Arete Wealth Advisors, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,166 filers reported holding NOVARTIS A G in Q4 2019. The put-call ratio across all filers is 0.72 and the average weighting 0.4%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2023$336
+4.3%
3,334
-4.8%
0.03%
+15.4%
Q1 2023$322
-100.0%
3,503
-2.0%
0.03%
-7.1%
Q4 2022$324,376,240
+113716.2%
3,576
-4.6%
0.03%0.0%
Q3 2022$285,000
-8.1%
3,750
+6.2%
0.03%
+7.7%
Q1 2022$310,000
-6.9%
3,530
-7.1%
0.03%
-7.1%
Q4 2021$333,000
+33.7%
3,801
+24.8%
0.03%
+3.7%
Q3 2021$249,000
+20.3%
3,045
-11.6%
0.03%
-6.9%
Q2 2021$207,000
-27.1%
3,445
+3.7%
0.03%
-19.4%
Q1 2021$284,000
+7.6%
3,321
+18.6%
0.04%
-2.7%
Q4 2020$264,000
-68.0%
2,800
-70.3%
0.04%
-70.2%
Q3 2020$824,000
+2.6%
9,417
+2.4%
0.12%
-10.8%
Q2 2020$803,000
+17.6%
9,194
+10.9%
0.14%
+3.7%
Q1 2020$683,000
-9.2%
8,289
+4.3%
0.13%
+2.3%
Q4 2019$752,000
+5.3%
7,944
-3.4%
0.13%
-3.7%
Q3 2019$714,000
-0.8%
8,221
+4.2%
0.14%
-2.9%
Q2 2019$720,000
+1.6%
7,886
+6.9%
0.14%
-5.4%
Q1 2019$709,000
+58.3%
7,379
+41.4%
0.15%
+35.8%
Q4 2018$448,0005,2170.11%
Other shareholders
NOVARTIS A G shareholders Q4 2019
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