Blue Fin Capital, Inc. - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,009 filers reported holding NOVARTIS A G in Q1 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.

Quarter-by-quarter ownership
Blue Fin Capital, Inc. ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$236,441
-0.9%
2,321
-1.8%
0.07%
+1.5%
Q2 2023$238,575
-3.5%
2,3640.0%0.07%
-15.0%
Q1 2023$247,347
+10.6%
2,364
-4.1%
0.08%
-2.4%
Q4 2022$223,590
+3.5%
2,465
-3.9%
0.08%
+7.9%
Q2 2022$216,000
-4.0%
2,5640.0%0.08%
+16.9%
Q1 2022$225,000
+0.9%
2,564
+0.4%
0.06%
+4.8%
Q4 2021$223,000
-21.2%
2,555
-26.2%
0.06%
-27.9%
Q3 2021$283,000
-29.8%
3,464
-21.6%
0.09%
-30.6%
Q2 2021$403,000
-3.6%
4,421
-9.7%
0.12%
-13.3%
Q1 2021$418,000
-13.8%
4,896
-4.8%
0.14%
-17.8%
Q4 2020$485,000
+51.1%
5,145
+39.2%
0.17%
+33.8%
Q3 2020$321,000
-0.3%
3,6960.0%0.13%
-9.1%
Q2 2020$322,000
+9.9%
3,696
+4.0%
0.14%
-11.7%
Q1 2020$293,000
-17.5%
3,555
-5.6%
0.16%
-3.0%
Q4 2019$355,000
+6.6%
3,764
-2.0%
0.17%
-4.0%
Q3 2019$333,000
-6.2%
3,839
-1.3%
0.17%
-4.9%
Q2 2019$355,000
-5.1%
3,8910.0%0.18%
-6.6%
Q1 2019$374,000
-42.8%
3,891
-49.0%
0.20%
+0.5%
Q4 2018$654,000
+73.5%
7,622
+74.1%
0.20%
+4.3%
Q3 2018$377,000
+14.2%
4,3770.0%0.19%
+6.2%
Q2 2018$330,000
-12.7%
4,377
-6.5%
0.18%
-17.4%
Q1 2018$378,000
+6.5%
4,681
+10.6%
0.21%
+2.9%
Q4 2017$355,000
-11.2%
4,231
-9.3%
0.21%
-15.5%
Q3 2017$400,000
+0.3%
4,663
-2.6%
0.24%
-4.7%
Q2 2017$399,000
+8.1%
4,788
-3.5%
0.26%
+13.7%
Q1 2017$369,000
+1.1%
4,961
-0.9%
0.23%
-6.2%
Q4 2016$365,000
+2.0%
5,006
+10.5%
0.24%
-16.9%
Q3 2016$358,000
-7.0%
4,531
-2.9%
0.29%
-9.1%
Q2 2016$385,000
+13.9%
4,6660.0%0.32%
+10.8%
Q1 2016$338,000
-24.9%
4,666
-10.8%
0.29%
-17.0%
Q4 2015$450,000
-6.4%
5,2310.0%0.35%
-7.2%
Q3 2015$481,000
-8.2%
5,231
-1.9%
0.37%
-0.8%
Q2 2015$524,000
-0.4%
5,3310.0%0.38%
-0.8%
Q1 2015$526,000
+8.0%
5,331
+1.3%
0.38%
+3.5%
Q4 2014$487,000
-8.5%
5,261
-7.0%
0.37%
-13.0%
Q3 2014$532,000
+15.2%
5,655
+10.8%
0.42%
+14.1%
Q2 2014$462,000
+6.5%
5,1050.0%0.37%
-3.1%
Q1 2014$434,000
-4.0%
5,105
-9.2%
0.38%
-5.2%
Q4 2013$452,0005,6200.40%
Other shareholders
NOVARTIS A G shareholders Q1 2018
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