PATHSTONE FAMILY OFFICE, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,126 filers reported holding NOVARTIS A G in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$2,674,334
+42.9%
26,255
+40.7%
0.02%
-28.6%
Q2 2023$1,871,906
+8.1%
18,661
-4.4%
0.03%0.0%
Q1 2023$1,732,395
-58.1%
19,522
-62.1%
0.03%
-20.0%
Q4 2022$4,137,363
+16.5%
51,448
+10.3%
0.04%
+9.4%
Q3 2022$3,552,734
+151.4%
46,639
+179.0%
0.03%
+3.2%
Q2 2022$1,413,322
+24.5%
16,715
+29.7%
0.03%
+19.2%
Q1 2022$1,135,000
+9.0%
12,892
+8.2%
0.03%0.0%
Q4 2021$1,041,000
+4.9%
11,917
-1.7%
0.03%
-10.3%
Q3 2021$992,000
+5.2%
12,123
+17.3%
0.03%
+3.6%
Q2 2021$943,000
+55.6%
10,332
+45.7%
0.03%
+40.0%
Q1 2021$606,000
+730.1%
7,091
+823.3%
0.02%
+566.7%
Q4 2020$73,000
+10.6%
768
+1.7%
0.00%
-57.1%
Q3 2020$66,0000.0%7550.0%0.01%
-12.5%
Q2 2020$66,000
+6.5%
7550.0%0.01%
-11.1%
Q1 2020$62,000
-93.8%
755
-28.2%
0.01%
-18.2%
Q4 2019$996,000
+1409.1%
1,051
+39.2%
0.01%
+22.2%
Q3 2019$66,000
-4.3%
7550.0%0.01%
+12.5%
Q2 2019$69,000
-25.8%
755
-21.8%
0.01%
-33.3%
Q1 2019$93,000
+43.1%
966
+27.9%
0.01%
-36.8%
Q4 2018$65,000
+622.2%
755
+599.1%
0.02%
+280.0%
Q1 2018$9,000
-84.7%
108
-84.6%
0.01%
-80.0%
Q2 2017$59,000
+321.4%
700
+268.4%
0.02%
+212.5%
Q1 2017$14,000
+180.0%
190
+192.3%
0.01%
-63.6%
Q3 2013$5,000
-37.5%
65
-37.5%
0.02%
+144.4%
Q2 2013$8,0001040.01%
Other shareholders
NOVARTIS A G shareholders Q1 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