Old North State Trust, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,170 filers reported holding NOVARTIS A G in Q4 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.4%.

Quarter-by-quarter ownership
Old North State Trust, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q1 2023$93
+1.1%
1,0150.0%0.06%
+6.7%
Q4 2022$92
-99.9%
1,0150.0%0.06%
-10.4%
Q3 2022$77,0000.0%1,015
+15.5%
0.07%
+21.8%
Q4 2021$77,000
+133.3%
879
+114.9%
0.06%
+89.7%
Q3 2021$33,000
-10.8%
4090.0%0.03%
+3.6%
Q2 2021$37,000
+5.7%
4090.0%0.03%0.0%
Q1 2021$35,000
-32.7%
409
-25.6%
0.03%
-30.0%
Q4 2020$52,000
-63.1%
550
-66.0%
0.04%
-57.9%
Q3 2020$141,000
+98.6%
1,619
+114.7%
0.10%
+150.0%
Q4 2019$71,000
+1.4%
754
-5.9%
0.04%
-19.1%
Q3 2019$70,000
-29.3%
801
-26.2%
0.05%
-34.7%
Q2 2019$99,000
-1.0%
1,086
+3.6%
0.07%
+2.9%
Q1 2019$100,000
+61.3%
1,048
+44.2%
0.07%
+11.1%
Q4 2018$62,000
+12.7%
727
+12.9%
0.06%
+21.2%
Q3 2018$55,0006440.05%
Other shareholders
NOVARTIS A G shareholders Q4 2020
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