Vanguard Personalized Indexing 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
Vanguard Personalized Indexing Management, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$5,237,451
+8.0%
51,418
+7.0%
0.16%
+5.4%
Q2 2023$4,850,706
+24.4%
48,070
+13.4%
0.15%
+10.4%
Q1 2023$3,899,601
+19.8%
42,398
+18.2%
0.14%
+0.7%
Q4 2022$3,254,943
+33.8%
35,879
+12.1%
0.13%
+21.8%
Q3 2022$2,433,000
-6.9%
32,003
+3.5%
0.11%
-9.1%
Q2 2022$2,613,000
+42.5%
30,915
+47.8%
0.12%
+36.0%
Q1 2022$1,834,000
+76.9%
20,915
+76.3%
0.09%
+45.9%
Q4 2021$1,037,000
+29.3%
11,861
+20.9%
0.06%
-15.3%
Q3 2021$802,000
-10.9%
9,811
-0.5%
0.07%
-23.4%
Q2 2021$900,000
-16.6%
9,862
-21.9%
0.09%
-42.3%
Q1 2021$1,079,000
-23.7%
12,623
-15.8%
0.16%
-47.1%
Q4 2020$1,415,000
+8.8%
14,987
+0.3%
0.31%
-15.6%
Q3 2020$1,300,000
+14.6%
14,946
+15.1%
0.36%
-29.0%
Q2 2020$1,134,000
+30.8%
12,986
+23.5%
0.51%
+1.6%
Q1 2020$867,00010,5140.51%
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