Summit Trail Advisors, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,009 filers reported holding NOVARTIS A G in Q1 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.

Quarter-by-quarter ownership
Summit Trail Advisors, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$370,567
-13.8%
3,638
-14.6%
0.01%
-12.5%
Q2 2023$429,978
+31.8%
4,261
+20.2%
0.02%
+23.1%
Q1 2023$326,140
+8.4%
3,545
+2.9%
0.01%
-31.6%
Q4 2021$301,000
-17.8%
3,445
-18.9%
0.02%
-76.5%
Q3 2018$366,000
+36.1%
4,248
+19.3%
0.08%
-13.8%
Q2 2018$269,000
-81.9%
3,560
-84.5%
0.09%
-62.7%
Q1 2018$1,483,000
-11.7%
23,020
+24.1%
0.25%
+18.9%
Q4 2017$1,679,00018,5470.21%
Other shareholders
NOVARTIS A G shareholders Q1 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