BRANDYWINE OAK PRIVATE WEALTH 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
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q1 2023$205,896
-11.2%
2,238
-12.5%
0.02%
-17.2%
Q4 2022$231,970
-36.4%
2,557
-46.8%
0.03%
-42.0%
Q3 2022$365,000
-17.8%
4,806
-8.7%
0.05%
-12.3%
Q2 2022$444,000
-7.9%
5,264
-4.4%
0.06%
+3.6%
Q1 2022$482,000
-1.4%
5,507
-1.6%
0.06%
+3.8%
Q4 2021$489,000
-17.5%
5,596
-22.9%
0.05%
-23.2%
Q3 2021$593,000
-2.3%
7,259
+9.1%
0.07%
-2.8%
Q2 2021$607,000
+43.8%
6,654
+34.5%
0.07%
+14.5%
Q1 2021$422,000
-13.7%
4,946
-4.5%
0.06%
-17.3%
Q4 2020$489,000
+7.2%
5,180
-1.4%
0.08%
-1.3%
Q3 2020$456,000
+8.6%
5,254
+9.2%
0.08%
+1.3%
Q2 2020$420,000
-7.9%
4,811
-12.8%
0.08%
-20.2%
Q1 2020$456,000
-18.7%
5,520
-6.9%
0.09%
-7.8%
Q4 2019$561,000
+19.4%
5,927
+9.6%
0.10%
+14.6%
Q3 2019$470,000
+20.8%
5,409
+26.7%
0.09%
+14.1%
Q2 2019$389,000
+4.6%
4,270
+10.3%
0.08%0.0%
Q1 2019$372,000
+202.4%
3,873
+170.1%
0.08%
+178.6%
Q4 2018$123,0001,4340.03%
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