Legacy Financial Advisors, Inc. - 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
Legacy Financial Advisors, Inc. ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$936,739
+18.5%
9,196
+17.4%
0.19%
+26.4%
Q2 2023$790,361
+53.8%
7,832
+40.2%
0.15%
+41.0%
Q1 2023$513,943
-32.5%
5,586
-33.4%
0.10%
-36.0%
Q4 2022$760,946
+56.9%
8,388
+31.6%
0.16%
+41.4%
Q3 2022$485,000
-26.0%
6,375
-17.8%
0.12%
-28.8%
Q2 2022$655,000
+5.5%
7,755
+9.6%
0.16%
+16.4%
Q1 2022$621,000
+10.5%
7,078
+10.2%
0.14%
+8.5%
Q4 2021$562,000
+100.0%
6,421
+87.0%
0.13%
+87.0%
Q3 2021$281,000
-26.6%
3,433
-18.1%
0.07%
-28.9%
Q2 2021$383,000
+40.8%
4,193
+32.0%
0.10%
+29.3%
Q1 2021$272,000
-23.4%
3,177
-15.5%
0.08%
-25.0%
Q4 2020$355,000
+47.3%
3,761
+35.9%
0.10%
+35.1%
Q3 2020$241,000
+100.8%
2,768
+121.6%
0.07%
+80.5%
Q1 2019$120,000
+62.2%
1,249
+45.6%
0.04%
+41.4%
Q4 2018$74,000
-9.8%
858
-10.1%
0.03%
-3.3%
Q3 2018$82,000
+28.1%
954
+16.6%
0.03%
+25.0%
Q2 2018$64,000
-3.0%
818
+0.1%
0.02%
-7.7%
Q1 2018$66,000
-2.9%
8170.0%0.03%
-7.1%
Q4 2017$68,0008170.03%
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