B. Riley Wealth Advisors, Inc. - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,077 filers reported holding NOVARTIS A G in Q3 2022. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$2,757,714
-2.5%
27,074
-3.4%
0.08%
+19.0%
Q2 2023$2,827,893
+17.4%
28,024
+7.0%
0.06%
-1.6%
Q1 2023$2,409,548
-0.1%
26,191
-1.5%
0.06%
-5.9%
Q4 2022$2,411,171
+14.3%
26,578
-4.2%
0.07%
+6.2%
Q3 2022$2,110,000
+13.8%
27,749
+26.6%
0.06%
-17.9%
Q2 2022$1,854,000
-0.3%
21,915
+3.5%
0.08%
+27.9%
Q1 2022$1,859,000
+3.9%
21,166
+3.5%
0.06%
+17.3%
Q4 2021$1,789,000
-4.5%
20,449
-10.1%
0.05%
-13.3%
Q3 2021$1,873,000
-10.0%
22,755
-0.4%
0.06%
-11.8%
Q2 2021$2,080,000
+7.2%
22,849
+1.2%
0.07%
-1.4%
Q1 2021$1,941,000
+174.5%
22,587
+202.7%
0.07%
+81.6%
Q4 2020$707,000
-8.4%
7,463
-15.8%
0.04%
-7.3%
Q3 2020$772,000
+37.9%
8,864
+38.5%
0.04%
+10.8%
Q2 2020$560,000
+12.7%
6,401
+6.3%
0.04%
-11.9%
Q1 2020$497,000
+14.0%
6,019
+30.8%
0.04%
+13.5%
Q4 2019$436,000
+19.8%
4,601
+10.0%
0.04%
+2.8%
Q3 2019$364,000
-22.1%
4,181
-18.0%
0.04%
-29.4%
Q2 2019$467,000
-4.9%
5,101
+0.1%
0.05%
-16.4%
Q1 2019$491,000
+20.9%
5,098
+8.0%
0.06%
+5.2%
Q4 2018$406,000
+15.3%
4,719
+15.7%
0.06%
+38.1%
Q3 2018$352,000
+47.9%
4,078
+29.7%
0.04%
+35.5%
Q2 2018$238,000
-1.2%
3,144
+6.2%
0.03%
-8.8%
Q1 2018$241,000
+12.1%
2,961
+16.8%
0.03%
+17.2%
Q4 2017$215,000
-16.0%
2,536
-17.0%
0.03%
-37.0%
Q2 2017$256,000
+9.9%
3,056
+4.5%
0.05%0.0%
Q3 2016$233,000
-0.9%
2,924
+3.4%
0.05%
-2.1%
Q2 2016$235,000
-42.7%
2,828
-50.0%
0.05%
-50.5%
Q1 2016$410,000
-24.6%
5,657
-10.1%
0.10%
-13.6%
Q4 2015$544,000
-18.1%
6,294
-12.5%
0.11%
-31.2%
Q3 2015$664,000
-2.6%
7,197
+4.2%
0.16%
-5.3%
Q2 2015$682,000
+19.4%
6,910
+19.3%
0.17%
+21.6%
Q1 2015$571,000
-90.4%
5,794
-29.9%
0.14%
+8.6%
Q4 2014$5,972,000
-99.3%
8,269
-7.2%
0.13%
-32.3%
Q2 2014$806,926,000
+510612.7%
8,913
+379.7%
0.19%
+293.8%
Q1 2014$158,0001,8580.05%
Other shareholders
NOVARTIS A G shareholders Q3 2022
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