Investment Research & Advisory Group, Inc. - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,072 filers reported holding NOVARTIS A G in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
Investment Research & Advisory Group, Inc. ownership history of NOVARTIS A G
ValueSharesWeighting
Q1 2023$167,900
+1.4%
1,8250.0%0.11%
-0.9%
Q4 2022$165,564
+19.1%
1,8250.0%0.11%
+4.8%
Q3 2022$139,000
-9.7%
1,8250.0%0.10%
-6.3%
Q2 2022$154,000
-3.8%
1,8250.0%0.11%
+11.0%
Q1 2022$160,0000.0%1,8250.0%0.10%
+3.1%
Q4 2021$160,000
-19.2%
1,825
-24.4%
0.10%
-25.4%
Q3 2021$198,000
-10.0%
2,4130.0%0.13%
-10.3%
Q2 2021$220,000
-84.8%
2,413
-85.8%
0.14%
-86.4%
Q1 2021$1,452,000
-10.0%
16,988
-0.5%
1.07%
-10.9%
Q4 2020$1,613,000
+11.9%
17,079
+3.1%
1.20%
+0.1%
Q3 2020$1,441,000
-3.8%
16,570
-3.9%
1.20%
-11.1%
Q2 2020$1,498,000
+62.6%
17,239
+54.3%
1.34%
+57.5%
Q1 2020$921,000
-7.7%
11,170
+5.9%
0.85%
-7.5%
Q4 2019$998,00010,5440.92%
Other shareholders
NOVARTIS A G shareholders Q3 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