Beaton Management Co. Inc. - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,131 filers reported holding NOVARTIS A G in Q1 2019. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.

Quarter-by-quarter ownership
Beaton Management Co. Inc. ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$904
+1.0%
8,8730.0%0.59%
+3.7%
Q2 2023$895
+9.7%
8,8730.0%0.57%
+2.7%
Q1 2023$816
-0.5%
8,873
-1.9%
0.55%
+0.2%
Q4 2022$820
-99.9%
9,0430.0%0.55%
+6.0%
Q3 2022$687,000
-14.7%
9,043
-5.0%
0.52%
-9.1%
Q2 2022$805,000
-3.6%
9,5190.0%0.57%
+10.9%
Q1 2022$835,000
+2.1%
9,519
+1.8%
0.52%
+5.5%
Q4 2021$818,000
+7.1%
9,3470.0%0.49%
-3.4%
Q3 2021$764,000
-11.4%
9,347
-1.1%
0.50%
-7.8%
Q2 2021$862,000
-46.7%
9,447
-50.0%
0.55%
-2.3%
Q1 2021$1,616,000
+77.0%
18,894
+95.3%
0.56%
-16.8%
Q4 2020$913,000
+6.7%
9,673
-1.8%
0.67%
-4.5%
Q3 2020$856,000
-0.5%
9,8490.0%0.71%
-7.8%
Q2 2020$860,000
+7.5%
9,849
+1.5%
0.77%
-4.4%
Q1 2020$800,000
-11.8%
9,699
+1.3%
0.80%
+12.7%
Q4 2019$907,000
+9.1%
9,575
+0.1%
0.71%
+5.6%
Q3 2019$831,000
-4.0%
9,563
+0.8%
0.67%
-6.3%
Q2 2019$866,000
-5.9%
9,483
-0.9%
0.72%
-9.8%
Q1 2019$920,000
+11.0%
9,570
-0.9%
0.80%
-2.2%
Q4 2018$829,000
-11.1%
9,6570.0%0.81%
+5.9%
Q3 2018$932,000
+27.8%
9,6570.0%0.77%
+17.8%
Q2 2018$729,000
-6.7%
9,6570.0%0.65%
-9.6%
Q1 2018$781,000
-3.7%
9,6570.0%0.72%
-1.4%
Q4 2017$811,000
-2.9%
9,657
-0.8%
0.73%
-7.0%
Q3 2017$835,000
+4.6%
9,732
+1.8%
0.79%
-0.6%
Q2 2017$798,0009,5570.79%
Other shareholders
NOVARTIS A G shareholders Q1 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