WALLED LAKE PLANNING & 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
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$5,474,830
+1.8%
53,749
+0.8%
2.74%
+4.8%
Q2 2023$5,378,430
+10.1%
53,299
+0.4%
2.62%
+2.3%
Q1 2023$4,883,458
+9.3%
53,081
+7.8%
2.56%
-16.0%
Q4 2022$4,466,688
+18.8%
49,236
-0.4%
3.04%
+15.9%
Q3 2022$3,759,000
-8.2%
49,456
+2.1%
2.63%
-6.9%
Q2 2022$4,093,000
-0.7%
48,424
+3.1%
2.82%
+15.0%
Q1 2022$4,122,00046,9772.45%
Other shareholders
NOVARTIS A G shareholders Q3 2023
NameSharesValueWeighting ↓
Newman Dignan & Sheerar, Inc. 3,739$353,074,00056.77%
Susquehanna International Securities, Ltd. 118,837$11,222,0008.15%
MANAGED ASSET PORTFOLIOS, LLC 336,762$31,800,0005.59%
Martin Investment Management, LLC 169,019$15,960,0005.10%
SCHARF INVESTMENTS, LLC 1,197,539$113,083,0004.26%
GARLAND CAPITAL MANAGEMENT INC 50,705$4,788,0004.06%
Mawer Investment Management Ltd. 6,625,594$625,655,0003.69%
SPHERA FUNDS MANAGEMENT LTD. 429,000$40,510,0003.60%
First Fiduciary Investment Counsel, Inc. 196,693$18,574,0003.48%
PROFESSIONAL ADVISORY SERVICES INC 227,971$21,527,0003.46%
View complete list of NOVARTIS A G shareholders