WEALTHSOURCE PARTNERS, 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
WEALTHSOURCE PARTNERS, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$566,486
-0.2%
5,561
-1.1%
0.04%
+5.4%
Q2 2023$567,358
-34.1%
5,622
-39.9%
0.04%
-36.2%
Q1 2023$860,477
+0.8%
9,353
-0.6%
0.06%
-3.3%
Q4 2022$853,983
+158.0%
9,413
+115.9%
0.06%
+140.0%
Q3 2022$331,000
-41.6%
4,360
-35.0%
0.02%
-39.0%
Q2 2022$567,000
-17.8%
6,704
-14.7%
0.04%
-10.9%
Q1 2022$690,000
-3.5%
7,859
-3.8%
0.05%
-19.3%
Q4 2021$715,000
+10.5%
8,169
+3.3%
0.06%0.0%
Q3 2021$647,000
-9.8%
7,907
+0.6%
0.06%
-10.9%
Q2 2021$717,000
-10.5%
7,857
-16.2%
0.06%
-20.0%
Q1 2021$801,000
-12.7%
9,372
-3.6%
0.08%
-25.2%
Q4 2020$918,000
+8.3%
9,721
-0.3%
0.11%
-5.3%
Q3 2020$848,000
-6.0%
9,746
-5.6%
0.11%
-13.1%
Q2 2020$902,000
+20.3%
10,327
+13.6%
0.13%
+10.2%
Q1 2020$750,000
+3.6%
9,093
+18.9%
0.12%
+24.2%
Q4 2019$724,000
+214.8%
7,649
+189.0%
0.10%
+179.4%
Q3 2019$230,000
-13.9%
2,647
-9.6%
0.03%
-19.0%
Q2 2019$267,000
+11.7%
2,929
-9.1%
0.04%
+5.0%
Q1 2018$239,000
+0.4%
3,222
+13.7%
0.04%
-45.9%
Q4 2017$238,000
+4.4%
2,835
+6.7%
0.07%
-1.3%
Q3 2017$228,000
-5.8%
2,656
-8.5%
0.08%
-8.5%
Q2 2017$242,000
+1.3%
2,902
-9.9%
0.08%
-6.8%
Q1 2017$239,000
+18.3%
3,222
+16.3%
0.09%
+3.5%
Q4 2016$202,000
-11.0%
2,771
-3.4%
0.08%
+2.4%
Q3 2016$227,000
-5.4%
2,869
-1.3%
0.08%
-7.8%
Q2 2016$240,000
+15.4%
2,907
+1.3%
0.09%
+5.9%
Q1 2016$208,0002,8690.08%
Other shareholders
NOVARTIS A G shareholders Q4 2022
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