LYELL WEALTH MANAGEMENT, LP - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,160 filers reported holding NOVARTIS A G in Q1 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.

Quarter-by-quarter ownership
LYELL WEALTH MANAGEMENT, LP ownership history of NOVARTIS A G
ValueSharesWeighting
Q1 2023$257,600
+1.4%
2,8000.0%0.04%
-10.0%
Q4 2022$254,016
+19.3%
2,8000.0%0.04%
+11.1%
Q3 2022$213,000
-10.1%
2,8000.0%0.04%
-7.7%
Q2 2022$237,000
-3.7%
2,8000.0%0.04%
+21.9%
Q1 2022$246,0002,8000.03%
Other shareholders
NOVARTIS A G shareholders Q1 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