Summit X, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,197 filers reported holding NOVARTIS A G in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
Summit X, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2023$236,553
+13.9%
2,344
+3.8%
0.06%
+5.6%
Q1 2023$207,756
+2.6%
2,258
-5.7%
0.05%
-8.5%
Q4 2022$202,522
-0.7%
2,395
-0.0%
0.06%0.0%
Q2 2022$204,000
-2.9%
2,396
+0.9%
0.06%
+13.5%
Q1 2022$210,000
+5.0%
2,374
+4.4%
0.05%
+10.6%
Q4 2021$200,000
-4.3%
2,273
-1.5%
0.05%
-11.3%
Q2 2021$209,000
+0.5%
2,307
-3.9%
0.05%
-7.0%
Q1 2021$208,000
-8.0%
2,401
+0.4%
0.06%
-14.9%
Q4 2020$226,000
-91.9%
2,392
-4.9%
0.07%
+45.7%
Q3 2020$2,783,000
+1194.4%
2,515
+2.0%
0.05%
-41.8%
Q2 2020$215,0002,4650.08%
Other shareholders
NOVARTIS A G shareholders Q3 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