ASPIRIANT, 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
ASPIRIANT, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$387,170
+28.7%
3,801
+27.5%
0.02%
+33.3%
Q2 2023$300,813
+19.5%
2,981
+9.0%
0.02%
+15.4%
Q1 2023$251,712
+24.1%
2,736
+22.4%
0.01%
+30.0%
Q4 2022$202,850
-39.6%
2,236
-49.6%
0.01%
-37.5%
Q3 2022$336,000
-10.2%
4,436
+0.1%
0.02%
-11.1%
Q2 2022$374,000
-7.0%
4,430
-3.3%
0.02%
-18.2%
Q1 2022$402,000
+0.2%
4,581
-0.5%
0.02%
+4.8%
Q4 2021$401,000
+24.9%
4,602
+17.1%
0.02%
+10.5%
Q3 2021$321,000
-10.6%
3,9310.0%0.02%
-5.0%
Q2 2021$359,000
+53.4%
3,931
+43.9%
0.02%
+33.3%
Q1 2021$234,000
-8.9%
2,7310.0%0.02%
-16.7%
Q4 2020$257,000
-30.0%
2,731
-35.5%
0.02%
-37.9%
Q3 2020$367,000
+14.3%
4,231
+14.8%
0.03%
-3.3%
Q2 2020$321,000
-27.0%
3,684
-30.9%
0.03%
-30.2%
Q1 2020$440,000
-11.6%
5,334
+1.7%
0.04%
-6.5%
Q4 2019$498,000
+9.7%
5,246
+0.4%
0.05%
+12.2%
Q3 2019$454,000
-11.8%
5,226
-7.2%
0.04%
-4.7%
Q2 2019$515,000
-7.7%
5,633
-2.8%
0.04%
-6.5%
Q1 2019$558,000
-4.6%
5,797
-14.5%
0.05%
+4.5%
Q4 2018$585,000
-6.1%
6,777
-6.1%
0.04%
-17.0%
Q3 2018$623,000
+5.2%
7,214
-7.9%
0.05%
+3.9%
Q2 2018$592,000
-12.6%
7,836
-6.5%
0.05%
-13.6%
Q1 2018$677,000
+11.7%
8,377
+18.7%
0.06%
+15.7%
Q3 2017$606,000
-30.1%
7,058
-32.1%
0.05%
-32.0%
Q2 2017$867,000
+3.3%
10,391
-8.0%
0.08%
+5.6%
Q1 2017$839,000
-16.9%
11,295
-18.5%
0.07%
-22.0%
Q4 2016$1,010,000
-3.4%
13,861
+4.6%
0.09%
-12.5%
Q3 2016$1,046,000
-22.6%
13,252
-5.1%
0.10%
-18.8%
Q2 2016$1,352,000
+33.3%
13,968
-0.2%
0.13%
+32.0%
Q1 2016$1,014,00014,0020.10%
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