Occidental Asset Management, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,126 filers reported holding NOVARTIS A G in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$369,039
-1.2%
3,623
-2.2%
0.08%0.0%
Q2 2023$373,670
+3.4%
3,703
-5.7%
0.08%
-5.6%
Q1 2023$361,376
+0.7%
3,928
-0.7%
0.09%
-8.2%
Q4 2022$358,798
+52.0%
3,955
+27.4%
0.10%
+38.0%
Q3 2022$236,000
-9.9%
3,1050.0%0.07%
-9.0%
Q2 2022$262,000
-14.7%
3,105
-11.3%
0.08%
-1.3%
Q1 2022$307,000
+0.3%
3,501
+0.2%
0.08%
+8.2%
Q4 2021$306,000
+7.4%
3,494
+0.3%
0.07%
-1.4%
Q3 2021$285,000
-10.4%
3,4850.0%0.07%
-12.9%
Q2 2021$318,000
+6.7%
3,4850.0%0.08%
-4.5%
Q1 2021$298,000
-10.5%
3,485
-1.1%
0.09%
-19.1%
Q4 2020$333,000
+7.1%
3,524
-1.4%
0.11%
-14.7%
Q3 2020$311,000
-2.5%
3,575
-2.1%
0.13%
-8.5%
Q2 2020$319,000
+4.6%
3,653
-1.2%
0.14%
-7.8%
Q1 2020$305,000
-10.0%
3,696
+3.3%
0.15%
+10.9%
Q4 2019$339,000
+9.0%
3,5780.0%0.14%
+6.2%
Q3 2019$311,000
-4.9%
3,5780.0%0.13%
-11.6%
Q2 2019$327,000
-4.9%
3,5780.0%0.15%
-10.9%
Q1 2019$344,000
+12.1%
3,5780.0%0.16%
-5.2%
Q4 2018$307,000
+1.0%
3,578
+1.4%
0.17%
+14.5%
Q3 2018$304,000
+7.8%
3,529
-5.4%
0.15%
+0.7%
Q2 2018$282,000
-26.0%
3,729
-20.8%
0.15%
-26.3%
Q1 2018$381,000
-3.5%
4,7080.0%0.20%0.0%
Q4 2017$395,000
-1.7%
4,708
+0.6%
0.20%
-7.7%
Q3 2017$402,000
+0.8%
4,682
-2.1%
0.22%
-7.1%
Q2 2017$399,000
+9.9%
4,782
-2.0%
0.24%
-0.4%
Q1 2017$363,000
-2.4%
4,882
-4.4%
0.24%
-10.4%
Q4 2016$372,000
-9.7%
5,107
-2.1%
0.27%
-20.2%
Q3 2016$412,000
-3.7%
5,214
+0.4%
0.34%
-10.2%
Q2 2016$428,000
+44.1%
5,193
+26.7%
0.37%
+4.5%
Q1 2016$297,000
-15.9%
4,0980.0%0.36%
-20.8%
Q4 2015$353,000
-6.4%
4,0980.0%0.45%
-14.4%
Q3 2015$377,000
-6.5%
4,0980.0%0.53%
-2.2%
Q2 2015$403,000
-0.2%
4,0980.0%0.54%
+6.9%
Q1 2015$404,000
+6.3%
4,0980.0%0.50%
-12.8%
Q4 2014$380,000
-19.0%
4,098
-17.7%
0.58%
-24.2%
Q3 2014$469,000
+4.0%
4,9780.0%0.76%
-1.0%
Q2 2014$451,000
+6.6%
4,9780.0%0.77%
+2.3%
Q1 2014$423,0004,9780.76%
Other shareholders
NOVARTIS A G shareholders Q1 2021
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