OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,088 filers reported holding NOVARTIS A G in Q3 2019. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.

Quarter-by-quarter ownership
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q1 2020$225,000
-12.8%
2,7250.0%0.06%
+13.5%
Q4 2019$258,000
+11.2%
2,725
+1.9%
0.05%
+10.6%
Q3 2019$232,000
-4.9%
2,6750.0%0.05%0.0%
Q2 2019$244,000
-8.6%
2,675
-3.5%
0.05%
-9.6%
Q1 2019$267,000
-16.8%
2,773
-27.5%
0.05%
+20.9%
Q4 2017$321,000
-14.4%
3,825
-12.5%
0.04%
-15.7%
Q3 2017$375,000
-31.1%
4,373
-32.9%
0.05%
-33.8%
Q2 2017$544,000
-91.0%
6,513
-92.0%
0.08%
-91.1%
Q1 2017$6,056,000
+0.1%
81,536
-1.9%
0.87%
-2.0%
Q4 2016$6,051,000
-8.1%
83,079
-0.4%
0.88%
-10.2%
Q3 2016$6,584,000
-4.8%
83,388
-0.5%
0.99%
-4.4%
Q2 2016$6,913,000
+10.5%
83,781
-3.0%
1.03%
+12.3%
Q1 2016$6,257,000
-15.2%
86,371
+0.8%
0.92%
-14.4%
Q4 2015$7,375,000
-11.2%
85,712
-5.2%
1.07%
-12.1%
Q3 2015$8,309,000
-23.5%
90,396
-18.1%
1.22%
-16.0%
Q2 2015$10,858,000
-1.0%
110,417
-0.7%
1.45%
+0.8%
Q1 2015$10,967,000
-12.8%
111,214
-18.1%
1.44%
-5.3%
Q4 2014$12,577,000
+0.6%
135,735
+2.2%
1.52%
-5.8%
Q3 2014$12,503,000
+3.7%
132,826
-0.3%
1.62%
+4.1%
Q2 2014$12,059,000
+3.5%
133,202
-2.8%
1.55%
+1.8%
Q1 2014$11,646,000
+7.1%
136,974
+1.2%
1.52%
+7.5%
Q4 2013$10,879,000
+9.8%
135,348
+4.8%
1.42%
+2.6%
Q3 2013$9,906,000
+7.2%
129,130
-1.2%
1.38%
+4.5%
Q2 2013$9,241,000130,6901.32%
Other shareholders
NOVARTIS A G shareholders Q3 2019
NameSharesValueWeighting ↓
Martin Investment Management, LLC 229,184$23,344,6827.00%
Foresight Global Investors, Inc. 97,500$9,397,7375.23%
SCHARF INVESTMENTS, LLC 1,425,745$145,226,3224.34%
MANAGED ASSET PORTFOLIOS, LLC 274,204$27,930,3694.28%
GARLAND CAPITAL MANAGEMENT INC 54,710$5,572,7613.93%
PRENTISS SMITH & CO INC 52,032$5,299,9803.91%
WILKINS INVESTMENT COUNSEL INC 130,950$13,3393.61%
First Fiduciary Investment Counsel, Inc. 145,731$14,8443.48%
Cullen Capital Management, LLC 2,714,809$276,530,4643.23%
JOHN G ULLMAN & ASSOCIATES INC 182,690$18,608,8033.04%
View complete list of NOVARTIS A G shareholders