Robertson Stephens Wealth Management, 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
Robertson Stephens Wealth Management, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$364,557
+0.9%
3,5790.0%0.02%
-3.8%
Q2 2023$361,157
+9.7%
3,5790.0%0.03%
+4.0%
Q1 2023$329,268
-2.1%
3,579
-3.5%
0.02%
-24.2%
Q4 2022$336,480
+19.7%
3,7090.0%0.03%
+13.8%
Q3 2022$281,000
-14.3%
3,709
-4.5%
0.03%
-6.5%
Q2 2022$328,000
-10.6%
3,882
-7.3%
0.03%0.0%
Q1 2022$367,000
-5.4%
4,187
-5.7%
0.03%
-6.1%
Q4 2021$388,000
+4.3%
4,438
-2.5%
0.03%
-21.4%
Q3 2021$372,000
-14.5%
4,553
-4.6%
0.04%
-19.2%
Q2 2021$435,000
+12.4%
4,775
+5.3%
0.05%
-16.1%
Q1 2021$387,0004,5360.06%
Other shareholders
NOVARTIS A G shareholders Q3 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