Investment Research & Advisory Group, Inc. - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,125 filers reported holding NOVARTIS A G in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.

Quarter-by-quarter ownership
Investment Research & Advisory Group, Inc. ownership history of NOVARTIS A G
ValueSharesWeighting
Q1 2023$167,900
+1.4%
1,8250.0%0.11%
-0.9%
Q4 2022$165,564
+19.1%
1,8250.0%0.11%
+4.8%
Q3 2022$139,000
-9.7%
1,8250.0%0.10%
-6.3%
Q2 2022$154,000
-3.8%
1,8250.0%0.11%
+11.0%
Q1 2022$160,0000.0%1,8250.0%0.10%
+3.1%
Q4 2021$160,000
-19.2%
1,825
-24.4%
0.10%
-25.4%
Q3 2021$198,000
-10.0%
2,4130.0%0.13%
-10.3%
Q2 2021$220,000
-84.8%
2,413
-85.8%
0.14%
-86.4%
Q1 2021$1,452,000
-10.0%
16,988
-0.5%
1.07%
-10.9%
Q4 2020$1,613,000
+11.9%
17,079
+3.1%
1.20%
+0.1%
Q3 2020$1,441,000
-3.8%
16,570
-3.9%
1.20%
-11.1%
Q2 2020$1,498,000
+62.6%
17,239
+54.3%
1.34%
+57.5%
Q1 2020$921,000
-7.7%
11,170
+5.9%
0.85%
-7.5%
Q4 2019$998,00010,5440.92%
Other shareholders
NOVARTIS A G shareholders Q2 2020
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