UNITED CAPITAL FINANCIAL ADVISORS, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,072 filers reported holding NOVARTIS A G in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$11,100,488
-3.1%
108,978
-4.0%
0.07%
+17.7%
Q2 2023$11,458,785
+0.6%
113,555
-8.3%
0.06%
-3.1%
Q1 2023$11,395,190
-1.4%
123,861
-2.8%
0.06%
-1.5%
Q4 2022$11,556,112
+18.5%
127,382
-0.7%
0.06%
+12.1%
Q3 2022$9,750,000
+170.5%
128,266
+200.8%
0.06%
+190.0%
Q2 2022$3,604,000
-0.1%
42,641
+3.8%
0.02%
+11.1%
Q1 2022$3,606,000
+1.0%
41,091
+0.7%
0.02%
+12.5%
Q4 2021$3,569,000
-7.7%
40,800
-13.7%
0.02%
-15.8%
Q3 2021$3,868,000
-9.9%
47,296
+0.5%
0.02%
-13.6%
Q2 2021$4,292,000
-1.4%
47,044
-7.6%
0.02%
-8.3%
Q1 2021$4,353,000
-11.5%
50,929
-2.3%
0.02%
-20.0%
Q4 2020$4,921,000
+4.6%
52,108
-3.7%
0.03%
-3.2%
Q3 2020$4,706,000
-6.6%
54,115
-6.2%
0.03%
-16.2%
Q2 2020$5,038,000
+34.6%
57,684
+27.1%
0.04%
+19.4%
Q1 2020$3,743,000
-38.7%
45,393
-29.6%
0.03%
-20.5%
Q4 2019$6,109,000
+52.7%
64,511
+40.1%
0.04%
+39.3%
Q3 2019$4,001,000
-45.2%
46,045
-42.5%
0.03%
-41.7%
Q2 2019$7,307,000
-20.7%
80,025
-16.5%
0.05%
-26.2%
Q1 2019$9,218,000
+6.8%
95,880
-4.7%
0.06%
-5.8%
Q4 2018$8,633,000
-1.1%
100,607
-0.7%
0.07%
+13.1%
Q3 2018$8,732,000
+24.8%
101,344
+5.8%
0.06%
+17.3%
Q2 2018$6,994,000
-60.1%
95,813
-55.8%
0.05%
-61.2%
Q1 2018$17,537,000
-16.6%
216,912
-13.1%
0.13%
-19.3%
Q4 2017$21,023,000
+1.0%
249,526
+2.9%
0.17%
-6.2%
Q3 2017$20,824,000
+5.0%
242,560
+2.1%
0.18%
-0.6%
Q2 2017$19,830,000
+18.5%
237,565
+5.4%
0.18%
+14.1%
Q1 2017$16,733,000
+11.6%
225,298
+9.5%
0.16%
+6.8%
Q4 2016$14,993,000
-3.8%
205,832
+4.3%
0.15%
-3.3%
Q3 2016$15,581,000
+5.3%
197,324
+10.7%
0.15%0.0%
Q2 2016$14,795,000
+29.6%
178,250
+13.1%
0.15%
+19.8%
Q1 2016$11,419,000
-5.0%
157,634
+12.8%
0.13%
-8.7%
Q4 2015$12,022,000
+4.7%
139,720
+11.8%
0.14%0.0%
Q3 2015$11,486,000
+2.7%
124,957
+9.9%
0.14%
+7.0%
Q2 2015$11,182,000
+4.7%
113,710
+8.3%
0.13%
-1.5%
Q1 2015$10,685,000
-34.3%
104,965
-40.2%
0.13%
+7.4%
Q4 2014$16,266,000
+163.8%
175,544
+168.0%
0.12%
+14.0%
Q3 2014$6,165,000
+16.3%
65,492
+11.9%
0.11%
+9.2%
Q2 2014$5,301,000
+41.3%
58,550
+32.7%
0.10%
+22.5%
Q1 2014$3,751,000
+100.5%
44,122
+89.5%
0.08%
+25.0%
Q4 2013$1,871,000
-69.7%
23,280
-71.1%
0.06%
-67.5%
Q3 2013$6,170,000
-4.0%
80,427
-11.6%
0.20%
+15.2%
Q2 2013$6,430,00090,9400.17%
Other shareholders
NOVARTIS A G shareholders Q3 2021
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