Independent Advisor Alliance - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,166 filers reported holding NOVARTIS A G in Q4 2019. The put-call ratio across all filers is 0.72 and the average weighting 0.4%.

Quarter-by-quarter ownership
Independent Advisor Alliance ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$432,679
-0.4%
4,248
-1.3%
0.02%
+5.3%
Q2 2023$434,496
+5.0%
4,306
-4.3%
0.02%
-5.0%
Q1 2023$413,982
+11.9%
4,500
-7.5%
0.02%
-9.1%
Q3 2022$370,000
-4.4%
4,863
+6.1%
0.02%0.0%
Q2 2022$387,000
-13.2%
4,584
-9.8%
0.02%
+4.8%
Q1 2022$446,000
-1.8%
5,083
-2.1%
0.02%
-4.5%
Q4 2021$454,000
-6.4%
5,194
-12.5%
0.02%
-18.5%
Q3 2021$485,000
-6.6%
5,936
+4.4%
0.03%
-3.6%
Q2 2021$519,000
+28.5%
5,686
+20.3%
0.03%
+16.7%
Q1 2021$404,000
-8.6%
4,727
+0.9%
0.02%
-20.0%
Q4 2020$442,000
+20.8%
4,684
+11.2%
0.03%
+7.1%
Q3 2020$366,000
-2.7%
4,211
-2.3%
0.03%
-30.0%
Q2 2020$376,000
+5.9%
4,308
+0.2%
0.04%
-23.1%
Q1 2020$355,000
-15.3%
4,300
-2.8%
0.05%
+188.9%
Q4 2019$419,000
+15.7%
4,423
+6.1%
0.02%
-59.1%
Q3 2019$362,000
-0.5%
4,167
+4.4%
0.04%
-17.0%
Q2 2019$364,000
+6.1%
3,991
+11.9%
0.05%
+10.4%
Q1 2019$343,000
+2.4%
3,568
-8.5%
0.05%
-18.6%
Q4 2018$335,000
-2.0%
3,899
-14.3%
0.06%
-4.8%
Q3 2018$342,000
+7.9%
4,549
-4.0%
0.06%
-6.1%
Q2 2018$317,000
-7.6%
4,737
+9.9%
0.07%
-13.2%
Q1 2018$343,000
-1.2%
4,312
+7.0%
0.08%
-2.6%
Q4 2017$347,000
+2.7%
4,031
+1.9%
0.08%
-16.1%
Q3 2017$338,000
+4.0%
3,955
-67.9%
0.09%
-10.6%
Q2 2017$325,000
-16.7%
12,302
+132.7%
0.10%
+67.7%
Q1 2017$390,0005,2860.06%
Other shareholders
NOVARTIS A G shareholders Q4 2019
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