Edgemoor Investment Advisors, Inc. - 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
Edgemoor Investment Advisors, Inc. ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$13,958,885
-0.4%
137,039
-1.3%
1.65%
+4.2%
Q2 2023$14,015,683
+8.3%
138,892
-1.3%
1.58%
+0.6%
Q1 2023$12,943,103
+1.1%
140,685
-0.3%
1.57%
-1.9%
Q4 2022$12,804,804
+19.0%
141,146
-0.3%
1.60%
+12.1%
Q3 2022$10,756,000
-11.3%
141,501
-1.3%
1.43%
-6.3%
Q2 2022$12,123,000
-6.2%
143,411
-2.6%
1.53%
+12.2%
Q1 2022$12,918,000
-1.8%
147,217
-2.1%
1.36%
+0.9%
Q4 2021$13,156,000
+5.3%
150,400
-1.6%
1.35%
-5.1%
Q3 2021$12,499,000
-27.8%
152,833
-19.4%
1.42%
-11.9%
Q2 2021$17,302,000
+6.4%
189,633
-0.3%
1.62%
-0.9%
Q1 2021$16,257,000
-9.0%
190,185
+0.6%
1.63%
-18.6%
Q4 2020$17,858,000
+8.6%
189,115
+0.0%
2.00%
-1.5%
Q3 2020$16,439,000
-1.9%
189,039
-1.5%
2.03%
-9.8%
Q2 2020$16,764,000
+8.1%
191,936
+2.0%
2.26%
-10.8%
Q1 2020$15,512,000
-15.2%
188,134
-2.6%
2.53%
+21.2%
Q4 2019$18,282,000
+9.0%
193,074
-0.0%
2.08%
+0.6%
Q3 2019$16,779,000
-8.8%
193,080
-4.1%
2.07%
-10.7%
Q2 2019$18,393,000
-5.1%
201,434
-0.1%
2.32%
-9.0%
Q1 2019$19,389,000
+11.9%
201,673
-0.2%
2.55%
-1.3%
Q4 2018$17,334,000
-1.0%
202,003
-0.6%
2.59%
+19.1%
Q3 2018$17,516,000
+13.7%
203,298
-0.3%
2.17%
+5.5%
Q2 2018$15,404,000
-7.4%
203,919
-0.9%
2.06%
-7.0%
Q1 2018$16,642,000
-6.9%
205,842
-0.1%
2.22%
-1.8%
Q4 2017$17,866,000
+0.0%
205,996
-1.0%
2.26%
-6.7%
Q3 2017$17,864,000
+2.0%
208,084
-0.8%
2.42%
+1.1%
Q2 2017$17,510,000
+14.3%
209,848
+1.8%
2.39%
+9.7%
Q1 2017$15,314,000
+0.1%
206,191
-1.9%
2.18%
-6.4%
Q4 2016$15,306,000
-9.6%
210,131
-2.1%
2.33%
-10.7%
Q3 2016$16,939,000
-4.9%
214,568
-0.6%
2.60%
-7.3%
Q2 2016$17,808,000
+11.5%
215,899
-2.1%
2.81%
+12.9%
Q1 2016$15,972,000
-18.0%
220,489
-2.6%
2.49%
-14.8%
Q4 2015$19,473,000
-7.5%
226,330
-1.2%
2.92%
-8.8%
Q3 2015$21,062,000
-7.6%
229,134
-1.1%
3.20%
-3.5%
Q2 2015$22,787,000
-2.1%
231,718
-1.8%
3.32%
+0.8%
Q1 2015$23,271,000
+5.6%
235,988
-0.7%
3.30%
+1.9%
Q4 2014$22,039,000
-2.4%
237,713
-1.0%
3.24%
-2.4%
Q3 2014$22,581,000
+2.5%
240,029
-1.4%
3.32%
+2.2%
Q2 2014$22,033,000
+2.6%
243,418
-3.6%
3.24%
-4.2%
Q1 2014$21,468,000
+6.4%
252,505
+0.6%
3.39%
+5.8%
Q4 2013$20,183,000
+4.1%
251,100
-0.7%
3.20%
-5.4%
Q3 2013$19,396,000
+7.6%
252,842
-0.8%
3.38%
+5.8%
Q2 2013$18,031,000254,9933.20%
Other shareholders
NOVARTIS A G shareholders Q3 2023
NameSharesValueWeighting ↓
Newman Dignan & Sheerar, Inc. 3,739$353,074,00056.77%
Susquehanna International Securities, Ltd. 118,837$11,222,0008.15%
MANAGED ASSET PORTFOLIOS, LLC 336,762$31,800,0005.59%
Martin Investment Management, LLC 169,019$15,960,0005.10%
SCHARF INVESTMENTS, LLC 1,197,539$113,083,0004.26%
GARLAND CAPITAL MANAGEMENT INC 50,705$4,788,0004.06%
Mawer Investment Management Ltd. 6,625,594$625,655,0003.69%
SPHERA FUNDS MANAGEMENT LTD. 429,000$40,510,0003.60%
First Fiduciary Investment Counsel, Inc. 196,693$18,574,0003.48%
PROFESSIONAL ADVISORY SERVICES INC 227,971$21,527,0003.46%
View complete list of NOVARTIS A G shareholders