PDS Planning, Inc - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,072 filers reported holding NOVARTIS A G in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$756,412
+11.0%
7,426
+9.9%
0.10%
+12.6%
Q2 2023$681,546
+41.6%
6,754
+29.1%
0.09%
+31.8%
Q1 2023$481,160
+99.2%
5,230
+96.5%
0.07%
+69.2%
Q4 2022$241,497
+13.4%
2,662
-4.9%
0.04%0.0%
Q3 2022$213,000
-29.7%
2,800
-21.9%
0.04%
-29.1%
Q2 2022$303,000
+7.8%
3,587
+12.0%
0.06%
+12.2%
Q1 2022$281,000
+26.6%
3,203
+26.0%
0.05%
+16.7%
Q4 2021$222,000
-7.1%
2,542
-12.9%
0.04%
-23.6%
Q3 2021$239,000
-12.1%
2,919
-2.0%
0.06%
-16.7%
Q2 2021$272,000
+16.7%
2,978
+9.1%
0.07%
-2.9%
Q1 2021$233,000
+2.2%
2,730
+13.0%
0.07%
-12.8%
Q4 2020$228,000
+4.6%
2,416
-3.4%
0.08%
-12.4%
Q3 2020$218,0000.0%2,502
+0.2%
0.09%
-10.1%
Q2 2020$218,0002,4960.10%
Other shareholders
NOVARTIS A G shareholders Q3 2021
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