INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 981 filers reported holding NOVARTIS A G in Q2 2018. The put-call ratio across all filers is 0.28 and the average weighting 0.4%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2021$1,0000.0%110.0%0.00%
Q2 2021$1,0000.0%110.0%0.00%
Q1 2021$1,0000.0%110.0%0.00%
Q4 2020$1,000
-96.6%
11
-96.7%
0.00%
-100.0%
Q3 2020$29,0000.0%3320.0%0.01%
+16.7%
Q2 2020$29,000
+1350.0%
332
+1044.8%
0.01%
Q1 2020$2,000
-33.3%
290.0%0.00%
-100.0%
Q4 2019$3,0000.0%290.0%0.00%0.0%
Q3 2019$3,0000.0%290.0%0.00%0.0%
Q2 2019$3,0000.0%290.0%0.00%0.0%
Q1 2019$3,0000.0%29
-17.1%
0.00%0.0%
Q4 2018$3,000
-96.8%
35
-96.8%
0.00%
-94.7%
Q3 2018$94,000
+14.6%
1,091
+0.6%
0.02%
+11.8%
Q2 2018$82,000
-2.4%
1,084
+4.8%
0.02%
-5.6%
Q1 2018$84,0001,0340.02%
Other shareholders
NOVARTIS A G shareholders Q2 2018
NameSharesValueWeighting ↓
Martin Investment Management, LLC 229,184$23,344,6827.00%
Foresight Global Investors, Inc. 97,500$9,397,7375.23%
SCHARF INVESTMENTS, LLC 1,425,745$145,226,3224.34%
MANAGED ASSET PORTFOLIOS, LLC 274,204$27,930,3694.28%
GARLAND CAPITAL MANAGEMENT INC 54,710$5,572,7613.93%
PRENTISS SMITH & CO INC 52,032$5,299,9803.91%
WILKINS INVESTMENT COUNSEL INC 130,950$13,3393.61%
First Fiduciary Investment Counsel, Inc. 145,731$14,8443.48%
Cullen Capital Management, LLC 2,714,809$276,530,4643.23%
JOHN G ULLMAN & ASSOCIATES INC 182,690$18,608,8033.04%
View complete list of NOVARTIS A G shareholders