Lenox Wealth Advisors, LLC - 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
Lenox Wealth Advisors, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q1 2022$37,000
+37.0%
394
+25.5%
0.01%
+66.7%
Q4 2021$27,000
-10.0%
314
-14.9%
0.00%
-25.0%
Q3 2021$30,000
-11.8%
3690.0%0.00%0.0%
Q2 2021$34,000
+13.3%
369
+4.5%
0.00%0.0%
Q1 2021$30,000
-48.3%
353
-42.7%
0.00%
-50.0%
Q4 2020$58,000
+48.7%
616
+38.1%
0.01%
+33.3%
Q3 2020$39,000
-31.6%
446
-31.5%
0.01%
-33.3%
Q2 2020$57,000
+119.2%
651
+107.3%
0.01%
+80.0%
Q1 2020$26,000
-13.3%
3140.0%0.01%0.0%
Q4 2019$30,000
+11.1%
3140.0%0.01%
+25.0%
Q3 2019$27,000
+285.7%
314
+330.1%
0.00%
+300.0%
Q1 2019$7,000
-63.2%
73
-70.9%
0.00%
-75.0%
Q2 2018$19,000
-26.9%
251
-21.8%
0.00%
-33.3%
Q1 2018$26,000
+52.9%
321
+55.1%
0.01%
+20.0%
Q4 2017$17,000
+466.7%
207
+527.3%
0.01%
+400.0%
Q4 2015$3,000
-80.0%
33
-79.6%
0.00%
-80.0%
Q3 2015$15,000
-6.2%
1620.0%0.01%
-28.6%
Q2 2015$16,0000.0%1620.0%0.01%
+16.7%
Q1 2015$16,000
+6.7%
1620.0%0.01%0.0%
Q4 2014$15,0000.0%1620.0%0.01%
-14.3%
Q3 2014$15,0001620.01%
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