BFSG, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,126 filers reported holding NOVARTIS A G in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.

Quarter-by-quarter ownership
BFSG, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q4 2021$252,000
-21.7%
2,885
-26.8%
0.04%
-28.6%
Q3 2021$322,000
-23.5%
3,940
-20.1%
0.05%
-27.9%
Q1 2021$421,000
-44.4%
4,930
-38.5%
0.07%
-46.0%
Q4 2020$757,000
+11.7%
8,020
+2.9%
0.13%0.0%
Q3 2020$678,000
+11.3%
7,795
+11.8%
0.13%
-3.8%
Q2 2020$609,000
+1.2%
6,975
-4.5%
0.13%
-15.5%
Q1 2020$602,000
-14.7%
7,305
-2.0%
0.16%
+16.5%
Q4 2019$706,000
+7.8%
7,455
-1.3%
0.13%
-8.3%
Q3 2019$655,000
+4.0%
7,555
+9.6%
0.14%
-41.1%
Q2 2019$630,000
+18.0%
6,895
+24.1%
0.25%
+23.0%
Q1 2019$534,000
+11.9%
5,5580.0%0.20%
-7.8%
Q4 2018$477,000
-2.1%
5,558
-1.8%
0.22%
+5.9%
Q3 2018$487,0000.0%5,658
-12.2%
0.20%
-4.2%
Q2 2018$487,000
-5.4%
6,443
+1.1%
0.21%
-6.6%
Q1 2018$515,000
-5.2%
6,370
-1.5%
0.23%0.0%
Q4 2017$543,000
+10.1%
6,470
+12.7%
0.23%
+3.2%
Q3 2017$493,000
+11.0%
5,740
+8.0%
0.22%
+1.8%
Q2 2017$444,000
+8.0%
5,315
-4.0%
0.22%
+5.3%
Q1 2017$411,0005,5350.21%
Other shareholders
NOVARTIS A G shareholders Q1 2021
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