Circle Wealth Management, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,134 filers reported holding NOVARTIS A G in Q1 2022. The put-call ratio across all filers is 0.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
Circle Wealth Management, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2024$556,786
+10.1%
5,2300.0%0.01%0.0%
Q1 2024$505,898
+2.4%
5,230
+6.9%
0.01%0.0%
Q4 2023$494,047
-2.1%
4,893
-1.3%
0.01%0.0%
Q3 2023$504,819
+14.2%
4,956
+13.1%
0.01%
-77.6%
Q2 2023$442,087
+9.7%
4,3810.0%0.06%0.0%
Q1 2023$403,052
+1.4%
4,3810.0%0.06%
-4.9%
Q4 2022$397,444
+19.4%
4,3810.0%0.06%
+10.9%
Q3 2022$333,000
-10.0%
4,3810.0%0.06%
-6.8%
Q2 2022$370,000
-3.6%
4,3810.0%0.06%
+18.0%
Q1 2022$384,000
+14.6%
4,381
+14.4%
0.05%
+13.6%
Q4 2021$335,000
+7.0%
3,8310.0%0.04%
-2.2%
Q3 2021$313,000
-10.6%
3,8310.0%0.04%
-10.0%
Q2 2021$350,000
+28.2%
3,831
+20.1%
0.05%
+13.6%
Q1 2021$273,000
-15.2%
3,191
-6.3%
0.04%
-4.3%
Q4 2020$322,000
+43.1%
3,406
+31.6%
0.05%
+24.3%
Q3 2020$225,0002,5880.04%
Other shareholders
NOVARTIS A G shareholders Q1 2022
NameSharesValueWeighting ↓
PRENTISS SMITH & CO INC 146,405$11,768,0006.16%
MANAGED ASSET PORTFOLIOS, LLC 104,290$8,383,0005.88%
St. James Investment Company, LLC 645,032$51,848,0005.72%
NORTHROAD CAPITAL MANAGEMENT LLC 160,469$12,898,0004.62%
BROWN BROTHERS HARRIMAN & CO 12,336,767$991,629,0004.48%
Osher Van de Voorde Investment Management 83,754$6,732,0004.35%
SCHARF INVESTMENTS, LLC 1,185,951$95,327,0004.26%
Timber Creek Capital Management LLC 56,233$4,520,0004.22%
PROFESSIONAL ADVISORY SERVICES INC 200,030$16,078,0004.18%
Fayerweather Charles 14,565$1,171,0004.09%
View complete list of NOVARTIS A G shareholders