Mount Yale Investment Advisors, 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
Mount Yale Investment Advisors, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$2,397,699
+25.0%
23,539
+23.8%
0.26%
+28.6%
Q2 2023$1,918,518
+49.2%
19,012
+36.0%
0.20%
+41.0%
Q1 2023$1,286,300
-19.9%
13,982
-21.0%
0.14%
-20.9%
Q4 2022$1,605,869
+31.8%
17,701
+10.5%
0.18%
+12.3%
Q3 2022$1,218,000
-40.0%
16,020
-33.3%
0.16%
-36.7%
Q2 2022$2,031,000
+49.0%
24,027
+54.6%
0.26%
+73.0%
Q1 2022$1,363,000
+30.6%
15,538
+30.2%
0.15%
+35.8%
Q4 2021$1,044,000
-30.7%
11,932
-35.2%
0.11%
-37.0%
Q3 2021$1,506,000
-14.5%
18,420
-4.6%
0.17%
-18.8%
Q2 2021$1,762,000
+20.4%
19,314
+12.8%
0.21%
+11.5%
Q1 2021$1,464,000
+60.2%
17,122
+76.9%
0.19%
+49.2%
Q4 2020$914,000
+68.6%
9,680
+55.3%
0.13%
+66.2%
Q3 2020$542,000
-15.0%
6,234
-14.7%
0.08%
-32.5%
Q2 2020$638,000
+208.2%
7,306
+191.2%
0.11%
+142.6%
Q1 2020$207,000
-33.9%
2,509
-24.2%
0.05%
-13.0%
Q4 2019$313,000
+6.1%
3,310
+0.3%
0.05%
+1.9%
Q3 2019$295,000
+47.5%
3,300
+58.4%
0.05%
+43.2%
Q1 2019$200,000
-13.4%
2,083
-20.5%
0.04%
-21.3%
Q4 2018$231,000
-23.5%
2,620
-22.8%
0.05%
-11.3%
Q3 2018$302,000
+49.5%
3,393
+27.2%
0.05%
+39.5%
Q2 2018$202,000
+184.5%
2,668
+204.9%
0.04%
+153.3%
Q1 2018$71,0008750.02%
Other shareholders
NOVARTIS A G shareholders Q3 2023
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