MONTAG A & ASSOCIATES INC - 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
MONTAG A & ASSOCIATES INC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$822,627
-1.4%
8,076
-2.3%
0.05%
+2.0%
Q2 2023$834,253
+11.0%
8,267
+1.2%
0.05%
+4.1%
Q1 2023$751,483
+1.3%
8,168
-0.1%
0.05%
-2.0%
Q4 2022$741,844
+14.0%
8,177
-4.5%
0.05%
+11.1%
Q3 2022$651,000
+18.8%
8,561
+32.0%
0.04%
+28.6%
Q2 2022$548,000
-3.7%
6,4840.0%0.04%
+16.7%
Q1 2022$569,0000.0%6,484
-0.4%
0.03%
+7.1%
Q4 2021$569,000
+9.4%
6,507
+2.2%
0.03%0.0%
Q3 2021$520,000
-10.5%
6,3640.0%0.03%
-9.7%
Q2 2021$581,000
+6.8%
6,3640.0%0.03%0.0%
Q1 2021$544,000
-12.3%
6,364
-3.0%
0.03%
-18.4%
Q4 2020$620,000
-8.8%
6,564
-16.0%
0.04%
-30.9%
Q3 2020$680,000
+4.8%
7,814
+5.2%
0.06%
-3.5%
Q2 2020$649,000
+5.5%
7,429
-0.5%
0.06%
-6.6%
Q1 2020$615,000
-13.0%
7,4630.0%0.06%
+7.0%
Q4 2019$707,000
+8.6%
7,463
-0.4%
0.06%0.0%
Q3 2019$651,000
-5.1%
7,490
-0.4%
0.06%
-6.6%
Q2 2019$686,000
-7.0%
7,518
-2.1%
0.06%
-10.3%
Q1 2019$738,000
+8.7%
7,680
-2.9%
0.07%
-6.8%
Q4 2018$679,000
+15.9%
7,908
+16.4%
0.07%
+43.1%
Q3 2018$586,000
+4.8%
6,796
-8.2%
0.05%
-10.5%
Q2 2018$559,000
-83.7%
7,406
-82.5%
0.06%
-83.9%
Q1 2018$3,426,000
+189.1%
42,379
+200.2%
0.35%
+207.0%
Q4 2017$1,185,000
+90.5%
14,119
+94.9%
0.12%
+71.6%
Q3 2017$622,000
+3.5%
7,244
+0.6%
0.07%0.0%
Q2 2017$601,000
+12.3%
7,2040.0%0.07%
+11.7%
Q1 2017$535,000
+1.9%
7,2040.0%0.06%
-3.2%
Q4 2016$525,000
-9.6%
7,204
-2.0%
0.06%
-16.2%
Q3 2016$581,000
-6.4%
7,354
-2.3%
0.07%
-9.8%
Q2 2016$621,000
+6.9%
7,524
-6.2%
0.08%0.0%
Q1 2016$581,000
-83.2%
8,024
-80.0%
0.08%
-83.8%
Q4 2015$3,455,000
-8.3%
40,154
-2.0%
0.51%
-13.9%
Q3 2015$3,767,000
-5.6%
40,984
+1.0%
0.59%
+1.4%
Q2 2015$3,992,000
-8.1%
40,589
-7.9%
0.58%
-7.5%
Q1 2015$4,344,000
+12.5%
44,054
+5.7%
0.63%
+8.1%
Q4 2014$3,861,000
+6.2%
41,669
+7.9%
0.58%
-3.2%
Q3 2014$3,635,000
-3.6%
38,619
-7.2%
0.60%
-2.3%
Q2 2014$3,769,000
+1.8%
41,634
-4.4%
0.61%
-1.9%
Q1 2014$3,704,000
+14.2%
43,564
+8.0%
0.63%
+12.4%
Q4 2013$3,244,000
+142.3%
40,354
+131.1%
0.56%
+122.8%
Q3 2013$1,339,000
+8.7%
17,459
+0.2%
0.25%
-0.8%
Q2 2013$1,232,00017,4190.25%
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