Plante Moran Financial Advisors, 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 Q1 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.4%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$1,222
+0.9%
120.0%0.00%
Q2 2023$1,211
+9.7%
120.0%0.00%
Q1 2023$1,104
-93.2%
12
-93.3%
0.00%
-100.0%
Q4 2022$16,148
-42.3%
178
-51.6%
0.00%
-60.0%
Q3 2022$28,000
-41.7%
368
-35.0%
0.01%
-37.5%
Q2 2022$48,000
+9.1%
566
+12.7%
0.01%0.0%
Q1 2022$44,000
-21.4%
502
-21.4%
0.01%
-11.1%
Q4 2021$56,000
-31.7%
639
-36.1%
0.01%
-50.0%
Q3 2021$82,000
+78.3%
1,000
+99.2%
0.02%
+63.6%
Q2 2021$46,000
+35.3%
502
+28.1%
0.01%
+22.2%
Q1 2021$34,000
-8.1%
392
+0.3%
0.01%
-18.2%
Q4 2020$37,000
+12.1%
391
+2.9%
0.01%
-8.3%
Q3 2020$33,0000.0%3800.0%0.01%
-7.7%
Q2 2020$33,000
-2.9%
380
-7.3%
0.01%
-18.8%
Q1 2020$34,000
-5.6%
410
+7.9%
0.02%
+23.1%
Q4 2019$36,000
-12.2%
380
-18.6%
0.01%
+8.3%
Q3 2019$41,000
-4.7%
467
-1.7%
0.01%
-7.7%
Q2 2019$43,000
-8.5%
475
-1.9%
0.01%
-13.3%
Q1 2019$47,000
+14.6%
484
+1.7%
0.02%
+7.1%
Q4 2018$41,0000.0%4760.0%0.01%
+7.7%
Q3 2018$41,000
+5.1%
476
-8.8%
0.01%
-35.0%
Q2 2018$39,0000.0%522
+7.4%
0.02%
-4.8%
Q1 2018$39,0000.0%486
+4.5%
0.02%
-4.5%
Q4 2017$39,000
-53.6%
465
-52.6%
0.02%
-56.0%
Q3 2017$84,000
-1.2%
980
-3.3%
0.05%
-5.7%
Q2 2017$85,000
+28.8%
1,013
+13.2%
0.05%
+32.5%
Q1 2017$66,000
-9.6%
895
-10.3%
0.04%
-13.0%
Q4 2016$73,000
+78.0%
998
+91.6%
0.05%
+64.3%
Q3 2016$41,000
-4.7%
521
-1.1%
0.03%
-9.7%
Q2 2016$43,000
+186.7%
527
+152.2%
0.03%
+158.3%
Q1 2016$15,000
-54.5%
209
-45.6%
0.01%
-52.0%
Q4 2015$33,000
-50.7%
384
-47.5%
0.02%
-52.8%
Q3 2015$67,000
-32.3%
731
-27.7%
0.05%
-25.4%
Q2 2015$99,000
+37.5%
1,011
+38.3%
0.07%
+42.0%
Q1 2015$72,000
-15.3%
731
-20.4%
0.05%
-20.6%
Q4 2014$85,000
+23.2%
918
+26.1%
0.06%
+5.0%
Q3 2014$69,000
+6800.0%
728
+5966.7%
0.06%
+5900.0%
Q2 2014$1,000
-98.6%
12
-98.7%
0.00%
-97.7%
Q3 2013$72,0009350.04%
Other shareholders
NOVARTIS A G shareholders Q1 2020
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