Simplicity Solutions, LLC - 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
Simplicity Solutions, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$4,580,139
+1.7%
44,965
+0.8%
0.15%
+19.5%
Q2 2023$4,502,927
-14.1%
44,623
-21.7%
0.12%
-10.2%
Q1 2023$5,242,514
+19.2%
56,984
+17.6%
0.14%
-77.1%
Q4 2022$4,397,631
+14.9%
48,475
-3.8%
0.60%
+7.7%
Q3 2022$3,829,000
+12.1%
50,378
+24.7%
0.56%
+25.3%
Q2 2022$3,415,000
+20.6%
40,403
+25.2%
0.44%
+27.3%
Q1 2022$2,832,000
-29.9%
32,271
-30.2%
0.35%
-22.8%
Q4 2021$4,042,000
+168.4%
46,210
+150.9%
0.45%
+94.4%
Q3 2021$1,506,000
+21.4%
18,421
+35.4%
0.23%
-5.7%
Q2 2021$1,241,000
+22.7%
13,602
+14.9%
0.25%
+10.3%
Q1 2021$1,011,000
-20.3%
11,833
-12.0%
0.22%
+1073.7%
Q4 2020$1,269,000
+17.0%
13,443
+7.6%
0.02%
-5.0%
Q3 2020$1,085,000
-7.4%
12,488
-6.9%
0.02%
-13.0%
Q2 2020$1,172,000
+58.6%
13,417
+49.7%
0.02%0.0%
Q1 2020$739,000
-29.9%
8,960
-19.5%
0.02%
-28.1%
Q4 2019$1,054,000
+20.2%
11,127
+10.2%
0.03%
-11.1%
Q3 2019$877,000
+4.7%
10,094
+10.0%
0.04%0.0%
Q2 2019$838,000
+38.7%
9,175
+46.2%
0.04%0.0%
Q1 2019$604,000
+97.4%
6,277
+76.3%
0.04%
-10.0%
Q4 2018$306,000
-53.2%
3,561
-53.1%
0.04%
+8.1%
Q3 2018$654,000
-9.8%
7,594
-21.0%
0.04%
-28.8%
Q2 2018$725,000
+59.3%
9,608
+70.6%
0.05%
+33.3%
Q1 2018$455,000
+14.0%
5,631
+18.4%
0.04%0.0%
Q4 2017$399,000
-27.1%
4,756
-25.3%
0.04%
-89.4%
Q3 2017$547,000
-40.3%
6,367
-42.0%
0.37%
+241.7%
Q2 2017$916,000
-29.2%
10,976
-36.9%
0.11%
-45.7%
Q1 2017$1,293,000
+47.8%
17,408
+44.9%
0.20%
-1.5%
Q4 2016$875,000
-17.1%
12,015
-2.1%
0.20%
+61.6%
Q4 2015$1,056,00012,2710.12%
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