Caption Management, LLC - 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
Caption Management, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2023$14,843,861
+679.2%
147,100
+600.5%
0.26%
+776.7%
Q4 2022$1,905,120
-94.8%
21,000
-95.0%
0.03%
-92.7%
Q4 2021$36,622,000
+966.1%
418,700
+897.0%
0.41%
+951.3%
Q3 2021$3,435,000
-48.4%
41,997
-42.5%
0.04%
-55.2%
Q2 2021$6,660,000
+289.5%
73,000
+265.0%
0.09%
+135.1%
Q1 2021$1,710,000
+315.0%
20,000
+300.0%
0.04%
+60.9%
Q1 2020$412,0005,0000.02%
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