BUCKINGHAM STRATEGIC WEALTH, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,125 filers reported holding NOVARTIS A G in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.

Quarter-by-quarter ownership
BUCKINGHAM STRATEGIC WEALTH, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$4,180,015
+0.7%
41,037
-0.2%
0.06%0.0%
Q2 2023$4,150,919
+290.0%
41,135
+250.7%
0.06%
+210.5%
Q1 2023$1,064,2240.0%11,7310.0%0.02%0.0%
Q4 2022$1,064,224
+18.0%
11,731
-1.2%
0.02%
+5.6%
Q3 2022$902,000
-6.6%
11,873
+3.9%
0.02%
-5.3%
Q2 2022$966,000
-14.4%
11,432
-11.1%
0.02%
-13.6%
Q1 2022$1,128,000
-1.1%
12,854
-1.4%
0.02%0.0%
Q4 2021$1,140,000
+7.6%
13,030
+0.6%
0.02%0.0%
Q3 2021$1,059,000
-8.9%
12,947
+1.5%
0.02%
-21.4%
Q2 2021$1,163,000
+8.2%
12,751
+1.4%
0.03%
-47.2%
Q1 2021$1,075,000
-5.9%
12,576
+3.9%
0.05%
-11.7%
Q4 2020$1,143,000
+10.6%
12,104
+1.9%
0.06%
-24.1%
Q3 2020$1,033,000
-4.1%
11,882
-3.6%
0.08%
-22.5%
Q2 2020$1,077,000
-0.5%
12,330
-6.0%
0.10%
-1.9%
Q1 2020$1,082,000
-12.5%
13,124
+0.5%
0.10%
-12.6%
Q4 2019$1,236,000
+11.7%
13,054
+2.4%
0.12%
-0.8%
Q3 2019$1,107,000
-4.9%
12,743
-0.0%
0.12%
-5.5%
Q2 2019$1,164,000
-6.0%
12,748
-1.0%
0.13%
-18.6%
Q1 2019$1,238,000
+16.5%
12,882
+4.0%
0.16%
-3.7%
Q4 2018$1,063,000
+1.3%
12,386
+1.7%
0.16%
+0.6%
Q3 2018$1,049,000
+7.8%
12,180
-5.5%
0.16%
+2.5%
Q2 2018$973,000
-16.8%
12,886
-11.0%
0.16%
-31.1%
Q1 2018$1,170,000
-10.5%
14,477
-7.0%
0.23%
-16.5%
Q4 2017$1,307,000
-6.8%
15,564
-4.7%
0.27%
-18.0%
Q3 2017$1,402,000
+5.3%
16,331
+2.4%
0.33%
+6.4%
Q2 2017$1,331,000
+483.8%
15,944
+478.1%
0.31%
+301.3%
Q2 2016$228,000
+10.7%
2,758
+15.4%
0.08%
+13.0%
Q4 2015$206,000
-11.2%
2,390
-5.5%
0.07%
-15.9%
Q3 2015$232,000
+5.5%
2,528
+12.9%
0.08%
+13.9%
Q2 2015$220,0002,2390.07%
Other shareholders
NOVARTIS A G shareholders Q2 2020
NameSharesValueWeighting ↓
MANAGED ASSET PORTFOLIOS, LLC 335,936$29,213,0005.81%
Martin Investment Management, LLC 170,759$14,849,0005.36%
Mawer Investment Management Ltd. 8,515,391$740,498,0004.84%
SCHARF INVESTMENTS, LLC 1,212,354$105,426,0004.54%
Hansberger Growth Investors, LP 45,645$3,969,0004.50%
GARLAND CAPITAL MANAGEMENT INC 50,905$4,427,0003.95%
First Fiduciary Investment Counsel, Inc. 193,021$16,785,0003.49%
PROFESSIONAL ADVISORY SERVICES INC 224,087$19,487,0003.48%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 362,047$31,484,0003.29%
WILKINS INVESTMENT COUNSEL INC 126,470$10,998,0003.28%
View complete list of NOVARTIS A G shareholders