Curated Wealth Partners 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
Curated Wealth Partners LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$299,569
-28.8%
2,941
-29.4%
0.06%
-32.9%
Q2 2023$420,592
+9.7%
4,1680.0%0.08%
-4.7%
Q1 2023$383,456
-5.1%
4,168
-6.4%
0.09%
-12.2%
Q4 2022$404,066
+2.0%
4,454
-14.6%
0.10%
-15.5%
Q3 2022$396,000
-24.7%
5,215
-16.1%
0.12%
-25.2%
Q2 2022$526,000
+21.2%
6,219
+17.2%
0.16%
-36.0%
Q3 2021$434,000
+5.3%
5,308
+17.7%
0.24%
+8.0%
Q2 2021$412,000
+7.3%
4,511
+0.5%
0.22%
-5.1%
Q1 2021$384,000
-12.9%
4,490
-3.8%
0.24%
-17.5%
Q4 2020$441,0004,6680.29%
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