J.P. Morgan Private Wealth Advisors LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 981 filers reported holding NOVARTIS A G in Q2 2018. The put-call ratio across all filers is 0.28 and the average weighting 0.4%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$13,080,119
-8.6%
128,413
-9.4%
0.04%
-50.0%
Q2 2023$14,304,822
-2.6%
141,758
-11.2%
0.07%
+138.7%
Q1 2023$14,693,964
-2.7%
159,717
-4.0%
0.03%
-8.8%
Q4 2022$15,099,528
+6.3%
166,441
-10.9%
0.03%
-8.1%
Q3 2022$14,203,000
-10.7%
186,852
-0.7%
0.04%
-9.8%
Q2 2022$15,912,000
-3.3%
188,242
+0.4%
0.04%
+13.9%
Q1 2022$16,454,000
+2.9%
187,515
+2.6%
0.04%
+5.9%
Q4 2021$15,984,000
-11.0%
182,736
-16.8%
0.03%
-22.7%
Q3 2021$17,969,000
-13.5%
219,720
-3.5%
0.04%
-18.5%
Q2 2021$20,780,000
+19.0%
227,753
+11.5%
0.05%
-5.3%
Q1 2021$17,464,000
-16.9%
204,304
-8.2%
0.06%
-16.2%
Q4 2020$21,012,000
+2.1%
222,511
-6.0%
0.07%
-15.0%
Q3 2020$20,582,000
-23.6%
236,685
-23.3%
0.08%
-35.0%
Q2 2020$26,939,000
+5.0%
308,435
-0.8%
0.12%
-15.2%
Q1 2020$25,648,000
-10.5%
311,067
+2.8%
0.14%
+11.5%
Q4 2019$28,662,000
+12.5%
302,694
+3.2%
0.13%
-2.3%
Q3 2019$25,484,000
-4.8%
293,252
+0.0%
0.13%
-9.5%
Q2 2019$26,773,000
-7.8%
293,206
-2.9%
0.15%
-2.6%
Q1 2019$29,037,000
+12.1%
302,026
+0.1%
0.15%
-3.8%
Q4 2018$25,895,000
-20.2%
301,774
-19.9%
0.16%
-0.6%
Q3 2018$32,457,000
+10.9%
376,704
-2.8%
0.16%
-3.7%
Q2 2018$29,271,000
-15.4%
387,495
-9.4%
0.16%
-29.9%
Q1 2018$34,590,000
-7.8%
427,827
-4.2%
0.23%
-5.3%
Q4 2017$37,500,000
-5.2%
446,647
-3.1%
0.25%
-13.3%
Q3 2017$39,563,000
-11.6%
460,835
-14.0%
0.28%
-16.2%
Q2 2017$44,750,000
+38.9%
536,112
+23.6%
0.34%
+36.0%
Q1 2017$32,221,000
-3.4%
433,845
-5.3%
0.25%
-13.8%
Q4 2016$33,353,000
-29.8%
457,903
-23.9%
0.29%
-34.5%
Q3 2016$47,533,000
+1.9%
602,000
+6.5%
0.44%
-2.2%
Q2 2016$46,634,000
+10.6%
565,194
-2.9%
0.45%
+12.4%
Q1 2016$42,173,000
-1.8%
582,186
+16.7%
0.40%
-8.6%
Q4 2015$42,939,000
+23.7%
499,064
+32.2%
0.44%
+1.1%
Q3 2015$34,701,000
-5.0%
377,519
+1.6%
0.44%
+4.1%
Q2 2015$36,533,000
-1.2%
371,493
-0.9%
0.42%
-0.7%
Q1 2015$36,976,000
+1.4%
374,976
-4.7%
0.42%
-3.2%
Q4 2014$36,477,000
+0.1%
393,665
+1.7%
0.44%
-7.0%
Q3 2014$36,448,000
+6.3%
387,209
+2.2%
0.47%
-19.0%
Q2 2014$34,296,000
+7.2%
378,841
+0.6%
0.58%
-1.0%
Q1 2014$32,007,000
+12.3%
376,455
+6.2%
0.58%
+2.3%
Q4 2013$28,493,000
-1.0%
354,482
-5.5%
0.57%
-12.4%
Q3 2013$28,784,000
+11.1%
375,228
+2.4%
0.65%
+2.2%
Q2 2013$25,914,000366,4840.64%
Other shareholders
NOVARTIS A G shareholders Q2 2018
NameSharesValueWeighting ↓
MANAGED ASSET PORTFOLIOS, LLC 335,936$29,213,0005.81%
Martin Investment Management, LLC 170,759$14,849,0005.36%
Mawer Investment Management Ltd. 8,515,391$740,498,0004.84%
SCHARF INVESTMENTS, LLC 1,212,354$105,426,0004.54%
Hansberger Growth Investors, LP 45,645$3,969,0004.50%
GARLAND CAPITAL MANAGEMENT INC 50,905$4,427,0003.95%
First Fiduciary Investment Counsel, Inc. 193,021$16,785,0003.49%
PROFESSIONAL ADVISORY SERVICES INC 224,087$19,487,0003.48%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 362,047$31,484,0003.29%
WILKINS INVESTMENT COUNSEL INC 126,470$10,998,0003.28%
View complete list of NOVARTIS A G shareholders