HARBOR INVESTMENT ADVISORY, 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
HARBOR INVESTMENT ADVISORY, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$189,969
+6.2%
1,865
+5.2%
0.02%0.0%
Q2 2023$178,813
+2.6%
1,772
-6.5%
0.02%
-3.8%
Q1 2023$174,340
+1.4%
1,8950.0%0.03%
-3.7%
Q4 2022$171,914
+16.9%
1,895
-2.1%
0.03%
+12.5%
Q3 2022$147,000
-10.4%
1,9350.0%0.02%
-7.7%
Q2 2022$164,000
-3.5%
1,9350.0%0.03%
+13.0%
Q1 2022$170,000
+6.9%
1,935
+6.7%
0.02%
+15.0%
Q4 2021$159,000
+7.4%
1,8130.0%0.02%0.0%
Q3 2021$148,000
-10.3%
1,8130.0%0.02%
-9.1%
Q2 2021$165,000
+11.5%
1,813
+4.5%
0.02%0.0%
Q1 2021$148,000
-23.3%
1,735
-15.3%
0.02%
-29.0%
Q4 2020$193,000
+2.1%
2,049
-6.0%
0.03%
-13.9%
Q3 2020$189,000
-19.6%
2,179
-19.2%
0.04%
-28.0%
Q2 2020$235,000
+8.8%
2,696
+3.0%
0.05%
-13.8%
Q1 2020$216,000
-12.6%
2,618
+0.5%
0.06%
+1.8%
Q4 2019$247,0002,6040.06%
Other shareholders
NOVARTIS A G shareholders Q3 2021
NameSharesValueWeighting ↓
Martin Investment Management, LLC 229,184$23,344,6827.00%
Foresight Global Investors, Inc. 97,500$9,397,7375.23%
SCHARF INVESTMENTS, LLC 1,425,745$145,226,3224.34%
MANAGED ASSET PORTFOLIOS, LLC 274,204$27,930,3694.28%
GARLAND CAPITAL MANAGEMENT INC 54,710$5,572,7613.93%
PRENTISS SMITH & CO INC 52,032$5,299,9803.91%
WILKINS INVESTMENT COUNSEL INC 130,950$13,3393.61%
First Fiduciary Investment Counsel, Inc. 145,731$14,8443.48%
Cullen Capital Management, LLC 2,714,809$276,530,4643.23%
JOHN G ULLMAN & ASSOCIATES INC 182,690$18,608,8033.04%
View complete list of NOVARTIS A G shareholders