Avidian Wealth Solutions, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,122 filers reported holding NOVARTIS A G in Q1 2022. The put-call ratio across all filers is 0.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$818,125
-5.0%
8,032
-5.9%
0.06%
+3.6%
Q2 2023$861,563
+14.5%
8,538
+4.4%
0.06%
+36.6%
Q1 2023$752,496
+5.4%
8,179
+3.9%
0.04%
-12.8%
Q4 2022$714,110
+19.4%
7,8720.0%0.05%
+9.3%
Q3 2022$598,000
-8.8%
7,872
+1.5%
0.04%
-6.5%
Q2 2022$656,000
-3.0%
7,759
+0.7%
0.05%
+12.2%
Q1 2022$676,000
-18.9%
7,702
-19.2%
0.04%
-21.2%
Q4 2021$834,000
+101.0%
9,530
+87.8%
0.05%
+62.5%
Q3 2021$415,000
-9.6%
5,074
+0.9%
0.03%
-8.6%
Q2 2021$459,000
+4.1%
5,027
-2.5%
0.04%
-7.9%
Q1 2021$441,000
-17.6%
5,156
-9.0%
0.04%
-25.5%
Q4 2020$535,000
-44.5%
5,666
-48.9%
0.05%
-30.1%
Q3 2020$964,000
+135.1%
11,092
+136.5%
0.07%
+32.7%
Q2 2020$410,000
+16.1%
4,691
+9.6%
0.06%
-3.5%
Q1 2020$353,000
-22.2%
4,282
-10.7%
0.06%
-12.3%
Q4 2019$454,000
+21.7%
4,797
+11.8%
0.06%
+6.6%
Q3 2019$373,0000.0%4,289
+4.9%
0.06%
-30.7%
Q2 2019$373,000
+44.0%
4,090
+51.9%
0.09%
+51.7%
Q1 2019$259,0002,6920.06%
Other shareholders
NOVARTIS A G shareholders Q1 2022
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