LEVEL FOUR ADVISORY SERVICES, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,127 filers reported holding NOVARTIS A G in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.2%.

Quarter-by-quarter ownership
LEVEL FOUR ADVISORY SERVICES, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$1,232,523
-5.5%
12,100
-6.4%
0.08%
+1.3%
Q2 2023$1,304,380
+27.9%
12,926
+16.6%
0.08%
+16.4%
Q1 2023$1,020,112
+26.5%
11,088
+24.7%
0.07%
+11.7%
Q4 2022$806,570
-8.4%
8,891
-23.3%
0.06%
-30.2%
Q3 2022$881,000
-13.5%
11,591
-3.7%
0.09%
-10.4%
Q2 2022$1,018,000
-14.5%
12,039
-11.2%
0.10%
+3.2%
Q1 2022$1,190,000
+60.8%
13,565
+60.3%
0.09%
+66.1%
Q4 2021$740,000
-17.6%
8,462
-23.0%
0.06%
-39.8%
Q3 2021$898,000
+217.3%
10,985
+254.0%
0.09%
+365.0%
Q2 2021$283,000
+9.3%
3,103
+2.4%
0.02%0.0%
Q1 2021$259,000
-21.3%
3,031
-12.9%
0.02%
-23.1%
Q4 2020$329,000
+5.4%
3,481
-3.0%
0.03%
+8.3%
Q3 2020$312,000
-17.9%
3,589
-17.8%
0.02%
-17.2%
Q2 2020$380,000
+14.5%
4,365
+7.3%
0.03%
-27.5%
Q1 2020$332,000
-15.3%
4,068
+4.4%
0.04%
+150.0%
Q4 2019$392,000
+24.4%
3,895
+7.5%
0.02%
-51.5%
Q3 2019$315,000
-7.6%
3,623
-3.1%
0.03%
-2.9%
Q2 2019$341,000
+0.3%
3,737
+5.7%
0.03%
-8.1%
Q1 2019$340,000
+7.3%
3,536
-4.2%
0.04%
-7.5%
Q4 2018$317,000
+30.5%
3,691
+31.1%
0.04%
+53.8%
Q3 2018$243,000
+3.0%
2,816
-9.9%
0.03%
+52.9%
Q2 2018$236,000
-8.9%
3,126
-2.5%
0.02%
-15.0%
Q1 2018$259,000
-12.5%
3,207
-8.9%
0.02%
-13.0%
Q4 2017$296,000
-80.6%
3,520
-80.2%
0.02%
-83.0%
Q3 2017$1,526,000
+198.0%
17,770
+156.0%
0.14%
+70.9%
Q2 2017$512,000
-33.9%
6,941
-33.8%
0.08%0.0%
Q1 2017$775,000
+4.4%
10,483
+2.9%
0.08%
-16.8%
Q4 2016$742,00010,1850.10%
Other shareholders
NOVARTIS A G shareholders Q2 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