Smith Salley Wealth Management - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,088 filers reported holding NOVARTIS A G in Q3 2019. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.

Quarter-by-quarter ownership
Smith Salley Wealth Management ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$329,619
+0.8%
3,236
-0.1%
0.02%0.0%
Q2 2023$326,847
+22.0%
3,239
+11.3%
0.02%
+14.3%
Q1 2023$267,812
+0.2%
2,911
-1.2%
0.02%
-8.7%
Q4 2022$267,352
-89.3%
2,947
-91.0%
0.02%
-90.1%
Q3 2022$2,494,000
-9.6%
32,808
+0.5%
0.23%
-2.9%
Q2 2022$2,759,000
-20.9%
32,638
-17.9%
0.24%
-9.5%
Q1 2022$3,490,000
+2.7%
39,769
+2.4%
0.26%
+9.5%
Q4 2021$3,397,000
+4.2%
38,835
-2.6%
0.24%
-6.2%
Q3 2021$3,261,000
-6.4%
39,881
+4.4%
0.26%
-8.9%
Q2 2021$3,484,000
+8.4%
38,188
+1.5%
0.28%
-2.4%
Q1 2021$3,215,000
-7.5%
37,616
+2.3%
0.29%
-17.9%
Q4 2020$3,474,000
+7.9%
36,785
-0.7%
0.35%
-9.5%
Q3 2020$3,221,000
+0.2%
37,046
+0.6%
0.39%
-9.3%
Q2 2020$3,215,000
+11.8%
36,811
+5.6%
0.43%
-10.3%
Q1 2020$2,875,000
-16.0%
34,873
-3.5%
0.48%
+6.0%
Q4 2019$3,421,000
+9.5%
36,120
+0.5%
0.45%
+1.6%
Q3 2019$3,123,000
+0.9%
35,937
+6.1%
0.44%
-4.7%
Q2 2019$3,094,000
-9.7%
33,882
-5.0%
0.47%
-15.6%
Q1 2019$3,427,000
+14.7%
35,648
+2.4%
0.55%
+0.4%
Q4 2018$2,988,000
-3.2%
34,816
-2.9%
0.55%
+12.9%
Q3 2018$3,088,000
+7.9%
35,843
-5.4%
0.49%
-0.6%
Q2 2018$2,862,000
-4.9%
37,893
+1.8%
0.49%
-9.1%
Q1 2018$3,009,000
-2.4%
37,216
+1.3%
0.54%
-2.4%
Q4 2017$3,083,000
-0.2%
36,724
+2.1%
0.55%
-6.6%
Q3 2017$3,088,000
+2.5%
35,970
-0.3%
0.59%
-2.5%
Q2 2017$3,012,000
+15.8%
36,090
+3.0%
0.61%
+13.7%
Q1 2017$2,601,000
+6.7%
35,023
+4.6%
0.53%
+4.9%
Q4 2016$2,438,000
-3.3%
33,473
+4.8%
0.51%
-9.1%
Q3 2016$2,521,000
+12.2%
31,935
+17.3%
0.56%
+6.9%
Q2 2016$2,246,000
+39.0%
27,216
+22.0%
0.52%
+29.1%
Q1 2016$1,616,000
-13.0%
22,308
+3.3%
0.40%
-12.5%
Q4 2015$1,857,000
-0.2%
21,588
+6.7%
0.46%
-7.8%
Q3 2015$1,860,000
-3.5%
20,234
+3.2%
0.50%
+2.2%
Q2 2015$1,928,000
+17.1%
19,598
+17.4%
0.49%
+17.2%
Q1 2015$1,646,000
+30.9%
16,699
+23.1%
0.42%
+28.5%
Q4 2014$1,257,000
+10.7%
13,562
+12.5%
0.33%
+8.3%
Q3 2014$1,135,000
+28.8%
12,055
+23.8%
0.30%
+28.1%
Q2 2014$881,000
+73.1%
9,739
+62.8%
0.24%
-26.1%
Q1 2014$509,000
+50.6%
5,983
+42.3%
0.32%
+43.9%
Q4 2013$338,0004,2050.22%
Other shareholders
NOVARTIS A G shareholders Q3 2019
NameSharesValueWeighting ↓
MANAGED ASSET PORTFOLIOS, LLC 335,936$29,213,0005.81%
Martin Investment Management, LLC 170,759$14,849,0005.36%
Mawer Investment Management Ltd. 8,515,391$740,498,0004.84%
SCHARF INVESTMENTS, LLC 1,212,354$105,426,0004.54%
Hansberger Growth Investors, LP 45,645$3,969,0004.50%
GARLAND CAPITAL MANAGEMENT INC 50,905$4,427,0003.95%
First Fiduciary Investment Counsel, Inc. 193,021$16,785,0003.49%
PROFESSIONAL ADVISORY SERVICES INC 224,087$19,487,0003.48%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 362,047$31,484,0003.29%
WILKINS INVESTMENT COUNSEL INC 126,470$10,998,0003.28%
View complete list of NOVARTIS A G shareholders