HERITAGE WEALTH MANAGEMENT, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,160 filers reported holding NOVARTIS A G in Q1 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q4 2022$1,785,407
+166.9%
19,680
+123.7%
0.26%
+18.6%
Q3 2022$669,000
-99.9%
8,798
-6.8%
0.22%
-19.2%
Q2 2022$798,065,000
+109074.4%
9,441
+13.3%
0.27%
+34.3%
Q1 2022$731,000
+103.6%
8,335
+90.0%
0.20%
+54.7%
Q3 2021$359,000
+20.1%
4,387
+33.8%
0.13%
+13.3%
Q2 2021$299,000
+67.0%
3,280
+56.9%
0.11%
+11.9%
Q1 2021$179,0002,0910.10%
Other shareholders
NOVARTIS A G shareholders Q1 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