PDS Planning, Inc - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,239 filers reported holding NOVARTIS A G in Q1 2024. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2024$860,090
+14.5%
8,079
+4.0%
0.09%
+10.1%
Q1 2024$751,108
-3.4%
7,765
+0.8%
0.08%
-11.2%
Q4 2023$777,772
+2.8%
7,703
+3.7%
0.09%
-9.2%
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 2024
NameSharesValueWeighting ↓
Martin Investment Management, LLC 318,637$27,960,0007.08%
MANAGED ASSET PORTFOLIOS, LLC 417,183$36,608,0005.02%
SAL Trading, LLC 233,600$20,498,0004.77%
SCHARF INVESTMENTS, LLC 1,340,680$117,662,0003.49%
SAL Trading, LLC 155,783$13,670,0003.18%
First Fiduciary Investment Counsel, Inc. 169,371$14,862,0002.90%
PRENTISS SMITH & CO INC 55,026$4,829,0002.90%
GARLAND CAPITAL MANAGEMENT INC 47,630$4,180,0002.77%
Cullen Capital Management, LLC 3,295,271$289,160,0002.66%
WILKINS INVESTMENT COUNSEL INC 133,880$11,748,0002.65%
View complete list of NOVARTIS A G shareholders