OneDigital Investment Advisors LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,025 filers reported holding NOVARTIS A G in Q3 2018. The put-call ratio across all filers is 0.71 and the average weighting 0.4%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$430,142
-3.4%
4,223
-4.3%
0.01%
-10.0%
Q2 2023$445,505
-64.2%
4,415
-67.3%
0.01%
-65.5%
Q1 2023$1,243,276
+257.5%
13,514
+252.6%
0.03%
+190.0%
Q4 2022$347,730
+36.4%
3,833
+14.4%
0.01%
+11.1%
Q3 2022$255,000
-13.6%
3,350
-4.1%
0.01%
-30.8%
Q2 2022$295,000
-23.0%
3,492
-20.0%
0.01%
-7.1%
Q1 2022$383,000
+3.5%
4,367
+3.2%
0.01%
+7.7%
Q4 2021$370,000
+0.3%
4,230
-6.3%
0.01%
-13.3%
Q3 2021$369,000
-9.6%
4,516
+1.1%
0.02%
-11.8%
Q2 2021$408,000
+12.1%
4,467
+4.9%
0.02%0.0%
Q1 2021$364,000
-16.3%
4,260
-7.5%
0.02%
-26.1%
Q4 2020$435,000
+16.9%
4,606
+7.6%
0.02%
-11.5%
Q3 2020$372,000
-20.3%
4,282
-19.9%
0.03%
-23.5%
Q2 2020$467,000
+11.2%
5,345
+4.9%
0.03%
-8.1%
Q1 2020$420,000
-21.8%
5,095
-10.2%
0.04%
-11.9%
Q4 2019$537,000
+17.0%
5,672
+7.3%
0.04%
+2.4%
Q3 2019$459,000
+34.6%
5,287
+41.5%
0.04%
+57.7%
Q2 2019$341,000
+207.2%
3,736
+224.9%
0.03%
+62.5%
Q1 2019$111,000
+12.1%
1,1500.0%0.02%
-5.9%
Q4 2018$99,000
+8.8%
1,150
+9.0%
0.02%
-19.0%
Q3 2018$91,000
+13.8%
1,0550.0%0.02%
+23.5%
Q2 2018$80,000
-15.8%
1,055
-10.2%
0.02%
-19.0%
Q1 2018$95,000
-4.0%
1,1750.0%0.02%
+90.9%
Q4 2017$99,000
-4.8%
1,175
-2.9%
0.01%
-71.1%
Q3 2017$104,000
+2.0%
1,210
-1.2%
0.04%
+26.7%
Q2 2017$102,0001,2250.03%
Other shareholders
NOVARTIS A G shareholders Q3 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