Lantz Financial LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,113 filers reported holding NOVARTIS A G in Q2 2021. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.

Quarter-by-quarter ownership
Lantz Financial LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$758,857
+1.3%
7,450
+0.4%
0.30%
+3.1%
Q2 2023$748,954
+4.3%
7,422
-4.9%
0.29%
-2.0%
Q1 2023$718,152
-1.7%
7,806
-3.1%
0.30%
-9.9%
Q4 2022$730,659
+18.6%
8,054
-0.6%
0.33%
+3.4%
Q3 2022$616,000
-17.6%
8,103
-8.5%
0.32%
-5.0%
Q2 2022$748,000
-5.2%
8,853
-1.5%
0.34%
+5.3%
Q1 2022$789,000
+8.5%
8,992
+8.3%
0.32%
-4.2%
Q4 2021$727,000
+4.8%
8,306
-2.2%
0.34%
-5.9%
Q3 2021$694,000
-6.0%
8,490
+5.0%
0.36%
-6.1%
Q2 2021$738,000
+5.6%
8,087
-1.1%
0.38%
-4.8%
Q1 2021$699,000
-8.6%
8,173
+1.0%
0.40%
-16.6%
Q4 2020$765,000
+12.0%
8,096
+3.1%
0.48%
+3.9%
Q3 2020$683,000
+0.4%
7,852
+0.9%
0.46%
-6.1%
Q2 2020$680,000
-12.1%
7,780
-17.1%
0.49%
-19.3%
Q1 2020$774,000
-2.1%
9,386
+12.3%
0.61%
+29.5%
Q4 2019$791,000
+5.3%
8,355
-6.1%
0.47%
-7.7%
Q3 2019$751,000
-13.4%
8,900
-5.5%
0.51%
-13.6%
Q2 2019$867,000
-6.1%
9,418
-1.9%
0.59%
-12.3%
Q1 2019$923,0009,5970.67%
Other shareholders
NOVARTIS A G shareholders Q2 2021
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