FRG Family Wealth Advisors LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,113 filers reported holding NOVARTIS A G in Q2 2021. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.

Quarter-by-quarter ownership
FRG Family Wealth Advisors LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$1,046,612
+0.9%
10,2750.0%0.24%
+4.0%
Q2 2023$1,036,850
+9.7%
10,2750.0%0.23%
+5.1%
Q1 2023$945,300
+1.4%
10,2750.0%0.22%
-2.7%
Q4 2022$932,148
+19.4%
10,2750.0%0.22%
+15.0%
Q3 2022$781,000
-10.1%
10,2750.0%0.19%
-4.0%
Q2 2022$869,000
-3.7%
10,2750.0%0.20%
+14.2%
Q1 2022$902,000
+0.3%
10,2750.0%0.18%
+4.8%
Q4 2021$899,000
+13.2%
10,275
+5.8%
0.17%
+7.7%
Q3 2021$794,000
-19.2%
9,710
-9.9%
0.16%
-16.6%
Q2 2021$983,000
+6.7%
10,7720.0%0.19%
-0.5%
Q1 2021$921,000
-9.4%
10,7720.0%0.19%
-14.9%
Q4 2020$1,017,000
+1.7%
10,772
-6.3%
0.22%
-9.1%
Q3 2020$1,000,000
-0.5%
11,5020.0%0.24%
-8.3%
Q2 2020$1,005,000
-10.9%
11,502
-16.0%
0.26%
-22.5%
Q1 2020$1,128,000
-13.0%
13,6870.0%0.34%
+8.9%
Q4 2019$1,296,000
+4.3%
13,687
-4.3%
0.31%
-2.2%
Q3 2019$1,243,000
-9.5%
14,302
-4.9%
0.32%
-11.3%
Q2 2019$1,373,000
-2.3%
15,032
+2.8%
0.36%
-9.3%
Q1 2019$1,406,000
+13.8%
14,622
+1.5%
0.40%
-1.2%
Q4 2018$1,236,000
+25.7%
14,402
+26.3%
0.40%
+49.6%
Q3 2018$983,000
+46.3%
11,407
+28.1%
0.27%
+34.3%
Q2 2018$672,000
+99.4%
8,902
+113.5%
0.20%
+79.5%
Q1 2018$337,000
+5.6%
4,170
+9.7%
0.11%
+8.7%
Q4 2017$319,000
-2.1%
3,8000.0%0.10%
-8.0%
Q3 2017$326,000
-1.5%
3,800
-4.0%
0.11%
-8.2%
Q2 2017$331,000
+29.8%
3,960
+16.3%
0.12%
+23.2%
Q1 2017$255,000
+7.6%
3,405
+4.6%
0.10%0.0%
Q4 2016$237,000
-3.3%
3,255
+4.8%
0.10%
-10.0%
Q3 2016$245,000
-4.3%
3,1050.0%0.11%
-5.2%
Q2 2016$256,000
+13.8%
3,1050.0%0.12%
+6.4%
Q1 2016$225,000
-15.7%
3,1050.0%0.11%
-16.2%
Q4 2015$267,0003,1050.13%
Other shareholders
NOVARTIS A G shareholders Q2 2021
NameSharesValueWeighting ↓
GODSEY & GIBB, INC 184,900$15,121,0006.74%
Martin Investment Management, LLC 289,924$23,710,0005.98%
Camber Capital Management LP 2,000,000$163,560,0005.04%
MANAGED ASSET PORTFOLIOS, LLC 381,778$31,222,0004.76%
PROFESSIONAL ADVISORY SERVICES INC 267,779$21,899,0003.22%
SCHARF INVESTMENTS, LLC 1,244,711$101,794,0003.21%
GARLAND CAPITAL MANAGEMENT INC 50,755$4,151,0002.97%
First Fiduciary Investment Counsel, Inc. 167,378$13,688,0002.67%
WILKINS INVESTMENT COUNSEL INC 130,590$10,680,0002.61%
Lowell Blake & Associates Inc. 66,309$5,423,0002.52%
View complete list of NOVARTIS A G shareholders