TFC Financial Management, Inc. - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,170 filers reported holding NOVARTIS A G in Q4 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.4%.

Quarter-by-quarter ownership
TFC Financial Management, Inc. ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$8,455
+33.0%
83
+31.7%
0.00%0.0%
Q2 2023$6,358
+9.7%
630.0%0.00%
+100.0%
Q1 2023$5,796
+1.4%
630.0%0.00%
-50.0%
Q4 2022$5,715
-64.3%
63
-69.9%
0.00%
-60.0%
Q3 2022$16,000
-11.1%
2090.0%0.01%0.0%
Q2 2022$18,0000.0%2090.0%0.01%0.0%
Q1 2022$18,0000.0%2090.0%0.01%0.0%
Q4 2021$18,000
+5.9%
2090.0%0.01%
-16.7%
Q3 2021$17,000
-10.5%
2090.0%0.01%0.0%
Q2 2021$19,000
-34.5%
209
-37.4%
0.01%
-45.5%
Q1 2021$29,000
-9.4%
3340.0%0.01%
-21.4%
Q4 2020$32,000
+10.3%
3340.0%0.01%0.0%
Q3 2020$29,0003340.01%
Other shareholders
NOVARTIS A G shareholders Q4 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