PEDDOCK CAPITAL ADVISORS, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,195 filers reported holding NOVARTIS A G in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.

Quarter-by-quarter ownership
PEDDOCK CAPITAL ADVISORS, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2024$332,581
+10.1%
3,1240.0%0.09%
+8.9%
Q1 2024$302,185
-4.2%
3,1240.0%0.08%
-17.7%
Q4 2023$315,430
-0.9%
3,1240.0%0.10%
-9.4%
Q3 2023$318,211
+0.9%
3,1240.0%0.11%
+1.9%
Q2 2023$315,243
+9.7%
3,1240.0%0.10%
+4.0%
Q1 2023$287,408
+1.4%
3,1240.0%0.10%
-9.1%
Q4 2022$283,409
+19.6%
3,1240.0%0.11%
+13.4%
Q3 2022$237,000
-10.2%
3,1240.0%0.10%
-5.8%
Q2 2022$264,000
-3.6%
3,1240.0%0.10%
+15.7%
Q1 2022$274,000
+0.4%
3,1240.0%0.09%
-1.1%
Q4 2021$273,000
+7.1%
3,1240.0%0.09%
-1.1%
Q3 2021$255,000
-11.1%
3,124
+0.4%
0.09%
-9.0%
Q2 2021$287,000
+7.9%
3,1110.0%0.10%
-2.0%
Q1 2021$266,000
-9.5%
3,1110.0%0.10%
-33.3%
Q4 2020$294,000
+12.6%
3,111
+3.8%
0.15%
-4.4%
Q3 2020$261,000
-0.4%
2,9960.0%0.16%
-3.0%
Q2 2020$262,000
+6.1%
2,9960.0%0.16%
-10.8%
Q1 2020$247,000
-13.0%
2,9960.0%0.18%
+27.6%
Q4 2019$284,000
+9.2%
2,9960.0%0.14%
+0.7%
Q3 2019$260,000
-5.1%
2,9960.0%0.14%
-1.4%
Q2 2019$274,000
-4.9%
2,9960.0%0.15%
-6.4%
Q1 2019$288,000
+12.1%
2,9960.0%0.16%
+2.6%
Q4 2018$257,000
+5.8%
2,996
+6.0%
0.15%
+29.9%
Q3 2018$243,000
+14.1%
2,8260.0%0.12%
+9.3%
Q2 2018$213,000
-7.4%
2,826
-0.6%
0.11%
-11.6%
Q1 2018$230,000
-3.8%
2,8430.0%0.12%
+0.8%
Q4 2017$239,000
-2.0%
2,8430.0%0.12%
-4.0%
Q3 2017$244,000
-10.9%
2,843
-13.5%
0.12%
-13.8%
Q2 2017$274,000
+12.3%
3,288
+0.0%
0.14%
+2.8%
Q1 2017$244,000
+18.4%
3,287
+16.3%
0.14%
+16.5%
Q4 2016$206,000
+9.6%
2,826
+18.9%
0.12%
+4.3%
Q3 2016$188,0002,3760.12%
Other shareholders
NOVARTIS A G shareholders Q2 2023
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