NOVARTIS AG

Ticker: NVS CUSIP: 66987V109 Class: SPONSORED ADR

Note: Option positions (PUT/CALL) are excluded.

New Positions (129)

Increased Positions (417)

Promethos Capital, LLC
Value ($000) $28,555 (+7.6%) Shares 224,804 (+8.5%)
BXM Wealth LLC
Value ($000) $676 (+1.8%) Shares 42,817 (+726.9%)
Triasima Portfolio Management inc.
Value ($000) $6,918 (+207.3%) Shares 50,175 (+185.8%)
Integral Health Asset Management, LLC
Value ($000) $34,468 (+34.4%) Shares 250,000 (+25.0%)
SMITHBRIDGE ASSET MANAGEMENT INC/DE
Value ($000) $13,485 (+116.8%) Shares 97,812 (+101.6%)
Quartz Partners, LLC
Value ($000) $4,878 (+17.4%) Shares 35,382 (+9.2%)
CULLEN INVESTMENT GROUP, LTD.
Value ($000) $4,656 (+671.4%) Shares 32,897 (+621.6%)
Archford Capital Strategies, LLC
Value ($000) $6,435 (+90.4%) Shares 46,672 (+77.1%)
GQG Partners LLC
Value ($000) $435,414 (+50.0%) Shares 3,158,122 (+39.6%)
CLOVERFIELDS CAPITAL GROUP, LP
Value ($000) $3,272 (+37.1%) Shares 23,731 (+27.5%)
Brooklyn Investment Group
Value ($000) $9,041 (+249.9%) Shares 64,948 (+201.7%)
Connor, Clark & Lunn Investment Management Ltd.
Value ($000) $89,773 (+1561.9%) Shares 651,144 (+1445.9%)
apricus wealth, LLC
Value ($000) $3,402 (+11.8%) Shares 24,673 (+4.0%)
Parkwood LLC
Value ($000) $20 (+19.1%) Shares 147,260 (+10.8%)
Abel Hall, LLC
Value ($000) $1,712 (+172.8%) Shares 12,416 (+153.8%)
Aquatic Capital Management LLC
Value ($000) $12,542 (+277.6%) Shares 90,973 (+251.3%)
Financial Gravity Asset Management, Inc.
Value ($000) $6,678 (+14.5%) Shares 48,437 (+6.5%)
Abacus Wealth Partners, LLC
Value ($000) $2,495 (+1001.5%) Shares 18,094 (+924.6%)
China Universal Asset Management Co., Ltd.
Value ($000) $4,963 (+93.5%) Shares 36,000 (+80.0%)
Vestmark Advisory Solutions, Inc.
Value ($000) $12,999 (+985.5%) Shares 94,282 (+909.7%)

Decreased Positions (381)

SCHARF INVESTMENTS, LLC
Value ($000) $132,756 (-14.5%) Shares 962,900 (-20.5%)
Martin Investment Management, LLC
Value ($000) $29,160 (+4.4%) Shares 211,504 (-2.9%)
Eldred Rock Partners, LLC
Value ($000) $11,243 (-3.4%) Shares 81,549 (-10.1%)
WILKINS INVESTMENT COUNSEL INC
Value ($000) $16,050 (-6.6%) Shares 116,412 (-13.1%)
Coleford Investment Management Ltd.
Value ($000) $18,430 (+5.6%) Shares 133,675 (-1.7%)
Euro Pacific Asset Management, LLC
Value ($000) $5 (-52.0%) Shares 42,231 (-54.0%)
Franklin, Parlapiano, Turner & Welch, LLC
Value ($000) $10,178 (+7.3%) Shares 70,511 (-4.7%)
Monte Financial Group, LLC
Value ($000) $6,069 (+1.6%) Shares 44,023 (-5.5%)
GREENUP STREET WEALTH MANAGEMENT LLC
Value ($000) $337 (-91.6%) Shares 2,444 (-92.2%)
PRIMECAP MANAGEMENT CO/CA/
Value ($000) $1,044,955 (-12.8%) Shares 7,579,274 (-18.9%)
Matthew Goff Investment Advisor, LLC
Value ($000) $11,837 (+4.6%) Shares 85,855 (-2.7%)
GODSEY & GIBB, INC
Value ($000) $26,345 (+6.3%) Shares 191,084 (-1.1%)
Safe Harbor Fiduciary, LLC
Value ($000) $9 (-97.9%) Shares 66 (-98.2%)
Clark Capital Management Group, Inc.
Value ($000) $61,447 (-31.6%) Shares 445,689 (-36.4%)
Dodge & Cox
Value ($000) $1,242,849 (-8.4%) Shares 9,014,641 (-14.8%)
FAIRFIELD, BUSH & CO.
Value ($000) $2,980 (+1.7%) Shares 21,613 (-5.4%)
Corient IA LLC
Value ($000) $418 (-34.8%) Shares 3,030 (-39.4%)
BALYASNY ASSET MANAGEMENT L.P.
Value ($000) $745 (-99.3%) Shares 5,404 (-99.4%)
GRANDFIELD & DODD, LLC
Value ($000) $21,418 (+2.6%) Shares 155,348 (-4.6%)
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO
Value ($000) $7,900 (-27.7%) Shares 57,300 (-32.7%)

Exited Positions (68)