Icon Wealth Partners, 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
Icon Wealth Partners, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$382,179
-1.9%
3,752
-2.8%
0.04%
+4.9%
Q2 2023$389,513
+2.8%
3,860
-6.3%
0.04%0.0%
Q1 2023$378,948
-18.2%
4,119
-24.8%
0.04%
-25.5%
Q2 2022$463,000
-2.9%
5,477
+0.8%
0.06%
+17.0%
Q1 2022$477,000
+12.8%
5,436
+12.4%
0.05%
+11.9%
Q4 2021$423,000
+1.9%
4,838
-4.6%
0.04%
-4.5%
Q3 2021$415,000
-7.8%
5,073
+3.0%
0.04%
-8.3%
Q2 2021$450,000
+11.9%
4,927
+4.8%
0.05%
-4.0%
Q1 2021$402,000
-46.5%
4,703
-40.9%
0.05%
-58.0%
Q4 2020$752,000
+44.9%
7,961
+33.5%
0.12%
+19.0%
Q3 2020$519,000
+6.4%
5,964
+6.8%
0.10%
-15.3%
Q2 2020$488,000
+8.9%
5,585
+2.7%
0.12%
-33.3%
Q1 2020$448,000
+13.4%
5,437
+30.3%
0.18%
+41.6%
Q4 2019$395,000
+25.0%
4,173
+14.8%
0.12%
+15.7%
Q3 2019$316,000
-11.0%
3,636
-6.5%
0.11%
-14.3%
Q2 2019$355,000
+19.1%
3,888
+25.3%
0.13%
+13.5%
Q1 2019$298,000
+8.0%
3,102
-3.7%
0.11%
-16.5%
Q4 2018$276,000
-3.5%
3,220
-3.2%
0.13%
+11.8%
Q3 2018$286,000
+11.7%
3,325
-1.8%
0.12%
+10.2%
Q2 2018$256,000
-5.9%
3,385
+0.6%
0.11%
-26.0%
Q1 2018$272,000
-35.7%
3,364
-33.3%
0.15%
-30.5%
Q4 2017$423,0005,0410.21%
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