WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,122 filers reported holding NOVARTIS A G in Q1 2022. The put-call ratio across all filers is 0.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$5,474,830
+1.8%
53,749
+0.8%
2.74%
+4.8%
Q2 2023$5,378,430
+10.1%
53,299
+0.4%
2.62%
+2.3%
Q1 2023$4,883,458
+9.3%
53,081
+7.8%
2.56%
-16.0%
Q4 2022$4,466,688
+18.8%
49,236
-0.4%
3.04%
+15.9%
Q3 2022$3,759,000
-8.2%
49,456
+2.1%
2.63%
-6.9%
Q2 2022$4,093,000
-0.7%
48,424
+3.1%
2.82%
+15.0%
Q1 2022$4,122,00046,9772.45%
Other shareholders
NOVARTIS A G shareholders Q1 2022
NameSharesValueWeighting ↓
MANAGED ASSET PORTFOLIOS, LLC 237,047$19,165,0006.16%
PRENTISS SMITH & CO INC 127,005$10,268,0005.38%
EXENCIAL WEALTH ADVISORS, LLC 195,903$15,839,0004.71%
Osher Van de Voorde Investment Management 106,315$8,596,0004.37%
BROWN BROTHERS HARRIMAN & CO 8,924,544$721,549,0004.16%
CGOV Asset Management 874,998$70,744,0004.08%
PROFESSIONAL ADVISORY SERVICES INC 218,844$17,694,0003.83%
COMPASS CAPITAL MANAGEMENT, INC 304,931$24,654,0003.69%
First Fiduciary Investment Counsel, Inc. 226,636$18,324,0003.64%
SUMMITRY LLC 456,575$36,914,0003.41%
View complete list of NOVARTIS A G shareholders