Wealthcare Advisory Partners LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,170 filers reported holding NOVARTIS A G in Q4 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.4%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2022$246,000
-13.7%
2,909
-16.6%
0.02%
-21.1%
Q3 2021$285,000
-8.1%
3,487
+2.6%
0.02%
-9.5%
Q2 2021$310,000
+16.5%
3,399
+9.2%
0.02%
+10.5%
Q1 2021$266,000
+13.2%
3,113
+25.0%
0.02%
-9.5%
Q4 2020$235,000
+487.5%
2,490
+414.5%
0.02%
+250.0%
Q1 2020$40,000
-13.0%
4840.0%0.01%0.0%
Q4 2019$46,000
-47.7%
484
-52.0%
0.01%
-53.8%
Q3 2019$88,000
+72.5%
1,009
+80.2%
0.01%
+62.5%
Q2 2019$51,000
-5.6%
5600.0%0.01%
-11.1%
Q1 2019$54,000
+12.5%
5600.0%0.01%0.0%
Q4 2018$48,000
-29.4%
560
-29.0%
0.01%
-25.0%
Q3 2018$68,000
+13.3%
7890.0%0.01%0.0%
Q2 2018$60,000
-6.2%
7890.0%0.01%
-14.3%
Q1 2018$64,000
-50.8%
789
-49.1%
0.01%
-57.6%
Q4 2017$130,000
+22.6%
1,551
+25.5%
0.03%
+6.5%
Q3 2017$106,0001,2360.03%
Other shareholders
NOVARTIS A G shareholders Q4 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