MISSION WEALTH MANAGEMENT, LP - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 878 filers reported holding NOVARTIS A G in Q2 2016. The put-call ratio across all filers is 1.16 and the average weighting 0.5%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$922,547
+13.9%
9,057
+12.8%
0.03%
+9.7%
Q2 2023$810,207
+9.8%
8,029
+0.1%
0.03%0.0%
Q1 2023$738,116
+4.1%
8,023
+2.6%
0.03%
-8.8%
Q4 2022$709,340
+20.6%
7,819
+1.1%
0.03%
+9.7%
Q3 2022$588,000
-15.2%
7,732
-5.6%
0.03%
-13.9%
Q2 2022$693,000
+6.8%
8,195
+10.9%
0.04%
+20.0%
Q1 2022$649,000
-1.4%
7,392
-1.7%
0.03%0.0%
Q4 2021$658,000
+8.8%
7,520
+1.7%
0.03%
-3.2%
Q3 2021$605,000
-15.0%
7,392
-5.3%
0.03%
-18.4%
Q2 2021$712,000
-0.8%
7,803
-7.1%
0.04%
-9.5%
Q1 2021$718,000
-4.8%
8,398
+5.2%
0.04%
-10.6%
Q4 2020$754,000
-8.8%
7,982
-16.1%
0.05%
-24.2%
Q3 2020$827,000
+1.1%
9,514
+1.6%
0.06%
-12.7%
Q2 2020$818,000
+8.5%
9,363
+2.4%
0.07%
-14.5%
Q1 2020$754,000
-12.9%
9,1470.0%0.08%0.0%
Q4 2019$866,000
+9.3%
9,147
+0.4%
0.08%
-2.4%
Q3 2019$792,000
-4.9%
9,112
-0.1%
0.08%
-8.6%
Q2 2019$833,000
-5.3%
9,124
-0.3%
0.09%
-8.8%
Q1 2019$880,000
+12.8%
9,151
+0.7%
0.10%0.0%
Q4 2018$780,0000.0%9,087
+0.3%
0.10%
-1.0%
Q3 2018$780,000
-16.6%
9,058
-26.8%
0.10%
-25.4%
Q2 2018$935,000
-7.7%
12,379
-1.2%
0.14%
-15.3%
Q1 2018$1,013,000
+0.3%
12,527
+4.1%
0.16%
-5.8%
Q4 2017$1,010,000
-5.4%
12,031
-3.3%
0.17%
-11.7%
Q3 2017$1,068,000
+2.7%
12,446
-0.1%
0.20%
-0.5%
Q2 2017$1,040,000
+5.8%
12,461
-5.9%
0.20%
+3.1%
Q1 2017$983,000
-9.3%
13,239
-11.0%
0.19%
-11.6%
Q4 2016$1,084,000
-7.4%
14,881
+0.4%
0.22%
-23.7%
Q3 2016$1,171,000
-4.3%
14,8250.0%0.28%
-12.9%
Q2 2016$1,223,000
+13.9%
14,8250.0%0.32%
+12.5%
Q1 2016$1,074,000
+308.4%
14,825
+384.6%
0.29%
+290.5%
Q4 2015$263,000
-3.0%
3,059
+3.9%
0.07%
-9.8%
Q3 2015$271,000
+13.4%
2,943
+21.4%
0.08%0.0%
Q2 2015$239,0002,4240.08%
Other shareholders
NOVARTIS A G shareholders Q2 2016
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