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Novartis shares owned by Bleakley Financial Group

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Bleakley Financial Group from 13F filings

Historical chart of Bleakley Financial Group investment in Novartis

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All positions including Novartis held by Bleakley Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Bleakley Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.9M 49k 100.97
2023-09-30 $4.6M 45k 101.86
2023-06-30 $4.5M 45k 100.91
2023-03-31 $4.9M 53k 92.00
2022-12-31 $4.3M 48k 90.72

More positions owned by Bleakley Financial Group

Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Sprott Physical Gold & Silve Tr Unit (CEF)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Amazon (AMZN)
Ishares Silver Tr Ishares (SLV)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Bleakley Financial Group

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Franklin Resources
Bank of America Corporation
Wellington Management Company
Goldman Sachs Group
Henderson Group
Principal Financial Group
Mondrian Investment Partners
Wells Fargo & Company
UBS Group
Cullen Capital Management
Fisher Investments
Scharf Investments

View all funds holding Novartis