Rikoon Group, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,096 filers reported holding NOVARTIS A G in Q2 2019. The put-call ratio across all filers is 0.58 and the average weighting 0.4%.

Quarter-by-quarter ownership
Rikoon Group, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q1 2021$1,339,000
-11.5%
15,660
-2.3%
0.36%
-15.6%
Q4 2020$1,513,000
+8.1%
16,024
-0.5%
0.42%
-2.5%
Q3 2020$1,400,0000.0%16,097
+0.4%
0.43%
-7.5%
Q2 2020$1,400,000
+26.9%
16,032
+19.8%
0.47%
+2.4%
Q1 2020$1,103,000
+1.9%
13,379
+17.1%
0.46%
+22.8%
Q4 2019$1,082,000
+7.0%
11,422
-1.8%
0.37%
-0.5%
Q3 2019$1,011,000
-4.8%
11,6320.0%0.37%
-5.3%
Q2 2019$1,062,000
-12.2%
11,632
-7.6%
0.40%
-12.2%
Q1 2019$1,210,000
+8.0%
12,586
-3.5%
0.45%
-3.0%
Q4 2018$1,120,000
+8.8%
13,049
+9.2%
0.46%
+27.5%
Q3 2018$1,029,000
-2.7%
11,949
-14.7%
0.36%
-9.9%
Q2 2018$1,058,000
-1.4%
14,006
+3.9%
0.40%
-7.1%
Q1 2018$1,073,000
-4.5%
13,485
+0.7%
0.44%
-6.5%
Q4 2017$1,124,000
-1.8%
13,392
+0.5%
0.46%
-6.2%
Q3 2017$1,145,000
+3.0%
13,3320.0%0.50%
+0.6%
Q2 2017$1,112,000
+2.7%
13,332
-5.2%
0.49%
+2.9%
Q1 2017$1,083,000
+8.3%
14,057
+5.6%
0.48%
+8.9%
Q4 2016$1,000,000
+8.1%
13,307
+13.6%
0.44%
-39.9%
Q3 2016$925,00011,7150.73%
Other shareholders
NOVARTIS A G shareholders Q2 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