0.01%
+133.3%
Q3 2020$282,000
-20.8%
3,239
-20.6%
0.01%
-25.0%
Q2 2020$356,0004,0790.01%
Other shareholders
NOVARTIS A G shareholders Q2 2021
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