Dynamic Advisor Solutions LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 35 filers reported holding NOVARTIS A G in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$1,878,659
+5.4%
18,444
+4.4%
0.09%
-3.3%
Q2 2023$1,782,428
+33.8%
17,664
+22.0%
0.09%
+17.9%
Q1 2023$1,332,312
+263.8%
14,482
+258.7%
0.08%
+212.0%
Q4 2022$366,220
+2.9%
4,037
-13.8%
0.02%
-7.4%
Q3 2022$356,000
-13.6%
4,682
-4.0%
0.03%
-15.6%
Q2 2022$412,000
-2.4%
4,878
+1.4%
0.03%
+10.3%
Q1 2022$422,000
+7.9%
4,811
+7.7%
0.03%
+3.6%
Q4 2021$391,000
+7.4%
4,466
+0.3%
0.03%
+3.7%
Q3 2021$364,000
-19.5%
4,452
-10.2%
0.03%
-25.0%
Q2 2021$452,000
+7.6%
4,956
+0.8%
0.04%
-7.7%
Q1 2021$420,000
-14.8%
4,918
-5.7%
0.04%
-15.2%
Q4 2020$493,000
+89.6%
5,216
+74.6%
0.05%
+53.3%
Q3 2020$260,000
-1.1%
2,987
-1.0%
0.03%
-16.7%
Q2 2020$263,000
-10.5%
3,016
-15.5%
0.04%
-33.3%
Q1 2020$294,000
-19.9%
3,571
-8.0%
0.05%
+8.0%
Q4 2019$367,000
+9.6%
3,880
+0.8%
0.05%
-3.8%
Q3 2019$335,000
-49.4%
3,850
-46.9%
0.05%
-50.9%
Q2 2019$662,000
+81.4%
7,254
+91.0%
0.11%
+53.6%
Q1 2019$365,000
-0.3%
3,797
-10.9%
0.07%
-11.5%
Q4 2018$366,000
+6.4%
4,261
+6.8%
0.08%
+9.9%
Q3 2018$344,000
+16.6%
3,988
+2.4%
0.07%
+6.0%
Q2 2018$295,000
+32.9%
3,894
+42.2%
0.07%
+17.5%
Q1 2018$222,000
-66.3%
2,738
-67.1%
0.06%
-77.1%
Q3 2016$658,000
+15.2%
8,334
+17.4%
0.25%
-41.1%
Q4 2013$571,0007,0970.42%
Other shareholders
NOVARTIS A G shareholders Q4 2023
NameSharesValueWeighting ↓
MANAGED ASSET PORTFOLIOS, LLC 335,936$29,213,0005.81%
Martin Investment Management, LLC 170,759$14,849,0005.36%
Mawer Investment Management Ltd. 8,515,391$740,498,0004.84%
SCHARF INVESTMENTS, LLC 1,212,354$105,426,0004.54%
Hansberger Growth Investors, LP 45,645$3,969,0004.50%
GARLAND CAPITAL MANAGEMENT INC 50,905$4,427,0003.95%
First Fiduciary Investment Counsel, Inc. 193,021$16,785,0003.49%
PROFESSIONAL ADVISORY SERVICES INC 224,087$19,487,0003.48%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 362,047$31,484,0003.29%
WILKINS INVESTMENT COUNSEL INC 126,470$10,998,0003.28%
View complete list of NOVARTIS A G shareholders