Keudell/Morrison Wealth Management - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,139 filers reported holding NOVARTIS A G in Q4 2021. The put-call ratio across all filers is 0.26 and the average weighting 0.2%.

Quarter-by-quarter ownership
Keudell/Morrison Wealth Management ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$320,044
-0.3%
3,142
-1.2%
0.10%
+5.4%
Q2 2023$320,995
+6.4%
3,181
-3.0%
0.09%
+4.5%
Q1 2023$301,668
+1.4%
3,2790.0%0.09%
-6.3%
Q4 2022$297,471
+16.2%
3,279
-2.7%
0.10%
-1.0%
Q3 2022$256,000
-5.5%
3,369
+5.1%
0.10%
-2.0%
Q2 2022$271,000
-24.9%
3,206
-22.1%
0.10%
-35.1%
Q1 2022$361,000
+8.7%
4,118
+8.6%
0.15%
+15.3%
Q4 2021$332,000
+2.8%
3,791
-4.0%
0.13%
-5.1%
Q3 2021$323,000
-3.9%
3,947
+7.3%
0.14%
-25.0%
Q2 2021$336,000
+12.4%
3,679
+5.1%
0.18%
+6.4%
Q1 2021$299,000
-8.3%
3,500
+1.2%
0.17%
-16.4%
Q4 2020$326,000
+6.5%
3,457
-1.6%
0.21%
+5.1%
Q3 2020$306,000
-8.4%
3,514
-8.1%
0.20%
-28.6%
Q2 2020$334,000
+27.5%
3,823
+20.2%
0.28%
+7.8%
Q1 2020$262,000
+17.5%
3,180
+34.8%
0.26%
+66.2%
Q4 2019$223,000
+8.8%
2,3590.0%0.15%
-8.9%
Q3 2019$205,000
-1.9%
2,3590.0%0.17%
-7.7%
Q2 2019$209,000
-3.7%
2,359
+4.4%
0.18%
-4.2%
Q1 2019$217,0002,2590.19%
Other shareholders
NOVARTIS A G shareholders Q4 2021
NameSharesValueWeighting ↓
MANAGED ASSET PORTFOLIOS, LLC 335,936$29,213,0005.81%
Martin Investment Management, LLC 170,759$14,849,0005.36%
Mawer Investment Management Ltd. 8,515,391$740,498,0004.84%
SCHARF INVESTMENTS, LLC 1,212,354$105,426,0004.54%
Hansberger Growth Investors, LP 45,645$3,969,0004.50%
GARLAND CAPITAL MANAGEMENT INC 50,905$4,427,0003.95%
First Fiduciary Investment Counsel, Inc. 193,021$16,785,0003.49%
PROFESSIONAL ADVISORY SERVICES INC 224,087$19,487,0003.48%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 362,047$31,484,0003.29%
WILKINS INVESTMENT COUNSEL INC 126,470$10,998,0003.28%
View complete list of NOVARTIS A G shareholders