CAPTRUST FINANCIAL ADVISORS - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,126 filers reported holding NOVARTIS A G in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$14,298,255
+9.4%
140,372
+8.4%
0.06%
+5.8%
Q2 2023$13,072,233
+24.3%
129,543
+13.3%
0.05%
+13.0%
Q1 2023$10,519,920
+5.4%
114,347
+3.9%
0.05%
-8.0%
Q4 2022$9,984,782
+18.6%
110,062
-0.7%
0.05%
+2.0%
Q3 2022$8,422,000
+3.9%
110,806
+15.5%
0.05%
-5.8%
Q2 2022$8,109,000
+6.8%
95,929
+10.9%
0.05%
+6.1%
Q1 2022$7,592,000
+2.3%
86,519
+1.9%
0.05%
-3.9%
Q4 2021$7,424,000
+9.5%
84,874
+2.4%
0.05%
-8.9%
Q3 2021$6,779,000
-5.2%
82,899
+5.7%
0.06%
-16.4%
Q2 2021$7,153,000
+3.2%
78,394
-3.3%
0.07%
-10.7%
Q1 2021$6,931,000
-5.6%
81,085
+4.3%
0.08%
-22.7%
Q4 2020$7,339,000
+11.4%
77,723
+3.0%
0.10%
-11.0%
Q3 2020$6,588,000
-1.9%
75,464
-1.2%
0.11%
-1.8%
Q2 2020$6,713,000
+13.7%
76,412
+4.7%
0.11%
-14.6%
Q1 2020$5,904,000
-14.3%
72,957
+0.6%
0.13%
+19.3%
Q4 2019$6,888,00072,5470.11%
Other shareholders
NOVARTIS A G shareholders Q1 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