PDS Planning, Inc - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,160 filers reported holding NOVARTIS A G in Q1 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$756,412
+11.0%
7,426
+9.9%
0.10%
+12.6%
Q2 2023$681,546
+41.6%
6,754
+29.1%
0.09%
+31.8%
Q1 2023$481,160
+99.2%
5,230
+96.5%
0.07%
+69.2%
Q4 2022$241,497
+13.4%
2,662
-4.9%
0.04%0.0%
Q3 2022$213,000
-29.7%
2,800
-21.9%
0.04%
-29.1%
Q2 2022$303,000
+7.8%
3,587
+12.0%
0.06%
+12.2%
Q1 2022$281,000
+26.6%
3,203
+26.0%
0.05%
+16.7%
Q4 2021$222,000
-7.1%
2,542
-12.9%
0.04%
-23.6%
Q3 2021$239,000
-12.1%
2,919
-2.0%
0.06%
-16.7%
Q2 2021$272,000
+16.7%
2,978
+9.1%
0.07%
-2.9%
Q1 2021$233,000
+2.2%
2,730
+13.0%
0.07%
-12.8%
Q4 2020$228,000
+4.6%
2,416
-3.4%
0.08%
-12.4%
Q3 2020$218,0000.0%2,502
+0.2%
0.09%
-10.1%
Q2 2020$218,0002,4960.10%
Other shareholders
NOVARTIS A G shareholders Q1 2023
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