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 1,077 filers reported holding NOVARTIS A G in Q3 2022. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

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 Q3 2022
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