Transform Wealth, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,084 filers reported holding NOVARTIS A G in Q4 2018. The put-call ratio across all filers is 0.74 and the average weighting 0.4%.

Quarter-by-quarter ownership
Transform Wealth, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$2,475,349
-5.3%
24,301
-20.5%
0.26%
-50.2%
Q1 2021$2,613,000
-7.2%
30,574
+2.5%
0.52%
-11.0%
Q4 2020$2,816,000
-27.1%
29,817
-32.9%
0.59%
-5.5%
Q3 2020$3,865,000
-1.0%
44,446
-0.6%
0.62%
-6.9%
Q2 2020$3,905,000
+304.2%
44,709
+281.8%
0.67%
+224.8%
Q1 2020$966,000
-18.3%
11,711
-6.2%
0.21%
+10.2%
Q4 2019$1,182,000
+4.1%
12,483
-4.4%
0.19%
-7.0%
Q3 2019$1,135,000
-8.7%
13,063
-4.0%
0.20%
+9.8%
Q2 2019$1,243,000
-45.2%
13,606
-42.3%
0.18%
-56.5%
Q1 2019$2,267,000
+24.6%
23,579
+11.2%
0.42%
+12.6%
Q4 2018$1,820,000
-36.8%
21,208
-36.6%
0.37%
-25.2%
Q3 2018$2,882,000
+97.9%
33,447
+73.5%
0.50%
+90.1%
Q2 2018$1,456,000
+4.3%
19,281
+11.7%
0.26%
-0.8%
Q1 2018$1,396,000
+1.2%
17,266
+5.0%
0.26%
+4.3%
Q4 2017$1,380,000
+5.6%
16,438
+8.0%
0.25%
-44.3%
Q3 2017$1,307,000
+27.3%
15,223
+10.1%
0.46%
+18.8%
Q1 2017$1,027,00013,8240.38%
Other shareholders
NOVARTIS A G shareholders Q4 2018
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