NWAM LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,197 filers reported holding NOVARTIS A G in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
NWAM LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$427,415
-7.3%
4,196
-8.2%
0.04%
+13.2%
Q2 2023$461,270
+28.9%
4,571
+17.5%
0.04%
+5.6%
Q1 2023$357,981
-11.6%
3,891
-12.8%
0.04%0.0%
Q4 2022$404,839
+47.2%
4,462
+23.4%
0.04%
+38.5%
Q3 2022$275,000
-31.6%
3,615
-24.2%
0.03%
-29.7%
Q2 2022$402,000
+34.0%
4,767
+39.5%
0.04%
+60.9%
Q1 2022$300,000
+2.4%
3,416
+2.0%
0.02%0.0%
Q4 2021$293,000
+40.9%
3,350
+31.6%
0.02%
+21.1%
Q3 2021$208,000
-17.5%
2,546
-8.0%
0.02%
-17.4%
Q2 2021$252,000
+5.9%
2,767
-0.5%
0.02%
-4.2%
Q1 2021$238,000
-8.5%
2,782
+1.0%
0.02%
-20.0%
Q4 2020$260,000
+7.9%
2,755
-0.3%
0.03%
-11.8%
Q2 2020$241,000
+13.1%
2,763
+7.0%
0.03%
+466.7%
Q1 2020$213,000
-36.0%
2,582
-26.7%
0.01%
-89.7%
Q4 2019$333,000
-1.8%
3,521
-9.7%
0.06%
-7.9%
Q3 2019$339,000
+14.5%
3,901
+20.4%
0.06%
+6.8%
Q2 2019$296,000
-14.9%
3,240
-10.6%
0.06%
-21.3%
Q1 2019$348,000
+27.5%
3,623
+13.7%
0.08%
+7.1%
Q4 2018$273,000
-1.8%
3,186
-1.4%
0.07%
+12.9%
Q3 2018$278,000
+9.9%
3,230
-3.4%
0.06%
+3.3%
Q2 2018$253,000
-7.0%
3,345
-0.6%
0.06%
-13.0%
Q1 2018$272,000
-3.9%
3,364
-0.1%
0.07%
-4.2%
Q4 2017$283,000
-26.1%
3,368
-24.5%
0.07%
-28.0%
Q3 2017$383,000
+19.3%
4,463
+16.0%
0.10%
+78.6%
Q2 2017$321,000
-13.7%
3,849
-23.1%
0.06%
-50.9%
Q1 2017$372,000
+37.8%
5,004
+35.1%
0.11%
+26.7%
Q4 2016$270,000
-4.3%
3,704
+3.6%
0.09%
+328.6%
Q3 2016$282,0003,5740.02%
Other shareholders
NOVARTIS A G shareholders Q3 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