NAPLES GLOBAL ADVISORS, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,139 filers reported holding NOVARTIS A G in Q4 2021. The put-call ratio across all filers is 0.26 and the average weighting 0.2%.

Quarter-by-quarter ownership
NAPLES GLOBAL ADVISORS, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$2,918,188
-0.4%
28,649
-1.3%
0.35%
+2.9%
Q2 2023$2,928,812
+8.3%
29,024
-1.3%
0.34%
+2.1%
Q1 2023$2,704,708
+1.6%
29,399
+0.2%
0.34%
-0.3%
Q4 2022$2,662,088
+21.2%
29,344
+1.6%
0.34%
+11.9%
Q3 2022$2,196,000
-6.4%
28,894
+4.1%
0.30%
-0.7%
Q2 2022$2,345,000
+0.6%
27,744
+4.4%
0.30%
+13.0%
Q1 2022$2,331,000
+2.0%
26,568
+1.6%
0.27%
+1.5%
Q4 2021$2,286,000
+8.7%
26,138
+1.6%
0.26%
-4.0%
Q3 2021$2,104,000
-8.4%
25,728
+2.2%
0.28%
-13.5%
Q2 2021$2,296,000
+10.8%
25,164
+3.8%
0.32%
+1.3%
Q1 2021$2,072,000
-8.2%
24,234
+1.4%
0.32%
-17.3%
Q4 2020$2,256,000
+20.2%
23,894
+10.7%
0.38%
+4.1%
Q3 2020$1,877,000
+8.9%
21,579
+9.3%
0.37%
-1.3%
Q2 2020$1,724,000
+7.1%
19,738
+1.1%
0.37%
-12.1%
Q1 2020$1,610,000
-18.7%
19,528
-6.6%
0.42%
+1.4%
Q4 2019$1,980,000
+8.4%
20,909
-0.5%
0.42%
-2.3%
Q3 2019$1,826,000
-4.7%
21,009
+0.0%
0.43%
-8.6%
Q2 2019$1,917,000
-3.6%
20,999
+1.6%
0.47%
-8.3%
Q1 2019$1,988,000
+9.5%
20,674
+0.4%
0.51%
-1.7%
Q4 2018$1,815,000
-44.3%
20,599
-48.8%
0.52%
+16.2%
Q3 2018$3,258,000
+118.2%
40,243
+103.7%
0.44%
+5.7%
Q2 2018$1,493,000
-6.6%
19,7590.0%0.42%
-11.2%
Q1 2018$1,598,000
+3.0%
19,759
+6.9%
0.47%
+3.5%
Q4 2017$1,552,000
+6.1%
18,484
+8.5%
0.46%
-6.1%
Q3 2017$1,463,000
+10.3%
17,040
+7.2%
0.49%
+3.8%
Q2 2017$1,326,000
+10.6%
15,890
-1.5%
0.47%
+9.3%
Q1 2017$1,199,000
+2.0%
16,140
-0.1%
0.43%
-6.1%
Q4 2016$1,176,000
-4.1%
16,150
+4.0%
0.46%
-4.4%
Q3 2016$1,226,000
-4.3%
15,5250.0%0.48%
-8.6%
Q2 2016$1,281,000
+22.3%
15,525
+7.4%
0.52%
+19.4%
Q1 2016$1,047,000
-11.3%
14,450
+5.3%
0.44%
-23.3%
Q4 2015$1,181,000
-3.7%
13,725
+2.9%
0.57%
-9.2%
Q3 2015$1,226,000
+26.3%
13,340
+35.1%
0.63%
+35.2%
Q2 2015$971,000
+3.5%
9,875
+3.8%
0.47%
+4.5%
Q1 2015$938,000
+6.6%
9,516
+0.2%
0.45%
-4.3%
Q4 2014$880,000
+7.3%
9,500
+9.1%
0.47%
-3.5%
Q3 2014$820,000
+5.5%
8,711
+1.5%
0.48%
+4.8%
Q2 2014$777,000
+10.4%
8,586
+3.6%
0.46%
+7.0%
Q1 2014$704,000
+13.9%
8,286
+7.8%
0.43%
+4.6%
Q4 2013$618,0007,6860.41%
Other shareholders
NOVARTIS A G shareholders Q4 2021
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