Archford Capital Strategies, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,171 filers reported holding NOVARTIS A G in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.3%.

Quarter-by-quarter ownership
Archford Capital Strategies, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$1,442,360
-4.4%
14,160
-2.3%
0.29%
+1.0%
Q2 2023$1,508,703
+7.9%
14,494
-1.5%
0.29%
-2.1%
Q1 2023$1,398,596
+7.0%
14,711
+2.1%
0.29%
-3.0%
Q4 2022$1,307,275
+21.6%
14,410
+1.9%
0.30%
+8.7%
Q3 2022$1,075,000
-7.6%
14,141
+2.7%
0.28%
-5.5%
Q2 2022$1,164,000
+60.8%
13,768
+66.3%
0.29%
+76.5%
Q4 2021$724,000
+11.0%
8,279
+3.9%
0.17%
+7.8%
Q3 2021$652,000
-2.4%
7,969
+8.8%
0.15%
-7.8%
Q2 2021$668,000
+10.8%
7,322
+6.0%
0.17%
+4.4%
Q1 2021$603,000
-2.1%
6,910
+5.5%
0.16%
+12.7%
Q4 2020$616,000
+11.6%
6,550
+3.1%
0.14%
-4.1%
Q3 2020$552,000
+7.0%
6,353
+7.6%
0.15%
-3.9%
Q2 2020$516,000
+50.4%
5,905
+42.0%
0.15%
+14.9%
Q1 2020$343,000
+18.7%
4,159
+36.4%
0.13%
+34.0%
Q4 2019$289,000
+17.5%
3,050
+7.7%
0.10%
+8.7%
Q3 2019$246,000
+0.4%
2,832
+5.4%
0.09%
+3.4%
Q2 2019$245,000
+4.3%
2,688
+9.8%
0.09%
+2.3%
Q1 2019$235,000
+18.1%
2,447
+5.7%
0.09%
+8.8%
Q4 2018$199,000
+29.2%
2,316
+30.0%
0.08%
+42.9%
Q3 2018$154,000
+4.8%
1,782
-8.4%
0.06%
+7.7%
Q2 2018$147,000
-1.3%
1,946
+9.6%
0.05%
-16.1%
Q1 2018$149,000
+35.5%
1,775
+19.9%
0.06%
+51.2%
Q1 2017$110,000
+80.3%
1,480
+72.3%
0.04%
+57.7%
Q4 2016$61,000
+662.5%
859
+555.7%
0.03%
+766.7%
Q3 2016$8,000
-42.9%
131
-19.1%
0.00%
-57.1%
Q2 2016$14,000
-86.0%
162
+1925.0%
0.01%
Q1 2016$100,000
+566.7%
8
-95.1%
0.00%
-100.0%
Q4 2015$15,0000.0%1620.0%0.01%
-36.4%
Q3 2015$15,000
+15.4%
162
+23.7%
0.01%
+22.2%
Q2 2015$13,000
-99.9%
131
+18.0%
0.01%
+12.5%
Q1 2015$10,946,000
+52023.8%
111
-50.4%
0.01%
-46.7%
Q4 2014$21,0000.0%2240.0%0.02%
-11.8%
Q3 2014$21,000
-99.9%
224
-30.9%
0.02%
-26.1%
Q2 2014$29,331,000
+6.5%
3240.0%0.02%0.0%
Q1 2014$27,546,0003240.02%
Other shareholders
NOVARTIS A G shareholders Q4 2022
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