Arkadios Wealth Advisors - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,197 filers reported holding NOVARTIS A G in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$254,166
+22.6%
2,495
+21.4%
0.02%0.0%
Q2 2023$207,379
-25.7%
2,055
-33.2%
0.02%
-35.1%
Q4 2022$278,999
-5.7%
3,075
-21.1%
0.04%
-17.8%
Q3 2022$296,000
-14.2%
3,895
-4.7%
0.04%
-11.8%
Q2 2022$345,000
+3.9%
4,086
+7.9%
0.05%
+18.6%
Q1 2022$332,000
+15.3%
3,788
+15.0%
0.04%
+13.2%
Q4 2021$288,000
+77.8%
3,295
+65.5%
0.04%
+65.2%
Q3 2021$162,000
-19.8%
1,991
-10.4%
0.02%
-8.0%
Q2 2021$202,000
+197.1%
2,222
+176.0%
0.02%
+127.3%
Q1 2021$68,000
+4.6%
805
+16.7%
0.01%
-21.4%
Q4 2020$65,000
-99.9%
690
+20.6%
0.01%
-53.3%
Q1 2020$47,160,000
-7.5%
572
+9.6%
0.03%
-3.2%
Q4 2019$51,008,0005220.03%
Other shareholders
NOVARTIS A G shareholders Q3 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