WELCH & FORBES LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,127 filers reported holding NOVARTIS A G in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.2%.

Quarter-by-quarter ownership
WELCH & FORBES LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$7,200,186
-2.7%
70,687
-3.6%
0.12%
+1.7%
Q2 2023$7,397,433
+7.2%
73,307
-2.3%
0.12%0.0%
Q1 2023$6,901,840
-4.7%
75,020
-6.0%
0.12%
-10.0%
Q4 2022$7,238,648
+8.1%
79,791
-9.4%
0.13%
-0.8%
Q3 2022$6,697,000
-12.1%
88,107
-2.2%
0.13%
-5.8%
Q2 2022$7,616,000
-4.4%
90,093
-0.7%
0.14%
+11.2%
Q1 2022$7,964,000
-0.5%
90,754
-0.8%
0.12%
+4.2%
Q4 2021$8,002,000
+9.6%
91,483
+2.4%
0.12%
-0.8%
Q3 2021$7,302,000
-11.9%
89,296
-1.7%
0.12%
-13.6%
Q2 2021$8,293,000
+6.8%
90,886
+0.0%
0.14%
-2.1%
Q1 2021$7,766,000
-7.6%
90,852
+2.1%
0.14%
-12.8%
Q4 2020$8,403,000
+13.5%
88,990
+4.5%
0.16%
+2.5%
Q3 2020$7,404,000
+3.3%
85,144
+3.8%
0.16%
-4.8%
Q2 2020$7,165,000
+5.6%
82,043
-0.3%
0.17%
-11.6%
Q1 2020$6,785,000
-13.2%
82,297
-0.3%
0.19%
+9.2%
Q4 2019$7,817,000
+7.5%
82,547
-1.4%
0.17%0.0%
Q3 2019$7,271,000
-3.7%
83,677
+1.2%
0.17%
-5.4%
Q2 2019$7,551,000
-13.5%
82,693
-8.9%
0.18%
-16.0%
Q1 2019$8,730,000
+9.4%
90,806
-2.4%
0.22%
-2.7%
Q4 2018$7,983,000
-0.5%
93,035
-0.1%
0.22%
+17.8%
Q3 2018$8,020,000
-3.6%
93,082
-15.5%
0.19%
-11.2%
Q2 2018$8,320,000
-7.8%
110,131
-1.3%
0.22%
-7.3%
Q1 2018$9,019,000
-2.6%
111,541
+1.1%
0.23%
-6.1%
Q4 2017$9,263,000
-1.4%
110,312
+0.8%
0.25%0.0%
Q3 2017$9,396,000
+4.8%
109,440
+1.9%
0.25%
-1.2%
Q2 2017$8,962,000
+15.8%
107,365
+3.0%
0.25%
+12.6%
Q1 2017$7,740,000
+10.9%
104,215
+8.8%
0.22%
+6.2%
Q4 2016$6,978,000
-2.7%
95,804
+5.4%
0.21%
-15.7%
Q3 2016$7,174,000
-5.4%
90,865
-1.1%
0.25%
+7.4%
Q2 2016$7,580,000
+13.4%
91,860
-0.4%
0.23%
+11.1%
Q1 2016$6,682,000
-45.2%
92,241
-34.9%
0.21%
-46.8%
Q4 2015$12,200,000
+4.9%
141,798
+12.1%
0.39%
+0.8%
Q3 2015$11,632,000
+1.9%
126,545
+9.0%
0.39%
+9.3%
Q2 2015$11,419,000
-4.5%
116,105
-4.3%
0.36%
-1.1%
Q1 2015$11,959,000
+2.2%
121,277
-4.0%
0.36%
+4.4%
Q4 2014$11,703,000
-0.3%
126,307
+1.3%
0.34%
-3.9%
Q3 2014$11,741,000
+4.7%
124,737
+0.7%
0.36%
+1.1%
Q2 2014$11,215,000
+8.9%
123,880
+2.3%
0.35%
+8.6%
Q1 2014$10,299,000
+4.1%
121,134
-1.6%
0.33%
+4.2%
Q4 2013$9,897,000
+3.6%
123,131
-1.1%
0.31%
-2.5%
Q3 2013$9,550,000
+8.0%
124,486
-0.4%
0.32%
+1.6%
Q2 2013$8,841,000125,0330.32%
Other shareholders
NOVARTIS A G shareholders Q2 2022
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