Geneos Wealth Management Inc. - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,171 filers reported holding NOVARTIS A G in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.3%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$2,344,087
+5.8%
23,013
+4.8%
0.12%
+4.3%
Q2 2023$2,215,512
+17.7%
21,955
+7.3%
0.12%
+1.8%
Q1 2023$1,881,798
-14.3%
20,454
-15.4%
0.11%
-14.3%
Q4 2022$2,194,552
+22.8%
24,190
+2.9%
0.13%
+8.1%
Q3 2022$1,787,000
-21.5%
23,512
-12.8%
0.12%
+9.8%
Q2 2022$2,275,000
-2.6%
26,977
+1.4%
0.11%
+12.0%
Q1 2022$2,335,000
+4.5%
26,611
+4.2%
0.10%
+17.6%
Q4 2021$2,234,000
+5.9%
25,541
-0.8%
0.08%
+4.9%
Q3 2021$2,110,000
-9.0%
25,752
+2.2%
0.08%
-10.0%
Q2 2021$2,318,000
+7.8%
25,202
-0.1%
0.09%
+50.0%
Q1 2021$2,150,000
-1.6%
25,231
-5.0%
0.06%
-31.8%
Q4 2020$2,184,000
-10.0%
26,572
-4.5%
0.09%
-30.2%
Q3 2020$2,426,000
+5.2%
27,814
+5.1%
0.13%
-1.6%
Q2 2020$2,305,000
+27.1%
26,468
+15.9%
0.13%
+4.9%
Q1 2020$1,813,000
-18.5%
22,830
-2.2%
0.12%
+2.5%
Q4 2019$2,225,000
+14.6%
23,332
+5.0%
0.12%
+2.6%
Q3 2019$1,942,000
+7.5%
22,222
+12.9%
0.12%
+3.6%
Q2 2019$1,807,000
+10.6%
19,680
+15.7%
0.11%
+3.7%
Q1 2019$1,634,000
+46.9%
17,003
+31.3%
0.11%
+31.7%
Q4 2018$1,112,000
+22.2%
12,947
+22.5%
0.08%
+34.4%
Q3 2018$910,000
+14.5%
10,566
+0.3%
0.06%
-1.6%
Q2 2018$795,000
-3.2%
10,536
+3.7%
0.06%
-13.9%
Q1 2018$821,000
-2.7%
10,159
+1.0%
0.07%
-4.0%
Q4 2017$844,000
-15.4%
10,061
-13.5%
0.08%
-24.2%
Q3 2017$998,000
+40.8%
11,633
+36.9%
0.10%
+35.6%
Q2 2017$709,000
+27.1%
8,499
+13.1%
0.07%
+25.9%
Q1 2017$558,000
+4.1%
7,513
+2.0%
0.06%
-18.3%
Q4 2016$536,000
-5.1%
7,366
+2.9%
0.07%
-6.6%
Q3 2016$565,000
-4.4%
7,1550.0%0.08%
-11.6%
Q2 2016$591,000
+17.7%
7,155
+1.7%
0.09%
+11.7%
Q1 2016$502,0007,0330.08%
Other shareholders
NOVARTIS A G shareholders Q4 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