CLIFFORD SWAN INVESTMENT COUNSEL LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,197 filers reported holding NOVARTIS A G in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
CLIFFORD SWAN INVESTMENT COUNSEL LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$9,886,941
+0.2%
97,064
-0.7%
0.42%
+4.3%
Q2 2023$9,867,789
+9.3%
97,788
-0.3%
0.40%
+5.6%
Q1 2023$9,024,465
-2.4%
98,092
-3.7%
0.38%
-6.2%
Q4 2022$9,241,738
+17.3%
101,871
-1.7%
0.40%
+8.6%
Q3 2022$7,878,000
-14.1%
103,638
-4.5%
0.37%
-6.8%
Q2 2022$9,172,000
-4.0%
108,500
-0.3%
0.40%
+12.1%
Q1 2022$9,553,000
-2.1%
108,870
-2.4%
0.35%
+3.5%
Q4 2021$9,756,000
+3.7%
111,534
-0.3%
0.34%
-0.9%
Q3 2021$9,406,000
-9.5%
111,908
-1.3%
0.34%
-12.4%
Q2 2021$10,390,000
+13.2%
113,436
+5.7%
0.39%
+4.2%
Q1 2021$9,175,000
-8.2%
107,330
+1.4%
0.38%
-13.3%
Q4 2020$9,991,000
+13.0%
105,803
+4.1%
0.44%
+2.8%
Q3 2020$8,838,000
-1.8%
101,636
-1.4%
0.42%
-8.4%
Q2 2020$9,000,000
+3.9%
103,040
-2.0%
0.46%
-12.0%
Q1 2020$8,665,000
-15.0%
105,094
-2.4%
0.53%
+6.7%
Q4 2019$10,195,000
+1.7%
107,663
-6.7%
0.49%
-5.2%
Q3 2019$10,028,000
-15.4%
115,402
-11.1%
0.52%
-16.7%
Q2 2019$11,847,000
-5.8%
129,741
-0.8%
0.62%
-7.4%
Q1 2019$12,572,000
+10.3%
130,766
-1.6%
0.67%
-2.6%
Q4 2018$11,401,000
-0.9%
132,865
-0.5%
0.69%
+15.7%
Q3 2018$11,503,000
+17.0%
133,507
+2.6%
0.60%
+8.7%
Q2 2018$9,833,000
-6.7%
130,167
-0.1%
0.55%
-7.6%
Q1 2018$10,536,000
-4.3%
130,312
-0.6%
0.60%
-0.8%
Q4 2017$11,012,000
-0.5%
131,162
+1.8%
0.60%
-10.4%
Q3 2017$11,065,000
+5.6%
128,890
+2.7%
0.67%
+2.6%
Q2 2017$10,477,000
+17.4%
125,520
+4.5%
0.65%
+14.4%
Q1 2017$8,922,000
+34.5%
120,130
+31.9%
0.57%
+28.6%
Q4 2016$6,633,000
-4.1%
91,056
+4.0%
0.44%
-4.9%
Q3 2016$6,914,000
-18.5%
87,566
-14.8%
0.47%
-20.4%
Q2 2016$8,481,000
+17.3%
102,790
+3.0%
0.59%
+19.8%
Q1 2016$7,229,000
-11.1%
99,792
+5.6%
0.49%
-11.9%
Q4 2015$8,129,000
-9.9%
94,476
-3.8%
0.56%
-13.9%
Q3 2015$9,026,000
-9.7%
98,195
-3.4%
0.65%
-3.7%
Q2 2015$9,993,000
-1.7%
101,617
-1.4%
0.67%
+0.1%
Q1 2015$10,167,000
+1.1%
103,102
-5.0%
0.67%
+0.9%
Q4 2014$10,056,000
-2.0%
108,521
-0.5%
0.66%
-5.3%
Q3 2014$10,263,000
+2.2%
109,026
-1.7%
0.70%
+3.5%
Q2 2014$10,044,000
+5.9%
110,943
-0.6%
0.68%
+1.8%
Q1 2014$9,487,000
+6.9%
111,591
+1.1%
0.66%
+3.7%
Q4 2013$8,874,000
+4.2%
110,405
-0.5%
0.64%
-5.6%
Q3 2013$8,515,000
-46.4%
111,002
-50.4%
0.68%
+1.0%
Q2 2013$15,872,000223,6300.67%
Other shareholders
NOVARTIS A G shareholders Q3 2023
NameSharesValueWeighting ↓
GODSEY & GIBB, INC 184,900$15,121,0006.74%
Martin Investment Management, LLC 289,924$23,710,0005.98%
Camber Capital Management LP 2,000,000$163,560,0005.04%
MANAGED ASSET PORTFOLIOS, LLC 381,778$31,222,0004.76%
PROFESSIONAL ADVISORY SERVICES INC 267,779$21,899,0003.22%
SCHARF INVESTMENTS, LLC 1,244,711$101,794,0003.21%
GARLAND CAPITAL MANAGEMENT INC 50,755$4,151,0002.97%
First Fiduciary Investment Counsel, Inc. 167,378$13,688,0002.67%
WILKINS INVESTMENT COUNSEL INC 130,590$10,680,0002.61%
Lowell Blake & Associates Inc. 66,309$5,423,0002.52%
View complete list of NOVARTIS A G shareholders