EP Wealth Advisors, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 878 filers reported holding NOVARTIS A G in Q2 2016. The put-call ratio across all filers is 1.16 and the average weighting 0.5%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$1,247,581
+57.0%
12,248
-56.6%
0.02%
+72.7%
Q2 2023$794,835
-74.1%
28,248
+46.7%
0.01%
-79.2%
Q1 2023$3,065,092
+565.8%
19,260
+279.5%
0.05%
+562.5%
Q4 2022$460,374
-49.6%
5,075
-53.0%
0.01%
-61.9%
Q2 2022$913,000
+27.3%
10,800
+32.2%
0.02%
+31.2%
Q1 2022$717,000
-3.4%
8,169
-3.7%
0.02%
-11.1%
Q4 2021$742,000
+12.3%
8,484
+5.0%
0.02%0.0%
Q3 2021$661,000
-0.6%
8,078
+10.8%
0.02%0.0%
Q2 2021$665,000
+20.5%
7,288
+12.8%
0.02%0.0%
Q1 2021$552,000
-9.1%
6,462
+0.5%
0.02%
-14.3%
Q4 2020$607,000
-6.6%
6,428
-14.0%
0.02%
-25.0%
Q3 2020$650,000
+13.6%
7,471
+14.1%
0.03%
+16.7%
Q2 2020$572,000
-12.7%
6,550
-17.6%
0.02%
-25.0%
Q1 2020$655,000
-10.8%
7,949
+2.6%
0.03%
+6.7%
Q4 2019$734,000
+6.4%
7,747
-2.4%
0.03%
-11.8%
Q3 2019$690,000
+25.5%
7,938
+31.7%
0.03%0.0%
Q2 2019$550,000
+135.0%
6,026
+147.2%
0.03%
+54.5%
Q1 2019$234,000
+13.0%
2,438
+1.0%
0.02%
+37.5%
Q4 2018$207,000
-97.8%
2,415
-98.2%
0.02%
-98.9%
Q1 2016$9,471,000
-20.7%
130,738
-5.9%
1.45%
-27.7%
Q4 2015$11,950,000
-5.4%
138,885
+1.1%
2.01%
-16.6%
Q3 2015$12,630,000
-99.9%
137,402
-0.5%
2.41%
-5.3%
Q2 2015$13,573,681,000
+1.6%
138,028
+1.8%
2.54%
+1.2%
Q1 2015$13,364,471,000
+105298.0%
135,529
-1.0%
2.51%
+20.2%
Q4 2014$12,680,000
-1.6%
136,849
-0.0%
2.09%
+0.1%
Q3 2014$12,887,000
+8.2%
136,902
+4.1%
2.09%
-24.6%
Q2 2014$11,909,000
+8.8%
131,548
+2.2%
2.77%
-7.5%
Q1 2014$10,941,000
+8.1%
128,686
+2.2%
2.99%
+13.9%
Q4 2013$10,124,000
+7.9%
125,957
+3.0%
2.63%
-10.9%
Q3 2013$9,380,000
+13.1%
122,279
+4.2%
2.95%
-1.5%
Q2 2013$8,296,000117,3252.99%
Other shareholders
NOVARTIS A G shareholders Q2 2016
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