Perigon Wealth Management, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 981 filers reported holding NOVARTIS A G in Q2 2018. The put-call ratio across all filers is 0.28 and the average weighting 0.4%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$1,765,098
-49.7%
17,329
-50.2%
0.07%
+4.3%
Q2 2023$3,508,172
+933.2%
34,766
+841.9%
0.07%
+263.2%
Q1 2023$339,529
-50.4%
3,691
-51.1%
0.02%
-9.5%
Q4 2022$684,314
+140.1%
7,544
+101.5%
0.02%
-16.0%
Q3 2022$285,000
-6.6%
3,744
+3.7%
0.02%0.0%
Q2 2022$305,000
+50.2%
3,609
+56.1%
0.02%
+78.6%
Q1 2022$203,000
-4.2%
2,312
-0.7%
0.01%
-26.3%
Q2 2021$212,000
+39.5%
2,328
+45.0%
0.02%
+5.6%
Q4 2020$152,000
-53.9%
1,605
-57.8%
0.02%
-60.9%
Q3 2020$330,000
+3.4%
3,800
+4.1%
0.05%
-9.8%
Q2 2020$319,000
+390.8%
3,652
+374.3%
0.05%
+112.5%
Q1 2018$65,0000.0%7700.0%0.02%0.0%
Q4 2017$65,000
-1.5%
7700.0%0.02%
+14.3%
Q3 2017$66,000
+3.1%
7700.0%0.02%
+50.0%
Q2 2017$64,000
-79.2%
770
-80.8%
0.01%
-78.5%
Q1 2017$308,000
-15.2%
4,000
-16.3%
0.06%
-17.7%
Q4 2016$363,000
+202.5%
4,778
+214.3%
0.08%
+154.8%
Q3 2016$120,000
+41.2%
1,520
+48.0%
0.03%
+34.8%
Q2 2016$85,000
+14.9%
1,0270.0%0.02%0.0%
Q1 2016$74,000
-74.0%
1,027
-72.6%
0.02%
-8.0%
Q3 2011$285,0003,7440.02%
Other shareholders
NOVARTIS A G shareholders Q2 2018
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