TCI Wealth Advisors, Inc. - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,139 filers reported holding NOVARTIS A G in Q4 2021. The put-call ratio across all filers is 0.26 and the average weighting 0.2%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of NOVARTIS A G
ValueSharesWeighting
Q1 2023$9,200
-65.4%
100
-65.9%
0.00%
-75.0%
Q4 2022$26,581
+232.3%
293
+193.0%
0.00%
+300.0%
Q3 2022$8,000
-68.0%
100
-66.7%
0.00%
-75.0%
Q2 2022$25,000
+177.8%
300
+200.0%
0.00%
+300.0%
Q1 2022$9,0000.0%1000.0%0.00%0.0%
Q4 2021$9,000
+12.5%
1000.0%0.00%0.0%
Q3 2021$8,000
-11.1%
1000.0%0.00%
-50.0%
Q2 2021$9,0000.0%1000.0%0.00%
-50.0%
Q1 2021$9,000
-25.0%
100
-18.0%
0.00%
-20.0%
Q4 2020$12,000
-77.8%
122
-80.5%
0.01%
-76.2%
Q3 2020$54,000
-28.9%
626
-27.8%
0.02%
-34.4%
Q2 2020$76,000
+28.8%
867
+21.3%
0.03%
+10.3%
Q1 2020$59,000
-37.2%
715
-27.6%
0.03%
-21.6%
Q4 2019$94,000
+28.8%
988
+18.3%
0.04%
+15.6%
Q3 2019$73,000
-3.9%
8350.0%0.03%
-5.9%
Q2 2019$76,000
-39.7%
835
-36.3%
0.03%
-38.2%
Q1 2019$126,000
+12.5%
1,3100.0%0.06%
+1.9%
Q4 2018$112,000
-0.9%
1,3100.0%0.05%
+14.9%
Q3 2018$113,000
+14.1%
1,3100.0%0.05%
+6.8%
Q2 2018$99,000
-6.6%
1,3100.0%0.04%
-10.2%
Q1 2018$106,000
-6.2%
1,310
-2.5%
0.05%
-2.0%
Q4 2017$113,000
+0.9%
1,343
+2.5%
0.05%
-9.1%
Q3 2017$112,000
+1.8%
1,310
-0.9%
0.06%
-1.8%
Q2 2017$110,000
+6.8%
1,322
-4.3%
0.06%
+3.7%
Q1 2017$103,000
+22.6%
1,381
+20.0%
0.05%
+22.7%
Q4 2016$84,000
-22.9%
1,151
-16.5%
0.04%
-25.4%
Q3 2016$109,000
-4.4%
1,3790.0%0.06%
-6.3%
Q2 2016$114,000
+14.0%
1,3790.0%0.06%
+14.5%
Q1 2016$100,000
-27.5%
1,379
-13.8%
0.06%
-28.6%
Q4 2015$138,000
-6.1%
1,5990.0%0.08%
-13.5%
Q3 2015$147,000
-7.0%
1,599
-0.3%
0.09%
-1.1%
Q2 2015$158,000
-4.2%
1,604
-4.2%
0.09%
-13.5%
Q1 2015$165,000
-6.2%
1,674
-11.9%
0.10%
-4.6%
Q4 2014$176,000
+2.3%
1,901
+3.8%
0.11%
+0.9%
Q3 2014$172,000
+3.6%
1,8320.0%0.11%
+8.0%
Q2 2014$166,000
+10.7%
1,832
+3.7%
0.10%
+2.0%
Q1 2014$150,000
-21.1%
1,767
-25.2%
0.10%
-17.6%
Q4 2013$190,000
+39.7%
2,362
+33.7%
0.12%
+15.5%
Q3 2013$136,000
+28.3%
1,767
+17.8%
0.10%
+28.8%
Q2 2013$106,000
+265.5%
1,500
+231.9%
0.08%
+128.6%
Q4 2012$29,0004520.04%
Other shareholders
NOVARTIS A G shareholders Q4 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