Arete Wealth Advisors, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,127 filers reported holding NOVARTIS A G in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.2%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2023$336
+4.3%
3,334
-4.8%
0.03%
+15.4%
Q1 2023$322
-100.0%
3,503
-2.0%
0.03%
-7.1%
Q4 2022$324,376,240
+113716.2%
3,576
-4.6%
0.03%0.0%
Q3 2022$285,000
-8.1%
3,750
+6.2%
0.03%
+7.7%
Q1 2022$310,000
-6.9%
3,530
-7.1%
0.03%
-7.1%
Q4 2021$333,000
+33.7%
3,801
+24.8%
0.03%
+3.7%
Q3 2021$249,000
+20.3%
3,045
-11.6%
0.03%
-6.9%
Q2 2021$207,000
-27.1%
3,445
+3.7%
0.03%
-19.4%
Q1 2021$284,000
+7.6%
3,321
+18.6%
0.04%
-2.7%
Q4 2020$264,000
-68.0%
2,800
-70.3%
0.04%
-70.2%
Q3 2020$824,000
+2.6%
9,417
+2.4%
0.12%
-10.8%
Q2 2020$803,000
+17.6%
9,194
+10.9%
0.14%
+3.7%
Q1 2020$683,000
-9.2%
8,289
+4.3%
0.13%
+2.3%
Q4 2019$752,000
+5.3%
7,944
-3.4%
0.13%
-3.7%
Q3 2019$714,000
-0.8%
8,221
+4.2%
0.14%
-2.9%
Q2 2019$720,000
+1.6%
7,886
+6.9%
0.14%
-5.4%
Q1 2019$709,000
+58.3%
7,379
+41.4%
0.15%
+35.8%
Q4 2018$448,0005,2170.11%
Other shareholders
NOVARTIS A G shareholders Q2 2022
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