Forum Financial Management, LP - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,139 filers reported holding NOVARTIS A G in Q4 2021. The put-call ratio across all filers is 0.26 and the average weighting 0.2%.

Quarter-by-quarter ownership
Forum Financial Management, LP ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$2,431,806
-4.4%
23,874
-5.3%
0.05%
-5.3%
Q2 2023$2,544,446
+16.0%
25,215
+5.8%
0.06%
-9.5%
Q1 2023$2,193,372
-3.0%
23,841
-4.4%
0.06%
-16.0%
Q4 2022$2,262,103
+19.4%
24,9350.0%0.08%
-17.6%
Q3 2022$1,895,000
-10.1%
24,9350.0%0.09%
-14.2%
Q2 2022$2,108,000
-3.7%
24,9350.0%0.11%0.0%
Q1 2022$2,188,000
+0.3%
24,935
-0.1%
0.11%
-5.4%
Q4 2021$2,182,00024,9490.11%
Other shareholders
NOVARTIS A G shareholders Q4 2021
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