Annex Advisory Services, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,170 filers reported holding NOVARTIS A G in Q4 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.4%.

Quarter-by-quarter ownership
Annex Advisory Services, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$206,165
-21.1%
2,024
-21.9%
0.01%
-20.0%
Q2 2023$261,458
+2.0%
2,591
-7.0%
0.02%
+7.1%
Q1 2023$256,404
-8.4%
2,787
-9.7%
0.01%
-12.5%
Q4 2022$279,871
-8.5%
3,085
-23.4%
0.02%
-23.8%
Q3 2022$306,000
-27.0%
4,026
-18.8%
0.02%
-30.0%
Q2 2022$419,000
-59.4%
4,957
-57.8%
0.03%
-60.5%
Q1 2022$1,032,000
-14.7%
11,757
-15.0%
0.08%
-8.4%
Q4 2021$1,210,000
-10.8%
13,838
-16.6%
0.08%
-25.2%
Q3 2021$1,357,000
-11.4%
16,593
-1.8%
0.11%
-10.5%
Q2 2021$1,532,000
+5.1%
16,889
-1.0%
0.12%
-11.4%
Q1 2021$1,458,000
-24.2%
17,061
-16.3%
0.14%
-25.5%
Q4 2020$1,924,00020,3800.19%
Other shareholders
NOVARTIS A G shareholders Q4 2020
NameSharesValueWeighting ↓
GODSEY & GIBB, INC 184,900$15,121,0006.74%
Martin Investment Management, LLC 289,924$23,710,0005.98%
Camber Capital Management LP 2,000,000$163,560,0005.04%
MANAGED ASSET PORTFOLIOS, LLC 381,778$31,222,0004.76%
PROFESSIONAL ADVISORY SERVICES INC 267,779$21,899,0003.22%
SCHARF INVESTMENTS, LLC 1,244,711$101,794,0003.21%
GARLAND CAPITAL MANAGEMENT INC 50,755$4,151,0002.97%
First Fiduciary Investment Counsel, Inc. 167,378$13,688,0002.67%
WILKINS INVESTMENT COUNSEL INC 130,590$10,680,0002.61%
Lowell Blake & Associates Inc. 66,309$5,423,0002.52%
View complete list of NOVARTIS A G shareholders