Fairhaven Wealth Management, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,171 filers reported holding NOVARTIS A G in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.3%.

Quarter-by-quarter ownership
Fairhaven Wealth Management, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$200,562
-4.3%
1,969
-14.7%
0.08%
-10.1%
Q4 2022$209,504
-7.7%
2,309
-14.2%
0.09%
-16.8%
Q2 2022$227,000
-47.0%
2,691
-44.9%
0.11%
-38.5%
Q1 2022$428,000
-75.9%
4,881
-75.9%
0.17%
-74.9%
Q4 2021$1,775,000
-20.5%
20,295
-25.6%
0.69%
-24.7%
Q3 2021$2,232,000
+4.2%
27,295
+16.2%
0.92%
+7.6%
Q2 2021$2,142,000
+13.7%
23,481
+6.5%
0.85%
+8.1%
Q1 2021$1,884,000
+29.1%
22,043
+42.7%
0.79%
+23.1%
Q4 2020$1,459,000
+35.6%
15,450
+24.9%
0.64%
+0.8%
Q3 2020$1,076,000
+33.8%
12,370
+34.3%
0.64%
+20.4%
Q2 2020$804,000
+35.6%
9,211
+28.0%
0.53%
-1.7%
Q1 2020$593,000
+15.6%
7,194
+32.8%
0.54%
+26.0%
Q4 2019$513,000
+8.9%
5,4170.0%0.43%
-3.2%
Q3 2019$471,000
-2.1%
5,417
+2.8%
0.44%
-1.3%
Q2 2019$481,000
+16.7%
5,272
+23.0%
0.45%
+14.0%
Q1 2019$412,000
+22.3%
4,286
+9.2%
0.39%
+18.4%
Q4 2018$337,0003,9260.33%
Other shareholders
NOVARTIS A G shareholders Q4 2022
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