WCG Wealth Advisors LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,265 filers reported holding NOVARTIS A G in Q4 2023. The put-call ratio across all filers is 1.04 and the average weighting 0.2%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2024$2,064
+11.6%
19,388
+1.4%
0.15%
-1.3%
Q1 2024$1,850
-33.1%
19,121
-30.1%
0.16%
-23.6%
Q4 2023$2,764
-20.6%
27,371
-19.1%
0.20%
-20.4%
Q3 2023$3,481
+14.9%
33,823
+12.7%
0.26%
-28.0%
Q2 2023$3,029
+24.1%
30,016
+13.2%
0.35%
+13.1%
Q1 2023$2,441
-99.9%
26,527
+7.6%
0.31%
+2.0%
Q4 2022$2,236,277
+22.9%
24,650
+3.0%
0.31%
+27.4%
Q3 2022$1,820,000
-6.4%
23,941
+4.1%
0.24%
+81.2%
Q2 2022$1,945,00023,0050.13%
Other shareholders
NOVARTIS A G shareholders Q4 2023
NameSharesValueWeighting ↓
PRENTISS SMITH & CO INC 146,405$11,768,0006.16%
MANAGED ASSET PORTFOLIOS, LLC 104,290$8,383,0005.88%
St. James Investment Company, LLC 645,032$51,848,0005.72%
NORTHROAD CAPITAL MANAGEMENT LLC 160,469$12,898,0004.62%
BROWN BROTHERS HARRIMAN & CO 12,336,767$991,629,0004.48%
Osher Van de Voorde Investment Management 83,754$6,732,0004.35%
SCHARF INVESTMENTS, LLC 1,185,951$95,327,0004.26%
Timber Creek Capital Management LLC 56,233$4,520,0004.22%
PROFESSIONAL ADVISORY SERVICES INC 200,030$16,078,0004.18%
Fayerweather Charles 14,565$1,171,0004.09%
View complete list of NOVARTIS A G shareholders