TWIN FOCUS CAPITAL PARTNERS, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,197 filers reported holding NOVARTIS A G in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
TWIN FOCUS CAPITAL PARTNERS, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2023$212,920
-12.7%
2,110
-20.4%
0.04%
-10.4%
Q1 2023$243,892
-4.5%
2,651
-5.8%
0.05%
-9.4%
Q4 2022$255,286
+22.1%
2,814
+2.6%
0.05%
+6.0%
Q3 2022$209,000
-12.2%
2,744
-2.5%
0.05%
-5.7%
Q2 2022$238,000
-2.9%
2,814
+0.7%
0.05%
+10.4%
Q1 2022$245,000
+5.2%
2,795
+4.8%
0.05%
+2.1%
Q4 2021$233,000
+6.9%
2,6660.0%0.05%
-7.8%
Q3 2021$218,000
-10.3%
2,6660.0%0.05%
-8.9%
Q2 2021$243,000
+17.4%
2,666
+10.3%
0.06%
-5.1%
Q1 2021$207,000
-46.8%
2,416
-41.4%
0.06%
-50.4%
Q4 2020$389,000
+40.4%
4,122
+29.9%
0.12%
+7.2%
Q2 2020$277,000
+5.7%
3,1720.0%0.11%
-8.3%
Q1 2020$262,000
+23.0%
3,172
+46.4%
0.12%
-49.6%
Q2 2015$213,000
+0.5%
2,166
+0.7%
0.24%
+44.6%
Q1 2015$212,000
+5.0%
2,1510.0%0.17%
-16.2%
Q3 2014$202,0002,1510.20%
Other shareholders
NOVARTIS A G shareholders Q3 2023
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