Valeo Financial Advisors, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,127 filers reported holding NOVARTIS A G in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.2%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$696,553
-6.3%
6,838
-7.1%
0.03%
-5.9%
Q2 2023$743,035
+19.5%
7,363
+8.9%
0.03%
+13.3%
Q1 2023$622,043
+34.1%
6,761
+32.2%
0.03%
+20.0%
Q4 2022$463,973
+73.8%
5,114
+45.7%
0.02%
+47.1%
Q3 2022$267,000
+7.7%
3,511
+19.6%
0.02%
+6.2%
Q2 2022$248,000
-12.4%
2,936
-8.9%
0.02%
+14.3%
Q1 2022$283,000
-58.9%
3,223
-59.1%
0.01%
-62.2%
Q4 2021$689,000
+9.2%
7,882
+2.2%
0.04%
+2.8%
Q3 2021$631,000
-2.6%
7,716
+8.7%
0.04%
-7.7%
Q2 2021$648,000
+0.6%
7,100
-5.8%
0.04%
+30.0%
Q1 2021$644,000
-5.4%
7,534
+4.5%
0.03%
-14.3%
Q4 2020$681,000
+8.8%
7,210
+0.1%
0.04%
-36.4%
Q3 2020$626,000
-12.0%
7,200
-11.5%
0.06%
-15.4%
Q2 2020$711,000
+246.8%
8,137
+237.1%
0.06%
+195.5%
Q1 2020$205,000
-9.7%
2,414
+0.8%
0.02%0.0%
Q4 2019$227,000
+17.0%
2,396
+7.5%
0.02%
+4.8%
Q3 2019$194,000
-6.3%
2,229
-1.5%
0.02%
-12.5%
Q2 2019$207,000
+17.6%
2,262
+23.5%
0.02%
+14.3%
Q1 2019$176,000
-40.3%
1,831
-46.7%
0.02%
-48.8%
Q4 2018$295,000
+5.4%
3,436
+7.1%
0.04%
+7.9%
Q3 2018$280,000
+0.7%
3,207
-5.0%
0.04%
-2.6%
Q2 2018$278,000
-20.1%
3,377
-21.5%
0.04%
-30.4%
Q1 2018$348,000
-36.4%
4,300
-34.0%
0.06%
-37.8%
Q4 2017$547,000
+12.6%
6,519
+15.1%
0.09%
-18.2%
Q3 2017$486,0005,6630.11%
Other shareholders
NOVARTIS A G shareholders Q2 2022
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