Gladstone Institutional Advisory 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
Gladstone Institutional Advisory LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$825,287
+0.1%
8,102
-0.8%
0.05%
+6.0%
Q2 2023$824,149
+8.8%
8,167
-0.8%
0.05%
+2.0%
Q1 2023$757,294
+2.9%
8,231
+1.5%
0.05%
-5.8%
Q4 2022$735,942
+120546.2%
8,112
+1.1%
0.05%
+8.3%
Q3 2022$610
-9.4%
8,023
+0.8%
0.05%
-9.4%
Q2 2022$673
-17.1%
7,956
-14.0%
0.05%
-3.6%
Q1 2022$812
-19.1%
9,250
-19.4%
0.06%
-29.5%
Q4 2021$1,004
-15.7%
11,474
-21.2%
0.08%
-32.8%
Q3 2021$1,191
+60.9%
14,567
+79.6%
0.12%
+31.8%
Q2 2021$740
+96.8%
8,109
+84.5%
0.09%
+51.7%
Q1 2021$376
+3.6%
4,396
+14.3%
0.06%
-19.4%
Q4 2020$363
-2.9%
3,845
-10.5%
0.07%
-19.1%
Q3 2020$374
-99.9%
4,295
+5.4%
0.09%
-2.2%
Q2 2020$356,000
-4.8%
4,076
-10.0%
0.09%
-5.2%
Q1 2020$374,000
-21.4%
4,529
-9.9%
0.10%
-17.9%
Q4 2019$476,000
-4.4%
5,027
-12.2%
0.12%
-7.9%
Q3 2019$498,000
+121.3%
5,728
+132.6%
0.13%
+84.1%
Q2 2019$225,0002,4630.07%
Other shareholders
NOVARTIS A G shareholders Q3 2023
NameSharesValueWeighting ↓
GODSEY & GIBB, INC 184,900$15,121,0006.74%
Martin Investment Management, LLC 289,924$23,710,0005.98%
Camber Capital Management LP 2,000,000$163,560,0005.04%
MANAGED ASSET PORTFOLIOS, LLC 381,778$31,222,0004.76%
PROFESSIONAL ADVISORY SERVICES INC 267,779$21,899,0003.22%
SCHARF INVESTMENTS, LLC 1,244,711$101,794,0003.21%
GARLAND CAPITAL MANAGEMENT INC 50,755$4,151,0002.97%
First Fiduciary Investment Counsel, Inc. 167,378$13,688,0002.67%
WILKINS INVESTMENT COUNSEL INC 130,590$10,680,0002.61%
Lowell Blake & Associates Inc. 66,309$5,423,0002.52%
View complete list of NOVARTIS A G shareholders