Lenox Wealth Advisors, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,166 filers reported holding NOVARTIS A G in Q4 2019. The put-call ratio across all filers is 0.72 and the average weighting 0.4%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q1 2022$37,000
+37.0%
394
+25.5%
0.01%
+66.7%
Q4 2021$27,000
-10.0%
314
-14.9%
0.00%
-25.0%
Q3 2021$30,000
-11.8%
3690.0%0.00%0.0%
Q2 2021$34,000
+13.3%
369
+4.5%
0.00%0.0%
Q1 2021$30,000
-48.3%
353
-42.7%
0.00%
-50.0%
Q4 2020$58,000
+48.7%
616
+38.1%
0.01%
+33.3%
Q3 2020$39,000
-31.6%
446
-31.5%
0.01%
-33.3%
Q2 2020$57,000
+119.2%
651
+107.3%
0.01%
+80.0%
Q1 2020$26,000
-13.3%
3140.0%0.01%0.0%
Q4 2019$30,000
+11.1%
3140.0%0.01%
+25.0%
Q3 2019$27,000
+285.7%
314
+330.1%
0.00%
+300.0%
Q1 2019$7,000
-63.2%
73
-70.9%
0.00%
-75.0%
Q2 2018$19,000
-26.9%
251
-21.8%
0.00%
-33.3%
Q1 2018$26,000
+52.9%
321
+55.1%
0.01%
+20.0%
Q4 2017$17,000
+466.7%
207
+527.3%
0.01%
+400.0%
Q4 2015$3,000
-80.0%
33
-79.6%
0.00%
-80.0%
Q3 2015$15,000
-6.2%
1620.0%0.01%
-28.6%
Q2 2015$16,0000.0%1620.0%0.01%
+16.7%
Q1 2015$16,000
+6.7%
1620.0%0.01%0.0%
Q4 2014$15,0000.0%1620.0%0.01%
-14.3%
Q3 2014$15,0001620.01%
Other shareholders
NOVARTIS A G shareholders Q4 2019
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