First Trust Direct Indexing L.P. - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,126 filers reported holding NOVARTIS A G in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.

Quarter-by-quarter ownership
First Trust Direct Indexing L.P. ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$1,893,170
+12.7%
18,586
+11.7%
0.22%
+15.5%
Q2 2023$1,679,647
+22.3%
16,645
+11.5%
0.19%
+14.7%
Q1 2023$1,373,376
+5.5%
14,928
+4.0%
0.16%
-5.8%
Q4 2022$1,301,975
-36.3%
14,352
-46.7%
0.17%
-42.1%
Q3 2022$2,045,000
-5.6%
26,908
+5.0%
0.30%
-1.0%
Q2 2022$2,166,000
+112.4%
25,624
+120.4%
0.30%
+143.5%
Q1 2022$1,020,000
+48.0%
11,627
+47.5%
0.12%
+39.3%
Q4 2021$689,000
+5.5%
7,881
-1.3%
0.09%
-4.3%
Q3 2021$653,000
-11.2%
7,983
-0.9%
0.09%
-15.5%
Q2 2021$735,000
+1650.0%
8,052
+1709.4%
0.11%
+900.0%
Q4 2020$42,0004450.01%
Other shareholders
NOVARTIS A G shareholders Q1 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