Dakota Wealth Management - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,114 filers reported holding NOVARTIS A G in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.

Quarter-by-quarter ownership
Dakota Wealth Management ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$859,292
+21.1%
8,436
+20.0%
0.04%
+15.2%
Q2 2023$709,600
+8.0%
7,032
-1.6%
0.03%
-25.0%
Q1 2023$657,156
-3.7%
7,143
-5.1%
0.04%
-8.3%
Q4 2022$682,668
+17.3%
7,525
-1.7%
0.05%
+2.1%
Q3 2022$582,000
+8.2%
7,655
+20.2%
0.05%
-6.0%
Q2 2022$538,000
+26.0%
6,370
+30.8%
0.05%
+42.9%
Q1 2022$427,000
+4.1%
4,869
+3.9%
0.04%
-18.6%
Q4 2021$410,000
+1.7%
4,684
-5.0%
0.04%
-6.5%
Q3 2021$403,000
-10.6%
4,933
-0.2%
0.05%
-14.8%
Q2 2021$451,000
+14.5%
4,943
+7.2%
0.05%
+3.8%
Q1 2021$394,000
-9.2%
4,611
+0.2%
0.05%
-7.1%
Q4 2020$434,000
+4.8%
4,601
-3.2%
0.06%
-13.8%
Q3 2020$414,000
+2.0%
4,755
+2.2%
0.06%
-5.8%
Q2 2020$406,000
+6.0%
4,6510.0%0.07%
-17.9%
Q1 2020$383,000
-14.5%
4,651
-1.6%
0.08%
+16.7%
Q4 2019$448,000
+6.9%
4,726
-1.9%
0.07%0.0%
Q3 2019$419,000
-0.5%
4,816
+4.2%
0.07%
-11.1%
Q2 2019$421,000
-8.7%
4,620
-3.4%
0.08%
-12.0%
Q1 2019$461,000
+14.7%
4,781
+2.3%
0.09%
+1.1%
Q4 2018$402,000
-1.0%
4,675
-0.6%
0.09%0.0%
Q3 2018$406,000
+7.4%
4,705
-5.8%
0.09%
-13.3%
Q2 2018$378,0004,9950.10%
Other shareholders
NOVARTIS A G shareholders Q3 2020
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