Creative Planning - 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
Creative Planning ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$45,590,665
+50.0%
447,582
+48.6%
0.06%
+52.5%
Q2 2023$30,399,662
+15.3%
301,255
+5.1%
0.04%
+5.3%
Q1 2023$26,359,181
+0.5%
286,513
-0.9%
0.04%
-2.6%
Q4 2022$26,230,376
+14.6%
289,136
-4.0%
0.04%
-2.5%
Q3 2022$22,890,000
-13.4%
301,150
-3.7%
0.04%
-9.1%
Q2 2022$26,441,000
-12.0%
312,804
-8.7%
0.04%
-6.4%
Q1 2022$30,051,000
+298.2%
342,466
+296.9%
0.05%
+291.7%
Q4 2021$7,547,000
-12.2%
86,281
-17.9%
0.01%
-20.0%
Q3 2021$8,597,000
+30.7%
105,127
+45.8%
0.02%
+25.0%
Q2 2021$6,578,000
-10.8%
72,103
-16.4%
0.01%
-20.0%
Q1 2021$7,372,000
-12.7%
86,243
-3.5%
0.02%
-21.1%
Q4 2020$8,443,000
+12.3%
89,413
+3.0%
0.02%
-5.0%
Q3 2020$7,519,000
+14.8%
86,798
+15.8%
0.02%
+5.3%
Q2 2020$6,548,000
-11.6%
74,970
-16.5%
0.02%
-26.9%
Q1 2020$7,404,000
+1.0%
89,797
+16.0%
0.03%
+18.2%
Q4 2019$7,328,000
+14.0%
77,393
+4.6%
0.02%
+4.8%
Q3 2019$6,430,000
-4.4%
73,993
+0.4%
0.02%
-8.7%
Q2 2019$6,726,000
+0.0%
73,665
+5.3%
0.02%
-4.2%
Q1 2019$6,724,000
+7.7%
69,943
-3.9%
0.02%
-7.7%
Q4 2018$6,245,000
+2.7%
72,772
+3.2%
0.03%
+13.0%
Q3 2018$6,078,000
+39.1%
70,546
+21.9%
0.02%
+35.3%
Q2 2018$4,371,000
-5.9%
57,868
+0.7%
0.02%
-10.5%
Q1 2018$4,646,000
-7.4%
57,465
-3.9%
0.02%
-13.6%
Q4 2017$5,019,000
-0.7%
59,777
+1.5%
0.02%
-4.3%
Q3 2017$5,056,000
+10.1%
58,890
+7.0%
0.02%0.0%
Q2 2017$4,592,000
+6.3%
55,017
-5.4%
0.02%
-4.2%
Q1 2017$4,320,000
-9.0%
58,165
-10.8%
0.02%
-17.2%
Q4 2016$4,749,000
-6.1%
65,199
+1.8%
0.03%
-9.4%
Q3 2016$5,059,000
+115.0%
64,067
+124.6%
0.03%
+88.2%
Q2 2016$2,353,000
+10.0%
28,520
-3.4%
0.02%0.0%
Q1 2016$2,139,000
-11.2%
29,522
+5.4%
0.02%
-15.0%
Q4 2015$2,410,000
-26.7%
28,010
-21.7%
0.02%
-31.0%
Q3 2015$3,288,000
+15.8%
35,762
+23.9%
0.03%
+11.5%
Q2 2015$2,839,000
+17.2%
28,872
+17.5%
0.03%
+13.0%
Q1 2015$2,422,000
+10.2%
24,562
+3.6%
0.02%0.0%
Q4 2014$2,197,000
-12.1%
23,711
-10.7%
0.02%
-20.7%
Q3 2014$2,499,000
+43.4%
26,546
+37.9%
0.03%
+26.1%
Q2 2014$1,743,000
+18.0%
19,249
+10.8%
0.02%
+4.5%
Q1 2014$1,477,000
+17.4%
17,373
+11.0%
0.02%
+4.8%
Q4 2013$1,258,000
-1.8%
15,646
-6.3%
0.02%
-16.0%
Q3 2013$1,281,000
+73.3%
16,699
+59.7%
0.02%
+47.1%
Q2 2013$739,00010,4570.02%
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