Avitas Wealth Management LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,197 filers reported holding NOVARTIS A G in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
Avitas Wealth Management LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2022$243,000
-93.3%
2,876
-92.7%
0.05%
-91.7%
Q2 2021$3,604,000
+10.0%
39,500
+3.0%
0.64%0.0%
Q1 2021$3,277,000
+18.5%
38,334
+30.9%
0.64%
+14.6%
Q4 2020$2,765,000
+10.8%
29,284
+2.0%
0.56%
-19.5%
Q3 2020$2,496,000
+0.5%
28,703
+0.9%
0.70%
-15.6%
Q2 2020$2,484,000
+3.2%
28,442
-2.5%
0.82%
-24.7%
Q1 2020$2,406,000
-34.4%
29,186
-24.6%
1.10%
+16.5%
Q4 2019$3,666,000
+9.3%
38,713
+0.3%
0.94%
+1.6%
Q3 2019$3,353,000
+16.0%
38,581
+21.9%
0.92%
+15.0%
Q2 2019$2,890,000
-19.4%
31,646
-15.1%
0.80%
-22.9%
Q1 2019$3,584,000
+13.2%
37,278
+1.0%
1.04%
+0.3%
Q4 2018$3,167,00036,9121.04%
Other shareholders
NOVARTIS A G shareholders Q3 2023
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