Beacon Pointe Advisors, LLC - 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
Beacon Pointe Advisors, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$3,292,626
+194.1%
32,325
+191.4%
0.04%
+127.8%
Q2 2023$1,119,496
+34.6%
11,094
+22.7%
0.02%
+28.6%
Q1 2023$831,772
-38.4%
9,041
-39.2%
0.01%
-46.2%
Q4 2022$1,349,586
+18.4%
14,876
-0.9%
0.03%0.0%
Q3 2022$1,140,000
-24.1%
15,007
-15.4%
0.03%
-18.8%
Q2 2022$1,501,000
-47.0%
17,736
-45.0%
0.03%
-17.9%
Q1 2022$2,832,000
+154.7%
32,271
+153.9%
0.04%
+34.5%
Q4 2021$1,112,000
+1.7%
12,710
-4.9%
0.03%
+7.4%
Q3 2021$1,093,000
-15.5%
13,363
-5.7%
0.03%
-41.3%
Q2 2021$1,293,000
+129.7%
14,167
+115.6%
0.05%
+31.4%
Q1 2021$563,000
-54.3%
6,571
-49.6%
0.04%
-58.3%
Q4 2020$1,232,000
+27.1%
13,033
+17.0%
0.08%
-10.6%
Q3 2020$969,000
-11.7%
11,144
-11.5%
0.09%
-14.5%
Q2 2020$1,098,000
+32.9%
12,599
+25.5%
0.11%
-16.7%
Q1 2020$826,00010,0370.13%
Other shareholders
NOVARTIS A G shareholders Q2 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