SAGE RHINO CAPITAL LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,096 filers reported holding NOVARTIS A G in Q2 2019. The put-call ratio across all filers is 0.58 and the average weighting 0.4%.

Quarter-by-quarter ownership
SAGE RHINO CAPITAL LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$771,488
+6.3%
7,574
+5.3%
0.22%
+7.4%
Q2 2023$725,543
+13.9%
7,190
+3.9%
0.20%
+8.6%
Q1 2023$636,916
+3.2%
6,923
+1.8%
0.19%
-5.1%
Q4 2022$617,168
+26.7%
6,803
+6.2%
0.20%0.0%
Q3 2022$487,000
-23.4%
6,404
-14.9%
0.20%
-19.3%
Q2 2022$636,000
+7.1%
7,529
+11.3%
0.24%
+35.0%
Q1 2022$594,000
+12.9%
6,764
+12.5%
0.18%
+22.4%
Q4 2021$526,000
+10.0%
6,014
+2.9%
0.15%
+1.4%
Q3 2021$478,000
-9.6%
5,842
+0.8%
0.14%
-7.1%
Q2 2021$529,000
+18.3%
5,794
+10.8%
0.16%
+6.1%
Q1 2021$447,000
-6.5%
5,230
+3.4%
0.15%
-22.2%
Q4 2020$478,000
+8.6%
5,059
+0.1%
0.19%
-11.3%
Q3 2020$440,000
-2.4%
5,055
-2.1%
0.21%
-10.5%
Q2 2020$451,000
+15.1%
5,164
+8.7%
0.24%
-15.3%
Q1 2020$392,000
-11.5%
4,749
+0.6%
0.28%
+11.5%
Q4 2019$443,000
+8.8%
4,723
+0.9%
0.25%
-1.2%
Q3 2019$407,000
-6.4%
4,681
-1.6%
0.26%
-8.6%
Q2 2019$435,000
-1.1%
4,759
+4.0%
0.28%
-4.1%
Q1 2019$440,0004,5760.29%
Other shareholders
NOVARTIS A G shareholders Q2 2019
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