Narwhal Capital Management - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 985 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
Narwhal Capital Management ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2024$5,745,327
+11.0%
53,967
+0.9%
0.54%
+7.3%
Q1 2024$5,173,798
-4.4%
53,487
-0.2%
0.51%
-14.2%
Q4 2023$5,410,276
-1.8%
53,583
-0.9%
0.59%
-12.1%
Q3 2023$5,508,181
-0.6%
54,076
-1.5%
0.67%
+3.2%
Q2 2023$5,539,454
+9.1%
54,895
-0.5%
0.65%
+2.5%
Q1 2023$5,075,916
+1.2%
55,173
-0.2%
0.64%
-4.8%
Q4 2022$5,014,911
+19.1%
55,279
-0.2%
0.67%
+9.3%
Q3 2022$4,209,000
-10.1%
55,3690.0%0.61%
-4.8%
Q2 2022$4,680,000
-2.0%
55,369
+1.8%
0.64%
+14.7%
Q1 2022$4,775,000
-4.5%
54,413
-4.8%
0.56%
-1.8%
Q4 2021$5,001,000
-12.6%
57,170
-18.3%
0.57%
-21.2%
Q3 2021$5,720,000
-27.2%
69,938
-18.8%
0.72%
-27.1%
Q2 2021$7,855,000
-8.8%
86,097
-14.6%
0.99%
-14.9%
Q1 2021$8,617,000
-13.2%
100,809
-4.1%
1.16%
-17.2%
Q4 2020$9,923,000
+19.3%
105,082
+9.9%
1.41%
+4.9%
Q3 2020$8,316,000
+6.8%
95,633
+7.3%
1.34%
-0.6%
Q2 2020$7,787,000
+13.6%
89,157
+7.2%
1.35%
-8.7%
Q1 2020$6,857,000
+2.6%
83,160
+17.9%
1.48%
+20.6%
Q4 2019$6,680,000
+8.9%
70,548
-0.1%
1.23%
-0.6%
Q3 2019$6,135,000
-0.2%
70,602
+4.9%
1.23%
-3.0%
Q2 2019$6,145,000
-10.7%
67,299
-6.0%
1.27%
-15.0%
Q1 2019$6,882,000
+10.0%
71,587
-1.8%
1.50%
-3.4%
Q4 2018$6,257,000
-0.4%
72,9170.0%1.55%
+11.8%
Q3 2018$6,283,000
+24.0%
72,917
+8.7%
1.39%
+17.6%
Q2 2018$5,067,000
+1.7%
67,072
+8.9%
1.18%
+2.1%
Q1 2018$4,980,000
+2.2%
61,597
+6.1%
1.16%
+3.0%
Q4 2017$4,875,000
+6.8%
58,060
+9.2%
1.12%
-0.9%
Q3 2017$4,564,000
+9.4%
53,160
+6.4%
1.13%
+4.6%
Q2 2017$4,170,000
+16.9%
49,960
+4.1%
1.08%
+8.9%
Q1 2017$3,566,000
+13.9%
48,010
+11.7%
0.99%
+5.3%
Q4 2016$3,131,000
+164.9%
42,985
+187.0%
0.94%
+154.9%
Q3 2016$1,182,000
-1.7%
14,975
+2.7%
0.37%
-2.1%
Q2 2016$1,203,000
+13.9%
14,5750.0%0.38%
+9.6%
Q1 2016$1,056,000
-15.8%
14,5750.0%0.34%
-20.7%
Q4 2015$1,254,000
-6.4%
14,5750.0%0.44%
-13.0%
Q3 2015$1,340,000
-6.5%
14,5750.0%0.50%
-4.0%
Q2 2015$1,433,000
-24.9%
14,575
-24.7%
0.52%
-25.4%
Q1 2015$1,908,000
-2.9%
19,350
-8.7%
0.70%
-8.2%
Q4 2014$1,964,000
-12.6%
21,200
-11.2%
0.76%
-15.7%
Q3 2014$2,247,000
+3.4%
23,875
-0.5%
0.90%
+8.5%
Q2 2014$2,173,000
+6.5%
24,0000.0%0.83%
-1.9%
Q1 2014$2,040,000
+5.8%
24,0000.0%0.85%
+6.7%
Q4 2013$1,929,000
+0.6%
24,000
-4.0%
0.79%
-13.5%
Q3 2013$1,918,000
+7.2%
25,000
-1.2%
0.92%
+6.4%
Q2 2013$1,789,00025,3000.86%
Other shareholders
NOVARTIS A G shareholders Q2 2018
NameSharesValueWeighting ↓
MANAGED ASSET PORTFOLIOS, LLC 294,841$25,621,0005.62%
Mawer Investment Management Ltd. 5,990,387$520,565,0004.76%
SCHARF INVESTMENTS, LLC 1,177,939$102,363,0004.18%
PRENTISS SMITH & CO INC 69,603$6,048,0004.05%
EXENCIAL WEALTH ADVISORS, LLC 188,442$16,376,0003.52%
GARLAND CAPITAL MANAGEMENT INC 54,405$4,728,0003.38%
First Fiduciary Investment Counsel, Inc. 182,729$15,879,0003.36%
PROFESSIONAL ADVISORY SERVICES INC 198,174$17,221,0003.27%
PUZO MICHAEL J 99,973$8,689,0003.27%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 369,442$32,105,0003.26%
View complete list of NOVARTIS A G shareholders