JONES FINANCIAL COMPANIES LLLP - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 905 filers reported holding NOVARTIS A G in Q4 2016. The put-call ratio across all filers is 0.81 and the average weighting 0.4%.

Quarter-by-quarter ownership
JONES FINANCIAL COMPANIES LLLP ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$4,155,888
-9.7%
40,800
-10.6%
0.01%0.0%
Q2 2023$4,604,019
+4.4%
45,625
-4.8%
0.01%0.0%
Q1 2023$4,410,848
-9.8%
47,944
-11.0%
0.01%
-12.5%
Q4 2022$4,889,000
+10.3%
53,895
-7.6%
0.01%0.0%
Q3 2022$4,431,000
-24.4%
58,300
-16.0%
0.01%
-20.0%
Q2 2022$5,864,000
-30.9%
69,373
-28.3%
0.01%
-23.1%
Q1 2022$8,491,000
-32.0%
96,771
-32.2%
0.01%
-27.8%
Q4 2021$12,479,000
+6.3%
142,664
-0.6%
0.02%
+5.9%
Q3 2021$11,734,000
-11.7%
143,475
-1.5%
0.02%
-15.0%
Q2 2021$13,295,000
+10.6%
145,717
+3.7%
0.02%0.0%
Q1 2021$12,017,000
-8.4%
140,584
+1.1%
0.02%
-16.7%
Q4 2020$13,124,000
+12.1%
138,986
+3.2%
0.02%0.0%
Q3 2020$11,711,000
+3.7%
134,681
+4.2%
0.02%
-4.0%
Q2 2020$11,290,000
+5.7%
129,262
-0.3%
0.02%
-3.8%
Q1 2020$10,685,000
-6.5%
129,593
+7.4%
0.03%
+13.0%
Q4 2019$11,430,000
+9.7%
120,703
+0.7%
0.02%0.0%
Q3 2019$10,420,000
-3.4%
119,904
+1.4%
0.02%
-4.2%
Q2 2019$10,792,000
+1.2%
118,194
+6.5%
0.02%0.0%
Q1 2019$10,666,000
+14.0%
110,939
+1.8%
0.02%
+4.3%
Q4 2018$9,354,000
-1.8%
109,013
-1.4%
0.02%
+9.5%
Q3 2018$9,522,000
+15.4%
110,510
+1.1%
0.02%
+10.5%
Q2 2018$8,253,000
-2.3%
109,259
+4.6%
0.02%
-5.0%
Q1 2018$8,448,000
+3.6%
104,491
+7.6%
0.02%0.0%
Q4 2017$8,157,000
-2.4%
97,150
-0.2%
0.02%
-13.0%
Q3 2017$8,360,000
+2.2%
97,378
-0.6%
0.02%
-4.2%
Q2 2017$8,180,000
+19.0%
98,008
+5.9%
0.02%
+9.1%
Q1 2017$6,875,000
+12.5%
92,569
+10.3%
0.02%0.0%
Q4 2016$6,111,000
-10.1%
83,900
-2.6%
0.02%
-18.5%
Q3 2016$6,801,000
-5.0%
86,132
-0.8%
0.03%
-12.9%
Q2 2016$7,162,000
+18.1%
86,809
+3.7%
0.03%
-13.9%
Q1 2016$6,066,000
-25.5%
83,738
-11.5%
0.04%
-29.4%
Q4 2015$8,142,000
-10.0%
94,630
-3.8%
0.05%
-12.1%
Q3 2015$9,043,000
-5.4%
98,384
+1.2%
0.06%
-4.9%
Q2 2015$9,558,000
-0.9%
97,193
-0.6%
0.06%
-3.2%
Q1 2015$9,640,000
+25.5%
97,755
+18.0%
0.06%
+18.9%
Q4 2014$7,679,000
+0.1%
82,875
+1.7%
0.05%
-5.4%
Q3 2014$7,671,000
+11.3%
81,499
+7.1%
0.06%
+7.7%
Q2 2014$6,891,000
+8.7%
76,112
+2.1%
0.05%0.0%
Q1 2014$6,338,000
+11.0%
74,545
+5.0%
0.05%
+4.0%
Q4 2013$5,709,000
+11.5%
71,020
+6.4%
0.05%0.0%
Q3 2013$5,119,000
+25.2%
66,728
+15.4%
0.05%
+13.6%
Q2 2013$4,089,00057,8270.04%
Other shareholders
NOVARTIS A G shareholders Q4 2016
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