Pinnacle Wealth Planning Services, Inc. - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,178 filers reported holding NOVARTIS A G in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.

Quarter-by-quarter ownership
Pinnacle Wealth Planning Services, Inc. ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$512,356
+6.4%
5,030
+5.4%
0.08%
+7.7%
Q2 2023$481,643
+27.9%
4,773
+16.6%
0.08%
+23.8%
Q1 2023$376,464
+3.5%
4,092
+2.1%
0.06%
-3.1%
Q4 2022$363,696
-30.7%
4,009
-41.9%
0.06%
-33.0%
Q3 2022$525,000
-33.4%
6,906
-25.9%
0.10%
-31.7%
Q2 2022$788,000
-9.1%
9,320
-5.7%
0.14%
-10.1%
Q1 2022$867,000
+26.2%
9,882
+25.9%
0.16%
+17.9%
Q4 2021$687,000
-8.0%
7,850
-14.0%
0.13%
-18.8%
Q3 2021$747,000
-6.7%
9,132
+4.0%
0.16%
-11.3%
Q2 2021$801,000
+12.5%
8,781
+5.5%
0.19%
+1.6%
Q1 2021$712,000
+8.5%
8,327
+19.8%
0.18%
+16.6%
Q4 2020$656,000
+34.7%
6,953
+24.1%
0.16%
-2.5%
Q3 2020$487,000
+1.0%
5,603
+1.5%
0.16%
+2.5%
Q2 2020$482,000
-6.6%
5,521
-12.0%
0.16%
-35.9%
Q1 2020$516,000
+13.7%
6,271
+30.7%
0.24%
+14.5%
Q4 2019$454,000
+27.5%
4,798
+17.0%
0.21%
+10.3%
Q3 2019$356,000
+22.3%
4,102
+28.7%
0.19%
+10.2%
Q2 2019$291,000
+8.6%
3,187
+14.2%
0.18%
-2.2%
Q1 2019$268,000
-1.1%
2,790
-11.8%
0.18%
+4.0%
Q4 2018$271,000
-60.4%
3,162
-60.3%
0.17%
-72.4%
Q3 2018$685,000
+12.1%
7,959
-1.6%
0.63%
+5.6%
Q2 2018$611,000
-0.7%
8,086
+6.2%
0.59%
-6.3%
Q1 2018$615,000
+444.2%
7,613
+466.0%
0.63%
+175.2%
Q4 2017$113,0001,3450.23%
Other shareholders
NOVARTIS A G shareholders Q2 2023
NameSharesValueWeighting ↓
MANAGED ASSET PORTFOLIOS, LLC 332,962$27,452,0007.32%
Mawer Investment Management Ltd. 7,721,327$636,623,0005.86%
Martin Investment Management, LLC 133,246$10,986,0005.56%
SCHARF INVESTMENTS, LLC 1,330,175$109,673,0005.48%
Hansberger Growth Investors, LP 46,663$3,847,0005.19%
Bain Capital Public Equity Management II, LLC 440,233$36,297,0004.25%
First Fiduciary Investment Counsel, Inc. 187,633$15,470,0004.10%
GARLAND CAPITAL MANAGEMENT INC 53,555$4,416,0004.02%
Lowell Blake & Associates Inc. 37,219$3,069,0003.94%
PRENTISS SMITH & CO INC 68,027$5,609,0003.89%
View complete list of NOVARTIS A G shareholders