Atria Investments, Inc - 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
Atria Investments, Inc ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$4,635,528
+5.7%
45,525
+4.7%
0.08%
+5.1%
Q2 2023$4,384,512
+3.1%
43,465
-6.0%
0.08%
-1.2%
Q1 2023$4,251,736
-26.4%
46,221
-27.4%
0.08%
-32.2%
Q4 2022$5,775,998
+13.9%
63,673
-4.6%
0.12%
+5.4%
Q3 2022$5,071,000
-14.8%
66,712
-5.2%
0.11%
-10.4%
Q2 2022$5,949,000
-9.7%
70,372
-6.3%
0.12%
+8.7%
Q1 2022$6,587,000
-1.7%
75,065
-2.0%
0.12%
-3.4%
Q4 2021$6,699,000
-13.4%
76,585
-19.0%
0.12%
-15.0%
Q3 2021$7,733,000
-6.2%
94,556
+4.6%
0.14%
-11.9%
Q2 2021$8,248,000
+15.4%
90,399
+8.1%
0.16%
+0.6%
Q1 2021$7,148,000
-13.4%
83,627
-4.3%
0.16%
-20.6%
Q4 2020$8,256,000
+34.9%
87,426
+24.3%
0.20%
+7.0%
Q3 2020$6,118,000
+3.5%
70,356
+4.0%
0.19%
-8.4%
Q2 2020$5,911,000
+21.0%
67,674
+14.2%
0.20%
-45.9%
Q1 2020$4,884,000
+24.1%
59,234
+42.5%
0.38%
+250.5%
Q4 2019$3,937,000
+180.6%
41,575
+157.5%
0.11%
+114.0%
Q3 2019$1,403,000
-6.8%
16,146
-3.4%
0.05%
-10.7%
Q2 2019$1,505,000
+18.4%
16,716
+26.5%
0.06%
+3.7%
Q1 2019$1,271,000
-40.8%
13,217
-47.2%
0.05%
-43.2%
Q4 2018$2,147,000
-4.7%
25,020
-4.3%
0.10%
+6.7%
Q3 2018$2,253,000
+27.1%
26,150
+11.5%
0.09%
+14.1%
Q2 2018$1,772,000
-11.7%
23,461
-5.5%
0.08%
-19.6%
Q1 2018$2,007,000
-2.0%
24,828
+1.7%
0.10%
-4.9%
Q4 2017$2,049,000
+8.2%
24,404
+10.7%
0.10%
-1.0%
Q3 2017$1,893,000
-10.9%
22,055
-13.4%
0.10%
-20.8%
Q2 2017$2,125,000
+14.5%
25,458
+1.9%
0.13%
+7.4%
Q1 2017$1,856,000
+1.0%
24,992
-0.9%
0.12%
-13.6%
Q4 2016$1,838,000
+57.6%
25,231
+70.8%
0.14%
+30.8%
Q3 2016$1,166,000
+36.2%
14,773
+41.0%
0.11%
+16.3%
Q2 2016$856,000
+15.7%
10,475
+2.5%
0.09%
+9.5%
Q1 2016$740,000
-14.4%
10,217
-3.6%
0.08%
-11.6%
Q4 2015$864,000
-4.3%
10,594
+7.9%
0.10%
-24.0%
Q3 2015$903,000
+3.2%
9,822
+10.4%
0.12%
+21.4%
Q2 2015$875,000
+6.2%
8,895
+6.5%
0.10%
+10.8%
Q1 2015$824,000
-12.2%
8,354
-17.6%
0.09%
-7.0%
Q4 2014$939,000
-4.6%
10,133
-3.1%
0.10%
-1.0%
Q3 2014$984,000
+6.7%
10,454
+2.6%
0.10%
+9.8%
Q2 2014$922,000
-40.6%
10,187
-44.2%
0.09%
-41.8%
Q1 2014$1,551,000
+6.5%
18,247
+0.7%
0.16%
+9.0%
Q4 2013$1,457,000
-5.0%
18,121
-9.3%
0.14%
-8.8%
Q3 2013$1,533,000
+16.2%
19,982
+7.1%
0.16%
-1.2%
Q2 2013$1,319,00018,6540.16%
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