MISSION WEALTH MANAGEMENT, LP - 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
MISSION WEALTH MANAGEMENT, LP ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$922,547
+13.9%
9,057
+12.8%
0.03%
+9.7%
Q2 2023$810,207
+9.8%
8,029
+0.1%
0.03%0.0%
Q1 2023$738,116
+4.1%
8,023
+2.6%
0.03%
-8.8%
Q4 2022$709,340
+20.6%
7,819
+1.1%
0.03%
+9.7%
Q3 2022$588,000
-15.2%
7,732
-5.6%
0.03%
-13.9%
Q2 2022$693,000
+6.8%
8,195
+10.9%
0.04%
+20.0%
Q1 2022$649,000
-1.4%
7,392
-1.7%
0.03%0.0%
Q4 2021$658,000
+8.8%
7,520
+1.7%
0.03%
-3.2%
Q3 2021$605,000
-15.0%
7,392
-5.3%
0.03%
-18.4%
Q2 2021$712,000
-0.8%
7,803
-7.1%
0.04%
-9.5%
Q1 2021$718,000
-4.8%
8,398
+5.2%
0.04%
-10.6%
Q4 2020$754,000
-8.8%
7,982
-16.1%
0.05%
-24.2%
Q3 2020$827,000
+1.1%
9,514
+1.6%
0.06%
-12.7%
Q2 2020$818,000
+8.5%
9,363
+2.4%
0.07%
-14.5%
Q1 2020$754,000
-12.9%
9,1470.0%0.08%0.0%
Q4 2019$866,000
+9.3%
9,147
+0.4%
0.08%
-2.4%
Q3 2019$792,000
-4.9%
9,112
-0.1%
0.08%
-8.6%
Q2 2019$833,000
-5.3%
9,124
-0.3%
0.09%
-8.8%
Q1 2019$880,000
+12.8%
9,151
+0.7%
0.10%0.0%
Q4 2018$780,0000.0%9,087
+0.3%
0.10%
-1.0%
Q3 2018$780,000
-16.6%
9,058
-26.8%
0.10%
-25.4%
Q2 2018$935,000
-7.7%
12,379
-1.2%
0.14%
-15.3%
Q1 2018$1,013,000
+0.3%
12,527
+4.1%
0.16%
-5.8%
Q4 2017$1,010,000
-5.4%
12,031
-3.3%
0.17%
-11.7%
Q3 2017$1,068,000
+2.7%
12,446
-0.1%
0.20%
-0.5%
Q2 2017$1,040,000
+5.8%
12,461
-5.9%
0.20%
+3.1%
Q1 2017$983,000
-9.3%
13,239
-11.0%
0.19%
-11.6%
Q4 2016$1,084,000
-7.4%
14,881
+0.4%
0.22%
-23.7%
Q3 2016$1,171,000
-4.3%
14,8250.0%0.28%
-12.9%
Q2 2016$1,223,000
+13.9%
14,8250.0%0.32%
+12.5%
Q1 2016$1,074,000
+308.4%
14,825
+384.6%
0.29%
+290.5%
Q4 2015$263,000
-3.0%
3,059
+3.9%
0.07%
-9.8%
Q3 2015$271,000
+13.4%
2,943
+21.4%
0.08%0.0%
Q2 2015$239,0002,4240.08%
Other shareholders
NOVARTIS A G shareholders Q4 2023
NameSharesValueWeighting ↓
MANAGED ASSET PORTFOLIOS, LLC 332,962$27,452,0007.32%
Mawer Investment Management Ltd. 7,721,327$636,623,0005.86%
Martin Investment Management, LLC 133,246$10,986,0005.56%
SCHARF INVESTMENTS, LLC 1,330,175$109,673,0005.48%
Hansberger Growth Investors, LP 46,663$3,847,0005.19%
Bain Capital Public Equity Management II, LLC 440,233$36,297,0004.25%
First Fiduciary Investment Counsel, Inc. 187,633$15,470,0004.10%
GARLAND CAPITAL MANAGEMENT INC 53,555$4,416,0004.02%
Lowell Blake & Associates Inc. 37,219$3,069,0003.94%
PRENTISS SMITH & CO INC 68,027$5,609,0003.89%
View complete list of NOVARTIS A G shareholders