Circle Wealth Management, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,160 filers reported holding NOVARTIS A G in Q1 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.

Quarter-by-quarter ownership
Circle Wealth Management, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$504,819
+14.2%
4,956
+13.1%
0.01%
-77.6%
Q2 2023$442,087
+9.7%
4,3810.0%0.06%0.0%
Q1 2023$403,052
+1.4%
4,3810.0%0.06%
-4.9%
Q4 2022$397,444
+19.4%
4,3810.0%0.06%
+10.9%
Q3 2022$333,000
-10.0%
4,3810.0%0.06%
-6.8%
Q2 2022$370,000
-3.6%
4,3810.0%0.06%
+18.0%
Q1 2022$384,000
+14.6%
4,381
+14.4%
0.05%
+13.6%
Q4 2021$335,000
+7.0%
3,8310.0%0.04%
-2.2%
Q3 2021$313,000
-10.6%
3,8310.0%0.04%
-10.0%
Q2 2021$350,000
+28.2%
3,831
+20.1%
0.05%
+13.6%
Q1 2021$273,000
-15.2%
3,191
-6.3%
0.04%
-4.3%
Q4 2020$322,000
+43.1%
3,406
+31.6%
0.05%
+24.3%
Q3 2020$225,0002,5880.04%
Other shareholders
NOVARTIS A G shareholders Q1 2023
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