Great Diamond Partners, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,072 filers reported holding NOVARTIS A G in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
Great Diamond Partners, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$345,102
-4.6%
3,388
-5.5%
0.09%
-3.1%
Q2 2023$361,863
+21.1%
3,586
+10.4%
0.10%
+10.3%
Q1 2023$298,908
-37.2%
3,249
-38.0%
0.09%
-40.4%
Q4 2022$475,736
+3.4%
5,244
-13.4%
0.15%
-7.0%
Q3 2022$460,000
-11.0%
6,054
-1.1%
0.16%
-8.7%
Q2 2022$517,000
-2.8%
6,124
+0.8%
0.17%
+16.2%
Q1 2022$532,000
+97.0%
6,074
+96.5%
0.15%
+111.4%
Q4 2021$270,000
-49.7%
3,091
-53.0%
0.07%
-52.4%
Q3 2021$537,000
-9.0%
6,578
+1.7%
0.15%
-12.0%
Q2 2021$590,000
+9.5%
6,469
+2.4%
0.17%
+0.6%
Q1 2021$539,000
-13.8%
6,315
-4.7%
0.17%
-16.6%
Q4 2020$625,000
+105.6%
6,628
+89.5%
0.20%
+77.7%
Q3 2020$304,000
+1.3%
3,498
+1.8%
0.11%
-9.7%
Q2 2020$300,000
+7.1%
3,437
+1.1%
0.12%
-13.9%
Q1 2020$280,000
+16.2%
3,398
+33.3%
0.14%
+56.5%
Q4 2019$241,0002,5490.09%
Other shareholders
NOVARTIS A G shareholders Q3 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