LAKE STREET ADVISORS GROUP, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,072 filers reported holding NOVARTIS A G in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
LAKE STREET ADVISORS GROUP, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2021$836,000
+5.2%
9,003
-3.2%
0.06%
-4.6%
Q1 2021$795,000
-6.5%
9,296
+3.3%
0.06%
-7.1%
Q4 2020$850,000
-20.3%
8,998
-26.6%
0.07%
-30.7%
Q3 2020$1,066,000
-0.7%
12,264
-0.3%
0.10%
-7.3%
Q2 2020$1,074,000
+3.1%
12,296
-2.7%
0.11%
-15.5%
Q1 2020$1,042,000
+33.9%
12,633
+53.7%
0.13%
+67.5%
Q4 2019$778,000
+15.1%
8,220
+5.7%
0.08%
+5.5%
Q3 2019$676,000
-3.6%
7,779
+1.4%
0.07%
-1.4%
Q2 2019$701,000
-6.7%
7,673
-1.8%
0.07%
-6.3%
Q1 2019$751,000
+11.8%
7,814
-0.2%
0.08%
-3.7%
Q4 2018$672,000
+6.5%
7,829
+6.9%
0.08%
+17.1%
Q3 2018$631,000
+5.9%
7,321
-7.2%
0.07%
+16.7%
Q2 2018$596,000
-15.3%
7,888
-9.4%
0.06%
-24.1%
Q1 2018$704,000
-6.8%
8,703
-3.2%
0.08%
-7.1%
Q4 2017$755,0008,9890.08%
Other shareholders
NOVARTIS A G shareholders Q3 2021
NameSharesValueWeighting ↓
MANAGED ASSET PORTFOLIOS, LLC 335,936$29,213,0005.81%
Martin Investment Management, LLC 170,759$14,849,0005.36%
Mawer Investment Management Ltd. 8,515,391$740,498,0004.84%
SCHARF INVESTMENTS, LLC 1,212,354$105,426,0004.54%
Hansberger Growth Investors, LP 45,645$3,969,0004.50%
GARLAND CAPITAL MANAGEMENT INC 50,905$4,427,0003.95%
First Fiduciary Investment Counsel, Inc. 193,021$16,785,0003.49%
PROFESSIONAL ADVISORY SERVICES INC 224,087$19,487,0003.48%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 362,047$31,484,0003.29%
WILKINS INVESTMENT COUNSEL INC 126,470$10,998,0003.28%
View complete list of NOVARTIS A G shareholders