Foundations Investment Advisors, 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
Foundations Investment Advisors, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$3,618,406
+158.8%
35,523
+156.4%
0.11%
+141.3%
Q2 2023$1,398,215
+37.1%
13,856
+25.0%
0.05%
+27.8%
Q1 2023$1,020,156
+0.6%
11,089
-0.8%
0.04%
-10.0%
Q4 2022$1,014,211
+75.2%
11,180
+46.9%
0.04%
+60.0%
Q3 2022$579,000
+144.3%
7,613
+173.8%
0.02%
-19.4%
Q3 2019$237,000
-4.4%
2,780
+3.7%
0.03%
-16.2%
Q2 2019$248,000
+3.8%
2,681
+7.8%
0.04%
-9.8%
Q1 2019$239,000
+9.1%
2,486
+0.9%
0.04%
-10.9%
Q4 2018$219,000
-0.5%
2,464
-3.3%
0.05%
-14.8%
Q3 2018$220,0002,5480.05%
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